Financial Modeling

Financial Modeling
Orientation
Financial Modeling
www.proschoolonline.com 1
About Proschool
• IMS Proschool is an initiative of IMS learning Resources Pvt. Ltd., an organization engaged
in training students for last 35 years.
• It ranks #4 Trusted Brand in Education and 44th amongst Most Trusted Service Brands
across India (AC-Nielsen & Brand Equity Study).
• Along with the parent organization, IMS Proschool has trained more than 3 lakhs
candidates for different competitive exams and professional courses.
• Proschool has also trained over 20,000 professionals from well known organizations like
State Bank of India, Bank of India, UTI, Kotak Group, ICICI Group, Sundaram BNP Paribas,
Citibank, etc.
• Proschool is the partner of National Skill Development Corporation – An initiative of
Ministry of Skill Development, Govt of India for promoting skill development for youth.
Index
1. Why you are here
2. Flow of Proschool Training Program
3. Certification and Evaluation
4. Additional Certification
5. Comprehensive Syllabus
6. Resources
7. Evaluation for Online Assignments
8. Registration with NSE India for Examination
9. Our Expectations from you
10. Job Assistance
11. Communication
You are here for :
• To learn additional skill sets.
• To break into the Financial Analysis, Equity Research or Investment Banking industry.
• To build solid foundation for the programs like CFA.
• To use Financial Modelling skills in your business.
• To teach Financial Modelling to students.
Flow of Proschool Training Program
Complete the 4.5 months training conducted only on weekends.
Secure minimum of 60% in all the Online Assignments.
Register for the NSE India Exam.
Certification & evaluation
• Issued to the candidates at the end of the class if they

Certificate of Participation
have attended 80% of the classroom sessions.
Certificate of Completion • Issued to the candidates if they have appeared and

by IMS Proschool & National Skill cleared all the online assignments with a minimum of
Development Corporation (NSDC) 60%.
Certificate of Completion • Issued to the candidates if they have taken the NSE
by NSE India Exam and cleared the same.
Additional Training
After clearing the NSE India Certification exam on Financial Modeling, Proschool will provide
additional training (Recorded Videos), without any additional charges on the below topics,
depending upon the job requirements.
• VBA & Macros
•Mergers and Acquisitions - Investment Banking
•Capstone Project: Student clearing the NSE exam can opt for Capstone project in which
student makes independent models on company under the guidance of an analyst
Eligibility: Only for those candidates who have completed the NCFM (NSE India)
Certification within 6 months of Enrolment date.
Comprehensive syllabus . . .
Sr. Classroom/
Topic Name
No LVC
1 Orientation Classroom
Basics of Excel
Excel Basic overview, Data Calculation, Excel Functions:(sum, sumifs, averageifs,
use of dollar sign to cell and row & column, if statement), Filter and scenarios,
2 Classroom
Filter and sorting, Charts & Dynamic Charts, Lookups: Vlookups, Sensitivity analysis,
Pivot Table.
Objective: To teach you Advance Excel
Internal Assessment Test 1 : Excel Test ( Weightage 5%) Online
Franchisee Model
3 Case Study : Toyota Dealership Model Classroom
Objective: to teach you how to do the valuation of a business/start up
Sr. Classroom
Topic Name
No / LVC
Introduction to Financial statement analysis
Financial reporting mechanics, Financial reporting standards, Understanding Income
4 statement, Understanding Balancesheet, Understanding cash flow, Financial analysis Classroom
techniques
Objective : To teach you have to interpret the Financial Statements of a company
Internal Assessment Test 2 : FSA( Weightage 10 %) Online
Ratio Analysis
5 Presentation and discussion of ratios, Inventories, Long lived assets, Income taxes, Non- Classroom
current liabilities.
Objective: To teach you to use the techniques learned in the previous module on a real
company.
9
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Sr. Classroom/
Topic Name
No LVC
Corporate Finance
Capital Budgeting, Cost of capital
6 Classroom
Objective: To teach you on how the concepts of Capital Budgeting and Time Value of
Money
Project Finance Model – Manufacturing & Sugar Model
Project evaluation; stage of project; construction & development phase; funding
during investment phase; costs during investment phase; life of project; decision
7 making, cash flow waterfall & resolve circular reference problem in interest during Classroom
construction.
Objective: To teach you how to prepare a project Finance model to find out the
viability of the project
Internal Assessment Test 3 Project Finance Model ( Weightage 25 %) Online

10
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Sr. Classroom/
Topic Name
No LVC
Equity Financial Model KPIT Case
Introduction to Data Sources, Discuss Annual Report, Revenue Driver, Cost Metric
Projection, Complete income Statement Projection, Complete Balance sheet Ratios,
Project Balance Sheet, Make Assets Schedule, Project Cash Flow Statement, Project
8 Debt Schedule, Prepare Valuation, Discounted Cash Flow, Relative - Football Field, Classroom
Valuation – Assumptions for Valuation Model, Prepare Valuation Model, Prepare
Presentation Sheet, Prepare Company Overview , Sector Overview
Objective: To teach you how to do the valuation of a company
9 Bajaj Auto Model & Term End Exam prep Online

Internal Assessment Test 4 Equity Financial Model ( Weightage 50 %)
Objective : To reinforce the concepts of Financial Model and prepare you for NSE India
Exam
Program Breakup
Sr Topic Names Classroom LVC
No.
1 Introduction to Financial Modelling 1 1
2 Basics of Excel 8 5
3 Financial Statement Analysis (FSA) 20 15
4 Corporate Finance 4 3
5 Project Finance 10 6
6 Equity Research 16 13
7 Internal Test,Sample Paper 7 5
Total No of Hours. 66 48
Resources . . .
Resources
Online Offline
Resources . . .
Go to the Online Learning Management System(LMS)
• Click on Student log in top right corner
Resources . . .
Go to Online LMS
• Enter log in ID and password
Resources . . .
Go to Online LMS
• The candidate is here
Documentation
To access the Online resources, candidates have to submit the following documents
to the Centre
• Passport size photographs
• Document of Education Proof : Copy of Marksheet of Highest qualification
• Document for Id/Address Proof : Copy of Passport/Aadhar Card/Voter ID card
• Declaration form
In case you don’t submit the documents on time, you will miss the following things:
• User id and password to access online resources
• No Attendance in the system
• In case your attendance falls less than 80% attendance, you’ll not be granted the ‘Certification of
Participation;
• Certificate of participation is mandatory to write NSE Exams, failing which, you’ll not be able to
appear for the exam.
Note: Since Proschool is the partner of National Skill Development Corporation – an initiative of Ministry of Skill
Development, Govt of India, we need to submit the documents of all the students to NSDC. On Successful completion of
the programs, candidates will receive Certificate of Completion from IMS Proshool & NSDC.
Resources . . .
Resources Importance Availability
Helps the candidate to remember important points and revise a topic Offline and
Reading Material
at any convenient time. Online
Recorded videos depict the step by step process that one would
Recorded Videos typically follow a) to learn Excel-sheet, b) to build Project Finance Online
Model and c) to build Financial Models.
Re a d i n g m a t e r i a l
Financial Statement All the files containing reading material on Financial Statement
Online
Analysis & Corporate Analysis and Corporate Finance are under this section.
Finance
Reference file of All the excel files which are used in the book are given online. You can
Online
book access this file while reading the book.
Resources . . .
Every topic will be followed by home assignments or practice quiz,
which will help you to practice the topic learned in the classroom
Home Assignments /
sessions. Using these resources, you can practice Excel-sheet, Financial Online
Practice Quiz
Statement Analysis or even building Financial Models (IBM and
Microsoft).
On clearing these assessment the candidate will be granted ‘Certificate
of Completion’ and the permission to write NSE India Exam. Candidates
Internal Assessment Online
have to attempt 4 internal assessment tests.
Online Session Online session videos will enable the candidate to view the recorded
Online
videos classes again and revise concepts taught in classroom.
Resources . . .
For better preparation and confidence building of our candidates we
make sure the candidate is well aware of paper pattern and types of
NSE India Exam
questions asked. Hence candidates are advised to solve the two NSE Online
Sample papers
India Sample papers before appearing for NSE Exam to ensure better
passing percentage.
LMS has a forum wherein any student can pose questions and all
Questions & members having access, can answer the question. It is an excellent
Online
Answers Forum platform for doubt solving where prompt answers from faculties and
experts can be made available.
Internal Assessment
• There are 4 Final Internal Assessment tests i.e.,
• Excel Test
• Financial Statement Analysis
• Project Finance,
• Equity Financial Model
• There will be no negative marking for internal online assignments.
• In case the candidate has appeared for the online assessment and has failed to secure 60%,
he/she can re-take the assessment again until you secure 60% free of cost. There is no
time limitation for the same.
• It is of utmost importance that candidate secures at least 60% in these tests to attempt
the NSE Exam.
Registration with NSE India for Examination..
• After securing at least 60% in the online assignments the candidate can proceed to
register for NSE Exam.
• Log in on our LMS (www.proschoolonline.com/learn) and click on the last toggle of NSE
India Exam registration process.
Registration for NSE India for Examination. .
• Click on NSE India Exam Registration Link.
• Fill the Form.
• Create NCFM ID.
• Submit the form to the Proschool IT team and book your exam date and time.
Registration for NSE India for Examination. .
• The Certification Examination will be conducted at 85 NSE Centres
• The exams are conducted on a daily basis.
• The examination is a computer based test and will comprise multiple-choice questions.
• Exam will be out of 100 marks (30 questions) and duration of the exam is 2 hrs.
• The candidate will receive their scores immediately after the exam.
• Exam Grades: 50% to 59%: C Grade, 60% to 74% B grade, 75% or above 75 % A Grade. No
negative marking.
• Those who fail the examination can reappear for the exam by paying the exam fee of
Rs.2000/- . There is no limit on the number of attempts.
• Certification from NSE India is valid for lifetime.
• After you clear the NCFM Financial Modeling Certification & complete training on Advance
Macros, VBA & Investment Banking – M&A, the students will also get two certifications on
Advance Macros, VBA & Investment Banking – M&A from IMS Proschool
Our expectations from you
• Regular Attendance
• Patience: Since the faculties too are working professionals, dedicating their precious time
for students and may adjust the classes sometimes.
• Regular revision of practical questions
• Regularity in Home Assignments
• Completion of online assignment in time
• Appear and success clearing the NSE India Examination
Give us your feedback to help us to improve our course
To give us feedback , visit : Learning Management System
Note: Give your feedback at the end of every month and it will remain confidential.
Job assistance . . .
• Click on the URL for Placement assistance http://www.proschoolonline.com/placements
Job assistance . . .
• The placement program at IMS Proschool ensures 100% placement assistance and is
committed to provide meaningful and relevant job opportunities to the candidates who
have cleared the relevant exams or certifications.
• We have successfully trained and placed countless candidates in leading banks, financial
institutions, KPOs and advisory companies.
• The candidate shall update his/her CV (We provide assistance in CV writing also).
• The candidate will receive email/call for job interview.
• Schedule the interview.
• Go for it!
• In case the candidate schedules his/her interview and there is a no-show from his/her end
twice, then IMS Proschool shall suspend his/her Job ID.
Things that you can add to your CV after completion of this program
Certifications:
• NSE India ( NCFM ) Certification on Financial Modelling
• NSDC (National Skill Development Corporation ) Certification on Financial Modelling
• Certificate of Participation on Merger and Acquisitions
• Certificate of Participation on VBA and Macros
Skills Sets:
Advance Excel , Financial Statement Analysis, Du point Analysis, Business Valuation, Project Valuation , Equity Valuation
Financial Modelling Projects ( All the projects undertaken during the program)
Financial modelling for KPIT/ Idea Cellular. The work involved
• understanding the business environment,
• identifying the revenue drivers,
• populating historical,
• forecasting and
• valuation using the discounted cash flow and relative valuation method.
Project Finance
• Assessing financial feasibility of Project related to Port Terminal and a Manufacturing unit.
• Work involved forecasting the financial statements and using NPV and IRR for evaluating the returns from the projects.
Financial Statement Analysis including Dupont Analysis
• Project included calculating Profitability, Liquidity and Return ratios of listed companies in the Paint Sector in order to do a comparative
analysis.
• Performed du-pont analysis to understand the effect of www.proschoolonline.com
Profit Margin, Asset turnover and Leverage on the ROE. 29
Communication
• You will receive emails from “proschoolonline.com” domain, if the mail goes to your spam
folder, please change the settings and mark the mail as ‘Not a spam’
• Like us on ‘Facebook’ and get useful resources: online updates, reference links, videos, etc.
URL: https://www.facebook.com/proschoolonline
• To get updates in the Finance industry recruitment front and to stay connected with the
Finance industry professionals & students join us on LinkedIn.
URL: https://www.linkedin.com/company/ims-proschool-pvt.-ltd
• To read informative articles on Financial Modeling visit: www.proschoolonline.com/blog

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Complete the 4.5 months training conducted only on weekends.

Secure minimum of 60% in all the Online Assignments.

Register for the NSE India Exam.

• Issued to the candidates at the end of the class if they

Certificate of Completion • Issued to the candidates if they have appeared and

• VBA & Macros

•Mergers and Acquisitions - Investment Banking

Internal Assessment Test 2 : FSA( Weightage 10 %) Online

Internal Assessment Test 3 Project Finance Model ( Weightage 25 %) Online

9 Bajaj Auto Model & Term End Exam prep Online

3 Financial Statement Analysis (FSA) 20 15

7 Internal Test,Sample Paper 7 5

Go to the Online Learning Management System(LMS)

• Click on Student log in top right corner

• Enter log in ID and password

• The candidate is here

• To read informative articles on Financial Modeling visit: www.proschoolonline.com/blog

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