and posted in Uncategorized

[heading]Training Sessions on Investment Banking[/heading]

 

4 Months Training Program

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[heading]Basic Economics[/heading]

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  • Concept of Demand and Supply
  • Concept of Production and Cost
  • Concept of Utilities
  • Types of Markets: Perfect Competition, Monopoly, Monopolistic and Oligopoly
  • Monetary and Fiscal Policy
  • International Finance
  • Exchange Rates
  • Michal Porter Five Forces
  • SWOT Analysis

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[heading]Financial Management [/heading]

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  • Concept of Time Value of Money
  • Capital Budgeting
  • Working Capital Management
  • Capitalisation
  • Capital Structure
  • Operating and Financial Leverage
  • Working Capital Management
  • Inventory Management and Cash Management
  • Concept of NPV and IRR

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[column width=”eight” position=”first” ] [heading]Investment Banking Basics [/heading]

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  • Overview of Investment banking
  • Management of Public Issues, initial Public Offers and Pricing of Various Instruments
  • Right Issue, Bonus Issue, Private Placements and Bought out Deals
  • Money Markets
  • Debt Market
  • Venture Capital,  Private Equity, LBOs and Mergers & Acquisitions

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[column width=”eight” position=”last” ][heading]Excel Proficiency [/heading]

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  • Excel Overview
  • Logical Functions
  • Arithmetic Functions
  • Filters
  • Conditional Formatting
  • Data Validations etc.

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[column width=”eight” position=”first” ][heading]Advanced Excel for Analysts [/heading]

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  • Nested “IF”
  • Lookups: VLOOKUP and HLOOKUP
  • SUM IF, SUM Ifs, COUNT IF
  • TRANSPOSE and SUMPRODUCT functions
  • Date Functions: DATE, YEAR, EOMONTH, DAYS, TODAY, YEARFRAC etc.
  • Sensitivity Analysis and Data Tables
  • Circular Reference
  • Playing with CHARTS

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[column width=”eight” position=”last” ][heading]Financial Statements: Basic[/heading]

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  • Introduction to Income Statement, Balance Sheet and Cash Flow
  • Skimming the Annual Reports
  • Financial Statement Integration
  • Income Statement and Balance Sheet Ratios: Gross Margin, EBIT margin, PAT Margin, ROE, ROCE, Liquidity Ratios, Coverage Ratios etc
  • Understanding the concept of EBIT and EBITDA
  • Understanding the concept of EPS and Dividends
  • Analysis of a Listed Company

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[column width=”eight” position=”first” ][heading]Model Building[/heading]

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  • Financial Modelling and Its uses
  • Best Modelling Practices
  • Concept of “As Reported Basis”
  • Hard coding of Financial Statements
  • Restating of Financial Statements
  • Concept of “Normalisation of EBIT and PAT”
  • Making Revenue and Cost Sheet
  • Control Sheet
  • Making Capex, Debt, and Working Capital sheet
  • Depreciation and Amortization Schedule
  • Quarterly/Interim Statements: Importance and Building Techniques
  • Understanding the Concept of Corporate Tax, Effective Tax, DTA and DTL
  • Final Integration

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[column width=”eight” position=”last” ][heading]Valuation Fundamentals[/heading]

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  • What is Valuation?
  • Who uses Valuations?
  • What is DCF?
  • Concept of Time Value of Money
  • Components of DCF
  • Concept of Terminal Value and its importance
  • 3 C’s of WACC: Concept, Components and Calculation
  • Concept of Enterprise Value

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[column width=”eight” position=”first” ][heading]Integration of Valuation in Models[/heading]

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  • Integration of Valuation Sheet in Model
  • Equity Value Vs Enterprise Value
  • Giving the Recommendation: Buy, Sell or Hold
  • Relative Performance against the Index
  • Selecting the Peers for Relative Valuation
  • Comparing the Peers: Relative Valuation
  • Graphical Presentation: Charts

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[column width=”eight” position=”last” ][heading]Valuations Methodologies[/heading]

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  • Built Revenue structure on different type of Sectors
  • Banking, Oil and Gas, Power, Metals and Mining, Telecom etc.
  • How to identify Revenue Drivers across sectors
  • Case Study: Making Revenue and Cost Model on various sectors

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[column width=”eight” position=”first” ][heading]Valuations Methodologies[/heading]

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  • Built Revenue structure on different type of Sectors
  • Banking, Oil and Gas, Power, Metals and Mining, Telecom etc.
  • How to identify Revenue Drivers across sectors
  • Case Study: Making Revenue and Cost Model on various sectors

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[column width=”eight” position=”last” ][heading]Financial Analysis[/heading]

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  • Analysis of Equity and Enterprise Multiples
  • P/E, PEG, EV/EBITDA,  EV/Sales, EV/EBIT & Sector specific multiples
  • FCFF Analysis
  • ROE and ROCE Analysis
  • Sensitivity Analysis
  • Calculation of Levered and Unlevered Beta
  • Writing Result analysis and Research Reports
  • Case Studies and FAQ

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[column width=”eight” position=”first” ][heading]Who should do this course?[/heading]

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  • Financial Analyst
  • Research Analyst
  • Portfolio Manager
  • Investment Analyst
  • Private Equity Analyst
  • Research Associate
  • Business Analyst

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