financial analysis prodegree · 2020. 9. 9. · corporate finance cash flows, time value, irr,...
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PRODEGREE
WWW.IMARTICUS.ORG
FINANCIAL ANALYSIS FINANCIAL ANALYSIS
INDUSTRY CREDENTIALS TO ACCELERATE CAREERS
PRODEGREE
Master in-demandskills
Case study basedlearning methodology
Experiential learningat its best
Get placedat leading firms`
$
Theprogramhasajudiciousmixofacademics
andpracticallearning,cateringtobothnovices
andexperiencedcandidateswithapplications
acrossinvestmentbanking,M&A,privateequity
andresearch.
Global Curriculum
Thefinancialanalysisprodegreeisa
180-hourprogramcoveringfinancial
accountingandstatementanalysis,
financialmodelingandvaluation,
equityresearch,corporatefinance
strategy,ExcelandPowerPoint,
aptitude,resumebuilding,and
interviewprep.
Comprehensive Coverage
Theprogramisco-createdwithEYasthe
KnowledgeProvider,andcomeswithacutting-
edge,industry-alignedcurriculum,casestudies
andprogramdeliverybyEY,andtwodelivery
modes:classroomandonlinetraining.
EY as Knowledge Provider
Theprogramprovidesanedge
throughouruniquecasestudy
methodologyfocusingonreallife
businessscenarios.Eachmoduleand
topicwillbecenteredaroundin-
depthreallifecasestudiesand
projectstoensurepracticallearning.
Case Study-based Learning
INNOVATIVELEARNINGMETHODOLOGY
Liveinstructor-ledvirtual
classeswithexpertfacultyfor
real-timelearningatyour
convenience
Self-paced instructor videos
Active,self-paced,data-drivenlearning
throughHDvideos
53 Hours
Online Delivery
EYleadershipsharetheirexpertiseandbest
practicesthrough20hoursofprogramdelivery
includingcasestudiesandselfpacedvideosto
giveyoupracticalexposuretotheindustry.
Case Studies and Delivery by EY:
127 Hours
Classroom delivery
127 Hours
TWODELIVERYMODESTOCHOOSEFROM
Classroomtrainingby
expertfacultywith
industrycredentials
atourImarticuscenters
FINANCIAL ANALYSIS PRODEGREE
WHY A PRODEGREE?
CareerReadinessPrepareforfinancialanalystjobsthroughextensiveinterviewprep,resumebuildingandmockinterviews
VERIFIEDPRODEGREECREDENTIAL
JOB-READYPROJECT
PORTFOLIO
EXPERIENTIALLEARNING AT COMPETITIVE
PRICE
FLEXIBLELEARNING
PATHS
Industry-EndorsedCutting-edgeprogramdesignedanddeliveredincollaborationwithEYwithperiodicguestlecturesbyEY
ExperientialLearningDeliveryusingacombinationofself-pacedvideos,livelectures,casestudies,projectworkandsimulations
GuestLecturesPeriodicguestlecturesbyEYLeadershiponindustrybestpractices
CustomizedLearningFlexiblelearningpathstocatertobothnovicesandexperiencedprofessionals
Financial analysis landscape7 Hours
www.imarticus.org
Financialanalysislandscape|Basicsofcorporatefinance|IntroductiontoM&A|Introductiontoprivateequity|Introductiontoequityresearch|CurrentIndian
Scenario:investmentbanking,equityResearch,creditresearch
CURRICULUM
Level 1 66 Hours
Principles of accounting7 Hours
Theaccountingprocess|Whousesaccounts?|Accounting&book-keeping|Financialterminologies|Accountingconcepts|Basicaccountingequation|Accounting
principlesandconventions|Hindalco:walk-throughoffinancialstatements
Specific financial items andfinancial statement preparation6 Hours
Financialstatements-balancesheet,profitandlossandcashflow|Understandingrevenuesandexpenses|Theaccountingcycle|Understandingconsolidated
accounts|Tangibleassets|Goodwill|Depreciation|Investments|Deferredtaxes
Ratio analysis10 Hours
DuPontanalysis|Definitionsofratios|Liquidityratios|Assetmanagementratios|Debtmanagementratios|Profitabilityratios|Whentousewhichratios|Case
studiesinratioanalysis
Excel basics5 Hours
Spreadsheetvocabularyreview|Exploretheuserinterface|Workwiththeribbon|Workwithcontextualtabs|Customizetheexcelinterface|Creatingspreadsheets
|Cellformatting|Logicalfunctions|Dateandtime|Statisticalfunctions|Frequentlyusedshortcuts
Advanced excel6 Hours
Datavalidation|Templates|Customlist|Goalseek|Scenarios|Consolidation|Datacleaning|Datamanipulation|Pivottables|Macros
Ratio analysis and consolidation2 Hours
Consolidationoffinancialstatements|Casestudyonconsolidation|Simpleconsolidation|Preparingconsolidatedstatements
Evaluation - 15 Hours
Semester1evaluationonaccountsandfinanciallandscape-objectiveandsubjectivetestpaper
Guest lecture and open house4 Hours
GuestlecturebyEYleadership|Openhousewithfacultyfordoubtclearing
Forecasting and financial modeling 6 Hours
Objectivesofforecasting|Understandingbusinessmodels|Basicsoffinancialmodeling|Howtocreateabasicinvestmentbankingfinancialmodel
Forecasting and financial modeling 8 Hours
Buildingintegratedfinancialmodelforcolgatepalmolivelimited-apubliclylistedcompany|Convertingthesingle-stephistoricalincomestatementcapturedintheexcel
fileintoamulti-stepincomestatement|Settingupaseparateassumptionandanalysissheetandcapturingnecessaryratios
Corporate strategy7 Hours
www.imarticus.org
Porter’sfiveforces|Structuraldeterminants|SWOTanalysis|PESTanalysis|TheproductlifecycleandtheBostonMatrix|Identifyingkeysuccessfactorsandcore
competencies|Casestudy:smartphoneapplication|Classexercise:Whatstrategyhasflipkartadopted?
CURRICULUM
Level 2 65 Hours
Valuation basics5 Hours
Introductiontovaluation|Differentapproachestovaluation|Arrivingatcashflowsandgrowthratesforvaluation
Valuation advanced6 Hours
CalculatingterminalValue|TreatmentofspecificfinancialItems|Choosingtaxrates
Cost of capital5 Hours
Costofnewandexistingdebt|Costofequity–CAPMModel|Therisk-freerateinpractice|Themarketriskpremium:historicalpremiumapproach|Typesofrisk
andestimatingbeta|Costofequity–companieswithcuntryriskexposure|Correlatingthecostofcapitaltovaluation|CalculationofWACC|Leveredand
unleveredbeta
Equity valuation - methods5 Hours
DDM(single-stage,two-stage,three-stage,“H”growthmodel)|FCFE(single-stage,two-stage,threestage)|FCFEvaluationvs.DDM
Firm valuation models5 Hours
FCFFvaluation(single-stage,two-stage,threestage)|APVvaluation|Sector-specificmultiples|Relativevaluationforalistedandanunlistedcompany|Comparison
withintrinsic(cashflowbased)valuation
Business communication5 Hours
Businesscommunication|Email/chat/telephoneetiquette|Listening/questioningskills|Interpersonalskills
Technical skills - PowerPoint5 Hours
Workingwithshapes|Keepingtheaudience/readerontrack|Workingwithpictures|Avoiding“deathbybullet”mini-series|Workingwithtables,charts-choosing
themostappropriatechartandconstructingit|<akingthechartmorecommunicative|Animation|Otherbestpractices|Casestudiesandbeforevs.afterexamples
Resume writing 3 Hours
Thewhy,thewhatandthehowofresumes|Personalbranding|Tipsandresources|Interviewskills|Usingsocialmedia|CVdiscussion
Aptitude 10 Hours
Quantitativeaptitudetraining|Profitandloss|Ages|Permutationandcombination|Chainrule|Alligations|Timeanddistance|Simpleinterest|
Partnership,logarithms,probability|Percentagesandratioandproportion|Verbalaptitude|Logicalreasoning
Evaluation - 25 Hours
Semester2evaluationonvaluation
Guest lecture and open house4 Hours
GuestlecturebyEYleadership-topic:challenges/caveatsinvaluation|Openhousewithfacultyfordoubtclearing
Transaction execution6 Hours
www.imarticus.org
M&Atransactionprocess|Howtomakeapitchpresentation|LBOandfinancingbasics|Basicsofdocumentation|Duediligence:Whatshouldyoulookoutfor?|
Planningpost-acquisitionintegration
CURRICULUM
Level 3 49 Hours
Introduction to equity research10 Hours
Overviewofequity|Researchbusiness|Jobofanequityresearchanalyst|Typesofresearchreports|Approachtoanalyzeabusiness|Ecosystemofasset
management|Buyside,sellsidejobs-incentives,workprofile,requirements|Businessmodelsnapshot|Unravellingcolgate|Techniquesofrelativevaluation|
Walk-throughofamaintenanceresearchreport|Tipsoneffectiveresearchwriting
One-on-one presentations5 Hours
One-on-onepresentationofindividualassignment
Guest lecture by EY + businesswriting & storyboarding5 Hours
Establishingthepurposeofcollateralwithregardtotheaudience|Identifyingthespecificneedsoftheaudience|Whatisthescopeofcoverage?|Selectingand
understandingthemediumofcommunication|Briefintroductiontovariousmediumsofbrochure,newslettersandemailandtheiruses|Persuasionandpromotionwriting
|Research|Notetaking|Brainstormingandtheartofmindmapping|In-classmindmappingexercise
Firm valuation models5 Hours
FCFFvaluation(single-stage,two-Stage,threestage)|APVvaluation|Sector-specificmultiples|Relativevaluationforalistedandunlistedcompany|Comparison
withintrinsic(cashflowbased)valuation
Final project presentation5 Hours
Finalprojectsubmissioninfrontofyourpeerswhileindustryexpertsevaluateyourprojectworkwithconstructivecriticism
Interview preparation - domain3 Hours
Expertguidanceonhowtopreparefortechnicalinterviewroundwithtips,tricksandaquickrefresherontheconceptslearned
Financial model presentation 5 Hours
Presentationofyourfinancialmodelinfrontofyourpeers
Interview preparation - HR 2 Hours
Typesofinterviews|Whattodobeforeaninterview|Whattodoafteraninterview|Follow-upetiquette|Bodylanguage-dosanddonts
Mock interviews - HR and domain(with internal faculty)4 Hours
One-to-oneorpanelmockinterviewswithfacultytocleartheHRandtechnicalroundofinterviewstogiveyouconfidencetofacerealworldscenarios
Mock interviews - domain(facing external industry experts)4 Hours
One-to-OneorpanelmockinterviewswithindustryveteranstocleartheHRandtechnicalroundofinterviewstogiveyouconfidencetofacerealworld
scenarios
HANDS – ON CASE STUDIES
Youwillgethands-onexperiencewithindustrycasestudiesandassignmentsandbuildaportfolioofdemonstrablework.Ourin-depthcasestudieswillhelpgainapracticalunderstandingofvariousfunctionsandprojectsacrossmultipledomainssuchasprivateequity,equityresearch,M&Aandcorporatefinancetoensureyougainadeep,multi-facetedunderstandingoffinancialanalysis.
www.imarticus.org
Preparation offinancial statement
Preparation of dummyconsolidated financial
statements
Calculation ofratios
Calculation of EV Calculation of EV Capitalizing ofR&D expenses
Valuing using2 stage DDM
Capitalizing ofR&D expenses
Group assignmentof analyzing
Colgate India
Writing an initiatingcoverage report
Building afinancial model
www.imarticus.org
CAREERS
EMPLOYMENT LANDSCAPE
GROWING DEMAND
IN INDIA AND GLOBALLY
Acareerinfinancialanalysisrequiresparticipantstohaveastrongquantitativeandanalyticalskills,productknowledge,globalexposure,andmultiplemobilityoptionswithinfinancialservices
Globalnetwork Specializedskills Domainknowledge
7,000+ Openvacanciesinfinancialanalysis
onNaukri
2,000+ Openvacanciesinvaluationon
Naukri
13,700+ OpenvacanciesgloballyinfinancialanalysisonMonster
AveragesalaryforanalystINR600,000
www.imarticus.org
ImarticusLearningisuniquelypositionedtotraincandidatesonfinancialanalysis
EXPERTISE IN FINANCIAL ANALYSIS
CORPORATE TRAININGS
FinancialModelingExcelmodeling,coreconcepts,modelingforPE,LBOsandotherscenarios
ProjectFinanceValuationmathematics,projectdynamics,financing
EquityResearchOverview,buy/sellresearch,researchreportspreparation
ValuationEnterprisevalue,
comparablemultiples
CorporateFinanceCashflows,timevalue,IRR,
ratioanalysis
ExpertiseAreas
RETAIL PROGRAMS ONCORPORATE FINANCE
Experttrainersoncorporatefinance
30+
Averagetrainingfeedback
4.55
400+ TRAINED
800+TRAINED
175+TRAINED
Retailclassroomprograms
Retailclassroomdiplomaprograms
Onlinecertificationprograms
Daysofcorporatetrainingonthesubject
Participantstrainedfromcorporates
1,200+
www.imarticus.org
About EY
CASE STUDIES
EYwillsharereal-worldcasestudiesonvaluation,whichwillprovideuniqueinsightsintothe
worldoffinancialanalysis.
PROGRAM DELIVERY
EYleadershipwillcontributeroughly20hoursintermsofvideosandtrainingsessions
witheachbatch.
COLLABORATION WITH EY
INDUSTRY-APPROVED CURRICULUM
Youwilllearnin-demandskills,andtoolsthrougharigorouscasestudy-basedcurriculum
andhands-onprojects.
EYSPEAK
WewillbecloselyworkingwithImarticustoleveragefromrealcaseexperiences,recordvideosand do periodic lectures witheach batch to share first-handour know-how and expertisewith the next generation ofanalysts.Ourinstructors,beingactivemodelling practitioners,are highly knowledgeablep r o f e s s i o n a l s t h a t a r epassionate about modellingandhaveexperiencecoveringawide range of sectors andfinancialmodellingdisciplines.
Sorabh KatariaPartner - Valuation and
Business Modelling
EYisagloballeaderinassurance,tax,transactionandadvisoryservices.Theinsightsandqualityserviceswedeliver
helpbuildtrustandconfidenceinthecapitalmarketsandineconomiestheworldover.Wedevelopoutstanding
leaderswhoteamtodeliveronourpromisestoallofourstakeholders.Insodoing,weplayacriticalroleinbuildinga
betterworkingworldforourpeople,forourclientsandforourcommunities
www.imarticus.org
Shanin has over 12 years of
expertise in Value Investing,
Financial Statement Analysis,
B u s i n e s s Va l u a t i o n a n d
BehavioralFinance.Heisavalue
investor and runs a boutique
inves tment adv i sory f i rm ,
A n a l y s ew i s e I n v e s tm e n t
Advisors . He has del ivered
corporatetrainingprograms for
leadingEurope-basedinvestment
b a n k s a n d s e v e r a l o t h e r
corporates.Havingworkedasan
investment banker with JP
MorganintheirMumbaiandNew
Yorkoffices,hewasalsopartofa
4-member team that worked
closelywithMSDCapital.Shanin
isaqualifiedCFA(AIMR,USA)and
hasalsocompletedhisBachelors
in Electronics Engineering from
MumbaiUniversity.
Shanin
Thomas
Neha h a s ove r 9 ye a r s o f
experienceininvestmentanalysis
and port fo l io management
services, having worked for
organizations such as Angel
BrokingandMalabarInvestment
Advisors. She is an investment
analyst and her domain of
expertise lies in value-driven
bottom -up stockpickingbased
onfundamentalanalysis.Shehas
also assisted key functions such
assuchasoperations,marketing
and recruitment. Neha is an
E lec tronics Eng ineer f rom
Thadomal Shahani Engineering
College, Mumbai and a holds a
Post Graduate Diploma from
Indian School of Business (ISB),
Hyderabad.
Neha
Idnany
Sorabh is a Partner in the
ValuationandBusinessModelling
Group in EY Mumbai and has
been extensively involved in
helping his clients navigate the
transactioncycle.Hisexperience
acrossboththeprivatesectorand
advisory role has given him
invaluable insights into the
valuationand fundraising cycle.
His previous role was with EY
Australiawherehespent8years
providing decision support
mode l l i n g , va l u a t i o n a nd
transaction services to some of
Australia’slargestbusinessesand
technologycompanies.Sorabhis
asixSigmaqualityblackbeltand
anengineerandMBA (FMS )by
education.
Sorabh
Kataria
INDICATIVE FACULTY
Sloka
Balasubramanyan
Sloka i s an Assoc iate V ice
President in the Valuations and
BusinessModellingteamofEYin
India. She has over 6 years of
expe r i en ce i n va l ua t i on s ,
financial modelling, project
f inance, corporate f inance,
decisionsupport,andtransaction
analyses.Shehasbeentrainedin
EY UK’s Financial Modelling
Group which is the center of
excellenceforfinancialmodelling
inEYandhasbeeninstrumental
in devising and delivering EY’s
ownfinancialmodellingtraining.
SheisaCharteredAccountantand
Masters in Commerce (M.com -
Management) from Mumbai
University.
Imarticus Faculty EY Faculty
Individuals lookingfor global certifications
Toenhancetheirresumesand
buildaportfolioofdemonstrablework
Job seekers and career changers Finance professionals
With2+yearsofworkexperience
lookingforanopportunitytodevelop
theirfinancialanalysis
AWARDS AND ALLIANCES
TOLL FREE: 1800-267-7679www.imarticus.org|[email protected]
THIS PROGRAM IS IDEAL FOR
Thosewhowanttoexcelat
investmentbanking,corporatefinance,
privateequity,otherfinancial
servicesinterviews