pristine financial modeling brochure

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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 Models h 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) ŸPortfolio Theory and Cost of Capital (WACC) ŸBusiness Valuation with focus on Discounted Cash Flow ŸMerger and Acquisition ŸProject Finance ŸOption Valuation ŸSimulation h Knowledge of advance excel tools for improved excel efficiency Program outcome After completion of this program participants would h Build different types of financial models in MS-Excel h Understand advance excel tools to be used in finance and when they should be used h Be able to develop integrated financial models incorporating forecasting, sensitivity, scenario analysis etc. Highlights h 50 Hrs of comprehensive training h Industry professional Faculty with combined experience of over 30 Years in Investment Banking, Private Equity and modeling h Case Study based learning h Hands-on modeling sessions and problem solving h 24X7 online access to industry models and support for revision in future h 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

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Page 1: Pristine Financial Modeling Brochure

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

Page 2: Pristine Financial Modeling Brochure

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

Page 3: Pristine Financial Modeling Brochure

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

Page 4: Pristine Financial Modeling Brochure

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