10 days weekend workshop in investment banking_arc

Certification in Investment Banking© ARC School of Finance [email protected] +91 99537 29651

School of Finance

ARC

ARC School of Finance

402, Pearls Business Park

Netaji Subhash Place

Pitampura, New Delhi-110034

(Adjacent Fun Cinemas)

Certification in Investment Banking

Progress your journey to the next level and Enhance your potential earnings

Reach Us At:

(Call): +91 11 6542 2128

(Call):+91-99537 29651

(Email): [email protected]

(Web): www.arc-sof.com

The Dream Begins…!!!

10 Days Weekend Workshop

http://arc-sof.com

mailto:[email protected]


School of Finance

ARCA Brief Overview

Established in 2009, by ex-professionals from McKinsey, Goldman Sachs and Fidelity

Provides Corporate Trainings in fields of Investment Banking, Corporate Finance,

Finance for Non Finance, and MS-Office

Trainings to corporates & educational institutions, and open workshops

Seasoned Faculty; Ex-professionals from Goldman Sachs, Fidelity Investments, McKinsey

& Co., Times PE, with professional academic backgrounds as CA, CFA, and MBA

Snapshot

Credentials

Certified over 1,200 professionals in + 70 open workshops across India

More than 20 corporate clients served

Repeat business from almost all clients

Consistently High Client Satisfaction Index (always >4 on a scale of 5)

Diversified Conglomerates

Consultancy Firms

Investment Banks and Private Equity Firms

Educational Institutions

Clients

http://arc-sof.com



School of Finance

ARCWhat We Offer

“Remarkable Career Transformation!

Humble Thanks to Team ARC for

bringing me back to life.”

Past Delegate, Joined E&Y

“ARC provides us the nurtured talent. It’s

a mutually beneficial association that we

have with ARC and wish to nurture this

relationship going forward..”

HR, A Top Consulting Firm

“We are happy to empanel ARC for

recruitment matters in our investment

banking division. The so-far selected

candidates have produced sweet fruits.”

HR, A Leading KPO Firm

“We are particularly pleased with the fact

that a lot of time, effort and money is

saved when we hire candidates trained by

ARC..”

HR, A top Research House

“We Bridge the gap between -

Academic theory & concepts

and

Real world, on-the-job training”

Insightful & practical training

delivered by industry experts(ex-professionals from Goldman

Sachs, Fidelity, McKinsey, Times

Private Equity)

☞ We ‘Train the Capital Markets Aspirants and Participants’

☞ We have trained the human resources of investment banks,

research house, private equity firms, consultancy firms,

brokerage firms, and stock exchanges

☞ We have highly talented team with faculty members having +30

man years of investment banking experience

☞ We have trained over 400 delegates in open workshops in

Delhi, Mumbai, Bangalore, Hyderabad, Pune and Kolkata, apart

from +2000 delegates in corporates and top B-schools

☞ Personal attention to every delegate with restricted batch sizes

☞ Intensive step-by-step classroom training program so

understand capital markets and its diversified domains

☞ Dynamic, highly practical & interactive training programs with

real life case studies

☞ Decode Financial jargon and uncover popular misconception

☞ Get Certified from ARC School of Finance

☞ 100% placement assistance

http://arc-sof.com



School of Finance

ARCOur Training Platforms

Corporate Training College Campus Connect Open-Enroll Workshops

Customised On-Site Trainings for new & lateral hires & current

professionals

Prepare for Your Career and Enhance Job Prospects

Open enrollment part time and full time workshops ranging in duration

from 2 days to to six weeks

Credentials (Partial List)

• E&Y

• GMR Group

• IL & FS

• Tata Docomo

• Ludhiana Stock Exchange


• IIFT, New Delhi & Kolkatta

• ICAI, Ludhiana & New Delhi

• BIMT, Noida

• Delhi University (FMS, CBS etc.)


• 71 workshops completed

• Workshops in New Delhi, Mumbai, and Bangalore

• Over 1,200 delegates certified

• 100% Placement assistance

http://arc-sof.com



School of Finance

ARCOpen Enroll Workshops : Overview

Open enrollment workshops ranging in duration from 2 days to 6 weeks

Specialized topics designed to foster career advancement

Provides a ready platform for professionals interested in refreshing their knowledge and continuing development

Provides a ready platform for job seekers interested in starting their career in capital markets / investment banking

Covers fundamental and advanced modules

Classes held in New Delhi, Mumbai, Kolkatta, Chennai, Hyderabad

85Open Workshops Completed

1,650Delegates Certified by ARC WST

91%

Placement Record for

Fulltime batches

100%

Placement Assistance to Participants

looking for a start / change

Boot Camp

2 Days workshop in

Investment Banking, Financial

Modeling Finance for Non-

Finance, MS-Excel in New

Delhi, Mumbai, Kolkatta,

Chennai, Hyderabad

Weekend Workshops

5 Days and 10 Days

workshops in New Delhi for

Financial Modeling,

Investment Banking, Equity

Research

Fulltime Workshops

6 Weeks on-the-job training

programme for the aspirants

looking to break in capital

markets / investment banking

100% placement assistance

http://arc-sof.com



School of Finance

ARC

Weekend 10 Days Investment Banking

Training Program

http://arc-sof.com



School of Finance

ARC

45Number of 10-Days workshops

completed in New Delhi

900+

Delegates certified in 10-days

workshops

73%

27%

Working Non-Working

68%

32%

Commerce Non - Commerce

Past delegates in 10 days workshop

from (Partial list)

Bajaj Capital

Bank of America

Barclays

EXL Services

HSBC

ICICI Bank

IDFC

India Infoline

Macquarie

Morning Star

Power Finance

Reliance Life Insurance

RH Agro

RR Investors

Solitaire Capital

Standard Chartered

TCS

“We Bridge the gap between Academic Theory and Concepts

& Real World, On-The-Job Application”

A Brief Overview

http://arc-sof.com



School of Finance

ARCProgramme Structure and Training Methodology

Excel Template 1

The program is structured to make the delegates well versed with the fundamentals before moving on to Valuation

Basics and Essentials Excel Based TrainingPresentation and

Report Writing

Interviews

Preparations

15% 55% 20% 10%

Excel Learning

Financial Statements

Ratios

Trading Comps

Deal / Transaction Comps

Financial Modeling

DCF Valuation

Merger Model

Case Studies

Company Profiles

Equity Research Report

Sector Analysis

Pitch Book

Buy Side

Sell Side

Mock Interviews with

Investment Bankers

Resume Preparation

Excel Template 2 PowerPoint Template 1 PowerPoint Template 2

Sample Templates we use for training programmes

http://arc-sof.com



School of Finance

ARC

☞ Training modules

replicate exactly how it

is done by analysts

across the Globe

☞ Excel training is not a

one-time event but an

ongoing process

throughout the

programme

☞ Build and create your

own financial models

☞ Top-down approach

for financial

statements and

analysis

Day 1 & 2 (Relative Valuation)

Basic Excel Training

Different Company Filings

Financial Statements

Introduction to Valuation

Enterprise Value

Relative Valuation

Adjusted / clean numbers

Key multiples

Application of multiples

Use of Relative Valuation

Day 4 Day 5-6-7 (DCF Valuation)

Case Study (Real

Estate Sector)

Ascertaining the

Financial Viability

and Feasibility of a

project

Financial Modeling

• Introductory Model

• Revenue drivers

• Forecasting of

Financials

Preparation of

Different Schedules

including Fixed

Assets, Debt

Schedule etc

Preparation of Profit

&Loss, Cash Flows,

Balance Sheet

• Levered/Unlevered

/Adjusted Beta

• WACC Calculation

• Free Cash Flows

to equity and Firm

• Terminal Value

• Sensitivity Analysis

Day 8 Day 9 Day 10

Transaction Comps

Football Field

Analysis

Case Study 2 (Hotel

Sector)

Doing the entire

business modeling of

the project

Case Study Continued.

Overview of Pitch

Book

Mock Interview

Day 3

Excel (Including Advanced Excel

Simple excel formulas as s

SumProduct Functions

Multiple usage of Vlook Function

Table functions/Array Functions

Offset /Making Dynamic charts

Programme Contents

http://arc-sof.com



School of Finance

ARCBasic Financial Concepts

Basic Financial Concepts – Financial Statements and Ratio Analysis

Format: 100% Excel

Learn the basic finance concepts that are the backbone of any financial analysis. An understanding of these basic core tools is absolutely

critical to mastering any financial or valuation analysis. Concentration is placed on the integration of the financial statements. We answer all

the rarely answered "WHY" questions—"why do we do this, why do we do that"—instead of answering: "well, just because" or "that's the

way it's always been done", we actually clearly and easily explain the logic of why and how not just the what.

What Delegates learn

- What are the different types of company filings in different countries and how to analyse them

- What all sources to be used for analysing a company (investors presentations, earnings transcripts etc)

- Income Statement, Balance Sheet, Cash Flow Statement defined and importance explained

- Relationship between the Income Statement and Cash Flow Statement

- Understand how financial statements are inter-related

- Overview and explanation of major financial ratios, to assess profitability, liquidity, efficiency

- DuPont RoE, Breakup of RoIC (RoIC tree)

- Break Even Point, Margin of Safety

http://arc-sof.com



School of Finance

ARCTrading Comps

Relative Valuation – Trading Comps

Format: 100% Excel

Trading comps analysis is the quickest, most widely used valuation methodology, and fundamental part of the core valuation skill set of

investment bankers and finance professionals. Build a detailed, thorough trading comps analysis (analysis of selected publicly traded

companies) and learn how to properly construct a relative valuation analysis the correct way as well as how to normalize financials for

extraordinary items, non-recurring and restructuring charges

- Learn the steps required to construct a trading comps analyses (Enterprise Value, Latest Twelve Months, Cleaning Reported Financials,

Calculate & Benchmark Multiple)

- Impact of Convertible Securities – Options, Warrants, RSUs, Convertible Bonds, Convertible Pref. Share

- Why Non Controlling Interested is added in calculation of EV? How do we find market value of Non Controlling Interest?

- Proper Treatment of Operating and Capital Leases

- Different Types of Multiples - EV multiples vs Equity Multiples


- How does the target company fit into the comparable universe?

- How to allocate enterprise value between holding and subsidiary companies?

- What type of multiple is most appropriate to value the target?

- Should we value the target a company at a premium or a discount to the comparable universe?

- Why would one company command a higher or lower premium than its direct competitor?

- What multiple range should be applied to the target?

- WACC Impact on Multiples

http://arc-sof.com



School of Finance

ARCTransaction Comps

Relative Valuation – Transaction Comps

Format: 100% Excel

Transaction / acquisition comps analysis is a variant of comparables valuation. Value of the firm is derived by assessing the value of

comparable companies recently acquired. Build a deal comps analysis (analysis of selected acquisitions), similar to trading comps

analysis, but from an acquisition context using historical transaction data instead of current market valuation data.

- Learn the steps required to construct a deal comps analyses (Enterprise Value, Latest Twelve Months, Cleaning Reported Financials,

Calculate & Benchmark Multiple)

- Calculate transaction value (purchase price), premiums and multiples in past deals

- Difference between transaction value and enterprise value

- Difference Between Trading Multiples and Deal Multiples

- When to apply for Deal multiples or Trading Multiples for Valuation

http://arc-sof.com



School of Finance

ARCFinancial Modeling and DCF Valuation

Financial Modeling & DCF ValuationFormat: 100% Excel

Excel based Financial Modeling starts with creation of a top-down income statement projection model. Then, construct a basic discounted cash

flow analysis on top of your projection model. This Excel-based class provides a non-academic, real-world, hands-on primer to the quantitative

and technical aspects of financial modeling. The DCF approach is among the most scientific and theoretically precise valuation methodologies

because it relates specifically to the profitability and growth of the business being valued.


- Preparation of a top down income statement based on historical numbers with data flowing to cash flow statement and balance sheet

automatically

- How to project financials for next 5 years of a company

- How to calculate Free cash flows to firm

- How to calculate Weighted average cost of capital (WACC) and CAPM (Capital Asset Pricing Model)

- Calculation of Terminal Value

- How to calculate Present value of forecasted numbers in excel

- How to drive Intrinsic value per share; intrinsic value is not the target price per share

- Sensitivity Analysis and why it is important

http://arc-sof.com



School of Finance

ARCMS-Excel

Excel TrainingFormat: Excel

Delegates are made conversant with MS Excel so that their speed and comfort with excel increases in it and they are comfortable using

excel which will be used in Financial Modeling onwards. Delegates are given practical exercises to solve and learn simultaneously


- Mathematical functions: SUM, MAX, AVERAGE, MEDIAN, MIN

- Financial functions: PV, FV, RATE, NPV, IRR

- Logic Functions: IF, nested IF, CHOOSE, AND, OR

- Formatting: fills, copy formulas, paste special

- What If Analysis: Goal Seek, Scenario Manager, Data Table

- Sorting Data (By Values, By Cell Colour, By Font Colour, By Cell Icons)

- Summarizing Data with Pivot Tables by changing value field settings, using pivot option and pivot charts

- Protecting and Sharing as protecting cells, worksheets, workbook

http://arc-sof.com



School of Finance

ARCFeasibility of Project

Feasibility Case StudyFormat: 100% Excel

Delegates are taught 2 case studies which are an example of business modeling taken from real time experience in an Investment Bank.

They learn how do create business models which describe the rationale of how an organization creates, delivers and captures value. The

process of business model construction is part of business strategy of any organization


- How to make Business Models

- How to find out key operating matrix, revenue drivers and do future projections

- Calculate the IRR from the project

- Calculate the financial viability and feasibility of the project

- Single variable sensitivity analysis

http://arc-sof.com



School of Finance

ARC

Faculty

Our team has exceptional academic and industry background.

Professionals are typically CAs and CFAs with multinational exposure across leading investment banks, consulting

firms, asset management companies, and private equity firms.

http://arc-sof.com



School of Finance

ARC

Tapan Jindal, a 1st generation entrepreneur having co-founded ARC FinancialServices and ARC School of Finance, brings with him rich experience inCorporate Finance, Valuation, Equity Research, Investor Relations ManagementServices and Fund Raising Activities.

• ARC School of Finance – WST India, corporate training firm dedicated to teaching fundamental financial concepts

• ARC Financial Services, boutique investment bank focused on SME segment

• Fidelity Investments, Investment Research

• iGATE Global Solutions, Investment Research

• Copal Partners (part of Moody's Corporation)

• Author - ‘Investment Banking: The Dream Begins’

• Visiting Faculty for ‘Masters in Business Finance’ programme of ICAI

Credentials

• Chartered Accountancy from The Institute of Chartered Accountants of India

• Bachelors in Commerce from Panjab University

Academic Background

Tapan Jindal

http://arc-sof.com



School of Finance

ARC

Manoj Goel, Co-Founder and Director in ARC Financial Services and ARCSchool of Finance, brings with him diversified and comprehensive experience inCorporate Finance, Investment Banking, Corporate Restructuring includingdemergers, Cross Border Acquisitions, and Equity Syndication.

• ARC School of Finance – WST India, corporate training firm dedicated to teaching fundamental financial concepts

• ARC Financial Services, boutique investment bank focused on SME segment

• Goldman Sachs, largest investment bank

• Times Private Equity, a private equity arm of Times Group

• Visiting faculty at ICAI, India, for Investment Banking programmes

Credentials


• Bachelors in Commerce from Delhi University

Academic Background

Manoj Goel

http://arc-sof.com



School of Finance

ARC

Himanshu Jain, Co-Founder and Director in ARC Financial Services and ARCSchool of Finance, brings with him exquisite experience in Strategic & FinancialResearch, Consulting, Insurance, and Corporate Finance.

• Co-Founder, ARC School of Finance – WST India, corporate training firm dedicated to teaching fundamental

financial concepts

• Co-Founder, ARC Financial Services, boutique investment bank focused on SME segment

• McKinsey & Co, a Top Consulting Firm

• ICICI Prudential Life Insurance, as Management Trainer

• Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes

Credentials


• Bachelors in Commerce from Panjab University

Academic Background

Himanshu Jain

http://arc-sof.com



School of Finance

ARC

Fee (for the Workshop): INR 25,000 + Taxes

Days: Saturday & Sunday

Time: 10 am to 5 pm

Venue Address:

402, Pearls Business Park

Netaji Subhash Place

Pitampura, New Delhi-34

Reach Us At:

(Call): +91 11 6542 2128

(Call):+91-99537 29651

(Email): [email protected]

(Web): www.arc-sof.com

http://arc-sof.com


10 days weekend workshop in investment banking_arc

Documents

fields of investment

investment banking division

investment bankingprogress

corporate finance

team arc

school of financearcwhat

brokerage firms

corporate trainings