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  • Path to Success

    FMInstitutePath to Success...

    Certification inFinancial Modeling and Company Valuation

    From FMInstitute

    Basic and Advance Excel Specialist

    from MICROSOFT (USA)

    FINANCIAL MODELING INSTITUTE

    Certification in

    Tel: 011-47028779

    Mob.: +91-9310040603

    +91-9911251975

    Web: www.fminstitute.in

    47/16, HOTEL SAGAR PALACE

    Old Rajendra NagarNear Rajendra Place Metro Gate No:3

    New Delhi-110060

    Chehak

    Office Excel 2007

    September 12, 2015

    Office Excel 2007

    Financial Modeling Institute

    This Certifies That

    has successfully completed the course on

    "Financial Modeling & Company Valuation using Excel and VBA"

    FMInstitute, New Delhi [India]

    Authorised Signatory

    Registration and Training Venue

    from

    Ankita Khanna

    FMInstitutePath to Success...

  • Who can best fit in FMInstitutee

    FMI course has proven effects for breaking into the following financial careers:

    Investment Banking Private Equity Hedge Funds

    Equity Research Asset ManagementCorporate FinancePrivate Wealth Management

    A professional not in the industry but seeking to break into finance sector

    An industry professional seeking to fine-tune their existing financial modeling skills.

    A current MBA/ CA/ CFA/ M.Com, etc. who wants to learn valuation and financial modeling skills in order to gaina competative e advantage over the peers and increase your probability of doing a job?

    A college graduate or current undergrad seeking your first finance job or internship?

    corporate world, provides students and professionals with the relevant practicalal financial skills. The candidates also find placements with

    the best global Investment Banks, KPO, Equity Research Firms, Credit Rating /Research Firms and Financial Services companies in India.

    FMI Established in 2010 and more than 5000 professionals got certified from our program, Financial Modeling training Institute offering an

    accelerated career path for both current finance professionals and all individuals seeking to enter the finance industry FMI is the place where Industry experience you can learn from and quality you can trust. Over the past five years, FMI has trained ample of professionals who are currently working worked as financial professionals.or have

    FMI has also trained analysts and associates on behalf of many firms. More specifically, a number of our graduates have been employed or

    are currently employed by the following organizations:

    FMInstitute is a training Institute that offers certified courses related to Technical Analysis, Advance Financial Modeling and Company

    valuation, Basic & Advance Excel, Macro(VBA), Foreign Courses: CMA London. Our training builds up the gap between academics and the

    16 Days / 2 Month Weekend (Saturdays & Sundays)Training

    About FMI

    WNS, COPAL AMBA, GENPACT,JPMORGAN, MORGAN STANLEY, ELI RESEARCH, VCCIRCLE,

    BARCLAYS, PULSAR KNOWLEDGE, EVALUESERVE, E&Y, KPMG,etc.

    Text Functions:Concatenate,Substitute,Right, left,Mid,Len, Upper , lower, Proper,Find, Search,Trim, Trunc, Round Working with

    named ranges ; Creating a name range,Editing named range, Deleting a named range Create a custom named range

    Create Lists & Data Tools Text to columns, Remove Duplicates, Data Validations

    Conditional foormatting, Protect Sheet, Create hyperlinks Working with graphics, Convering workbookBasics of charting:Creating a chart,Creating a Bar chart with line graph, Modifying chart option changing the source data perform

    Pivot Tables Understanding pivot tables, Creating Pivot tables, Grouping / Ungrouping, How to add calculated field and

    calculations with in pivot table, sorting data, Show value as % of row, % of column, % of total, Creating a pivorot chart

    What if Analysis Goal Seek, Data Tables, Scenario Manager Solver , Outline Group, Ungroup, Subtotal

    Sort & Filter Sorting Data, Filtering Data, Using Advanced Filters

    Formula Auditng Evaluate formula, Trace precedents, Trace dependents, Remove Arrows, Show Formulas

    Basics of Excel : Introduction to Excel 2010, Excel Structure, Save file and their file extension, Excel Keyboard shortcuts, Format rows

    and columns, Applying number formats, Paste Special

    Formatting of cells: Wrap Text, Merge & Center, Cell alignment Basics of referencing : absolute, relative and mixed Excel functions: Basic

    functions-Sum, count, CountA, Average, Operators (+,-,*,/),Max, Min Logical functionIF , AND, OR Functions, Nested IF, IF Error, Iferror ,

    Date and Time functons: (How date works in excel)Month, Year, Day, Date, Today , Now, Days360 Lookup Functions: Vlookup, Hlookup,

    Index, Match,Offset, Choose, Indirect.

    Information Functions: Iserror, Istext, Isnumber,Isodd, Iseven, Cell , Isblank Conditional : Sumifs, Countis, AverageifsFunctions

    Basic & Advance Excel 1 & 2:

    Day

  • Interactiveee Macros, Events: Message Box, Input Box, Trigger Macro on Workbook Events. Trigger Macro on Worksheet Events

    Basic & Advance Macro (VBA- Visual Basic Application)

    Basic & Advance Macros : Introduction to VBA Macros, About Macros, Record a Macro and Modify the Code, Personal MacroWorkbook

    The Visual Basic Editor Opening the VB Editor, Project Explorer Window, Inserting a code Module, Properties, Window,, Toolbars in the VB

    Editor

    Code Structures, How to Enter Code: Code Blocks, Sub...End Sub Block, Functions...End FunctionBlock Statements: Capturing and

    Assigning Values, Making Decisions: If and Select Case, Loops: For, For Each, and Do Loops, Add comments to code

    Variables and Options:Variable Types and Declaration , Declaring Variables

    Coding Common Excel Objects: Excel Object Model, Workbook, Worksheet, Range

    Applied VBA: Creating Add-ins, Exporting and Importing Code Module , Protecting Your VBA Project, User Defined Functions

    Day 3 & 4:

    Introduction to Financial Statements: Income Statement, Balance Sheet, Cash Flow Statement.

    Go through every line item of the Financial statements and Related accounting Standard

    Interactions between financial statements and do an Impact analysis

    Understanding the concept of EBIT and EBITDA

    Financial statement analysis is the process of reviewing and analyzing a company's financial statements to make better economic

    decisions. These statements include the income statement, balance sheet, statement of cash flows,and a statement of retained

    earnings. Financial statements are linked with each other. Our in-depth course in Financial Statements helps you learn and master the subject which is actually very cri al to the start of your finance career.

    Financial Statements & Ratio AnalysisDay 5, 6 & 7

    Overview and explanations of all major Financial ratio and their uses in difference sectors

    Methods of Consolidations of a subsidiary Company with the holding company

    Financial Reporting vs Taax reporting, Reasons for Deferred taxConcept of Normalization of EBIT and PAT

    Income Statement Ratio: Gross Margin, EBIT margin, PAT Margin

    Balance Sheet Ratios: ROE, ROCE, Liquidity Ratios

    Understand how financial statements are linked and how change in one item affect the others

    Basic Financial Modeling using Excel ( Case Study on FMCG)

    Financial modeling is the task of building an abstract representation(a model) of a real world financial situation. This is a mathematicaal

    model designed to represent the performance of a financial asset or portfolio of a business, project, or any other investment. It builds

    from the integration of three financial Statements: Income Statement, Balance Sheet & Cash flow statement.

    Key Learning Outcomes Building comprehensive financial models from scratch for a Listed Company.

    Learn to define assumptions and make forecast for Income statement, Balance sheet and Cash Flow statements with required item based schedules.

    Integrate assumptions and drivers into financial models based on the information available in the Annual report.

    Design various supporting schedules of: Working Capital, Deferred Taxes, Property, plant and equipments / Depreciation,Intangible Assets, Retained Earnings and Debt & Interest

    Calculate Ratios to identify Strength and Weakness of the Firm

    Perform sensitivity & Scenario analysissis using data tables, Choose and Offset

    Balance the model using the debt schedule and debt sweep logic.

    How does the revolver facility actually balance the model?

    How the financial statements are integrated using the Interest schedule?

    What are circular references, why should they be avoided and how to deal with circular references

    Real Estate Modeling

    Step by Step building a model for Commercial Real Estate Project Building Area Assumptions Capex and funding Schedules

    Building Debt and Interest Schedule

    Building Revenue and NOI schedule

    Modeling Valuation, IRR, equity returns Scenario Analysis for key project parameters

    Day 8 & 9

    Day 10

    Day 8 & 9

  • Selecting and valuating appropriate Multiples/ E Trailing and forwarded, EBIT Multiple,EBITDAA Multiple, P/B Multiple revenue

    Multiple, PEG)

    Calculate and interpret financial and market ratios Common analytical challenges including Calandarization, non recurring items,

    dilutive securties and classfication issue are addressed using industry best prac

    Calculating Growth Drivers and Future Assump Revenue Build-Up Project