Comprehensive Financial Analyst Training

If you want to learn how corporate mergers, IPO's and other fund raising activities are managed by an investment bank this Online Equity Research & Investment Banking Training is right for you. It will help you learn the Excel proficiency required For Analysts, VBA's and Macros, accounting, economics, corporate finance, corporate valuation, financial modeling across sectors, merger acquisition modeling, IPO modeling, Fund Raising Options, Pitch Book Preparation and pitch book preparation.

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 70h 8m | 641 Videos | 83681 Views |   All Levels| English[Auto-generated]

About Comprehensive Financial Analyst Training

Investment Banking is a form of banking which is specialised. As a part of this banking, various services are provided by the banks that comprise raising capital for the organisations by means of “Follow-On-Public Offer” (FPO), “Initial Public Offer” (IPO), Private Placements, etc. assistance in Mergers & Acquisitions and underwriting services. The earnings of such banks are mainly by means of the commissions that are based on the value of the deal or on the transaction.

Equity Research, on the other hand, is considered not to be as glamorous as the Investment Banking. The main task of equity research is to analyse the stocks or equities of the companies and find out where investments are possible. Equity research is carried out by means of studying a collection of financial records, interviews that are held with the insiders of the company and the news. It is also called “Fundamental Analysis” or securities research. It is made up of the sell side research wherein the research that is carried out by the analysts is given to the clients. Besides this, it also consists of buy side research wherein the research is done by the analyst and is then used for investment of the money of their firm. The work that is a part of Equity research is mostly concerned with forecasting, “Financial Modelling Techniques”, valuations such as DCF as well as Relative Valuations (valuations for the organisations in future and estimated rate of growth).

Why to pursue the training course on Equity Research and Investment Banking?

The fields of Investment Banking and Equity research have a number of fields areas are common to both. These include the following fields –

• Excel
• Advanced Excel
• Financial Modeling
• Corporate Valuations

The skill sets that are mentioned above are the core resources that are needed to be learnt by an analyst. The above skill sets are discussed in the course of Equity Research. The skill sets are also extended so that it includes financial modelling which is sector specific, report writing, etc. The course on Investment Banking also comprises the four skill sets that have been mentioned above and in addition to that it also comprises tutorials related to IPO, Mergers & Acquisitions, Pitch Book and Fund Raising. The course is very comprehensive and gives the professionals as well as the students to gain knowledge about both the fields – Equity Research and Investment Banking and that too under a single course. The video tutorials that are a part of the course will help in making the participant job ready and provide them with the skill sets that are required.

The following skill sets can be learnt with the help of the online course –

• Excel with Macros and VBA’s
• Basic &Advanced Accounting
• Micro as well as Macro Economics
• Corporate Finance along with Valuation
• Financial Modelling of the different sectors.
• Merger Modelling
• IPO Modelling
• Report Writing techniques and Pitch Book
• Fund raising options

Course Description

The curriculum for the “Comprehensive Financial Analyst Training” consists of the following sections –

1. Excel Proficiency for Analysts
2. Advanced Knowledge of Excel
3. VBA Macros – This section will be consisting of the following subsections –

• Introduction to VBA Macro
• Revision of the first macro
• Objects that deal with Constants, Variables, IF Statements
• Example of the Assignment of Data Output
• Solution for the Assignment of Data Output
• Understanding the VBA language
• Data Filter Template and Data Filter
• Data Filter Output Sheet
• Income Statement with the use of Macro
• Looping with Example 1
• Looping with Example 2
• Charts and Graph with the use of macros Bar Chart
• Charts and Graph with the use of macros Pie Chart
• Reference and addition of sheets or different with the use of macro
• Creation of user form
• Inserting Text Box in User Form
• Inserting more Text Box in User Form
• Radio Buttons with the use of Macros
• Combo Box with the use of VBA Macros
• List Box with the use of VBA Macros
• Check Box with the use of VBA Macros
• Solving a sum with the use of VBA Macro

4. Foundation of Accounting

• Introduction to accounting
• Explanation of a Business Cycle
• Accounting for Cash Flows, Balance sheet and Income Statement
• Analysis of the Financial Statement
• Basics of Dividends and Share Repurchases
• Vertical Analysis Horizontal Analysis
• Ratio Analysis Solvency Ratios and Cash Conversion Cycle
• Ratio Analysis Operating Leverage and Financial Leverage
• Ratio Analysis asset Turnovers
• Ratio Analysis ROE as well as DuPont Analysis
• Case Study of Ratio Analysis on the Retail Sector
• Navigation of the Google Asian Paints Annual Reports
• Income statement Ratio Analysis
• BS Calculating Solvency Ratios
• BS Working Capital Receivables Inventory Turnover
• BS Working Capital Payables Turnover
• BS Cash Conversion Cycle
• IS BS Calculating Operating Efficiencies
• IS BS DuPont Analysis
• IS BS Financial Risk Ratios
• ACC Cement Ratio Analysis
• DuPont Analysis of ACC Cement
• Ratio Analysis of Ultratech Cement Ltd.
• DuPont Analysis of Ultratech Cement Ltd.
• Downloading all Excel and PDF files

5. Advanced Accounting

• LIFO FIFO Method and Analytical Adjustments
• Depreciation Policy Changes and Analytical Adjustments
• Operating Leases Financial Leases
• Capitalization Vs. Expensing RD and Intangibles
• Deferred Tax Assets Liabilities
• Real Estate Financial Items Accounting Treatment of Real Estate Leases Part Asset Level Vs. Lease Level Modeling
• Real Estate Taxes
• Accounting Adjustments for Calculation of NAV Closer look at the Annual Report and analysis of the Balance Sheet Equity
• Equity Analyzing Profit and Loss
• Quality of Financial Reporting
• Accounting Shenanigans pertaining to the Cash Flow Statement
• International Standards Convergence
• Downloading of all Excel and PDF files

6. Micro and Macro Economics

• Introduction of Demand and Supply Analysis Demand Supply Analysis of the Consumer Demand and the Firm
• Efficiency and Equity Part Markets in Action Part Organization of Production Output and Costs Perfect Competition
• Monopoly Part Monopolistic Competition and Oligopoly
• Markets for the Factors of Production Monitoring Jobs and the Level of Prices Aggregate Demand and Aggregate Supply Economic Growth and aggregate Output Prices Part Understanding the Business Cycle
• Monetary and Fiscal Policy
• International Trade and Capital Flows
• Currency Exchange Rates
• Macro Economics an Investor’s Perspective
• Cement Industry Overview
• Cement Industry Products Technology
• Structure of the Cement Industry
• Demand and Supply in the Cement Industry
• Trends of the Cement Industry
• Regional Dynamics in the Cement Industry
• Pricing, Costing and Profitability Analysis in the Cement Industry
• Credit Themes of the Cement Industry
• Business Financial Risk Analysis of the Cement Industry
• Stock Performance and Industry Outlook of the Cement Industry
• Evaluation of Macroeconomics Strategy Reports
• Industry Analysis Porter’s Five Forces
• Downloading all Excel and PDF Files

7. Foundation of Corporate Finance

• Capital Budgeting
• Excel Applications of Time Value of Money
• Cost of Capital
• Management of Working Capital
• Leverage Measures
• Budgetary Control
• Marginal Costing
• The Corporate Governance of the Companies that are Listed – An Investors’ Manual
• Downloading all the Excel and PDF Files

8. Corporate Valuation

• Dividend Discount Model with examples
• Introduction to DCF and Equity Valuations
• Forecasting of the Income Statement EBITDA
• Understanding Working Capital and Completion of its calculations
• Linkage of Free Cash Flow to the FCFF of the firm
• Discounting of the Cash Flows of the Explicit Period
• Terminal Values Calculation
• DCF Valuation Summary and Sensitivity Analysis
• Options Treasury Stock Method
• Calculating in the money Convertibles and Stock Options
• Calculating Debt Equity Ratio
• Debt Calculations Cost
• CAPM
• Equity Calculations Cost
• Terminal Value
• Calculation of Enterprise Valuation
• DCF
• Exercise DCF Calculation: Reliance Industries
• Relative Valuation
• PE Ratio
• PBV Ratio
• PCF Ratio
• Benchmarking Analysis
• Wockhardt Equity Valuation Summary Comparable Valuation of the Company
• Wockhardt Football Field Case Study
• Comparables for Hospital Companies
• Comparable Company Analysis Pharma
• Cement Sector Comparable Company Analysis Comps Analysis
• Valuing Property Companies
• Comps Sheet Global Benchmarking Model
• Oil and Gas Sector Comparable Company Analysis COMPS
• Cairn India Valuation Methodologies
• Valuation Methodologies
• Calculation of Discounted Cash Flows
• WACC Analysis PE Companies
• Football Field
• Downloading all Excel and PDF Files

9. Financial Model with the use of Excel
10. Financial Modeling IT Sector
11. Financial Modeling Paint Sector
12. Financial Modeling Education sector
13. Mergers Acquisitions Modeling
14. Fund Raising Options
15. Initial Public Offering IPO
16. Pitch Book Presentations
17. Report Writing Techniques

What are the requirements/pre-requisites?

The only pre-requisite for pursuing the “Comprehensive Financial Analyst Training” is that the participant should be having a passion for learning.

Target Audience for this training

The target audience for the training on the “Comprehensive Financial Analyst Training” will consist of the following persons –

• Chartered accountant (CA)
• MBA or BBA with a specialization in Finance
• Well suited for students who are pursuing Engineering, Diploma, degree and Commerce and who have a desire of making a career in the financial sector
• Also appropriates for the Strategy, Private Equity, Equity Research and Investment Banking employees

FAQs – General Questions

1. I am new to the training of financial analyst. Will I be facing any difficulties while pursuing it?

No, there will not be any difficulties faced by you as the course is very comprehensive and covers everything in detail. It does not make any assumptions regarding the knowledge that you might be possessing. The only thing that is required of you is a passion for learning.

2. What are the various things that this tutorial is going to teach me about and in which career will they be useful to me?

The tutorial is extremely comprehensive and will be teaching you about the working on excel, VBA macros, foundations of accounting as well as advanced accounting, macro and micro economics, corporate finance foundations, corporate valuations, financial modelling for different sectors, M&A, IPO, raising funds, pitch book presentations and techniques of report writing all in a single course. It will be very useful in pursuing a career as a financial analyst.

Course Testimonials

Peter Stephens

I really liked the way in which online teaching is offered by the eduCBA website. The “Comprehensive Financial Analyst Training” course was extremely good as well as realistic. It covered all the things that one could think of in relation to the topic. It was a very enriching experience and I am thankful to eduCBA to it.

Pratiksha Sharma

A very detailed progression of a number of topics was covered by the “Comprehensive Financial Analyst Course”. There were several useful lessons pertaining to the efficient use of excel and financial modelling. The examples and the training which was application based was very practical. Overall it was of very high level but presented well and very simple to follow.

Career Benefits of this training

Cost Effective and Extremely Comprehensive

The “Comprehensive Financial Analyst Training” is very economical considering the detailed information that it imparts to the participants. The cost of the course on the eduCBA website is very less comparatively and learning that the course offers is extremely elaborate right from excel to economics to financial modelling in various sectors, corporate valuations, M&A, IPO, options available for raising funds, pitch book presentations and report writing everything has been covered in detail with relevant examples from the industry. Application based training will also be provided in live organisations. After undertaking this course the participant can become a prospective employee and have the skills required becoming a financial analyst.