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  • Financial Modeling ProgramFinancial Modeling ProgramThe most rigorous FinancialThe most rigorous Financial

    Certification Program in IndiaCertification Program in India

    IMS PROSCHOOL | WWW.PROSCHOOLONLINE.COM

    NSE India is the Examination conducting body for Financial Modeling Certification through NCFM

  • INDEX

    Financial Modelling Program

    IMS Proschool Teaching Methodology

    About IMS Proschool

    Financial Modelling Program

    IMS Proschool Teaching Methodology

    About IMS Proschool

    CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by IMSProschool. CFA Institute, CFA and Chartered Financial Analyst are trademarks owned by CFA Institute.

    IMS Proschool | www.proschoolonline.com

  • Your gateway to career in Equity Research, Investment Banking,Credit Rating , Project Finance, Business Analysis

    Learn Excel Modeling for Analyzing, Valuing & Forecasting differentcompanies

    Prepare Financial Research snapshots and evaluate different sectors

    The only Financial Model program in India certified by NSE India.

    Get two additional certifications on Investment Banking M&Aand Advance VBA and Macros by IMS Proschool

    IMS PROSCHOOL | WWW.PROSCHOOLONLINE.COM

    Your gateway to career in Equity Research, Investment Banking,Credit Rating , Project Finance, Business Analysis

    Learn Excel Modeling for Analyzing, Valuing & Forecasting differentcompanies

    Prepare Financial Research snapshots and evaluate different sectors

    The only Financial Model program in India certified by NSE India.

    Get two additional certifications on Investment Banking M&Aand Advance VBA and Macros by IMS Proschool

  • Financial Modeling helps Investment Banker in Valuing the company byforecasting the revenues. On the basis of Valuation they recommend the buyeror seller on acquisition of new funds or investments in new funds respectively.

    Investment Banking

    Financial Modeling enables analyst in examining an organizations financialprojections, competitors projections and other dynamics to determine whetherit is a smart or a risky investment.

    Equity Research

    Financial Modeling equips Credit Analysts in collecting historical information & ,outstanding debts and forecasting future growth on excel sheet to determinethe degree of risk factor , which helps him/her in giving rating

    Credit Rating

    Application of Financial Modeling

    Financial Modeling equips Credit Analysts in collecting historical information & ,outstanding debts and forecasting future growth on excel sheet to determinethe degree of risk factor , which helps him/her in giving rating

    Credit Rating

    Project Finance

    Mergers & Acquisitions

    Financial Analysis

    Financial Modeling helps in assessing the financial viability of a project and creatinga funding plan through debt and equity components

    Financial Modeling helps the companies in access the value of the company whichthey want to merge or acquire by forecasting the revenues , preparing debtschedule , by doing competitor analysis

    Financial Modeling helps companies in assessing their own finances & buildfinancial models for their on projects. & in creating a funding plan through debt andequity components

    IMS Proschool | www.proschoolonline.com

  • 1

    In Financial Modeling you learn to gather historicalinformation on companies and analyze company / industryperformance on various financial parameters

    Analysis is then used to build a companies financial model,which in turn is key to projecting a future financialperformance

    See howyou willprepareFinancialModel &Research

    Report

    What is Financial Modeling?Financial Modeling is a key skill with application in several areas within

    banking and finance industry as well as within corporations.

    2

    Analysis is then used to build a companies financial model,which in turn is key to projecting a future financialperformance

    3 Based on this model companies / investors can arrive at a

    suitable valuation for the companies.

    4

    Individuals with these skills can work in the areas ofinvestment banking / equity research/trading, financial KPOsthat are assisting investment bankers / equity research firms,financial advisory firms, project finance

    See howyou willprepareFinancialModel &Research

    Report

    IMS Proschool | www.proschoolonline.com

  • IMS Proschool | www.proschoolonline.com

  • IMS Proschool | www.proschoolonline.com

  • Finally present yourfindings in a ResearchReport for

    1. Equity Research House2. Private Equity Banker3. Credit Rating

    Companies4. Investment Banks5. Companies6. Mutual Fund House

    Finally present yourfindings in a ResearchReport for

    1. Equity Research House2. Private Equity Banker3. Credit Rating

    Companies4. Investment Banks5. Companies6. Mutual Fund House

    IMS Proschool | www.proschoolonline.com

  • Introduction to Accounting , Basic Accounting Principles, Income Statement,Balance Sheet , Cash Flow Statement, Financial Ratio Analysis , Reading theAnnual Report, International Accounting Standards

    Accounting Fundamentals

    Introduction - Relevance of Economics , Microeconomics , Macroeconomics

    Economic Analysis

    Program Content

    Introduction - Relevance of Economics , Microeconomics , Macroeconomics

    Time value of money , Long term financing , Cost of capital , Risk and return ,Capital Structure , Dividend Policy , Working Capital Requirements ,Equity andIndustry Analysis

    Financial Management

    Financial Markets & Intermediaries, Equity Market Structure, Equity MarketAnalysis, Portfolio Management

    Financial Market

    IMS Proschool | www.proschoolonline.com

  • Formatting of Excel Sheets, Use of Excel Formulae Function , Advanced Modeling Techniques, Data Filter and Sort, Charts and Graphs, Table formula and Scenario building, Introduction to macros

    Excel Proficiency

    Why Project evaluation; stage of project; construction & development phase; funding during investment phase;costs during investment phase; life of project; decision making

    Project Finance

    Program Content

    Prepare an Income Statement, Balance sheet, Cash Flow Statement, Geographic Revenue Sheet, SegmentRevenue Sheet, Cost Statement, Debt Sheet, Analyze Revenue Drivers

    Forecast Geographic Revenues, Segment Revenues, Geographic Revenues, Cost Statement, Debt, IncomeStatement , Balance Sheet, Cash Flow Statement.

    Performa Adjustments, Income Statement - Compute Margins, Balance Sheet -Compute Ratios Cash Flow Statement Projection, Valuation- Discounted Cash Flow Method (DCF), Valuation Relative Valuation Valuation Assumptions for Valuation Model, Prepare Valuation Model, Prepare Presentation Sheet, Prepare

    Company Overview , Sector Overview

    Equity Research - Modeling

    Report Writing: On the basis of Financial Modeling

    Report Writing

    IMS Proschool | www.proschoolonline.com

  • Advance Macros & VBA

    Understanding Macros and VBA What are macros and VBIDE Recording Macros Stepping into the code Understanding basics of coding Understanding objects and control statements in

    VBA code Application of macros to Financial modeling Developing solution to circular reference

    problem Developing sensitivity table Developing scenario analysis Developing simulation (Examples will be based on project models)

    Investment Banking M&A

    Introduction to Investment Banking -Merger andAcquisitions

    Types of M&A: Merger ,Acquisition ,Consolidation& Spinoff Drivers for M&A

    Accounting for Mergers: Purchase Method &Pooling Method

    Differentiate between financing and operatingsynergies

    M&A Regulatory Environment Developing M&A Models: Integration of Financial

    Statements between (Target and Acquirer), Valuation DCF, Relative and Transaction

    Comps Developing Merger Model Developing Synergies

    (On clearing NSE India Financial Modeling exam, students will get Financial Modeling Certificate & will become eligible to undergotraining of below topics on VBA, Macros and Investment Banking M & A. Training will only be available on Live Virtual Classroom)

    Program Content

    Understanding Macros and VBA What are macros and VBIDE Recording Macros Stepping into the code Understanding basics of coding Understanding objects and control statements in

    VBA code Application of macros to Financial modeling Developing solution to circular reference

    problem Developing sensitivity table Developing scenario analysis Developing simulation (Examples will be based on project models)

    Introduction to Investment Banking -Merger andAcquisitions

    Types of M&A: Merger ,Acquisition ,Consolidation& Spinoff Drivers for M&A

    Accounting for Mergers: Purchase Method &Pooling Method

    Differentiate between financing and operatingsynergies

    M&A Regulatory Environment Developing M&A Models: Integration of Financial

    Statements between (Target and Acquirer), Valuation DCF, Relative and Transaction

    Comps Developing Merger Model Developing Synergies

    IMS Proschool | www.proschoolonline.com

  • Enroll with IMS Proschool for study support. You can take exam anytime after two months of the

    enrollment.

    Enroll withIMS Proschool

    Submit the project at least 15 days before the examSubmitthe project

    How to register for the program?

    Visit www.nseindia.com and