Share Market Classes in Pune

The first module is designed for a comprehensive start with spreadsheet skills and awareness on various sections and features of excel ribbons which is required for a financial analyst , equity analyst or investment banker

• Excel layout and structure

• Sheet vs Book

• Home ribbon

• Insert Ribbon

• Data Ribbon

• Page layout

• Formula Ribbon

• Review Ribbon

• View Ribbon

• Cell freeze and referencing

• Logical operators

• Nest if Function

The second module gets into new functions required for financial model making .

• Vlook up/ Hlook up/ Xlook up

• Index and Match

• Sum, Average, Count, Max, Min, Counta

• Sumproduct

• Conditional operators, Sumif, Countif, Average if

• Pivot Table, Pivot Chart, Slicer

• Financial analysis and template

• Data Look up case study on stock market data

• Charts- Waterfall, Radar, Clustered column, Histogram

• Data Analysis tool pack

Sales Data case study

• What is time value of money

• What is compounding

• What is discounting

• Definitions of rate

• Frequency of compounding

• Continuous compounding

• Series of cashflow

• TVM Excel functions

• Beginning and ending cashflow

• IRR and NPV. Problems with IRR

Financial modeling is incomplete without learning the statistics required to make forecasting , and creating insights on the business risks

• Need of statistics

• Central tendency

• Presentation and analysis of data

• Risk Calculation

• Risk adjusted calculations- Sharpe, MAR, Sortio

Fund selection Case study

No one can become a financial analyst without knowing accounting and financial statement analysis required for investment finance field. The investment banking course offered by Mentor Me will teach you financial accounting from the basics.

• Introduction to Financial Statement Analysis Framework- Annual report reading, Con Call reports, Quarterly reports, statement of change in equity, Supplementary information

• Financial statement linkages and creating financial statement in excel

• Income statement– Revenue recognition principles, Expense recognition principles, Diluted EPS, EPS, LIFO, FIFIO,AVCO

• Balance Sheet– Format of balance sheet, current assets, current liabilities, Fixed assets, Non current liabilities

• Cash flow statement– Format of cash flow statement, Direct method , Indirect method, FCFF, FCFEE

• Ratio analysis– Solvency Ratios, Profitability ratios, Activity Ratios.

Ratio Analysis Case Study- Analyse persistent systems annual report

• How to Read an annual Report step by step

• Franchisee Business Model Valuation- NPV , IRR, Sensitivity analysis

• Minority Interest, Impairment, Good will analysis

This is the final section before the specialization kicks in. In this section we will take a publicly listed company from NSE stock exchange and create a DCF Valuation Model and Relative /Comparable analysis financial model. This is one of the other applications of financial modeling in decision making. This model is specifically useful for people who want to pursue to join equity research and Investment banking

1. Valuation Basics- DCF, Gordon growth, WACC, Cost of equity , Levered, Un levered Beta, Terminal Value

2. Creating a model template

3. Data collection and data feeding in financial model

4. Revenue Driver- breaking the business into Price and quantity metrics, so that you can forecast those metrics

5. Cost Driver

6. Debt Schedule , Asset schedule Forecast

7. Free Cash flow calculation

8. Valuation Calculation

9. Sensitivity Analysis

10. Report Writing