Financial

Modeling
Using

MS Excel
Participants registered till date : 250 +
Program Objective
Participant’s Distribution
Excel Modeling techniques are used in many different areas, such as credit analysis,
investment appraisal, risk management, valuation, financial analysis and
forecasting. This 12-days 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)
Ÿ Portfolio Theory and Cost of Capital (WACC)
Ÿ Business Valuation with focus on Discounted Cash Flow
Ÿ Merger and Acquisition
Ÿ Project Finance
Ÿ Option Valuation
Students Feedback ( 1: Bad, 5: Excellent)* Ÿ Simulation
Feedback 1 2 3 4 5
h Knowledge of advance excel tools for improved excel efficiency
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% Program outcome
Quality of Models 0% 0% 7% 64% 29%
*Feedback by those attending all sessions 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 +91 80800 05533 karuna@edupristine.com 2 Days Industry specific modeling
Sandeep +91 95602 14422 sandeep@edupristine.com

Or visit us at : www.edupristine.com
 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. Teaching methodology
h Highly interactive, use of extensive case studies and real life examples for
Some of the credentials demonstrating Modeling techniques
h Emphasis on
hHave delivered more than 2,50,000
Ÿ Participants gaining practical, hands-on experience of the design
Man-hours of training in the field of and construction of financial models in excel.
Finance Ÿ Fundamental understanding of key issues
hAuthorized training provider for Ÿ Importance of realty - checking of model
FRM Certificate(Provided by
G A R P, U S A ) a n d P R M
Certificate(Provided by Who should attend our training
PRMIA,USA) hRisk Managers and credit analysts from Banking sector
hOperations in India (Mumbai, h Investment Bankers
B a n ga l o r e , D e l h i , Ko l k a t a , h Research Analyst
Hyderabad, Chennai and Pune) h M & A Specialists
and Singapore h Strategists in Corporate Finance
hTrained professionals in the area of h Credit analysts from banking industry
risk management from more than h Finance Controllers
20 nationalities including USA and h Financial analysts
UK h Managers from different industries
h Employees in charge of budgeting, operational and investment plans

Testimonial
Certification
h Certification for participation and excellence based on performance.
"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 Rao
USA
Clients
Pristine Careers has an excellent success
story in providing trainings in areas of Risk Faculty
Management, Investment Banking and
Finance. Our previous trainings have Paramdeep Singh
attracted working professionals and hSeven years of work experience in the area of Information Technology, Consulting
students from leading banks, financial and Investment Banking.
institutions & colleges like 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 Shah
hEight 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 Kumar
hWorked 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
Testimonial available at the time of training, a trainer with similar credentials would be made available.

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 Hegde
Asst Manager - Treasury
Securities Trading Corporation of India
Training Details
h Requirement - Laptop
1. Mumbai Batch: 12 days training starting
on 10th July, 2010
hVenue: Khar Education Society, S.V
Road, Khar(West), Mumbai
h Training Timings: Sat - 2:00 PM to 6:00
PM/Sun 10:00 AM to 2:00 PM
2. Delhi Batch: 12 days training starting on
24th July, 2010
hVenue: IMA, near ITO
hTraining Timings: Sat/Sun - 3:30 PM to
7:30 PM
Course Fees
hIndian Candidates: Rs 18,000
Early Bird Discount: Pay only Rs 15000 on
registrations before 30th June.
Payment Details
1. 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
pristinecareers@eneev.com
2. Cash/Cheque/DDOnline/Wire transfer
a) Bank Name: HDFC
b) Account Number:00602560008449
c) Bank Account Name: Neev
Knowledge management Pvt Ltd
d) Swift Code: HDFCINBB
e) RTGS/NEFT IFSC CODE:
0000060
f) Routing Number/ Sort Code:
021000021
g)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 - 40212028
Day 1
Introduction to Modeling
Introduction to excel as a tool
Excel and Modeling
Data Entry excel Fundamental
Intoduction to Profit&Loss A/c
Case Study :Creating a P&L A/c in excel
Day 3
Balance Sheet
Linking B/S to P&L and introduction
to cross linking in excel
Cash Flows(C/F)
Introduction to case
Case Study on financial statement
of the company
Day 5
Time value of money
NPV, IRR and calculations in Excel
Loan Scheduling
Cost of Capital
Calculaing cost of equity, WACC
Calculating Beta and the CAPM Model
Understanding Goal Seek and Solver
DCF Valuation using excel
Day 7
Portfolio Theory
Plotting Graphs/charts using excel
Mean, Variance, Explaining Beta
Inserting Function and Formula
Diversification and Its measurement
Volatility Estimation
Time series generation
Normal Distribution, generation of
Random Numbers and its usage in Modeling
Day 9
Monte Carlo Simulation
Using Monte Carlo Simulation for Option Pricing
Introduction to Macros
Recording Macros and Automating
task you peform frequently
Introduction to VBA Language
Creating a user friendly front end
Custom defined functions
Array Functions
Day 2
Pivot Tables to summarize data
Uses of formulas like If, Or, And, Trim and
formatting of cells
Formatting the excel Sheet
Introduction to Balance Sheet(B/S) statement
Case Study :Creating a P & L in excel II
Day 4
Model Review and revision of financial
statements
Financial Ratios
Using excel to calculate Ratios
Introduction to valuation
Peer review ratios
Case Study on Financial Rations
Day 6
Terminal Value
Scenario Analysis using excel
Projecting the financials over period
Comparing the value derived through
DCF and Peer Valuation
Discussion of Case on DCF valuation
Case IIlustrating linkages of financial
statements
Day 8
Excel Tips
Introduction to options
Call,PutPayoff Diagram
Formatting of Charts for options Payoff
Valuing Options on Excel
Calculation of Implied Volatility using Goal Seek,
Solver
Comprehensive Modeling of Option Pricing
using Binomial and Black Scholes
Day 10
Practical Problem I
Case I - FSA (Take Infy financial Statements)
Case II - Advanced Concepts
Closing and Summarization
Day 11 & 12
Industry specific Modeling for Infrastructure
and Energy Sector