Module External SME
PwC Portion
Course Name Module Name Learning Objectives
Assess the importance and
benefits of Finance in corporate,
demonstrate basic terminologies
associated with Finance for
Basics of Finance
analysis and modelling- and
summarise the learnings via a
real-life industry case study.
Design and Develop a functional,
sorted Excel Sheet from scratch
with a given raw dataset- by
applying the concepts learned
(Formatting, Functions, Pivot
Basics of Excel & Statistics
Table). Apply the concepts
covered to analyse the sheet and
derive basic insights from it.
Define basic statistics
terminology
Explain the significance of
Financial different types of accounting
Analysis principles
Distinguish between different
accounting principles
Explain financial statements and
Fundamentals of Financial their types
Analysis Identify the constituent elements
used in each financial statement
Create the financial statements of
a company using the accounting
principles
Assess the financial health of the
company from these statements
Identify and analyse different
types of ratios used for analysis,
apply the ratios to calculate
Ratio Analysis factors (efficiency, profitability
etc.) of a company - and thereby
estimate of the financial health of
the company.
Apply key financial concepts
explained in the course, use the
Project :
insights to interpret a given case
Analysis of Financial Statements
study and design a Financial
Statement using Excel.
Interpret Cost and Break-Even
Analysis of a financial statement,
to measure and evaluate the
financial health of businesses.
Financial Analysis and Budgeting Evaluate a business on the basis
of it's Capital budgeting and
analyse the economic feasibility
of the business using various
methods.
List various techniques of
Forecasting
forecasting
Apply some basic techniques
Budgeting, List various valuation methods
Forecasting and Apply some basic valuation
Valuation methods
Valuation and Corporate Strategy
Create valuation reports
Identify some key corporate
strategies
Segment Segment Topics Learner Hour Portion
(Async)
(TC+ Async) (Async)
Module Overview
History of Finance, What is Finance?, Importance
of Finance, Financial Literacy, Financial
Introduction to Finance knowledge for Business Owners and Managers,
Economic basics-GDP, inflation, demand & supply,
opportunity cost, economies of scale etc.
Revenue and Cost, Fixed cost vs variable cost,
11 6 0
Basic Finance Terms Budget, Invoice, Profit and Loss, Liquidity, Debit
and Credit, Valuation, RoI, Tax, Distribution
What are the sources of Finance?, Cost of Capital,
Financial Sources Income, Expenses, Assets, Liabilities, Interrelation,
Company Funding, M&A terminology
Apt Business Use Case to understand the basic
Industry Demonstration
finance terminology from a real world perspective
Module Overview
Why do you need Excel?, Google Sheets
Introduction, Understanding the Excel Interface,
Slicing and Dicing Date - Sort and Filter
Introduction to Excel
Report Making - Basic Formatting, Conditional
Formatting, Advanced Formatting, Printing and
Page Layout, Passwords and Naming Files
Basic statistics terminology: mean, median, mode,
Statistics Fundamentals
correlation, standard deviation, etc
Building on your Excel capabilities, Delimited
Files, Discovering Shortcuts, Introduction to
Formulae, Complex Functions, Cell Referencing
Excel Deepdive I 13 11 0
and Text Functions, Logical Formulae,
Introduction to Excel Charts, Creating and
Formatting Charts, Types of Charts
Becoming a Professional Excel User, VLookups,
HLookups, Relative Referencing, Absolute
Referencing, Mixed Referencing, Sum, Average,
Count, IFs, SUMIF Functions, Index, Excel: Pivot
Excel Deepdive II
Tables, Creating a Pivot Table, Analysing Data in a
Pivot Table, Filtering, Data in a Pivot Table,
VLOOKUP - Linking Data from multiple tables and
files, Common Errors in Excel
Project Excel specific project
Module Overview
Basics of Accounting Principles Overview of Accounting, Accounting Principles
Financial Statements, Profit and Loss Statement,
Introduction to Financial
Balance Sheet, Cash Flow Statement, Common- 10 5 0
Statements
Size Statement
Demonstrate the operations and functions of a
Industry Demonstration company and describe how to deduce the
variables to create different financial statements
Module Overview
Liquidity, What are Liquidity Ratios?, Current Ratio,
Liquidity Ratio
Quick Ratio and Cash Ratio
Solvency, What are Solvency Ratios?, Debt Ratios,
debt to equity ratio, Interest Coverage Ratio, Debt
Solvency Ratio
Service Coverage Ratio, Calculating Capital
Structure Ratios
Efficiency, Receivables Turnover and Days
Receivable
Stock Turnover and Stock Conversion Period ,
Efficiency Ratio
Payable Turnover and Days Payable, Fixed Asset 9 4 0
Turnover and Total Asset Turnover, Operating
Cycle and Cash Cycle
Profitability, Gross margin, operating margin,
Profitability Ratio return on assets, return on equity, Profitability
Ratio - Sales, Profitability Ratio, DuPont Analysis
Safety, Margin vs Markup, Cost vs Benefit, Lender
Applications of Ratios v/s Equity Investor: Risk & Reward Rule, Other
Financial Ratios, Stock Market Valuation Analysis
Industry example usage to give a practical
Industry Demonstration
understanding of financial ratios and their usage
Module Overview
Financial Functions in Excel, Build P&L statement
Financial Statements in Excel from scratch, Business Analysis Techniques in
Excel
12 0 10
Business case study to understand the financial
Case Study
ratios with assessments
Assignment Solution
Module Overview
Cost Analysis, Revenue Analysis, Break-Even
Cost and Break-Even Analysis
Analysis, Applying Break-Even Concepts
Budgeting Basics Basics of Budget, Budgeting and Expenses 8 3 0
Time Value of Money. Cost of Capital,
Capital Budgeting Fundamentals of Capital Budgeting, Capital
Budgeting Methods
Module Overview Objectives of Forecasting
Understanding Business Model
Understanding Financial Variables – Revenue,
Introduction to Forecasting
Operating Expenses, Depreciation and Capital
Expenditure, variance analysis 7 2 0
Quantitative and Qualitative methods basics,
Emphasis on 4 key methods using examples:
Forecasting techniques
Straight Line, moving averages, simple regression,
multiple regression.
Module overview
Introduction to Valuation, Introduction to
Understanding valuation
Valuation Models
14 9 0

Course Name Module Name Learning Objectives
Budgeting, List various valuation methods
Forecasting and Apply some basic valuation
Valuation methods
Valuation and Corporate Strategy
Create valuation reports
Identify some key corporate
strategies
Outline the applications of FMA
in IB industry
List the basic M&A terminologies
Investment Banking (IB), Mergers
and demonstrate an example of
and Acquisitions (M&A) and Equity
an M&A report
Research
Define ER and basic
terminologies, and create ER
reports
Apply key financial concepts and
Project : valuation explained in the course,
Forecasting and valuation use the insights to interpret a
assignment given case study and design a
Financial Statement using Excel.
Discuss the basics of financial
modelling and identify the
Financial modelling various types of models. Develop
and compare basic financial
models created.
Apply the Three Statement,
Leveraged Buyout and DCF
model in detail. Design, Compare
and Contrast models created for
a business based on it's Financial
Financial Models deepdive
statements.
Financial
Modelling &
New Age Tools
List the applications and impact
of Generative AI in financial
modelling and identify its
benefits.
Leveraging AI for Financial Demonstrate the usage of
ChatGPT in usage of Excel
Modelling & Analysis
Apply knowledge of Generative
Adversarial Networks (GANs) to
develop basic forecasting
models.
Identify and Compare various
visualization softwares used to
aid Financial Modelling.
Modelling Tools and Softwares
Demonstrate the working of the
softwares via case studies, to
analyse data points.
Apply key financial concepts
explained in the program to
Project: Building a Financial
analyse, design and evaluate a
Model
business by creating a Financial
Model from scratch.
Segment
Valuation approaches
Valuation in practice
Corporate Strategy
Module overview
Introduction to Investment Banking
M&A Fundamentals
Equity Research
Module Overview
Practice Numerical Problems
Case Study
Assignment Solution
Module Overview
Fundamentals of Financial
modelling
Types of financial models
Module Overview
The Three Statement Model
Leveraged Buyout Model
Discounted Cash Flow Model
Industry Demonstration
Module Overview
Introduction to Generative AI in
Finance
Using ChatGPT in day to day work
GANs for Financial Forecasting
Ethical Considerations and
Challenges
Future Trends and Opportunities
Module Overview
PowerBI
VBA
Tableau
Industry Demonstration
Module Overview
Case Study
Assignment Solution
Module External SME
PwC Portion
Segment Topics Learner Hour Portion
(Async)
(TC+ Async) (Async)
Introduction to valuation methods(Equity and Firm
valuation methods), Factors affecting valuation
14 9 0
Key aspects of a Good Valuation Report, Industry
demonstration(Ex-Tesla)
Corporate Strategy, Porter’s Five Forces, SWOT
Analysis, PEST Analysis, Identifying Key Success
Factors, Pricing models
IB terminologies, Applications of FMA in IB
industry
M&A transaction terminologies
10 5 0
Case study based Demonstration
What is equity research?, ER terminology
ER reports walkthrough with a case study
Numerical assessments
Case study to take up forecasting and valuation 12 0 10
for a business
Basics of Financial Modeling
How to create a basic financial model,
Components of Financial Modeling, Financial
Modeling Requirements
Three Statement Model, Discounted Cash Flow 3 2 0
(DCF) Model, Merger Model (M&A), Initial Public
Offering (IPO) Model, Leveraged Buyout (LBO)
Model, Sum of the Parts Model, Consolidation
Model, Budget Model, Forecasting Model, Option
Pricing Model
Assumptions for three statement modelling, First
Statement - P&L, Second Statement - Cash Flow,
Third Statement - Balance Sheet, Final Model and
Troubleshooting
Private Equity and LBO transactions: Key
Concepts, Structure of an LBO Model, Bank Debt,
High Yield Debt/Subordinated Debt, Mezzanine
Debt, Equity, Credit Metrics, EBITDA, Interest
Coverage Ratio, Debt Service Coverage Ratio,
Fixed Charge Coverage Ratio 20 9 0
Company Valuation, Techniques associated with
Company Valuation, Building a DCF model using
Excel, Forecasting P&L items, Forecasting Balance
Sheet items, Creating Output Sheets, Calculate
Unlevered Cash Flows and Net Cash Flows,
Evaluating the, Present Value of Cash Flows,
Calculate Continuing Value, Enterprise Value and
Equity Value of Business, Multiples Valuation
Design a forecasting model for a business by
applying budgeting and forecasting techniques.
Intro to Generative AI, Applications in financial
modelling, AI's impact on financial moedlling-
benefits, challenges
Using ChatGPT for Communication and Research,
Excel; Prompt Engineering Basics
Generative adversarial networks, usage of GANs 3 1 0
to create basic forecasting models
Ethical considerations when using generative AI in
finance, Challenges and Limitations of generative
AI in financial modelling and analysis, Data privacy
and security concerns
Future trends in financial analysis, forecasting and
modelling; how is AI changing the dynamics
Introduction to Power BI, Power BI vs Excel,
Handling data on Power BI, Dashboards on Power
BI
Introduction to VBA, Macros and Formula, Excel
8 6 0
Automation, Arrays
Intro to Tableau, Linking Excel to Tableau,
Dashboards
Using business visualisation tools to understand
modelling
Final project with case study to build a financial
12 0 10
model
152 62 30
% split 67% 33%
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