Course

Course Overview

Estimated Training Hours: 300 Hours

Mode - Online

To be completed within 300 Hours

This course will help the learners with advanced excel skills required to build financial models. It focuses on increasing the knowledge of learners in the field of Investment Banking. It will help the learners gain confidence in preparing Investment Banker’s Pitch Books and build the essential skills needed for productive financial data analysis and modeling.

This course will also help the learners understand the concept of Trading Comparables and Transaction Comparables. It will guide them how to determine the current value of a company by using a sample of ratios from comparable peer groups. Peer groups can either be determined from publicly traded comparables (Trading Comps) or through transactions for companies that are similar (Transaction Comps). It will provide a detailed study on how to estimate the value of the operation of the business or the value of the equity of the business.

It also focuses on how to build a Full DCF model and helps the learners gain an expertise in doing valuation analysis in the investment industry. This course will also provide an extensive study on LBO model. It will cover various aspects as to how the investors arrive at a value for a highly leveraged acquisition.

This course also gives an overview to the learners about Credit Research. It involves easy-to-follow material and includes knowledge check exercises after each lesson which ensures that the learners absorb the content. The investor base for bonds continues to grow at an unprecedented pace as institutions shift from equities to fixed income, and increasingly to credit. Moreover, the structural shift from bank lending to debt capital market borrowing continues apace. The role of rating agencies and an understanding of how they rate the financial strength of a borrower has therefore never been more important. This course will provide you with an unprecedented insight into corporate credit analysis and the methodologies used by international rating agencies.

The course work involves the following:
  • Reading Material
  • Video Tutorials
  • Reusable, modifiable Valuation Modeling Excel templates
  • Live Chat Support to resolve queries and clear the doubts on a real time basis
  • Interactive Check Your Understanding (CYU) questions
  • Home Work (comprising of assignments and submission of projects which will be evaluated by experts through an e-mail correspondence)
  • Final Assessment
  • Test and Certification (are optional depending on individual need of the learner)
Course Sections
  • Working with Advanced Excel
  • Getting Familiar with Investment Banking
  • Comparable Company Analysis
  • Comparable Transaction Analysis
  • Discounted Cash Flow (DCF) Analysis
  • LBO Modeling
  • Overview of Credit Research
  • Valuation of Bonds
  • Risks associated with Bond investment
  • Interest Rate Sensitivity of a Bond
  • Yield Curves
  • Credit Analysis
  • Securitizations
Course Goals and Objectives

Here you will get a thorough understanding of how to work with Advanced Excel tools and gain relevant skills to build good, integrated financial models. This course builds upon, and implements in Excel, the fundamental financial analysis topics. It will help you understand the performance of business, ongoing projects, and investments. Knowledge of Advanced Excel will further help you in evaluating business options and risks in a cost effective manner against a range of assumptions. It helps in identifying optimal solutions and evaluating financial returns. Not only this, it will also help you explore the practical usage of advanced excel functions in a financial model.

It also focuses on how to build a Full DCF model and will help you gain an expertise in doing valuation analysis in an investment industry. You will be able to improve your efficiency, and will be able to do valuation much quicker after undergoing the module on Discounted Cash Flow (DCF). Not only this, this course also provides you an overview of how LBO modeling is done. It will cover various aspects as to how the investors arrive at a value for a highly leveraged acquisition. You’ll learn how to prepare LBO model from scratch.

During this course, you will create your own financial model which you can take away and use for future reference. You will learn how to design and create a user-friendly model, which can be used by anyone with limited knowledge of Excel.

Here you will also get an understanding of how credit research is done. This course will help you analyze the financial and operating strength of specific borrower. It will help you identify the business risk and the management risk associated with it. It will guide you through a number of ratio analysis which will help you evaluate the financial position and will teach you the credit risks inherent in a wide range of corporate debt instruments. Credit research process evaluates an applicant’s loan request or a corporation’s debt issue in order to determine the likelihood that the borrower will live up to his/her obligations.

Knowledge on Credit Research will enhance your analytical skills, and will help you in using a structured and systematic approach to evaluate the credit standing of a company and the relative attractiveness of the risk-return profile of the investing / lending proposition. You are encouraged to be focused, practical and concise in developing and articulating credit judgment.

By creating your own user-friendly financial model, you will learn to translate business concepts into a structured format to identify weaknesses and predict future performance.

Hands on experience

Interactive CYUs, home assignments, project submission, project evaluation done by industry experts and feedback shared accordingly.


Prerequisites:

(What level of Knowledge you should have)

  • Knowledge of Basic Excel
  • Knowledge of Accounting & Financial Statements Integration
  • Basic understanding of Valuation Modeling concepts
  • Basic to Moderate understanding of Excel worksheets
  • Laptop/Desktop with Windows applications (Excel and PowerPoint)
Package Cost

INR 24,000*with 6 months validity **

*(Cost including all taxes)

**Offer valid for a limited period only


What you will get:
  • Industry recognised certificate
  • Fast track your career in Capital Markets

*Completing this course does not guarantee a job or internship with MAKS.

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