1 © Copyright 2011 Knowledge Varsity | www.knowledgevarsity.com | Page No.

Certification

in Financial

Modeling

• A model is used to

• Represent the financial performance and position of a

business , project or investment

• Help the user in economic decision making.

• It’s a tool which is used to

• construct historical financials

• forecast financial statements

• Mathematical representation of key financial and operational parameters

• which helps the user to understand nuances of a

business , project or investment proposal

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Financial Model – What is it?

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Users of financial model

Users

Entrepreneurs

Investment Professionals

Financial Modelers and Consultants

Individuals – Personal finance

Industries

Private Equity (Eg.

KKR, Temasek, Baring) Equity

Research (Eg.

Fidelity, CITI)

Corporate Finance

( Eg. Dell, Wipro)

Venture Capital (Eg.

Sequoia, Helion, SAIF)

Investment Banking

(Eg. GS, JP Morgan)

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Industries using financial models

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Benefits of financial modeling

• Key tool for entry into finance world

• Helps in understanding the fundamentals of a company

• Helps in checking economic viability of a project / investment.

• Banks uses financial model for disbursing the loans for a project.

• Essential for Equity research, private equity, venture capital, investment banking and corporate finance to appraise an investment opportunity.

• Helps in valuing a company or a business or a project

• To forecast the financial statements, to check the size of a market opportunity and to quantify and predict the riskiness of a security

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Key Features of Course

• 22 hours of instructor led training/ 15 hours of videos

• Batch of maximum 10 students

• Lifetime access to e-learning courseware

• Excel Templates for practice

• Industry Sector specific documents

• Training from industry expert

• Get exposed to industry case studies and live examples

• Application oriented learning - Apply what you have learnt in theory in your MBA, CFA course

• Career assistance by interacting with the Industry practitioners

• Excel Tips and Tricks

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Course Curriculum

• Everything is done on excel period

• Learn basic and advanced Excel skills

• Understanding different company filings and financial statements

• Creating a financial model template

• Constructing and projecting a financial model

• Revenues drivers

• Cost drivers

• Debt and interest expenses schedule

• Fixed Assets Schedule

• Key financial statements – Linkages of Income

statement, Balance sheet and cash flow statement

• Ratio analysis

• Company Valuation

• Creating comparison sheets, choosing the right set of

peers, analyzing various multiples

• Relative valuation

• P/E multiple, EV/EBITDA multiple, P/B multiple,

EV/Sales multiple

• Absolute valuation

• Discounted cash flow approach (DCF)

• FCFF and FCFE

• Scenario analysis

• Sensitivity analysis and calculating IRR

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Course Curriculum

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Course material and Doubt session

• Access to step by step model template

• Basic study material for financial modeling and tip sheet for excel shortcuts

• Selected videos covering

• Basic and Advanced Excel

• Financial Reporting

• Industry Analysis

• Doubt clearing session through

• Email – Assured response within 48 hours

• Phone/Online – Schedule a 30 min meeting to go

through your financial model

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Certification Pathway

Attend 2

day

workshop

Submit

assignments

and models

Present the

financial model

Clear the

Certification

Test

Get the

Certification

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Placement Assistance

• Get your resume professionally done

• Resume would be reviewed and restructured

• Career guidance

• Which companies to target as per the work and education

profile

• Company Profiles

• Detailed profile of companies would be given

• Detailed information on Role and responsibilities in

different division and position

• Interview tips and 1 mock interview

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Course Schedule

• 1st Part – Workshop

• Saturday, 6th September and Sunday, 7th September

• Timings – 9:30 AM to 6:30 PM

• Additional session on to enforce the concepts and review the models and practical

• 20th September from 2 PM to 6:30 PM

• Presentation of Financial Models on

• 11th October from 2 PM to 6:30 PM

• Certification Test

• Can be scheduled on demand

• Test duration is 3 hours

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Course Fee

• Rs 10,000 + 12.36% service Tax

For professionals

Rs 7,500

including tax

For students

Rs 6000

including tax

Promotional Offer

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Course Terms and Conditions

• Students have to bring in their own laptop

• Students have to go through simple excel video before the class

• Financial model submission is must within a time frame of 2 months

• Final Test would be face to face and of 3 hours

• Students should bring their own laptop for the test

• Students can schedule test online on our website

• Rescheduling is permitted under extreme situations only

• Based out of Bangalore, Knowledge Varsity was established by IIT and NIBM alumni with a focus on giving a new dimension to classroom and online training for professional programs.

• We aspire to bridge the gap between theory and practice

• Now, in our 6th year, Knowledge Varsity is a leader in training for CFA, FRM

• We also conduct programs in areas like

• Financial Modeling

• Equity valuation

• Fixed Income Modeling

• Derivatives and Risk Management

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About Knowledge Varsity

For any queries, clarification, advice:

• Call 94487-06666

• Email : fm@knowledgevarsity.com

www.knowledgevarsity.com/financial-modeling

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Contact Details