Early Bird Offer
Financial Modeling Bootcamp Live Classes
Our Financial Modeling Bootcamp provides practical expertise of financial modeling concepts and access to all our 36 hours of live online Bootcamps that include Equity Research, Investment Banking, Business Valuations, Mergers and Acquisitions and LBO. In addition, you also get access to our 90+ hours of comprehensive self-study package that is comprised of video courses. This Bootcamp will help you learn the art and science of building financial models from scratch.
Includes:
- 27,780 ratings
Key Features
Course Fees
Live Online Classes PREFERRED
Everything in self-paced, plus
Overview
Our Financial Modeling Bootcamp covers more than 36 hours of interactive, comprehensive, and instructor-led training with real-life case studies, thus imparting working knowledge of vital financial modeling principles.
Live Online Classes Curriculum Download Curriculum
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Module 01 – Ratio Analysis - Fundamental Analysis Bootcamp
How to analyze a company?
- Common size statements
- Balance sheet
- Income statement
- Internal liquidity analysis
- Current ratio / quick ratio / cash ratio
- Inventory turnover
- Receivable turnover
- Payables turnover
- Operating profitability analysis
- Gross profit margins
- Operating margins
- Return on total capital
- DuPont analysis - Return on equity
- Extended DuPont analysis
- Risk analysis
- Operating leverage
- Financial leverage
- Debt to equity ratio
- Interest coverage ratio
- Growth analysis
- Sustainable growth rate
- Colgate Case Study
- Common size statements
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Module 02 – Financial Modeling - Fundamental Analysis Bootcamp
Introduction to Modeling
- Introduction to financial modeling
- Why financial models are used?
- What skills are needed for financial modeling?
- General structure and model design
- Historical data
- Sources of information
- Presentation of historical data
- Analysis of historical data
- Building the model
- Core statements
Projecting Schedules
- Revenues
- Costs
- Fixed asset, capital expenditure, and depreciation schedule
- Capital lease schedule
- Amortization schedule
- Working capital and change in working capital schedule
- Completion of income statement logic
- Shareholders’ equity schedule
- Shares outstanding schedule
- Individual schedules of inventory, deferred revenue, receivables, and other working capital categories
- Other long-term items schedule
- Debt and debt repayment schedule
- Interest schedule
- Income tax schedule
- Schedules of investments and dividends received
- Details of minority and non-consolidated subsidiaries
Drivers
- Income statement drivers
- Revenues
- Costs
- Operating expenses
- Other income statement items
- Income taxes
- Equity income
- Minority interest
- Balance sheet drivers - assets
- Working capital
- Cash and cash equivalents
- Accounts receivables
- Inventories
- Fixed assets (PPE, depreciation and net fixed assets)
- Non-consolidated subsidiaries
- Balance sheet drivers – liabilities
- Short term debt
- Accounts payable
- Deferred taxes, accrued liabilities, and other current Liabilities
- Minority interest
- Equity
Balancing Act
- Balancing the balance sheet
- Calculating cash flow from operations
- Calculating cash flow from investing activities
- Calculating cash from financing activities
- Calculating net cash flows
Hands-on Exercise: Colgate Case Study
- Introduction to financial modeling
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Module 03 – Business Valuation - Business Valuation Bootcamp
Valuation Overview
- Valuation overview
- Why valuation?
- Importance of valuation
- Valuation approach
- Key valuation tools
- Valuation summary table
- Key valuation questions
- Valuation – subjectivity versus objectivity
- Introduction to discounted cash flow
- Discounted cash flow
- Overview of discounted cash flow
- Steps in a Discounted cash flow (DCF)
Discounted Cash Flows
- Free cash flow
- Valuing a firm using free cash flow to firm (FCFF)
- Valuing a Firm using free cash flow to equity (FCFE)
- Suitability of FCFF and FCFE
- Discounted cash flow projections
- Sales
- Operating expenses
- Depreciation
- Capital expenditure
- Income tax
- Working capital
- Deferred tax
- Projections – some questions?
Terminal Value
- Terminal value overview
- Exit value method
- Exit multiple exercise
- Perpetuity growth method
- Perpetuity growth exercise
- Terminal value spot check
- Terminal value concerns
Discount Rate
- Discount rate overview
- Discount rate – cost of debt
- Yield to maturity method
- Credit rating method
- Synthetic rating method
- Company report method (spot check!)
- Risks
- Unsystematic risk
- Systematic risk
Capital Asset Pricing Model
- Introduction to capital asset pricing model (CAPM)
- Risk-free rate
- Beta
- Calculation of regression beta
- Calculation of bottom-up beta – levered and unlevered beta
- Beta concern
- Preferred beta methodology
- Market risk premium
- Historical risk premium method
- Forecast risk premium method
- Market risk premium: size premium
DCF Synthesis
- DCF – present value
- Discounting
- Mid-year discounting
- Valuation
- DCF – adjustments
- Sensitivity analysis
- FCF and terminal value using growth rate and WACC as inputs
- Enterprise value using growth rate and WACC as inputs
- Price/share using growth and WACC as inputs
- Effect on EPS by changing the value drivers
Valuation Multiple
- What is a multiple?
- Why multiples vary
- Advantages and disadvantages of Multiples
- Identifying comparables
- Operational parameters
- Financial parameters
- Equity value
- Enterprise value
- Advantages of equity value and enterprise value
- Introduction to equity value multiples
- Introduction to enterprise value multiples
Equity and Enterprise Multiple
- Calculation of valuation multiples
- Enterprise value multiples
- EV/Sales
- EV/EBITDA
- EV/EBIT
- EV/FCF
- EV/Capacity
- Equity value multiples
- P/E
- P/CF
- P/BV
- PEG
- Dividend Yield
- Let’s put it together!
Other Valuation Approaches
- Asset-based valuation
- Sum of parts
- Mergers and acquisitions comparables
- Replacement cost method
- Qualitative factors in valuation - management quality
- Valuation overview
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Module 04 – Mergers & Acquisitions - Mergers & Acquisitions Bootcamp
- Overview of Mergers & Acquisition
- Purchase Price Calculations & Sources
- Purchase Price Calculations
- Sources & Uses of Funds
- Financial Statements
- Purchase Price Allocation
- Proforma Opening Balance Sheet Format
- Proforma P&L Forecast
- Proforma NI & EPS
- Proforma Balance Sheet Actuals & Forecast
- Working Capital Calculations
- Proforma Statement Completion
- Preparation of Proforma Cash Flow Statement
- Debt Repayment Schedule
- Accretion & Dilution Calculations
- Synergies and Assumptions
- Synergy Assumptions
- Synergy Calculations
- Sensitivity Analysis
- Summary
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Module 05 – Leveraged Buyout - Leveraged Buyout Bootcamp
- Overview of Leverage Buyout
- Transaction Assumptions
- Transaction Assumptions
- Debt Assumptions
- Sources & Uses of Funds
- Projecting Schedules
- Revenue Built-up
- Cost Sheet
- Working Capital Management
- Depreciation & Amortization
- Linking to Financial Statements
- Linking to Income Statement
- Linking to Balance Sheet
- Linking to cash Flow Statement
- Shareholder’s Equity & Debt Schedule Calculations
- Shareholder’s Equity Schedule
- Debt Schedule
- Completing the Missing Links
- IRR & Sensitivity Analysis
IN : +91-8800880140
Self-Paced Training
Our Self-paced Financial Analyst Training is an Ultimate bundle of 3 courses and 14 projects with 90+ hours of video tutorials and Lifetime Access.
This isn’t all, you also get verifiable certificates (unique certification number and your unique URL) when you complete these trainings.
Self-Paced Training Curriculum
In this section, each module of the Financial Modeling Course is explained briefly:
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Financial Modeling Course
(3 Online Courses, 14 Hands-on Projects)
In this Financial Analyst course, you will learn everything you need to know about financial modeling. We will start with the financial modeling of Siemens AG. Then, we will teach you the financial modeling of banking sector, for a biotech company, petrochemical sector, real estate sector, metals sector, Islamic banking modeling, consumer goods and many other.
Self Study Course Bundle Details
| Course | No. of Hours | |
|---|---|---|
| Financial Modeling Overview | 1m | |
| Microsoft Excel - Beginners | 6h 44m | |
| Microsoft Excel - Advanced | 9h 21m | |
| Accounting - The Foundation | 43m | |
| Accounting - Income Statement | 1h 57m | |
| Accounting - Balance Sheet | 3h 19m | |
| Accounting - Cash Flows Analysis | 1h 2m | |
| Corporate Valuation - DCF and Relative Valuation | 3h | |
| Financial Modeling of Tesla Inc. | 5h 38m | |
| Financial Modeling of Apple Inc | 8h 24m | |
| Financial Modeling of IBM | 8h 44m | |
| Financial Modeling - Twitter | 5h 07m | |
| Financial Modeling - Starbucks | 3h 3m | |
| Financial Modeling - Siemens AG | 8h 33m | |
| Financial Modeling - Big Books | 8h 53m | |
| Financial Modeling - Biotech Company | 19h 05m | |
| Financial Modeling - Bank of America | 2h 57m | |
| Financial Modeling - Time Warner | 3h 48m | |
| Real Estate Modelling | 12h 23m | |
| Financial Modeling - JPMorgan Bank | 6h 34m | |
| Financial Modeling - Islamic Banking | 4h 47m | |
| Financial Modeling - Noble Energy | 4h 14m | |
| Financial Modeling - Barrick Gold Corporation | 2h 52m | |
| Equity Research of Capital Goods Industry (Praj Industries) | 7h 41m | |
| Financial Modeling - HUL Ltd | 5h 12m | |
| Financial Modeling - Maruti Suzuki | 5h 18m | |
| Financial Modeling - Just Dial | 12h 04m | |
| Financial Modeling - Asian Paints | 2h 36m | |
| Financial Modeling - Cox & Kings | 1h 8m | |
| Financial modeling - ABC | 1h 58m | |
| Financial Modeling of Comcast | 11h 7m | |
| Financial Modeling - ACC Cements | 55m | |
| Financial Modeling - Consumer Goods & Services (CG&S) Sector | 19h 06m | |
| Financial Modeling - Power Sector | 3h 25m | |
| Financial Modeling - Indian Telecommunication Sector | 3h 48m | |
| Financial Modeling - Real Estate Projects | 5h 36m | |
| Financial Modeling - Real Estate Sector | 2h 49m | |
| Financial Modeling - Real Estates Projects Sector | 10h 56m | |
| Financial Modeling - Steel Sector | 2h 35m | |
| Financial Modeling - Petrochemical Sector | 3h 2m | |
| Financial Modeling - Automobile Sector | 4h 27m | |
| Financial Modeling - Broadcasting Sector | 2h 5m | |
| Financial Modeling - Banking Sector | 7h 54m | |
| Financial Modeling - Media and Entertainment Sector | 3h 17m | |
| Financial Modeling - Apparel Sector | 2h 23m | |
| Financial Modeling - Retail Sector | 4h 56m | |
| Financial Modeling - Cement Sector | 7h 22m | |
| Financial Modeling - Education Sector | 6h 49m | |
| Financial Modeling - Pharma Sector | 6h 21m | |
| Financial Modeling - Tourism Sector | 11h 37m | |
| Financial Modeling - E-Commerce Start-up | 4h 24m |
Self Study Projects
- 15+ Industry Projects
- Hands-on Instructor-led Case Studies
- Perform financial analysis on Live company data
- Build a financial & Valuation Model from scratch
- Forecast Target Price of Shares
- Showcase Projects in your CV/Linkedin
Financial Modeling Course - Certificate of Completion
Industry Growth Trend
The Financial Services Application Market is expected to grow from $66.92 billion in 2014 to $103.66 billion to 2019, at a Compound Annual Growth Rate (CAGR) of 9.1% during the forecast period 2014-2019.[Source - MarketsandMarkets]
Average Salary
[Source - Indeed]
Pre-requisites
- Have advanced knowledge in finance: This financial modeling training isn’t for everybody and the right reasons. It’s created for professionals that create financial models as part of their profession. This mastery course will make you a master of financial modeling and if you don’t know much about finance or have basic knowledge, first you need to understand finance well to do this course.
- Ability to sit through and practice what you learn: To get the best from this financial modeling certification course, you need to practice what you learn. Since it’s a comprehensive course, you need to look at each module again and again and apply what you learn.
Target Audience
- Finance Professionals: This course is particularly useful for those that create financial modeling as a part of their profession. From investment bankers to equity research analysts to financial analysts, most of the finance professionals would find tremendous value in this comprehensive course.
- Students of Finance: Students who have been studying finance and want to create a career in financial modeling should learn this course. But they need to be committed to being financial modelers so that they can go through this comprehensive course seamlessly.
FAQ’s- General Questions
Why should I do this financial modeling course?
If you’re looking for an answer, most probably this course is not right for you. Otherwise, you would have asked, “how can I do this course right now?” This course is designed in such a way that it will blow the minds of even an experienced financial analyst. Don’t you think? Look at the curriculum first.
I’m not from the finance background. Can I do this financial modeling certification?
We would urge you not to do this course if you don’t have a background in finance. Because to get the best value from the course, you should know finance at the intermediate level. If you’re interested to do this course, first do a basic and advanced finance course, then you can go ahead and explore this course.
Can I create a complex financial model after doing this course?
The answer is both yes and no. The course is designed in such a way that if you’re serious, you will easily be able to create both basic and complex financial models. But if you just browse through the course and don’t practice what you learn, it wouldn’t be possible to create even a basic model. In essence, this course will work if you work on it.
Sample Preview
Career Benefits
- Comprehensive learning & application: This course is all-in-all for you if you’re looking to master financial modeling. You will not find a single course in the market that caters to so many sectors and offers you multiple practical examples to illustrate each lesson.
- You would be way ahead than your peers: Let’s say that you would do this financial modeling course and your peers wouldn’t (though we want everyone interested in financial modeling should do this course). Once you learn and apply what you would learn from this course, you will be way ahead than your peers. And your peers would be astounded to see you creating models after models at ease.
- You will be to analyze multiple things and help a lot of clients/people/management: What you would need is impeccable skills to master your career. If you feel that learning financial modeling will close the gap, this financial modeling course would certainly live up to your expectations and more. Just do this course and you would know.
Course Testimonials
Financial Modelling – Banking Sector
A financial modeling training course focusing on the banking sector. This includes many methodologies of calculating and forecasting different line items like deposits and loans using macroeconomic approaches but also other items using industry analysis. The key item is how to link the different forecasts between the 3 financial statements and how to improve our valuation
Linked
Tornidis Ioannis
Financial Modeling Course
The excellent financial modeling certification course, I will recommend it to anyone. Clear step by step instructions and the good thing is you can redo the sessions until you are confident. I completed that certificate program and I think that is the best way to understand real estate financial modeling easily. All concepts and applications are supported by examples in Excel. Thank you very much for clear and beneficial explanations
Linked
Vignesh Varatharajan Sivamani
Investment Banking Bundle- awesome course
The investment banking bundle is a very rich and well-structured course. It is very illuminating and informative, and it prepares you to find a needle in a haystack. Even though some of the topics are challenging and require extended time, it worth the time spent on these videos.
Linked
Leikantsemang Renewang
Good course
Good Financial modeling training. I liked the examples. The Instructor is best, He communicates information exceptionally clearly and efficiently, adds humor, and uses relevant examples to make connections between course material and the real world. I have nothing bad that I can think of to say about his style of and proficiency at teaching. I would recommend this course to those looking to take this course
Linked
José Agostinho Pedro
Excellent! Financial Modelling Course
The financial modeling certification course layout was structured in a clear, thoughtful manner. The course instructor gave practical examples to illustrate basic accounting concepts (which was a good reminder). Some real-world advice was provided by the instructor, at the beginning (understanding the users of the financial model) and at the end (interview questions, common mistakes). That was a good heads up of what to expect in the real world.
Linked
Cheng Zhongyi
Great Financial Modeling tutorials
I have never imagined that I would discover something like this. Most of the finance professionals struggle to get hold of quality materials on finance, leave a niche skill that we use almost every day. That’s why this course stands out. What I like about this course is the comprehensibility of the course. If you want to master financial modeling, you shouldn’t look anywhere else. This is the best financial modeling course in the market. I’m just in the middle. Still, I highly recommend this course for those that want to create even a single financial model.
Wasim Shaikh
My financial modeling course experience
After looking at the curriculum of the financial modeling course, I sat in awe for a couple of minutes. What? Seventeen modules in one course? I couldn’t believe it. I’m a finance student and I’m in love with this course. Pick any sector and you will find it in this course. And the way each model is explained, I can learn quite fast and apply the lesson immediately. Highly recommended for every finance student.
Preeti Suhas
