pristine financial modeling brochure
TRANSCRIPT
Program Objective
Excel Modeling techniques are used in many different areas, such as credit analysis, investment appraisal, risk management, valuation, financial analysis and forecasting. This 10-day computer based practical training course intends to combine the knowledge of finance with MS Excel.
The programs would provide the participants with h Understanding of the Financial Modelsh Techniques and methods for conceptualizing and implementing models for
Ÿ "what-if" and Scenario analysis to Simulation Ÿ Financial Analysis (P&L, Balance Sheet, Cash flow)Ÿ Portfolio Theory and Cost of Capital (WACC)Ÿ Business Valuation with focus on Discounted Cash FlowŸ Merger and AcquisitionŸ Project FinanceŸ Option ValuationŸ Simulation
h Knowledge of advance excel tools for improved excel efficiency
Program outcome
After completion of this program participants wouldh Build different types of financial models in MS-Excelh Understand advance excel tools to be used in finance and when they should
be usedh Be able to develop integrated financial models incorporating forecasting,
sensitivity, scenario analysis etc.
Highlights
h 50 Hrs of comprehensive trainingh Industry professional Faculty with combined experience of over 30 Years in
Investment Banking, Private Equity and modelingh Case Study based learningh Hands-on modeling sessions and problem solvingh 24X7 online access to industry models and support for revision in futureh Certification for attendance and excellence, based on performance
For Registrations Contact
Karuna E: [email protected] T: +91 80800 05533
Sandeep E: [email protected] T: +91 95602 14422
Or visit us at : www.edupristine.com
Financial
Modeling Using
MS Excel
Participants registered till date : 350 +Participant’s Distribution
Students Feedback ( 1: Bad, 5: Excellent)*
Feedback 1 2 3 4 5
Usefulness of Course 0% 0% 7% 57% 36%
Course Coverage 0% 0% 21% 50% 29%
Teaching Methodology 0% 0% 14% 43% 43%
Instructor Knowledge 0% 0% 21% 36% 43%
Quality of Models 0% 0% 7% 64% 29%
*Feedback by those attending all sessions
Teaching methodologyh Highly interactive, use of extensive case studies and real life examples for
demonstrating Modeling techniques h Emphasis on
Ÿ Participants gaining practical, hands-on experience of the design and construction of financial models in excel.
Ÿ Fundamental understanding of key issuesŸ Importance of realty - checking of model
Who should attend our traininghRisk Managers and credit analysts from Banking sector h Investment Bankersh Research Analysth M & A Specialistsh Strategists in Corporate Financeh Credit analysts from banking industryh Finance Controllersh Financial analystsh Managers from different industriesh Employees in charge of budgeting, operational and investment plans
Certificationh Certification for participation and excellence based on performance.
Course Provider: Pristine
Pristine is a financial training institute
with an aim to build world-class
Professionals in Finance. We enhance
learning experience by bringing top class
faculty & working professionals closer to
students. We have pioneered and
championed the “Topic Expert Model
(TEM)” of training in India. Pristine has
been formed by people with diversified
experience in organizations like Standard
Chartered, Goldman Sachs, Reliance
Private Equity, SBI, Accenture, IBM and
CRISIL and educational experience from
IIMs and IITs.
Some of the credentials
hHave delivered more than 2,50,000 Man-hours of training in the field of Finance
hAuthorized training provider for FRM Certificate(Provided by G A R P , U S A ) a n d P R M C e r t i f i c a t e ( P r o v i d e d b y PRMIA,USA)
hOperations in India (Mumbai, B a n ga l o re , D e l h i , Ko l kata , Hyderabad, Chennai and Pune) and Singapore
hTrained professionals in the area of risk management from more than 20 nationalities including USA and UK
Testimonial
"As somebody with prior exposure to Finance concepts but who has not been in touch with them for a while, the course provided a fast and quick refresher. The strongest aspect of the course was the coaching provided to apply these concepts in a practical manner using Excel models and the insight provided into equity and option valuation as carried out in practice in an investment bank.
Personally, my biggest takeaway was the much improved expertise in using Excel for my day-to-day use. I would highly recommend this course to those who are either interested in learning Finance and valuation concepts or those who want to learn advanced concepts in using Excel or both."
Sambasiva RaoUSA
Faculty
Paramdeep Singh hSeven years of work experience in the area of Information Technology, Consulting
and Investment Banking. hWorked in senior management positions with leading corporations like IBM,
Accenture and Standard Chartered Capital Markets.hInvolved in training and educating senior people in the area of Banking, Finance, Risk
Management and Information Technology.hAuthored several articles and published research papers in the area of Finance and
technology.hB. Tech and M. Tech (Integrated) in Mathematics and Computing from IIT Delhi and
MBA Finance from IIM.
Pawan Prabhat hSix years of experience in the area of Investment Banking and Information
Technology.hWorked in senior management positions in Investment Banking in Standard
Chartered and CRISIL.hCo-authored articles on finance and banking in national daily Hindu Business Line. hB.Tech and M.Tech in Mechanical engineering from IIT Bombay and is an MBA finance
from IIM .
Atul Kumar hHas more than 7 years of work experience in Banking, Treasury, Private Equity
Investment and automobile sector.hClosely involved in investment worth Rs 230 Crore and Nominated as Associate
Director/Observer on Board of many companies.hSuccessfully conducted trainings for people from diverse background for CFA, FRM
and PRM Certification.hB.Tech from IIT and MBA - Finance from IIM.
Prashant ShahhEight years of work experience in the area of Investment Banking and corporate
lending. hWorked with one of the largest investment banking firm in the world and have
developed financial model for more than 10 companies.hSuccessfully conducted training sessions for CFA, FRM and PRM Certification.hAuthored several articles and published research papers in the area of Finance and
technology.hMBA Finance from IIM.
Amresh KumarhWorked for more than 4 years in Investment Banking and Private Equity.hB.Tech. (Mechanical engineering) from IIT and MBA from IIM.hProvided in house training on financial modeling.
** The trainer is based on the availability at the time of training. Incase the said trainer cannot be made available at the time of training, a trainer with similar credentials would be made available.
Clients
Pristine Careers has an excellent success story in providing trainings in areas of Risk Management, Investment Banking and Finance. Our previous trainings have attracted working professionals and students from leading banks, financial institutions & colleges like
Testimonial
Pristine's financial modeling course was apt for me considering my job profile wherein I have to deal with excel spreadsheets day in and day out . The sessions were very enriching and provided a hands on experience on finer details of excel spreadsheet modeling . Advanced finance concepts like equity valuation ,option pricing and Monte carlo simulation et al were dealt with adequate depth and its application in the spreadsheet was the take away.
Needless to mention , the sessions were very well structured and time was managed impeccably.
Prasad HegdeAsst Manager - TreasurySecurities Trading Corporation of India
Training Detailsh Requirement - Laptop
1. Mumbai Batch: 10 days training starting on 26th Feb and 3rd April , 2011
Venue: Khar Education Society, S.V h
Road, Khar(West), MumbaiTraining Timings: 2pm to 6pmh
2. Delhi Batch: 10 days training starting from 12th March 2011
Venue: Malviya Smriti Bhawan, ITOh
Training Timings: Sat/Sun 3.30pm to h
7.30pm
Course Fees
Indian Candidates: Rs 18,000h
For Foreign Candidates: USD 450h
Early Bird Discount: Pay only Rs 15000 or
USD 400 on registrations 2 weeks before the
trainings
Payment Details1. Paypal Registration process is as follows
a) Please create an account with www.paypal.com.
b) Please make appropriate payment to paypal account of Pristine Careers at [email protected]
2. Cash/Cheque/DDOnline/Wire transfer a) Bank Name: HDFC b) Account Number:00602560008449 c) Bank Account Name: Neev
Knowledge management Pvt Ltdd) Swift Code: HDFCINBBe) RTGS/NEFT IFSC CODE:
0000060f) Routing Number/ Sort Code:
021000021g)Branch Address: Maneji Wadia
Building, Ground Floor, Nanik Motwani Marg, Fort, Mumbai, India 400023
h) Address to Courier the Cheque/DD Mumbai office address:
Neev Knowledge Management Pvt.Ltd. 925,Corporate Avenue,Sonawala Road, Goregaon(East),Mumbai -400063 PH : 022 - 32165191
h Understanding and creating a financial model template
h Excel Skills – Shortcuts, Formulas and cross referencing
h Historical financial statement modeling (P&L and B/S)
h Calculating growth drivers
h Building the asset and depreciation schedule
h Building debt & interest schedule
h Building cash flow statement
h Building interest on excess cash and cash revolver
h Building ratios for analysis
h Updating integrated model for valuation using DCF and Comps
h Sensitivity/ Scenario Analysis
h Creating foot-ball field for valuation analysis
h Modeling other Accounting concepts - Revenue Recognition, Deferred
tax etc
h Project Finance Modeling covering Infrastructure sector
h Merger & Acquisitions Analysis
h Introduction to options
hModeling Payoff Diagrams in Excel
h Implementing Trading Strategies in Excel
hComprehensive Modeling for Option Valuation on Excel Using Black
Scholes and Binomial
hCalculation of Implied Volatility using Goal Seek
h Introduction to Macros
hUnderstanding Recording of Macros in Excel
h Introduction to VBE
hFormatting Charts using Excel Macros
hEditing Recorded Macros to Break Circular loops in Excel
h Introduction to VBA
hCreating user interface in VBA
hBuilding Flexible Charts
hMonte Carlo Simulation in VBA
hBuilding Binomial Valuation in VBA
hSector specific Modeling: Oil and Gas/ RE
Course Structure:
Course Structure Day I - VI for Valuation Modeling
Course Structure Day VII - X for Options and Macros