4 Days Equity - Analyst - Brochure

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4-day Comprehensive Analyst Boot Camp

Overview
4-day intensive training program where trainees learn financial & valuation
modeling in Excel using in a hands-on, case-study approach. The modeling
T A R G E T A UD I E N CE methodologies covered include:
□ IB Analysts & Associates
Boot Camp Agenda
□ Equity research associates
□ Private equity associates Day 1 Excel Best Practices & Analyst's Accounting
□ Business development analysts Day 2 Financial Modeling (Generic Company)
□ Corporate finance analysts Day 3 DCF & Relative Valuations
□ Accounting/Treasury/CFO
Day 4 Financial Modeling-Asian Paints ( forecasting and valuations)
professionals
□ MBAs
□ Students
Step-by-step, intuitive approach
Each modeling methodology is preceded by conceptual introductions that relate
P R E R E Q UIS I T ES
academic coursework to the hands-on step-by-step exercises trainees undertake
Financial Accounting on their computers in class. The program is a synthesis of Excel modeling,
Excel – Beginner level navigating through various financial reports, and the application of accounting,
corporate finance, and valuation courses.
FORMAT What sets this program apart?
Classroom Training-50 hrs (approx). • The training materials that trainees receive are comprehensive and
Duration : 4 days (Weekends)
intuitive, and are designed to serve as stand-alone materials for easy use
long after the training session has ended.
• Case study presentations and an end of program examination enable both
Fees : 6,000/- (inclusive of taxes) participants and supervisors to assess individual performance.
• Our instructors are all practitioners (investment bankers, equity research
analysts, etc.) with a passion for teaching with years of directly relevant
R AT E S & M O R E INF O real-world experience. They understand the importance of teaching in a
Nikhil Dhulla
way that empowers finance professionals to apply the lessons from the
classroom directly on the job.
+91 92222 87739
• Unlimited support for 2 years post-seminar
nikhil@corporatebridge.net
• Issuance of Certification in Financial & Valuation Modeling
4-day Comprehensive Analyst Boot Camp

SCHEDULE Day 1 Excel Best Practices & Analyst's Accounting


□ Delhi
26, 27 Feb, 5, 6 Mar Morning Session (10 - 2pm) Afternoon Session (2.30 - 6pm)

□ Pune
26, 27 Feb, 5, 6 Mar Module 1 : Excel Best Practices Module 2: Analyst's Accounting
□ Bangalore • Excel Basics ( Analyst’s Excel • Ratio Analysis – Liquidity Analysis,
12,13,19, 20 Mar Formulae And functions, VLOOKUP, Common size statements,
HLOOKUP, CHOOSE) Internal liquidity analysis, Operating /
□ Hyderabad • Graphs and Charts (Two-axis graphs, Risk / Growth Analysis, DuPont analysis
26, 27 Mar, 2, 3 Apr Band charts – PE, EV/EBITDA, - Return on equity /, Risk analysis
□ Mumbai P/Sales, Ratio charts. • Inventory Valuations
9,10,16,17 Apr • Pivot Table • Depreciation Policies
• DATA Tables
• Leases
P R E R E Q U I S I TE S • Macros
• Capitalization vs. Expensing
Financial Accounting • Income Taxes
Excel – Beginner level

Day 2 Financial Modeling (Generic Company)


FORMAT
Classroom Training-50 hrs (approx). Morning Session (10 - 2pm) Afternoon Session (2:30-6PM)
Duration : 4 days (Weekends)
Module 3: Financial Modeling Module 4: Financial Modeling
Fees : 6,000/- (inclusive of taxes) • Hands-on working along with the • Long term Items (Others) Schedule
Instructor
• Overview of Financial Modeling
• Building Income Statement
• Shareholder’s Equity Schedule
• Excel Best Practices
• Shares outstanding Schedule
RATES & MORE INFO • Modeling Warm Up
• Preparing for Debt & Interest
Nikhil Dhulla • Key Financial Statements
• Trouble Shooting
+91 92222 87739 • Working Capital Schedule
• Completing the financial Model.
nikhil@corporatebridge.net • Depreciation schedule
• Amortization Schedule
4-day Comprehensive Analyst Boot Camp

SCHEDULE Day 3: DCF & Relative Valuations


□ Delhi
26, 27 Feb, 5, 6 Mar Morning Session (10 - 2pm) Afternoon Session (2:30-6PM)
□ Pune
26, 27 Feb, 5, 6 Mar Module 5: Valuations Module 6: Valuations
□ Bangalore • Discount cash flows • Sensitivity Analysis (TABLE Function)
12,13,19, 20 Mar • Terminal Value (Exit Value, perpetuity • Equity value multiples: P/E, P/CF,
Growth Method) P/BV, PEG, Dividend Yield
□ Hyderabad
26, 27 Mar, 2, 3 Apr • Discount Rate (cost of debit, cost of • Asset based valuation, Sum of parts,
Equity, CAMP) Mergers and acquisitions
□ Mumbai comparables, Replacement cost
9,10,16,17 Apr
method, Qualitative factors in
valuation - management quality
P R E R E Q U I S I TE S
Financial Accounting
Excel – Beginner level

Day 4: Financial Modeling-Asian Paints ( forecasting and valuations)

FORMAT Afternoon Session (2:30-6PM)


Morning Session (10 - 2pm)
Classroom Training-50 hrs (approx).
Duration : 4 days (Weekends)
Module 7: Financial Modeling Module 8: Financial Modeling
Asian Paints Asian Paints
Fees : 6,000/- (inclusive of taxes)
(The objective is to make a real quick model (The objective is to make a real quick model
when we require a quick analysis of a when we require a quick analysis of a
company) company)

RATES & MORE INFO • Annual Report Analysis - analyst’s • Applying DCF Valuation Technique
dissection of the available information • Suggesting BUY/SELL for Asian Paints
Nikhil Dhulla • Quick method to forecast revenues
• 100+ page step by step excel handout
+91 92222 87739 and cost drivers
guide on Asian Paints
nikhil@corporatebridge.net • Balance Sheet, Income Statement
and Cash Flow adjustments

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