Financial Modeling – Programs

8/3/2019 Financial Modeling Programs

1/6

Financial ModelingPrograms

Financial Modeling

Financial Modeling is a key skill with application in several areas within banking and financeindustry as well as in large corporations. Individuals with financial modeling skills can work

in the areas of investment banking / equity research/trading, financial KPOs that are assisting

investment bankers / equity research firms, financial advisory firms, project finance and in

the area of performance tracking and MIS for companies themselves.

To see the power point presentation on Financial Modeling & its application in Equity

Research, Investment Banking, Project Finance, Credit Rating etc:Click here

To see sample financial models prepared by IMS Proschoolclick here

Who Should Take This Course?

The objective is to groom the candidates for entry level jobs in the finance sector which

require financial analysis and modeling skills. The program aims to impart the necessary

skills required to perform the role of a Financial Research Analyst. The program equips

students with the practical skill sets required to perform financial analysis, modeling and

valuation through Excel.

Description

In financial modeling you learn to gather historical information on companies and analyzecompany / industry performance on various financial parameters. This analysis is then used to

build a companies financial model, which in turn is key to projecting a future financial

performance. Based on this model companies / investors can arrive at a suitable valuation for

the companies.

The program conducted by Proschool comprises of the following courses. Each course

includes topics which are relevant providing conceptual as well as practical knowledge

required for the job.

1. Accounting Fundamentalso Introduction to Accountingo Basic Accounting Principleso Income Statemento Balance Sheeto Cash Flow Statemento Financial Ratio Analysiso Reading the Annual Reporto International Accounting Standards

2. Economic Analysis
http://proschoolonline.com/wp/wp-content/uploads/2011/06/Financial-Modeling-Program-April-11-1.pdfhttp://proschoolonline.com/wp/wp-content/uploads/2011/06/Financial-Modeling-Program-April-11-1.pdfhttp://proschoolonline.com/wp/wp-content/uploads/2011/06/Financial-Modeling-Program-April-11-1.pdfhttp://proschoolonline.com/wp/see-financial-models-submitted-by-proschool-students/http://proschoolonline.com/wp/see-financial-models-submitted-by-proschool-students/http://proschoolonline.com/wp/see-financial-models-submitted-by-proschool-students/http://proschoolonline.com/wp/see-financial-models-submitted-by-proschool-students/http://proschoolonline.com/wp/wp-content/uploads/2011/06/Financial-Modeling-Program-April-11-1.pdf


2/6

o IntroductionRelevance of Economicso Microeconomicso Macroeconomics

3. Financial Managemento Time value of moneyo Long term financingo Cost of capitalo Risk and returno Capital Structureo Dividend Policyo Working Capital Requirementso Equity and Industry Analysis

4. Financial Marketso Financial Markets & Intermediarieso Equity Market Structureo Equity Market Analysiso Portfolio Management

5. Excel Proficiencyo Formatting of Excel Sheetso Use of Excel Formulae Functiono Advanced Modeling Techniqueso Data Filter and Sorto Charts and Graphso Table formula and Scenario buildingo Introduction to macros

6. Financial Modeling & Valuation and Sector Overviewo Introduction to Data Gathering and Financial Modelingo Prepare an Income Statemento Prepare a Balance Sheeto Prepare YTD Cash Flow Statemento Prepare Geographic Revenue Sheeto Prepare Segment Revenue Sheeto Prepare Cost Statemento Prepare Debt Sheeto Analyze Revenue Driverso Forecast Geographic Revenueso Forecast Segment Revenueso Forecast Cost Statement


3/6

o Forecast Debto Proforma Adjustmentso Income StatementCompute Marginso Forecast Income StatementPart Ao Forecast Income StatementPart Bo Balance Sheet -Compute Ratioso Forecast Balance Sheeto Quarterly CFS and scheduleso CFS Projectiono CFS ProjectionPart Ao CFS ProjectionPart Bo Basics Of Valuationo Valuation- Discounted Cash Flow Method (DCF)o ValuationRelative Valuationo ValuationAssumptions for Valuation Modelo Prepare Valuation Modelo Prepare Valuation ModelPart Ao Prepare Valuation ModelPart Bo Prepare Valuation ModelPart Co Prepare Presentation Sheet(PS)o Prepare Presentation Sheet(PS) -Part Ao Prepare Company Overview (CO)o Prepare Company Overview (CO)Part Ao Sector Overview

7. Report Writingo Report Writing

To know more about our course and cost click here.

Requirements

Education: Candidate must be at least a graduate or equivalent. Those in the final year will

receive the certification only after they provide the proof of graduation. All candidates should

undergo the training program of IMS Proschool and successfully complete the online quizzes

Technical: Online participants in this course would need a computer, an internet connection,

headsets and a mic.

Certification

Examination: The candidate has to pass the certification exam conducted by Proschool at

NSE Centres. The candidates will be evaluated on their performance in the online quizzes,

assignments and final examination. Only those who have successfully completed the online

quizzes and assignments will be eligible to appear for the Final Certification Examination.

About the Proschool Certification Examination
http://proschoolonline.com/wp/certificate-programs/financial-modeling/ims-programs/http://proschoolonline.com/wp/certificate-programs/financial-modeling/ims-programs/http://proschoolonline.com/wp/certificate-programs/financial-modeling/ims-programs/


4/6

* The Certification Examination will be conducted at NSE Centres in select cities.

* The exams are normally conducted in the last week of every Feb, May, Aug, Nov. Students

can therefore pace themselves accordingly and target for any of the above mentioned exam

months. One will have to register for the exam at least 45 days prior to the exam date.

* The students will have to register for these exams at Proschool.

* The examination is a computer based test and will comprise of multiple choice questions.The exact paper structure will be communicated to the students by IMS Proschool before

every exam since the structure is subject to change.

* The students will receive their scores immediately after the exam.

* Those who fail the examination can reappear for the exam by paying a repeat fee of

Rs.3000/- . There is no limit on number of attempts.

How to Enrol for the Program?

You canEnrol OnlineOR download the Application Form from here [Download

Application Form] OR obtain the same from your nearest Proschool centre and submit the

duly filled Application Form along with the following documents to Proschool Centre(Mumbai or Pune) where you would like to attend the program.

i. Two passport size colour photographs.

ii. Self-attested photocopies of the highest qualification till date.

iii. The payment has to be made by Demand Draft. The DD should be drawn in favour ofIMS Proschool Pvt Ltd. payable in Mumbai.

iv. Those applying for waivers, need to attach the supporting documents for the waiver

Note: 1) Proschool reserves the right to accept or reject any application without assigning any

reason thereof.

2) Incomplete application forms or application forms which are not accompanied with

relevant documents will not be processed.

Proschool Offers the following programs:

Classroom Program-REGULAR Classroom Program-SPRINT Live Virtual Classroom Program Distance Learning Program

CLASSROOM PROGRAMREGULAR200 hours of classes Six Months Program Online Study Material Online quizzes &

assignments.

The program commences twice in a year in the month of June and December.

CLASSROOM PROGRAM SPRINT100 hours of classes 3 months of Classroom Sessions Online Study Material Online quizzes

& assignments.

Training program will be conducted in the month of March and September / June and
http://proschoolonline.com/wp/enrol-now/http://proschoolonline.com/wp/enrol-now/http://proschoolonline.com/wp/enrol-now/http://proschoolonline.com/wp/contact-us/download-application-form/http://proschoolonline.com/wp/contact-us/download-application-form/http://proschoolonline.com/wp/contact-us/download-application-form/http://proschoolonline.com/wp/contact-us/download-application-form/http://proschoolonline.com/wp/contact-us/download-application-form/http://proschoolonline.com/wp/contact-us/download-application-form/http://proschoolonline.com/wp/enrol-now/


5/6

December. Therefore the students should ensure that they complete the first four courses

before they come to class.

LIVE VIRTUAL CLASSROOM PROGRAMLive Online classes Online Study Material Online quizzes & assignments.

Contact Proschool for exact batch details

DISTANCE LEARNINGREGULAROnline Study Material Online quizzes & assignments Faculty support via email.

The course is available throughout the year.

NOTE:IMS Proschool reserves the right to postpone or cancel the program. It also reserves

the right to modify or cancel any module in the curriculum

* For Classroom Program SPRINT, classes will be conducted only for Excel Proficiency,

Financial Modeling & Report Writing. The rest of the courses on the program will be self-

study via online mode.

Program Duration & Fees

FM Classroom

REGULAR

FM Classroom

SPRINT

FM LVC

REGULAR

Program

FM Distance

Learning

Program Fee Rs. 77,210/- Rs. 35,296/- Rs. 22,060/- Rs. 13,236/-

Fee after Waiver *Refer Waiver policy

Group A Rs. 61,768 Rs. 35,296 Rs. 22,060 Rs. 13,236/-

Group B Rs. 46,326 Rs. 28,237 Rs. 17,648 Rs. 13,236/-

Installment

facilityYes No No No

* The fees are inclusive of one time exam fee. There is a repeat exam fee of Rs. 3000/- for

every re-attempt.

* The Fee is INCLUSIVE of Service Tax. Fee is subject to change. Fee paid once will not be

refunded.

[Click here to view the IMS Proschool Waiver Policy]

In which cities is the classroom program offered?

The program is currently offered in Mumbai and Pune.

We also conduct training for Financial Modeling program (with NSE IndiaNCFM

Certification) at Educational institutions across India. For more information on training

program and cost contact: 9372895050 or [email protected]

How to Enrol for the Program?
http://proschoolonline.com/wp/wp-content/uploads/2010/05/fm-waiver-polcy.htmlhttp://proschoolonline.com/wp/wp-content/uploads/2010/05/fm-waiver-polcy.htmlhttp://proschoolonline.com/wp/wp-content/uploads/2010/05/fm-waiver-polcy.htmlmailto:[email protected]:[email protected]:[email protected]:[email protected]://proschoolonline.com/wp/wp-content/uploads/2010/05/fm-waiver-polcy.html


6/6

You canEnrol OnlineOR download the Application Form from here [Download

Application Form] OR obtain the same from your nearest Proschool centre and submit the

duly filled Application Form along with the following documents to Proschool Centre

(Mumbai or Pune) where you would like to attend the program.

i. Two passport size colour photographs.ii. Self-attested photocopies of the highest qualification till date.

iii. The payment has to be made by Demand Draft. The DD should be drawn in favour of

IMS Proschool Pvt Ltd. payable in Mumbai.

iv. Those applying for waivers, need to attach the supporting documents for the waiver

Note: 1) Proschool reserves the right to accept or reject any application without assigning any

reason thereof.

2) Incomplete application forms or application forms which are not accompanied with

relevant documents will not be processed.
http://proschoolonline.com/wp/enrol-now/http://proschoolonline.com/wp/enrol-now/http://proschoolonline.com/wp/enrol-now/http://proschoolonline.com/wp/contact-us/download-application-form/http://proschoolonline.com/wp/contact-us/download-application-form/http://proschoolonline.com/wp/contact-us/download-application-form/http://proschoolonline.com/wp/contact-us/download-application-form/http://proschoolonline.com/wp/contact-us/download-application-form/http://proschoolonline.com/wp/contact-us/download-application-form/http://proschoolonline.com/wp/enrol-now/

Financial Modeling – Programs

Documents

Transcript of Financial Modeling – Programs