Online Financial Analyst Course

Advanced Excel

Lookup & Reference Functions:-VLookup, HLookup, Index, Match, Offset, Indirect, Address, Column, Columns, Row, Rows, Choose, Arrays Concept In Lookup Formula’sSum, Sumif, Sumifs, Count, Counta, Countblank, Countif, Countifs, Average, Averagea, Averageif, Averageifs, Subtotal, Aggregate, Rand, Randbetween, Roundup, Rounddown, Round, Sumproduct.

Text Functions & Data Validation:- Char, Clean, Code, Concatenate, Find, Search, Substitute, Replace, Len, Right, Left, Mid, Lower, Upper, Proper, Text, Trim, Value Date, Day, Month, Year, Edate, Eomonth, Networkdays, Workday, Weeknum, Weekday, Hour, Minute, Second, Now, Today, Time.

Logical Functions:-And, Or, If, Iferror, Not, Nested If, Isna, Isblank, Iserr, Iseven, Isodd, Islogical, Isytext, Max, Min

Data Management:- Data Collection Method With Data Quality, Collaboration & Security Like Share Your Workbook On Share Drive With Quality

Analysis:- Single/Multidimensional Analysis, Like Three Dimensional (3D) Tables Sensitive Analysis Like Data Table, Manual What-If Analysis, Threshold Values, Goal Seek, One-Variable Data Table,

Advanced Chart, Graph & Dashboard:- Advanced Chart Technique, How To Make Dynamic Charts, Bar Charts, Pie Charts, Scatter Chart, Line Chart, Column Chart, Speedometer Chart, Gantt Chart, Two-Variable Data Table

Advanced Filter, Validation & Pivot Table:- Filters (Basic, Advanced, Conditional), Sort (Ascending, Descending, Cell/Font Color), Conditional Formatting, Data Validation, Group & Ungroup, Data Split. Pivot Table and Charts, Import and Export Data, Protect/Unprotect Sheets/Workbooks, Worksheet Formatting and Print Display.

Financial analysis is a process of selecting, evaluating, and interpreting financial data, with other pertinent information, in order to formulate an assessment of a company’s present and future financial condition and performance

• Introduction to Financial Statements – P/L, B/S, C/F statements reflecting operating, financing and investing activities of a business.
  • Understanding the purpose
  • Understanding of key headers and sub-headers
  • Format of the financial statements
  • General Accounting Principles and best practices
• Navigating the Annual Report
• Common size Analysis – Horizontal and Vertical
• Financial Ratios – Financial ratio analysis is the use of relationships among financial statement accounts to gauge the financial condition and performance of a company
  • Activity Ratios
  • Liquidity Ratios
  • Solvency Ratios
  • Profitability Ratios
  • Rate of return
  • DuPont Analysis
  • Other important ratios
• Pro Forma Analysis and basic Projection technique

Corporate Finance– Understanding of capital structure and how corporate finance works is quite essential for any professional pursuing his/her career in Finance. It gives a bird’s eye view of an organisation and provides an understanding of how various financing activities impact the valuation of a firm. CFO of any company endeavours to optimize the capital structure by selecting the right financing tools to address the operating and investing needs of a company.

• Time value of money
  • NPV and IRR
  • Future Value
  • Excel formulas like NPV, XNPV, IRR, XIRR, PV, FV, etc.
• Understanding of Debt
  • Understanding schedules for debt repayment and interest repayment
  • Developing the schedules on excel
• Capital Structure and Cost of Capital
  • Debt and Equity
  • Cost of Debt
  • Cost of Equity
  • WACC
• Understanding tax shield
• Measure of Leverage
  • Impact of leverage on cost of capital
• CAPM model and Beta calculation
  • Understanding of Beta
  • Levered and Unlevered Beta
  • Calculation of levered Beta
  • Calculation of cost of equity
• Free Cash Flow
  • Free Cash flow to Firm
  • Free Cash flow to Equity
• Valuation: Valuation is the Process to determine the current worth of asset. In SLA course, the asset is a company. For the valuation of companies, following are the three widely used techniques.
  • DCF Valuation
  • Relative Valuation
  • Transaction Valuation
• Application of these techniques with real case studies and companies

Financial Modeling – Financial Modeling refers to the process of building a structure that integrates the Balance Sheet, Income Statement, Cash Flow Statement and supporting schedules to enable decision making in areas like, Business Planning and Forecasting, Equity Valuation, Credit Analysis/Appraisal, Merger/acquisition analysis, Project Appraisal etc.

Trainees learn how to build full, dynamic Financial Statement Projection models in Excel from scratch, using real case studies and sensitivity analysis.

Participants develop a model completely from scratch, inputting historical data and assumptions to project financial statements using step-by-step instruction on selecting and developing appropriate projection drivers. At completion, participants will have developed a complete and integrate three-statement model using various supporting schedules.

• Understanding an integrated financial Model
  • Understanding an integrated financial Model
• Building Integrated Model – Financial Statements & Projections for an Equity
  • Creating a template for integrated model
  • Making Assumptions for forecast
  • Developing various schedules
    • Depreciation – Capital Expenditure Phasing, SLM and % methods
    • Working capital
    • Debt and Interest
  • Integrating all the financial statements
  • Summarizing financial statements
• Case Study: Building Integrated Model – Financial Statements & Projections
• Building Integrated Model – Valuation
  • Using DCF and comparables
  • Summarizing financial statements
• Advanced Modelling concepts and techniques
• Common Modeling errors- circular reference errors to avoid