Financial Modeling Training in Chandigarh -9988113578

 

 Financial Modeling & Valuation Analyst Course in Chandigarh, Mohali

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Duration: 3 Months
Mode: Online/Offline (Chandigarh and Mohali)
Prerequisites: Basic knowledge of finance and accounting principles

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Module 1: Financial Analysis Fundamentals

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Objective: Introduce students to core financial statements and essential analysis techniques.

• Key Topics:
  1. Understanding the Balance Sheet, Income Statement, and Cash Flow Statement
  2. Financial Ratios (Profitability, Liquidity, Efficiency, Solvency)
  3. Trend and Common Size Analysis
  4. Interpreting Financial Statements
  5. Case Studies: Financial Health of Companies

Deliverables:

• Real-world case study analysis
• Financial ratio interpretation report

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Module 2: Introduction to 3-Statement Modeling

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Objective: Teach students to build an integrated financial model from scratch.

• Key Topics:
  1. Linking the Income Statement, Balance Sheet, and Cash Flow Statement
  2. Forecasting Revenues and Expenses
  3. Building Financial Assumptions
  4. Circular References and Iteration in Excel
  5. Building and Auditing Models

Deliverables:

• Fully functional 3-statement financial model

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Module 3: Introduction to Business Valuation

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Objective: Provide an understanding of valuation methodologies and their application.

• Key Topics:
  1. Overview of Valuation Approaches (DCF, Comparable Analysis, Precedent Transactions)
  2. Valuing Startups vs. Mature Companies
  3. Equity Value vs. Enterprise Value
  4. Market Capitalization and Multiples
  5. Applying Valuation in M&A Transactions

Deliverables:

• Valuation of a sample company using multiple methods

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Module 4: Operational Modeling

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Objective: Develop operational models to assess company performance.

• Key Topics:
  1. Revenue and Cost Drivers
  2. Building Assumptions for Operational Models
  3. Operating Metrics (ARPU, LTV, CAC, etc.)
  4. Capacity Planning and Cost Control
  5. Sensitivity of Operational Assumptions

Deliverables:

• A detailed operational model for a case company

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Module 5: DCF Valuation Modeling

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Objective: Deep dive into the Discounted Cash Flow (DCF) model for valuation.

• Key Topics:
  1. Free Cash Flow (FCF) Calculation
  2. Terminal Value Estimation (Growth and Exit Multiple Method)
  3. Weighted Average Cost of Capital (WACC)
  4. DCF Sensitivity Analysis
  5. Common Pitfalls in DCF Models

Deliverables:

• Complete DCF model of a public company

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Module 6: Comparable Valuation Analysis

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Objective: Teach students to perform relative valuation using comparable companies.

• Key Topics:
  1. Identifying Comparable Companies
  2. Selecting and Normalizing Financial Metrics
  3. EV/EBITDA, P/E, and P/S Ratios
  4. Pros and Cons of Comparable Valuation
  5. Building a Comparable Analysis Template

Deliverables:

• Comparable company analysis report

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Module 7: 3-Statement Modeling (Advanced)

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Objective: Build more complex and dynamic financial models with scenario analysis.

• Key Topics:
  1. Advanced Forecasting Techniques (Revenue, COGS, CAPEX)
  2. Handling Different Capital Structures
  3. Scenario Planning and Sensitivity Analysis
  4. Circular Reference Management
  5. Stress Testing Financial Models

Deliverables:

• Advanced 3-statement financial model with scenario analysis

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Module 8: Budgeting and Forecasting

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Objective: Equip students with skills to prepare budgets and forecasts.

• Key Topics:
  1. Budgeting Techniques and Variance Analysis
  2. Rolling Forecasts and Strategic Planning
  3. Revenue and Expense Forecasting
  4. Integration of Budget and Financial Models
  5. Case Study: Corporate Budget Process

Deliverables:

• Annual budget for a case company

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Module 9: Monthly Cash Flow Modeling

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Objective: Develop cash flow models to predict and manage liquidity.

• Key Topics:
  1. Cash Flow Drivers (Working Capital, Debt, etc.)
  2. Monthly Forecasting for Cash Flow
  3. Short-Term vs. Long-Term Cash Flow Projections
  4. Managing Surplus and Deficits
  5. Cash Flow Stress Testing

Deliverables:

• Monthly cash flow projection model

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Module 10: Scenario & Sensitivity Analysis in Excel

Objective: Build robust models with flexible inputs to test different business scenarios.

• Key Topics:
  1. Sensitivity to Key Assumptions (Growth, Margins, WACC)
  2. Building Scenario Managers in Excel
  3. Best Case, Worst Case, and Base Case Scenarios
  4. Monte Carlo Simulation (Basic)
  5. Excel Tools for Scenario Management

Deliverables:

• Scenario analysis report based on a financial model

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Module 11: Dashboards & Data Visualization

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Objective: Create dashboards for financial data visualization.

• Key Topics:
  1. Best Practices for Financial Dashboards
  2. Data Visualization Tools in Excel
  3. KPI Dashboards and Performance Tracking
  4. Dynamic Dashboards using Pivot Tables
  5. Case Study: Building an Executive Dashboard

Deliverables:

• Interactive financial dashboard

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Module 12: PowerPoint & Pitchbooks

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Objective: Prepare professional presentations to communicate financial analysis results.

• Key Topics:
  1. Key Elements of Financial Pitchbooks
  2. Structuring Financial Presentations
  3. Designing Effective Charts and Graphs
  4. Tailoring Content for Different Audiences (Investors, Management)
  5. Storytelling with Data