financial analysis prodegree program schedule · · 2017-09-074the accounting cycle...
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![Page 1: Financial Analysis Prodegree Program Schedule · · 2017-09-074The Accounting Cycle 4Understanding Consolidated Accounts Financial Analysis Prodegree Program Schedule. Instructor](https://reader033.vdocuments.site/reader033/viewer/2022042801/5acce22a7f8b9aa1518ccabc/html5/thumbnails/1.jpg)
Level 1 - 68 Hours
Weekend Batch - Saturday and Sunday (5 Hour session)
www.imarticus.org
Instructor Led Training
(Either in Classroom or
Online Live classes)
IFAP Landscape (2 Hours)
4 Financial Analysis Landscape
4 Top Line vs Bottom Line
4 Vehicles of Growth
4 Strategic Rationale For M&A
4 Valuation in M&A: How Much Will You Pay?
4 What is M&A?
4 Types of M&A
4 Indian M&A Market
4 Private Equity In India
4 Whar does a PE analyst Do?
4 Why allocate assets to PE
4 Investment parameters of private Equity
Investors
4 Peculiarities of Private Equity Investors
4 Benefits of Private Equity
4 The Issue with Private Equity
On Registration
Videos to Watch Before
the Next Session (Will be
released one week prior)
Financial Analysis Prodegree
Program Schedule
![Page 2: Financial Analysis Prodegree Program Schedule · · 2017-09-074The Accounting Cycle 4Understanding Consolidated Accounts Financial Analysis Prodegree Program Schedule. Instructor](https://reader033.vdocuments.site/reader033/viewer/2022042801/5acce22a7f8b9aa1518ccabc/html5/thumbnails/2.jpg)
www.imarticus.org
Instructor Led Training Videos to Watch
Principles of Accounting (2 Hours)
4 The Accounting Process
4 Who uses Accounts?
4 Accounting & Book-Keeping
4 Financial Terminologies
4 Accounting Concepts
4 Qualities of Accounting Information
4 Questions asked by Internal and External
Users, Conflict of Interest
4 Managerial vs. Financial Accounting,
Accounting vs. Bookkeeping
4 The use of GAAP
4 Building blocks of Accounting
Day 1
Day 2
Financial Analysis Landscape (5 Hours)
4 Financial Analysis Landscape
4 Basics of Corporate Finance
4 Introduction to M&A
4 Introduction to Private Equity
4 Introduction to Equity Research
4 Current Indian Scenario: Investment
Banking, Equity Research, Credit Research
Specific Financial Items and Financial
Statement Preparation (1 Hour)
4 Financial Statements - Balance Sheet,
Profit and Loss and Cash Flow
4 Understanding Revenues and Expenses
4 Transaction Analysis
4 The Recording Process
Principles of Accounting (5 Hours)
4 The Accounting Process
4 Who uses Accounts?
4 Accounting & Book-Keeping
4 Financial Terminologies
4 Accounting Concepts
4 Basic Accounting Equation
4 Accounting principles and conventions
4 Hindalco: Walk ‐ through of financial
statements
Day 3
Ratio Analysis (5 Hours)
4 Du-pont Analysis
4 Definitions of Ratios
4 Liquidity Ratios
4 Asset Management Ratios
4 Debt Management Ratios
4 Profitability Ratios
Specific Financial Items and Financial
Statement Preparation (5 Hours)
4 Financial Statements - Balance Sheet,
Profit and Loss and Cash Flow
4 Understanding Revenues and Expenses
4 The Accounting Cycle
4 Understanding Consolidated Accounts
Financial Analysis Prodegree
Program Schedule
![Page 3: Financial Analysis Prodegree Program Schedule · · 2017-09-074The Accounting Cycle 4Understanding Consolidated Accounts Financial Analysis Prodegree Program Schedule. Instructor](https://reader033.vdocuments.site/reader033/viewer/2022042801/5acce22a7f8b9aa1518ccabc/html5/thumbnails/3.jpg)
www.imarticus.org
Instructor Led Training Videos to Watch
4 When to use Which Ratios
4 Case Studies in Ratio Analysis
Day 4
4 Tangible Assets
4 Goodwill
4 Depreciation
4 Investments
4 Deferred Taxesstatements
Excel Basics (3 Hours)
4 Spreadsheet vocabulary review
4 Explore the User Interface
4 Work with the Ribbon
4 Work with Contextual Tabs
4 Customize the Excel Interface
4 Creating Spreadsheets
4 Cell Formatting
4 Logical Functions (IF, Nested IF,
AND,OR,NOT,IFERROR)
4 Date and time functions (TODAY, NOW,
YEAR, EDATE, EOMONTH, DAY & DATEDIF)
4 Text Functions (TEXT, LEFT, RIGHT, MID &
CONCATENATE)
4 Statistical Functions (COUNT, COUNTA,
COUNTBLANK, COUNTIF & SUMIF)
Ratio Analysis (5 Hours)
4 Du-pont Analysis
4 Definitions of Ratios
4 Liquidity Ratios
4 Asset Management Ratios
4 Debt Management Ratios
4 Profitability Ratios
4 When to use Which Ratios
4 Case Studies in Ratio Analysis
Day 5
Advanced Excel (3 Hours)
4 Custom List
4 Goal Seek
4 Macros
4 Pivot Tables
4 Scenarios
4 Consolidation
4 Data Cleaning
4 Data Manipulation
Excel Basics (2 Hours)
4 Spreadsheet vocabulary review
4 Explore the User Interface
4 Work with the Ribbon
4 Work with Contextual Tabs
4 Customize the Excel Interface
4 Creating Spreadsheets
4 Cell Formatting
4 Logical Functions
4 Date and Time
4 Statistical Functions
4 Frequently used shortcuts
Financial Analysis Prodegree
Program Schedule
![Page 4: Financial Analysis Prodegree Program Schedule · · 2017-09-074The Accounting Cycle 4Understanding Consolidated Accounts Financial Analysis Prodegree Program Schedule. Instructor](https://reader033.vdocuments.site/reader033/viewer/2022042801/5acce22a7f8b9aa1518ccabc/html5/thumbnails/4.jpg)
www.imarticus.org
Instructor Led Training Videos to Watch
Day 5
Day 6
Advanced Excel (3 Hours)
4 Data Validation
4 Templates
4 Custom List
4 Goal Seek
4 Scenarios
4 Consolidation
4 Data cleaning
4 Data Manipulation
4 Pivot Tables
4 Macros
Forecasting and Financial Modeling
(3 Hours)
4 Basics of Financial Modeling
4 Comparison Between Financial Model &
4 Normal MS Excel Calculations
4 Components of Financial Modeling
4 Financial Modeling Requirements
4 Types of Data
4 Types of Variables
4 Growth Rates and Proportions
4 BEDMAS Principle
Ratio Analysis and Consolidation (2 Hours)
4 Consolidation of Financial Statements
4 Case Study on Consolidation
4 Simple Consolidation
4 Preparing Consolidated Statements
Forecasting and Financial Modeling
(3 Hours)
4 Modeling income and expenses
4 Modeling non-operating expenses
4 Overview of FX, Risk and Hedging
4 Associates
4 Overview of Extraordinary Expense
4 Below the Line Adjustments
4 Modeling EPS and DPS
4 Overview of EPS
Forecasting and Financial Modeling
(3 Hours)
4 Objectives of Forecasting
4 Understanding Business Model
4 Basics of Financial Modeling
4 How to create a basic IB financial model
Financial Analysis Prodegree
Program Schedule
![Page 5: Financial Analysis Prodegree Program Schedule · · 2017-09-074The Accounting Cycle 4Understanding Consolidated Accounts Financial Analysis Prodegree Program Schedule. Instructor](https://reader033.vdocuments.site/reader033/viewer/2022042801/5acce22a7f8b9aa1518ccabc/html5/thumbnails/5.jpg)
www.imarticus.org
Instructor Led Training Videos to Watch
4 Basic vs Diluted EPS
4 Identifying Dilutive EPS and Modeling
4 Dividend Decisions and Modeling
4 Modeling Working Capital
4 Overview of Working Capital
4 Working Capital Ratios
4 Forecasting Working Capital
Day 7
Forecasting and Financial Modeling
(5 Hours)
4 Real Life Case Study
4 Build an Integrated Financial Model for
Colgate Palmolive Limited - a Publicly
Listed Company
4 Convert the Single Step Historical Income
Statement Captured in the Excel File into a
Multi-step Income Statement
4 Set up a Separate Assumption and
Analysis Sheet and Capture Necessary
Ratios
4 Assume growth rates and proportions for
forecast years take cue from historical
ratios
4 Model Income Statement, Balance Sheet
and Cash Flow
4 Ensure that the Assets and Liabilities
match
Financial Analysis Prodegree
Program Schedule
![Page 6: Financial Analysis Prodegree Program Schedule · · 2017-09-074The Accounting Cycle 4Understanding Consolidated Accounts Financial Analysis Prodegree Program Schedule. Instructor](https://reader033.vdocuments.site/reader033/viewer/2022042801/5acce22a7f8b9aa1518ccabc/html5/thumbnails/6.jpg)
www.imarticus.org
Instructor Led Training Videos to Watch
44 Hours - Instructor Led Training
Day 9
Evaluation - 1 (5 Hours)
4 Semester 1 Evaluation on Accounts and
Financial Landscape - Objective and
Subjective Test Paper
Corporate Strategy (2 Hours)
4 The BCG Growth-Share Matrix
4 Mahindra & Mahindra Case Study
4 Product Life Cycle
4 Finding, Strategies and Suggestions
Guest lecture and Open House (4 Hours)
4 Guest Lecture by EY leadership
4 Open House with Faculty for Doubt
Clearing
24 Hours - Videos to Watch
End of Level 1
Day 8
Financial Analysis Prodegree
Program Schedule
![Page 7: Financial Analysis Prodegree Program Schedule · · 2017-09-074The Accounting Cycle 4Understanding Consolidated Accounts Financial Analysis Prodegree Program Schedule. Instructor](https://reader033.vdocuments.site/reader033/viewer/2022042801/5acce22a7f8b9aa1518ccabc/html5/thumbnails/7.jpg)
www.imarticus.org
Level 2 - 65 Hours
Instructor Led Training Videos to Watch
Session 1 Valuation Basics (3 Hours)
4 Basic Approaches to Valuation
4 Key Valuation Terms
4 Approaches to Valuation
4 Relative Valuation
4 DCF and Other Intrinsic Valuation
4 Trading Comps and Peer Valuation
Corporate Strategy (5 Hours)
4 Porter’s Five Forces
4 Structural Determinants
4 SWOT Analysis
4 PEST Analysis
4 The Product Life Cycle and the Boston
Matrix
4 Identifying Key Success Factors and Core
Competencies
4 Case Study: Smart Phone Application
4 Class Exercise: What strategy has Flipkart
adopted?
Day 10
Day 11
Session 2 Valuation Basics (3 Hours)
4 Transaction comps
4 Steps in Valuation Using Trading
Comparables
4 Understanding Time Value of Money
4 Sensitivity Analysis
4 What Return Should A Firm Expect?
4 Growth Models
Valuation Basics (2 Hours)
4 Introduction to Valuation
4 Different approaches to Valuation
4 Arriving at Cashflows and Growth rates
for valuation
Valuation Advanced (3 Hours)
4 Calculating Terminal Value
4 Treatment of specific financial items
4 Choosing Tax Rates
Financial Analysis Prodegree
Program Schedule
![Page 8: Financial Analysis Prodegree Program Schedule · · 2017-09-074The Accounting Cycle 4Understanding Consolidated Accounts Financial Analysis Prodegree Program Schedule. Instructor](https://reader033.vdocuments.site/reader033/viewer/2022042801/5acce22a7f8b9aa1518ccabc/html5/thumbnails/8.jpg)
www.imarticus.org
Instructor Led Training Videos to Watch
Day 12
Day 13
Cost of Capital (5 Hours)
4 Cost of New and Existing Debt
4 Cost of Equity – CAPM Model
4 The Risk-Free Rate in Practice
4 The Market Risk Premium: Historical
Premium Approach
4 Types of Risk and Estimating Beta
4 Cost of Equity – Companies with Country
Risk Exposure
4 Correlating the Cost of Capital to Valuation
4 Calculation of WACC
4 Levered and Unlevered Beta
Business Communication (3 Hours)
4 Business Communication
4 Body Language Primer
Firm Valuation Models (3 Hours)
4 FCFF Valuation (Single-Stage, Two-Stage,
Three Stage)
4 APV Valuation
4 Sector Specific Multiples
4 Relative Valuation for a Listed and
Unlisted Company
4 Comparison with Intrinsic (Cash Flow
based) Valuation
Equity Valuation - Methods (3 Hours)
4 Equity Valuation Models: Strengths,
Caveats, Application
4 Dividend Discount Models
4 FCFE Models
Equity Valuation - Methods (2 Hours)
4 DDM (Single-Stage, Two-Stage, Three-
Stage, “H” Growth Model)
4 FCFE (Single-Stage, Two-Stage, Three
Stage)
4 FCFE Valuation vs. DDM
Firm Valuation Models (2 Hours)
4 Which cash flow should I discount?
4 Which Growth Pattern Should I use?
4 What discount rate should I use?
4 Case studies of companies valued: ABN
Amro, Nestle, DaimlerChrysler,
Amazon.com
Financial Analysis Prodegree
Program Schedule
![Page 9: Financial Analysis Prodegree Program Schedule · · 2017-09-074The Accounting Cycle 4Understanding Consolidated Accounts Financial Analysis Prodegree Program Schedule. Instructor](https://reader033.vdocuments.site/reader033/viewer/2022042801/5acce22a7f8b9aa1518ccabc/html5/thumbnails/9.jpg)
www.imarticus.org
Instructor Led Training Videos to Watch
Day 14
Business Communication (2 Hours)
4 Business Communication
4 Email/Chat/Telephone Etiquette
4 Listening/Questioning Skills
4 Interpersonal Skills
Aptitude (5 Hours)
4 Quantitative Aptitude Training
4 Trains, Time and Work
4 Profit and Loss
4 Ages
4 Permutation and Combination
4 Chain Rule
4 Alligations
4 Time and Distance
4 Simple Interest
4 Partnership
4 Surds and Indices
4 Pipes and Cisterns
4 Logarithms, Probability,
4 Percentages and Ratio and Proportion
Resume Writing (3 Hours)
4 The Why, The What and the How of
Resumes
4 Personal Branding
4 Tips and Resources
4 Interview Skills
4 Using Social Media
4 CV Discussion
Aptitude (5 Hours)
4 Verbal Aptitude:
Synonyms, Antonyms, Error Spotting,
Sentence Arrangement, Fill the blanks,
Replacing the Phrase,Comprehension, etc.
Logical Reasoning:
Assumptions, Course of Action, Seating
Arrangement, Encoding & Decoding,
Analogy, Blood Relation Questions.
Day 15
4
Financial Analysis Prodegree
Program Schedule
![Page 10: Financial Analysis Prodegree Program Schedule · · 2017-09-074The Accounting Cycle 4Understanding Consolidated Accounts Financial Analysis Prodegree Program Schedule. Instructor](https://reader033.vdocuments.site/reader033/viewer/2022042801/5acce22a7f8b9aa1518ccabc/html5/thumbnails/10.jpg)
www.imarticus.org
Instructor Led Training Videos to Watch
44 Hours - Instructor Led Training
Day 17
Technical Skills - Powerpoint (5 Hours)
4 Working with Shapes
4 Keeping the Audience/Reader on Track
4 Working with Pictures
4 Avoiding “Death by Bullet” Mini-Series
4 Working with Tables, Charts - Choosing the
Most Appropriate Chart & Constructing it
4 Making the Chart more Communicative
4 Animation
4 Other Best Practices
4 Case Studies & Before vs. After Examples
Evaluation - 2 (5 Hours)
4 Semester 2 Evaluation on Valuation
21 Hours - Videos to Watch
End of Level 2
Day 16
Day 18
Guest lecture and open house (4 Hours)
4 Guest Lecture by EY leadership - Topic:
Challenges/Caveats in Valuation
Open House with Faculty for Doubt Clearing
Transaction Execution (2 Hours)
4 Typical Private Equity fund raise process
4 The Science – Technical closure details
Financial Analysis Prodegree
Program Schedule
![Page 11: Financial Analysis Prodegree Program Schedule · · 2017-09-074The Accounting Cycle 4Understanding Consolidated Accounts Financial Analysis Prodegree Program Schedule. Instructor](https://reader033.vdocuments.site/reader033/viewer/2022042801/5acce22a7f8b9aa1518ccabc/html5/thumbnails/11.jpg)
www.imarticus.org
Level 3 - 47 Hours
Instructor Led Training Videos to Watch
Introduction to Equity Research (5 Hours)
4 Overview of Equity
4 Research business
4 Job of an Equity Research Analyst
4 Types of research reports
4 Approach to analyze a business
4 Ecosystem of Asset Management
4 Buy side, Sell Side Jobs - Incentives, Work
Profile, Requirements
4 Business Model Snapshot
Transaction Execution (4 Hours)
4 M&A Transaction Process
4 How to Make a Pitch Presentation
4 LBO and Financing Basics
4 Basics of Documentation
4 Due Diligence: What Should You Look Out
For?
4 Planning Post-acquisition Integration
Day 19
Day 20
Introduction to Equity Research
(5 Hours)
4 Unravelling Colgate
4 Primer on Equity Research
4 Techniques of Relative Valuation
4 Walkthrough a maintenance Research
Report
4 Tips on Effective Research Writing
One-One Presentations (2 Hours)
4 One-on-one presentation of individual
assignment
Day 21
Financial Analysis Prodegree
Program Schedule
![Page 12: Financial Analysis Prodegree Program Schedule · · 2017-09-074The Accounting Cycle 4Understanding Consolidated Accounts Financial Analysis Prodegree Program Schedule. Instructor](https://reader033.vdocuments.site/reader033/viewer/2022042801/5acce22a7f8b9aa1518ccabc/html5/thumbnails/12.jpg)
www.imarticus.org
Instructor Led Training Videos to Watch
Day 22
Guest lecture by EY + Business Writing &
Storyboarding (5 Hours)
4 Preparation
4 Establishing the Purpose of Collateral with
Regard to the Audience
4 Identifying the Specific Needs of the
Audience
4 What is the Scope of Coverage?
4 Selecting and Understanding the Medium
of Communication
4 Brief Introduction to Various Mediums of
Brochure, Newsletters, Email and their
Uses
4 Persuasion and Promotion Writing
4 Research
4 Note Taking
4 Brain Storming and The Art of Mind
Mapping
4 In class Mind Mapping Exercise
Day 23
Final Project Presentation (5 Hours)
4 Final Project Submission in Front of Your
Peers While Industry Experts Evaluate Your
Project Work with Constructive Criticism
Interview Preparation - HR (3 Hours)
4 Business Etiquette
4 Interview Preparation
4 Stage 1 - Preparation
4 Stage 2 - First Impressions Count
4 Stage 3 - The Interview
4 Stage 4 - The Final Stage
4 How To Ace The 50 Most Common
Interview Questions
Day 24
Financial Model Presentation (5 Hours)
Financial Analysis Prodegree
Program Schedule
![Page 13: Financial Analysis Prodegree Program Schedule · · 2017-09-074The Accounting Cycle 4Understanding Consolidated Accounts Financial Analysis Prodegree Program Schedule. Instructor](https://reader033.vdocuments.site/reader033/viewer/2022042801/5acce22a7f8b9aa1518ccabc/html5/thumbnails/13.jpg)
Financial Analysis Prodegree
Program Schedule
www.imarticus.org
Instructor Led Training Videos to Watch
39 Hours - Instructor Led Training
Day 26
Day 27
Interview Preparation - HR (2 Hours)
4 Types of Interviews
4 What to Do Before an Interview
4 What to Do After an Interview
4 Follow-up Etiquette
4 Body Language - Dos and Donts
Interview Preparation - Domain (3 Hours)
4 Experts Guide You on How to Prepare for
Technical Interview Round with Tips, Tricks
and a Quick Refresher on Concepts Learnt
8 Hours - Videos to Watch
End of Level 3
Day 25
Mock Interviews - HR and Domain with
Internal Faculty (4 Hours)
4 1:1 or Panel Mock Interviews with Faculty
to Clear the HR and Technical Round of
Interviews to Give You Confidence to Face
Real World Scenarios
Mock Interviews - HR and Domain Facing
External Industry Experts (4 Hours)
4 1:1 or Panel Mock Interviews with Industry
Veterans to Clear the HR and Technical
Round of Interviews to Give You
Confidence to Face Real World Scenarios
Total 127 Hours - Instructor Led Training Total 53 Hours - Videos to Watch