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July 2008

Address (H.O) : 477,Udyog Vihar Phase III


Gurgaon (Haryana) -122001, India
Branch office : Epicenter, 2nd floor, law college road
Pune - 411004
Tel : +91 020 41223168/ +91 9766498350
Website : www.i3c.in
Email : info@i3c.in

This document is solely for the use of client personnel. No part of it may be circulated, quoted, or reproduced for distribution
outside the client organization without prior written approval from i3 Consulting.
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i3Fin is a i3 Consulting venture to prepare aspirants for the financial
industry
i3
i3 Consulting
Consulting Pvt.
Pvt. Ltd.
Ltd.
Started
Started in
in August
August 2006
2006 by
by ex-McKinsey
ex-McKinsey && Evalueserve
Evalueserve employees,
employees, the
the company
company offers
offers aa broad
broad
spectrum
spectrum of of services
services ranging
ranging across
across Risk,
Risk, Marketing,
Marketing, Finance
Finance &
& Strategy.
Strategy.

i3Fin

i3Fin is a venture started by i3C promoters to impart practical training to


Background
students & finance professionals alike

Training related to financial analysis, financial modeling, equity derivatives,


Services offered equity valuation, risk analysis & quantitative analysis

Experienced professionals from diverse backgrounds ranging across


Faculty consulting, trading, investment banking, derivatives & analytics from
companies like McKinsey, Morgan Stanley, Karvy, GE capital, Man Financial
& Daiwa securities

Adequate Infrastructure for practical training.


Infrastructure

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Contents

Why Us?

What we offer?
- Program A: Financial Readiness Program
- Program B: Modeling Readiness Program
- Program C: Analytics Readiness Program

Who are the faculty?


i3Fin streamlines theoretical knowledge with practical application,
enabling candidates to build upon the core competencies

• Practical insights from industry practioners


- Modules made keeping in mind industry requirements
- Trainers from diverse backgrounds like IB, Analytics etc.

• Decoding commonly used Jargon.


- Acquaintance & Simplification of financial jargon.

Gives one
• Real time case studies
- Opportunity to work on live projects related to capital markets with companies
a head-
- E.g.: Live Strategy application for derivatives markets start in the
Financial
• Validating Theoretical concepts Sector
- Understanding application of theoretical concepts.

• Best practices in deliverables


- Understanding client needs.
- Creating client ready deliverables.

• Personalized attention and adequate infrastructure support


- Healthy Student faculty ratio of 20:1 for personalized attention
- Adequate infrastructure with 2:1 student computer ratio and fully equipped lab for
modeling

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i3Fin bridges the gap between academic inputs & industry requirements
to prepare the candidates for corporate opportunities

Academics Industry
Requirement

Feedback Understanding individual requirements at regular intervals and


sessions conducting one to one feedback session

Career Helping one to understand domains within the financial sector and
counseling providing guidance for career opportunities

Mock interviews will be conducted after each module and corrective


Mock Interviews measures shall be suggested.

Placement Assistance in placing suitable candidates for the right job


assistance

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Contents

Why Us?

What we offer?
- Program A: Financial Readiness Program
- Program B: Modeling Readiness Program
- Program C: Analytics Readiness Program

Who are the faculty?


The course is aimed at making students ready in the fields of analytics,
Investment Banking, Treasury operations, Broking & financial services

Program A Program B Program C


Financial Readiness Modeling Readiness Analytics Readiness
Program Program Program
45 Hrs 30 Hrs 30 Hrs

To provide a Application of financial To enable candidates to


comprehensive overview of concepts covering areas apply quantitative
Objective
industry practices and like valuation, business techniques for analysis
make the candidate ready analysis & projections thereby preparing them for
for the financial sector through excel built models the analytics industry

A comprehensive A program comprising A comprehensive


Course program comprising economic, industry & program covering
description equity, debt, commodity, company research statistical concepts
derivatives , wealth supported by data using SPSS & Excel for
management & financial analysis and making marketing & Risk
modeling structured models in Analysis
Excel

Commerce graduates, MBA finance, CFAs, CAs & B.Sc/M.Sc statistics/maths,


Who should MBAs, CFAs, CFPs, CAs & working professionals from Engineering graduates &
attend working professionals from broking & KPO. professionals from
broking & KPO. analytics industry.

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Contents

Why Us?

What we offer?
- Program A: Financial Readiness Program
- Program B: Modeling Readiness Program
- Program C: Analytics Readiness Program

Who are the faculty?


Financial Readiness program prepares one for the financial services,
analytics & investment banking industry.

Note: Each module will be of 9 hours duration & have relevant case studies.
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Financial Readiness Program – for Finance & Non- Finance Candidates
Module1 - Objective Module 2 - Objective Module 3 - Objective
• Introduction to capital markets • Introduction to commodity markets • Introduction to derivatives
• Prepares one for a career in the • Prepares one for a career in the • Prepares one for a career in the
equity markets. commodity markets. equity derivatives markets.

Capital markets Commodities Derivatives

• Introduction to Equity and • Introduction to Commodities • Introduction to Derivatives


Debt markets • Types of commodities • Forwards
• Primary • Drivers • Futures
• Secondary • Intermediaries • Options
• Intermediaries • Forward & Futures Market • Swaps
• Mechanics of Live Trading • Hedging • Pricing of
• Intraday • Speculation • Futures
• Delivery • Arbitrage • Options
• Valuation • Relevant Data • Black Scholes
• Basic equity valuation • Economic data, macro binomials
• Bond indicators • Strategies for
• Technical Analysis • Industrial data • Arbitrage
• Principles • Price projection • Futures & Options
• Indicators • correlation & Straddle, Strangle,
• Case Study regression Butterfly, Synthetics
• Technical Analysis etc.
• Principles • Risk Management
• Indicators • Hedging techniques
• Case Study

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Financial Readiness Program… contd
Module 4 - Objective Module 5- Objective
• Introduction to Wealth management • Introduction to financial modeling
• Prepares one for a career in • Prepares one for a career in the
Financial services markets. field of analytics & I-banking.

Wealth management Financial Modeling

• Introduction to Wealth • Introduction to Modeling


Management • Fundamentals of
• Asset classes finance
• Risk Vs Return • Financial Modeling
• Financial planning • Excel Basics
• Portfolio models • Shortcuts
• CAPM • Common functions
• LPP • Formatting
• Markowitz • Charts
• Risk Analysis of Mutual Funds • Building a Financial Model
• Sharpe Ratio • Structuring a problem in
• Sortino Ratio Excel
• Treynor Ratio • DCF model
• Financial planning • Types of Financial Models
• Asset allocation based • Predictive
on risk profile • Market estimation
• Emerging asset • Business planning
classes

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Contents

Why Us?

What we offer?
- Program A: Financial Readiness Program
- Program B: Modeling Readiness Program
- Program C: Analytics Readiness Program

Who are the faculty?


The Modeling Readiness Program equips participants with the finer skills
required to excel in the field of investment research.

Note: 30 hour Program


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Modeling Readiness Program

Module 1 - Objective Module 2 - Objective


• Introduction to Business • Introduction to financial modeling
Research and application of • Prepares one for a career in
techniques. analytics & I-banking.

Business Research Financial Modeling

• Economic Research
• Demographics • Introduction to Modeling
• GDP • Fundamentals of
• Cycles finance
• Economic indicators • Financial Modeling
• Industry research • Excel Basics
• Key drivers • Shortcuts
• Cost factor • Common functions
• Forecasting • Formatting
• Company Research • Charts
• Ratio Analysis • Building a Financial Model
• Forecasting Key metrics • Structuring a problem in
• Impact Analysis Excel
• Result Analysis • DCF model
• Databases & Mining
Techniques
• Introduction to Databases
• Key websites, journals &
magazines
• Techniques

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Contents

Why Us?

What we offer?
- Program A: Financial Readiness Program
- Program B: Modeling Readiness Program
- Program C: Analytics Readiness Program

Who are the faculty?


Analytics Readiness Program will enable participants to interpret
statistical and quantitative concepts and apply them to solve day to day
problems

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Analytics Readiness Program

Module1- Objective Module 2 -Objective


• Introduction to basic concepts & • Introduction to marketing analytics
their uses • Supports quantitative analysis
• Building blocks of quantitative
analysis

Statistics & Economic


Quantitative Analytics
Concepts

• Introduction to basic statistical • Tools and techniques used


concepts for marketing analytics
• Measure of central • SPSS
tendency • Segmentation
• Measures of dispersion techniques
• Distributions
• Correlation and • Tools and techniques used
Regression for risk analytics
• SAS
• Introduction to basic • Regression
economics concept techniques
• Demand and supply
• Price elasticity of • Introduction to popular
demand Tools
• Measures of GDP • Popular tools
• Inflation • Basic SPSS
• Purchasing power parity • Basic SAS

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Contents

Why Us?

What we offer?
- Program A: Financial Readiness Program
- Program B: Modeling Readiness Program
- Program C: Analytics Readiness Program

Who are the faculty?


Faculty Profile

Ashish Khude – Trainer ( Valuation & Financial Modelling)

• Ashish has over five years of experience in Investment banking. Currently Working as an investment
advisor as in Daiwa Securities.
• Worked as Manager Global Management for ICICI Bank in Investment Banking Divison.
• Worked for Morgan Stanley India as research analyst where he was analyzing global companies using
Financial Modeling
• Ashish is an engineering graduate from COEP and done his MBA (Finance) from Jamnalal Bajaj,
Mumbai.

Abhijit Singh - Trainer ( Derivatives & Capital Markets)

• Abhijit has over six years of experience in various areas related to Derivative research, Commodities
market & Forex markets.
• Abhijit worked as a business management at Karvy equity broking Ltd. Where he lead a team of 15
analysts handling online and offline equity trading. Before joining Karvy he has also worked with Motilal
Oswal Securities and Man Financial where he was managing portfolios of high net worth individuals.
• He has also lead various research projects around market risk for various securities portfolio including
market VAR, estimating volatilities using EWMA Model, GARCH Models, derivatives trading strategies
• Abhijit has done his Masters in Business Administration from Pune University
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Faculty Profile

Abhishek Gupta – Trainer ( Valuation & Risk Modelling)

• Abhishek has over seven years of experience in the Analytics industry and is currently working as
Managing Director i3 Consulting pvt. Ltd.
• He is the founder member of the Analytics Centre of Competence for McKinsey. Under his leadership,
the team has grown from 4 to 50 in just 2 years.
• Worked for one year with GE, where he has extensively worked on account management, customer
acquisition and debt consolidation for their credit card portfolio at GE. He also developed the MIS for the
credit card portfolios.
• He holds a degree in Masters of Business Administration with specialization in Finance and Marketing
from BIM Trichy. He has a Bachelors degree in Mathematics.
Sandeep Uppal - Trainer ( Valuation & Financial Modeling)

• Sandeep has over seven years of experience in Finance with expertise in capital markets currently is
managing Director at i3 Consulting pvt. Ltd.
• He has worked for four years with McKinsey and is the founder member of the Analytics Centre of
Competence for McKinsey. Under his leadership, the team grew from 4 to 50 in just 2 years.
• He is a Chartered Accountant (CPA Equivalent) from the Institute of Chartered Accountants of India and
a Certified Information Systems Auditor from the Information System Audit & Control Association, Illinois
and has a Bachelors degree in Business.

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Faculty Profile

Shireen Ali – Trainer ( Statistical Modeling)

• Shireen has over three years of experience in the Analytics industry with Mckinsey & Co. in the area of
risk analytics, predictive modeling and segmentation strategies.
• She has worked with banks across South East Asia and Europe to build risk assessment models for their
retail portfolios by understanding drivers of default risk in the consumer finance industry. She has also
worked on insurance fraud and devising collection strategies for telecom firms in South America
• Shireen has done her Masters in Economics from JNU Delhi. She is an economics graduate from
Presidency College, Calcutta.

Ranita Basu Ray– Trainer ( Statistical Modeling)

• Ranita has over three years of experience with Mckinsey & Co. in the area of marketing analytics and
consumer behavior.
• She has worked extensively with Retail banks in South East Asia on market entry, product launch
strategies and cross selling opportunities by understanding target customer behavior. Her work in
marketing also included promotion strategies for telecom firms in US and evaluating promotion
effectiveness for a US retail client.
• Ranita has done her Masters in Economics from JNU Delhi. She is an economics graduate from Calcutta
University

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