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Postgraduate

Financial Analysis
Program
Switch to a High-Growth
Career in Finance

ERV I E
NT
W
I

Mode of Learning: Duration: Class Schedule:


Classroom Sessions 4 months Weekdays
About the
Program
With over 2400+ successful career transitions in
the past, Imarticus Learning has designed an
illustrious Postgraduate Financial Analysis
Program. It is one of our elite programs aiming
to qualify aspirants to bag the best-paying jobs
in finance.

This 200+ hour program is specially created to


enable graduates with less than three years of
experience in the finance domain to transform
their professional careers.

The Program shall allow you to enhance your


skills and build a thorough understanding of
varied functions within the financial core.

The students will be able to explore vital areas of


finance such as financial accounting, financial
modelling & analysis, equity research, M&A
transaction execution and corporate finance.
The Program shall also prepare learners for CFA
L1 jobs that are accessible in this industry
market.
Program
Highlights
Interview Guarantee
This program comes with a interview guarantee which offers you a chance to
interview with top-tier organisations.

Learn Job-Relevant Skills


Equip yourself with essential skills such as financial statement analysis, modeling,
and valuation, equity research, and transaction execution, alongside Excel and
PowerPoint.

Learn by Doing
Our program uses the recent in learning engagement solutions, such as simulation
tools that allow learners to experience live happenings at the workplace.

Career Assistance
Our career related services include resume development, profile enhancement, career
mentorship, interview preparation workshops and one-on-one career counselling to
ensure you land the right interview opportunities.

Capstone Project
Extract all your learning into a capstone project that will allow you to integrate your
learnings for a live problem statement that a professional would have to solve in a
safe, simulated environment.

Experiential Learning
Apply what you have learned with real-world projects and solve business problems
and case studies specially formulated by our industry partners.

Let Us Walk Through Your


Learning Path
Program
Curriculum
Module 1: Excel & Accounting Essentials
Learning Outcomes

Apply basic Excel functions, Develop effective Comprehend accounting


01 02 03
perform statistical analysis communication and personal principles, create financial
and demonstrate knowledge branding skills while statements, and apply ratio
and application of data understanding the importance analysis using real-world
visualization techniques of etiquette and goal-setting case studies
in professional environments

Excel Essentials

Basics of Excel Advanced Excel Techniques

Filtering, Sorting, References, Statistical analysis with excel


Drop down list, Data Lookup and Retrieval Data Validation
with Excel
Conditional formatting,
What-if anaylsis
Upper case, lower case, concatenate,
Leveraging chat GPT for effective excel
sumif, count if

Data Visualization in Excel

Data Visualization Techniques


Types of graphs and use of each graph

Soft Skills

Soft Skills Foundation Honing Communication

Ice Breaker Recalling Grammar Concepts


Self - Introduction Building Vocabulary
Elevator Pitch Language Skills
Goal Setting (SMART GOALS)
Time Management
Activities on the EP, GS, and TM
Program
Curriculum
Accounting Essentials

Accounting Basics

Principle, Rule of Debit & Credit,


Preparation of Journal Entries,
Ledger, Trail balance,
Income statement and balance sheet
Understanding income statement,
Balance sheet and Cash flow statement

Soft Skills

Curating and Perfecting Communication Personal Branding

Techniques for persuading and influencing Persuasive communication.


others
Practising written communication.
Strategies for effective negotiation
Email Writing.
Handling difficult conversations
Email Etiquettes.
Practising Communication Speeches
Creating the content for the resume
Giving and Receiving Feedbacks
Designing the resume and personal profile
360 Degree Feedbacks
Personal Branding and its aspects
Building a digital profile

Personal Grooming & Interview Prep - 1


Mock Interviews
Grooming and Attire
Dressing Etiquette - Introduction
Personal Etiquette and its importance Accounting Essentials + Excel
Prerequisites for HR Interview
HR Interview Preparation Placement Intervention
Understanding the process of interviews
Structuring answers
Program
Curriculum
Module 2: Corporate Finance, Financial Modelling, Forecasting
And Analysis
Learning Outcomes

Apply the concepts of Build robust financial models Master creating and
01 02 03
Time Value of Money and using Excel or other software delivering effective
learn discounting and tools, incorporating financial financial presentations
non-discounting methods statements, projections, using PowerPoint
for effective capital assumptions, and scenarios,
budgeting and develop an understanding
of model design principles
and best practices.

Corporate Finance, Financial Modelling, Forecasting and Analysis

Time Value of Money Capital Budgeting

PV, FV, Annuity, Discounting and non discounting methods


Growing Perpetual annuity, Capital Budgeting - NPV, IRR
Loan amortisation schedule

2-Case study Ratio Analysis


Financial Viability analysis Ratio analysis and case study using
real world examples

Soft Skills

PowerPoint Art of Presentation

Understand how to create effective Effective Presentation Skills


financial presentations using PowerPoint. Planning and organizing presentations
Delivering effective presentations
Mock Interviews Using visual aids and other presentation
tools

Corporate Finance, Financial


Modelling, Forecasting and
Analysis
Program
Curriculum
Module 3: Business Valuation - Absolute & Comparables

Learning Outcomes

Understand and apply Build robust financial models Master creating and
01 02 03
various financial valuation using Excel or other software delivering effective
techniques, including tools, incorporating financial financial presentations
DCF and CAPM, and statements, projections, using PowerPoint
master correlation, assumptions, and scenarios,
covariance, and and develop an understanding
ratings-based approaches of model design principles
and best practices.

Business Valuation

Concept of Valuation Concept of Valuation

Concept of valuation -Relative & Absolute WACC


valuation CAPM model
Understanding DCF technique ERP - Historical and predictive model
Terminal Value Beta - Bottom up beta and regession beta
Perpetual Growth method, Exit multiple Covariance
method
Correlation
Consolidated and standalone results
Market weights
Concept of minority interest
Cost of debt
Ratings based approach

Case study Case study


Financial Viability analysis Financial Viability analysis

Soft Skills Business valuation & Comparables

Mastering Personal Brand Exam

Identifying your unique strengths and skills Students will create a financial acquisition
model on a industry of their choice
Developing your personal brand statement
They will give a presentation of their model
Creating a personal brand roadmap
and will be graded on their technical and
Identifying relevant social media platforms presentation skills
Creating a professional online profile
Developing a content strategy for online
presence
LinkedIn Challenge
Program
Curriculum
Module 4: Financial Products And Markets

Learning Outcomes

Understand the Master the usage, pricing, Understand and apply


01 02 03
characteristics of equities, and risk factors associated essential business
bonds, forwards and with options and swaps in etiquette in successful
futures in the financial various market scenarios. interview scenarios
market.

Business Valuation, Financial Products and Markets

Capital Market Products Derivatives

Equities and Bonds Forwards & Futures


Options & Swaps

Soft Skills

Personal Grooming & Interview Prep - 2 Mock Interviews

Types of Etiquette
Basics of Business Etiquette
Do's and Don'ts of C&B Etiquette
C&B Etiquette Rules
C&B Etiquette in practise
Answering Common Questions
Behavioural and Competency Based
Interviews
Grooming and Group Discussion
Cracking an interview
Sample and Mock Interviews

Module 5: Data Visualization And Data Management

Learning Outcomes

Demonstrate proficiency Apply SQL commands, Organize and manage


01 02 03
in using PowerBI for functions, and join techniques financial data efficiently
financial data analysis for effective data management. using learned database
and visualization. manipulation techniques.
Program
Curriculum
Data Visualization

PowerBI

Understand how to use PowerBI for


financial data analysis and visualization.

Data Management

Basic SQL Advanced SQL

Introduction to SQL Date functions


DDL Statements Union, Union All & Intersect Operators
DML Statements Joins
DQL Statements
Aggregate Functions
Advanced SQL

Understand how to organize and


Mock Interviews manage financial data.
Projects That
You Will Work On

CFO Anisha's Strategic Investment

01
Join us as we unveil a significant Rs. 4 crore investment for production,
backed by a Rs. 40 lakh loan. Discover how a cutting-edge Rs. 3.5 crore
machinery acquisition paves the way for our future success. Explore our
financial journey over the next three years.

Empowering Fitness

02
Join Mr. Sripalram as he transforms the fitness landscape with 'Fit Gym' in a
bustling neighborhood. With a commitment to affordability, 'Fit Gym' aims to
make health and wellness accessible to all. To kickstart this journey, a strategic
investment of Rs. 50,00,000 is made, with a portion financed through a bank
loan. Discover the financial trajectory for the next five years and witness how
'Fit Gym' breaks barriers and shapes a healthier community.

Join the Croma Success Story

03
Here's your chance to partner with a renowned brand and tap into the
immense potential of India's retail market. Mr. Sonu explored this opportunity
and contacted Croma for a dealership. Discover how Croma, the one-stop
destination for online shopping in India, is opening doors for entrepreneurs.
Explore the financial viability and the journey ahead for Mr. Sonu over the next
5 years. Be part of a thriving business venture with Croma.

Unlocking Real Estate Potential


VJL Ltd., a prominent real estate developer, is poised to transform Vizag

04
with an exciting shopping complex project. The heart of this endeavor lies
in the project's Net Present Value (NPV) analysis, which assesses its
financial feasibility. Join us on this journey as we explore the viability and
potential of this project, driven by the future of Vizag's shopping
landscape. Witness the promise of VJL Ltd. in creating a thriving shopping
destination
Projects That
You Will Work On

Unveiling Coca-Cola's Financial Future


We're embarking on a journey of financial projection and foresight for the

05
iconic Coca-Cola company. Dive into our meticulously crafted analyses,
including revenue schedules, income statement projections, balance
sheet insights, and cash flow statements. Discover the strategic planning
behind fixed assets and debt, as we map out the path to sustained
success. Join us in exploring the financial roadmap that drives
Coca-Cola's legacy.

Discover Coca-Cola's True Value

06
We analyze competitors, calculate Beta, and determine the WACC. Our
journey involves projecting cash flows, summing present values, and exploring
terminal value concepts. Trust our comprehensive analysis to make informed
investment decisions.

Unlocking Merger Potential


Dive into our in-depth analysis of the proposed merger between Tony Company

07
Inc (the Acquirer) and Trick 'n' Porter Co (the Target). Our financial analysts
assess the viability and impact of this strategic move, covering everything from
forecasting financial statements to conducting Valuation and Discounted Cash
Flow (DCF) analysis. Explore the world of Proforma Financials and DCF Models,
and gain insights from our Assumptions Analysis. Join us in deciphering the
financial dynamics that shape this pivotal merger.

Explore LBO Potential

08
Discover ABC Manufacturing's financial future in our analysis. We project
income statements, calculate DCF, and uncover IRR insights. Plus, we
reveal the impact of changing capital structures on project returns. Join us
for a financial journey with new opportunities.
Learn from the
Experts

Pankaj Goel
Pankaj Goel, the youngest CFP in India in 2008, began as a
financial planner and evolved into a successful trainer, impacting
thousands of aspiring professionals. With determination and
hard work, he achieved milestones like becoming a CFA
Charterholder, conducting corporate training for renowned
companies, and mentoring over 12,000 individuals.

Anshul Agarwal
A self-driven professional with 15+ years of experience in IT,
Investment banking and Ed-tech industries. He is currently an AVP
& Program Manager at Imarticus Learning - Responsible for
practical Training & Development of candidates for Finance
programs across Delhi/NCR, Jaipur, Lucknow & Ahmedabad
centres. The role includes engaging with multiple stakeholders to
ensure hygiene, process adherence, trainer hiring/empanelment,
audits etc., to provide a smooth and enriching learning experience
for the candidates.

Subramanian Swaminathan
Subramanian Swaminathan, a finance expert with over 20 years
of experience, brings a unique blend of 10 years in private HNI
Portfolio Management and a decade in diverse corporate roles,
including Product Control, Trading, and Equity Research. With a
solid educational foundation in commerce and an ongoing
pursuit of CFA, Subramanian has significantly contributed to
renowned brands such as Barclays, DE Shaw, Citibank, and
Wipro. His dynamic career spans Privy League Relationship
Management and Stock Broking. An avid advocate for
continuous learning, Subramanian serves as a passionate
trainer for CFA, ACCA, and CIMA.
Certificate
Upon completing this
Program, you shall receive a
Post Graduate Financial
Analysis Program certificate.
This particular certification
will add a significant
amount of value to your
professional credentials.

Job Roles that


Suit You The Best
Investment Banking Analyst Treasury Analyst

Equity Research Analyst Financial Planning and Analysis (FP&A) Analyst

Private Equity Analyst Corporate Development Analyst

Our Alumni Work At


Get The Career
Growth You Deserve

Grow with Leverage Personalised


Imarticus Learning Career Support Resume Building

Learn how the Indian Our Career Assistance Team Redesign your resume with
Accounting Standard is will guide you throughout professional help and
implemented in Industry the course, prepare you to highlight your strengths in
today from experts at crack the toughest of the best possible way.
KPMG in India, one of the interviews, and help you
Big 4 professional services with mentorship on your
and accounting firms. way to that coveted financial
analysis interview.

Profile Interview Career


Enhancement Prep Mentoring

We assist you to build a Mock interviews and Resolve all your


robust portfolio to ensure access to an exclusive Q&A career-related queries
that your profile always bank allows you to in a 1:1 session with an
catches the eye of rehearse and prepare for industry expert.
prospective employers. HR and recruiter interviews
for any job role.
Eligibility & Admission Process
Minimum eligibility criteria:
1. Candidate should possess a minimum of 50% score in their Graduation.
2. Candidate is a working professional with 0-3 years of experience in finance roles.

Admission Process

Pay Get
Registration Shortlisted Receive
Apply
Fees Offer Letter

Fee
Structure

Fee Structure Instalment Schedule


Registration fee: ` 20,000
Program Fee
1st Instalment: ` 60,000

` 1,80,000 2nd Instalment: ` 60,000

(Inclusive of all taxes) 3rd Instalment: ` 40,000


About
Imarticus Learning
Imarticus Learning is a more than a decade-old
technology-driven professional ed-tech firm with
immense expertise in transforming careers across
financial services, marketing, analytics, artificial
Intelligence, business analytics, and technology.

It has impacted over 10 lakhs careers within 10 years


through leading-edge curriculums, experienced
faculty, and over 500+ global partnerships with
top-rank institutions and corporations.

Imarticus is a pioneer in interview guarantee programs,


certification courses, executive programs along with
university degree courses and develops highly-skilled
individuals to strengthen the workforce.

56K+ 45K 24LPA


Students Career Highest
Placed Transitions Salary

COMPANIES LEARNERS

80% 500+ 10+


Average Hiring Years
Salary Hike Partners Journey

AVERAGE PLACEMENT
SALARY HIKE RECORD
Scan to know more

Visit us at: imarticus.org

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