About Financial Modeling:

Financial Modeling is one of the most fundamental and widely sought after skills in the finance industry. It is the art of building a model to depict financial statements and investment analysis using MS Excel. This helps arrive at optimal business solutions by analyzing various parameters. At the end of the course, you will be able to do the task of building a model depicting financial statements/business model, which helps in decision making.

 

Target Audience:

This program is suitable for people and professionals working in the following industries

  • Commercial Banking & Investment banking,
    • There are many branches within investment banking where financial modeling is used.
    • In case of mergers and acquisitions, investment bankers use financial models to understand and comprehend the viability of any deal.
    • In corporate finance it is used to identify the financial health of a company in the long run.
    • I personally believe that financial modeling is the life line of any investment bank. So if you are aspiring to be an investment banker, you better get a grip on financial modeling.
  • Project management and finance,
    • In project finance it is used to estimate and forecast the capital outflow and so on.
  • Equity research,
    • It doesn’t matter if you are on the buy side or the sell side of the horizon, financial modeling is present on both the sides with equal importance.
    • Equity research firms use multiple financial models to predict and anticipate stock movements and financial performance of a company.
    • Equity research analysts have to be conversant with financial modeling and should also be comfortable with using advanced excel functions.

 

  • Business planning & strategy,
  • Forecasting
  • Private equity funds or Venture Capital.
    • Since these firms deal in large amounts of money for any project, it becomes imperative for them to use financial modeling.
    • It is typically used to determine the return on investment for a certain amount, and for a certain period of time.
    • There are various functions in excel that help these firms identify the return in various scenarios.
    • (Scenario analysis is one of the most popular functions used in financial modeling)

It is also ideal for CAs, CFA candidates and CFA charterholders, FRMs, MBA Finance professionals and Commerce Graduates (B.Com, BBA, and BBIS) who want a career in any of the above profiles. This course is also suitable for those involved in budgeting, business planning and for those who would like to have an edge over others in terms of quality and speed of work.