Corporate Bridge Academy

Certification Program on Financial Modeling using Excel

TARGET AUDIENCE IB Analysts & Associates Equity research associates Private equity associates Business development analysts Corporate finance analysts Accounting/Treasury/CFO professionals MBAs Students Overview 4-day intensive training program where trainees learn financial & valuation modeling in Excel using in a hands-on, case-study approach. The modeling methodologies covered include:

Training Agenda Day 1 Excel Best Practices & Analyst's Accounting Day 2 DCF & Relative Valuations Day 3 Financial Modeling (Generic Company) Day 4 Financial Modeling-Asian Paints (forecasting and valuations) Step-by-step, intuitive approach Each modeling methodology is preceded by conceptual introductions that relate academic coursework to the hands-on step-by-step exercises trainees undertake on their computers in class. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

PREREQUISITES Financial Accounting Excel Beginner level

FORMAT Classroom Training-50 hrs (approx). Duration: 4 days (Weekends)

What sets this program apart? The training materials that trainees receive are comprehensive and intuitive, and are designed to serve as stand-alone materials for easy use long after the training session has ended. Case study presentations and an end of program examination enable both participants and supervisors to assess individual performance. Our instructors are all practitioners (investment bankers, equity research analysts, etc.) with a passion for teaching with years of directly relevant real-world experience. They understand the importance of teaching in a way that empowers finance professionals to apply the lessons from the classroom directly on the job. Unlimited support for 2 years post-seminar Issuance of Certification in Financial & Valuation Modeling

Fees: 8,000/- (inclusive of taxes)

RATES & MORE INFO Nikhil Dhulla +91 92222 87739 nikhil@corporatebridge.net

Corporate Bridge Academy

Certification Program on Financial Modeling using Excel
City : Hyderabad Date : 30th April, 1, 7 & 8th May Venue: Hotel Log Inn, 4th Floor, Elephant House Ameerpet 'X' Road, Ameerpet, Hyderabad-500016. Time : 9.30am to 6 pm. City : Bangaluru Date : 16, 17, 30th April & 1st May.. Venue: Hotel Pai Viceroy, No.6, J.C.Road, 1st Cross, Near Minerva Circle, Bangaluru 560 002 Time : 9.30am to 6 pm. City : Pune Date : 10, 16, 17, 23 & 24th April. Venue: A-105, 5th Floor, Shreenath Plaza,, Dnyaneswar Paduka Chowk, FC Road, Pune. Time : 9.30am to 6 pm. City : Delhi Date : 16, 17, 23 & 24 April. Venue: Hotel Okland, B-14 Chirag, Enclave, Nehru Place, New Delhi. Time : 9.30am to 6 pm. City : Chennai Date : 30th April & 1, 7 & 8th May. Time : 9.30am to 6 pm.

Day 1 Excel Best Practices & Analyst's Accounting

Morning Session (10 - 2pm) Module 1: Excel Best Practices Excel Basics (Analysts Excel Formulae and functions, VLOOKUP, HLOOKUP, CHOOSE) Graphs and Charts (Twoaxis graphs, Band charts PE, EV/EBITDA, P/Sales, Ratio charts. Pivot Table DATA Tables Macros Afternoon Session (2:30-6PM) Module 2: Analyst's Accounting Ratio Analysis Liquidity Analysis, Common size statements, Internal liquidity analysis, Operating / Risk / Growth Analysis, DuPont analysis - Return on equity /, Risk analysis Inventory Valuations Depreciation Policies Leases Capitalization vs. Expensing Income Taxes

Day 2 DCF & Relative Valuations

Morning Session (10 - 2pm) Module 3: Valuations Discount cash flows Discount Rate (cost of debit, cost of Equity, CAMP) Terminal Value (Exit Value, perpetuity Growth Method) Afternoon Session (2:30-6PM) Module 4: Valuations Sensitivity Analysis (TABLE Function) Equity value multiples: P/E, P/CF, P/BV, PEG, Dividend Yield Asset based valuation, Sum of parts, Mergers and acquisitions Comparables, Replacement cost method, and Qualitative factors in valuation - management quality

Head Office
318, Sagar Tech Plaza, A Wing, Andheri-Kurla Road, Sakinaka, Andheri (E), Mumbai 400 072, Telephone: 022 3222 5058 / 62

Corporate Bridge Academy

Certification Program on Financial Modeling using Excel

Day 3: Financial Modeling (Generic Company)

PREREQUISITES Financial Accounting Excel Beginner level Module 5: Financial Modeling Hands-on working along with the Instructor Overview of Financial Modeling Excel Best Practices Modeling Warm Up Key Financial Statements Working Capital Schedule Depreciation schedule Amortization Schedule Module 6: Financial Modeling Long term Items (Others) Schedule Building Income Statement Shareholders Equity Schedule Shares outstanding Schedule Preparing for Debt & Interest Trouble Shooting Completing the financial Model. Morning Session (10 - 2pm) Afternoon Session (2:30-6PM)

FORMAT Classroom Training-50 hrs (approx). Duration: 4 days (Weekends)

Day 4: Financial Modeling-Asian Paints (forecasting and valuations)

Fees: 8,000/- (inclusive of taxes)

Morning Session (10 - 2pm) Module 7: Financial Modeling Asian Paints (The objective is to make a real quick model when we require a quick analysis of a company) Annual Report Analysis analysts dissection of the available information Quick method to forecast revenues and cost drivers Balance Sheet, Income Statement and Cash Flow adjustments

Afternoon Session (2:30-6PM) Module 8: Financial Modeling Asian Paints (The objective is to make a real quick model when we require a quick analysis of a company) Applying DCF Valuation Technique Suggesting BUY/SELL for Asian Paints 100+ page step by step excel handout guide on Asian Paints

RATES & MORE INFO Nikhil Dhulla +91 92222 87739 nikhil@corporatebridge.net