Equity Research & Investment Banking

Corporate Bridge Group
Equity Research & Investment Banking

www.educorporatebridge.com info@educorporatebridge.com Call us : +91 92232 33659

Headquartered in Mumbai and formed by graduates from leading institutes (IITs & IIMs), Corporate Bridge Group is a global full-service Online training and e-learning services provider to Corporates, Universities etc
Trainings for Professionals/Stude nts

e-mPower LMS
University
e-mPower LMS
Financial Trainings
e-mPower LMS
CFA & FRM

e-mPower LMS
Corporate Trainings
e-mPower LMS Instructor Led In-House Training for top investment banks and financial institutions Online Training Blended Training: Instructor and Online Training Clients include J.P.Morgan, Morgan Stanley, CLSA, Kotak etc
MBA Students
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Engineering Students
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Integrated Courses
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40+ Online Courses in Finance & Adv. Finance Price ranging from INR 4000 to INR 24000. 3000+ Online Students in 1 -1.5 year 10000+ registered DEMO users 10+ Corporate Clients
CFA Self Study Online Training Program Global Mock Test Series for CFA Level 1 Global Mock Test Series for FRM Level 1&2 Students compete with each other resulting in PASS or FAIL
Initiative started in March 2012. Portfolio consists of 10+ Projects Participation from students of 600+ BSchools. 5000+ students have participated in C-FAT. 500+ students have taken projects
Reached to 100+ B-Schools and Engineering Colleges with Seminars in 2009. Live Projects in Software and IT domain Soft-skills & Campus Recruitment Training
Reached to 100+ B-Schools and Engineering Colleges with Seminars in 2009. Soft-skills & Campus Recruitment Training
Course Instructors
Kishore Gandhi (ex. MD, J.P.Morgan, IIMA)

Kishore Gandhi is associated with Corporate Bridge in an advisory capacity as the Firm's Chief Mentor. Kishore brings extensive experience of over two decades in the Financial Services Industry and most recently, he was the Managing Director at J.P. Morgan Chase & Company heading the bank's Global Research Center in India. Kishore has worked in senior management roles in prominent firms including CRISIL, Standard & Poor's (S&P) and McKinsey & Company. Presently Kishore is a Consultant and Trainer in the areas of management education, corporate training, business strategy, organization development and institution building. Kishore is also a member on the Advisory Committee of the CFA Institute.
Dheeraj Vaidya, CFA, FRM (IIT Delhi / IIM Lucknow)

Dheeraj has worked for some of the most widely respected research firms. He was associated with J.P Morgan Chase Equity Research Group as an analyst and later moved to CLSA India which provided him with valuable experience in the field of Equity Research and Investment Banking domain. His performance and contribution was exemplary and widely appreciated. Dheeraj has trained and mentored over 1000 professionals and students from Top Investment Banks, Private Equity Firms and Rating agencies and has also conducted number of high impact training programs for IIM Lucknow, IIM Indore, FMS Delhi, MDI Gurgaon, IIT Kanpur, IIT Delhi etc. Dheeraj has been instrumental in formulating and delivering Comprehensive Program on Equity Research Programs n tie-up with Bombay Stock Exchange.
Premananda Suna ( IIT Delhi / IIM Calcutta)

Premananda with his zest and insatiable appetite for teaching has truly set a benchmark within the education domain. His meticulous and systematic analytical approach combined with passion for mentoring has made him one of the most sought after individuals in the training sphere. Post IIT, he was instrumental in growing educational institutions in Vishakhapatnam, Kolkata, Bhilai etc. and later, Premananda co-founded the premier educational institute, The School of Mathematics based in Kota and Jaipur that develops trains and deploys products & services in IIT JEE domain. His passion for excellence and perfection has been remarkable and his flair for business made him switch to management. Post MBA from IIM Calcutta, Premananda was the part of Business Banking Group in YES Bank. A brilliant tutor of Mathematics and Aptitude, Premananda has successfully trained thousands of students for IIT JEE, CAT, CET etc.
Kayideni Kholi (IIT Delhi/ IIM Ahmadabad)

Kayideni Kholi has 6 years of experience in Corporate Strategy & General Management areas. He has worked across sectors like real estate, auto, IT, Oil & Gas and has been involved in various strategic initiatives like joint ventures and mergers & acquisitions at Hinduja Group & SRSL
Prior to his MBA he has worked with HPCL in planning and delivering key refinery Turnaround Projects in Mumbai and Visakhapatnam and in the process implementing new technologies and process leading to significant improvement in refinery downtime. One of his prime achievements has been the research project under the guidance of Prof PR Shukla, one of the leading authors of award winning IPCC reports. Kayideni holds a B.Tech (Mech) degree from IIT Delhi and an MBA from IIM-Ahmedabad
Equity Research & Investment Banking
Excel Functions
This module provides introduction to basic excel tools and functions like Logical functions - AND/OR/IF , Arithmetic functions - ABS, INT, LARGE, MAX, MIN, SMALL, TRUE, Date functions - DATE, WEEKDAY, DATEDIF, WORKDAY, NETWORKDAYS, Aggregation - COUNT, COUNTA, COUNTBLANK, COUNTIF, SUMIF, SUM
Online Resources
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Recommended Time : 15 Hours Key Takeaways

Efficiently provides the required Excel foundation. Taught using easy-to-follow materials filled with exercises. Prepares participants for the Financial and Valuation Modeling training courses
Advanced Excel Tools

In your career as a finance professional, you would be using Excel day and night. So you should be very comfortable with using excel, not only that you should know the advanced techniques and shortcuts, which would save a lot of your time. Apart from that you should know various charts and graph functions which will not only help you visualize your inputs but will also make your pitch book look more attractive.
Online Resources
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Gain Excel proficiencycalculations, functions, formulas, and Excel best practices. Understand advanced Excel featuresdata tables and macros Graphs & Charts provides inputs on Special cases and also valuation graphs use by Research Analyst
VBAs And Marcos

Financial Analysts deals with lot of databases and excel functions and graphs. Many of these functions are complex and repetitive. In order to save time to regularly update their analysis worksheets, analysts write lot of Macros using simple as well as VBA coding to automate their worksheets and save time. This module provides introduction to VBAs and Macros and how you can use these as a Research Analyst
Online Resources
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Time saver & You can create your own shortcuts Helpful in doing Analysis
Helpful in understanding technical language Easy dealing with constants & variables
Accounting Foundation
Finance for non-finance is a basic module which will help people from non-finance background like engineering or science graduates to get familiar with basic accounting and finance concepts and will help people from finance background to clear and revise their basic concepts which are useful in Equity Research
Online Resources
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Why Accounting/ Finance is important? How to read Profit and loss statements, How to read the Balance Sheet, Understanding Equity Capital Analysis of Financial Performance with Basic ITC case study.
Advanced Accounting
Accounting is the heart of Research Analysis. This module includes the understanding of Financial Statement Analysis. Before the calculation starts, the key challenge is to get the right data from various sources. For example for sourcing financial numbers, we may source it from Annual Reports, NSE / BSE websites etc. Additionally, the ratio analysis done on wrong set of numbers will lead to results which will mislead the analysis. Hence, as an analyst the primary challenge is to fetch the right data.
Online Resources
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Understand Professional Accounting Analysis Populate the financial statements from Annual Reports Ratio Analysis Liquidity Analysis, Common size statements, Internal liquidity analysis, Operating / Risk / Growth Analysis, DuPont analysis - Return on equity ITC & Asian Paints Case Study on Ratio Analysis Identify the Shenanigans i.e. identify management manipulations, if any.
Economics
The purpose of this course is to give students a thorough understanding of the principles of economics that apply to an economic system as a whole. Such a course places particular emphasis on the study of national income and price-level determination and also develops students familiarity with economic performance measures, the financial sector, stabilization policies, economic growth and international economics.
Online Resources
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Exchange rates, commodity prices, GDP growth rates, interest rates, IIP Numbers data on Stock Markets Understand the business environment of key sectors through Porters five forces analysis Build Micro & Macro Economic Foundations
Corporate Finance
Corporate Finance allows you to value a project, based on the time value of money. In essence, you are discounting the value of future cash flows to determine if the value today makes the project worthwhile. This emphasizes the value of the concepts of corporate finance in Equity analysis, especially in DCF Valuation technique where we need to discount the future cash flows to determine the present worth of the company.
Online Resources
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Concepts of Time Value of Money Project evaluation using NPV, IRR, Payback, XIRR, MIRR etc Conceptual Foundation for Corporate Valuation Module
Corporate Valuation
Equity Valuation is the process of estimating the potential market value of a financial asset or liability. Valuations are required in many contexts including investment analysis, capital budgeting, merger and acquisition transactions, financial reporting, taxable events to determine the proper tax liability, and in litigation.
Online Resources
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Learn Discounted Cash Flow techniques, calculation of WACC, Terminal Value and intrinsic value calculations Calculating equity value and enterprise Value (EV) and Normalizing earnings Calculating fully diluted shares outstanding (options & convertibles) Equity value multiples: P/E, P/CF, P/BV, PEG, Dividend Yield
Financial modeling Using Excel

Financial Modeling includes professionally forecasting future financial statements. In addition, financial model consists of one or more input parameters along with data and formulas that are used to perform calculations or make predictions. By changing the values of the input parameters, you can do "what-if" studies to see what happens when the inputs change.
Online Resources
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Build a step-by-step advanced financial model Learn the Concept of circularity, Cash Sweep
Understand the Key Linkages of IS, BS and CF Ratio Analysis and Margin Assumption Analysis
Sensitivity using Two Dimensional Data Tables Arriving at DCF Valuations using FCFF approach
Financial modeling on Paint sector

Live company application of Financial Modeling on Asian Paints Ltd (largest paints company in India). We find the professional valuations of Asian Paints like a Research Analysts by preparing Integrated financial model of Asian Paints and applying professional valuation like DCF, Relative Valuations etc
Online Resources
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Learn how to read the Annual Reports of Asian Paints, understand the footnotes Create Integrated financial model of Asian Paints by referring all public sources, conference calls, press releases etc Suggest BUY/SELL recommendation on Asian Paints like a Professional Research Analyst
Financial modeling on IT Google Inc

Live company application of Financial Modeling on Google Inc. We find the professional valuations of Google Inc like a Research Analysts by preparing Integrated financial model of Google Inc and applying professional valuation like DCF, Relative Valuations etc
Online Resources
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Learn how to read the Annual Reports of Google Inc, understand the footnotes Create Integrated financial model of Google Inc by referring all public sources, conference calls, press releases etc Suggest BUY/SELL recommendation on Google Inc like a Professional Research Analyst
Financial Modeling of Education Sector

Live company application of Financial Modeling of Education Sector. We understand the nuances of Education sector in India and various models for Education Partnership. This module also contains detailed financial modeling of a Management Institute and a School.
Online Resources
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Learn to build a excel based financial model of Management Institute and a School Provides an overview of K-12 segment and overall Education sector in India Understand the due-dligence required in Education Companies
Mergers & Acquisitions

Investment Bankers are primarily involved as advisory functions for Valuations, regulatory frameworks, initiations etc. Our module on M&A focuses more on M&A Process, Cash flow available for strategic purposes, Cash and stock mix for deal financing and Accretion/ dilution analysis. LIVE Merger Model - Parkway acquisition of Apollo Hospital
Online Resources
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Learn M&A Modeling, Accounting Considerations in M&A, Purchase Method versus Pooling Method Calculate Pre-tax synergies and evaluate strategies to acquire the firm using Cash, Stock and mix of CashStock Deal Accretion/Dilution Analysis of EPS and creating sensitivity table using DATA TABLEs
Initial Public Offer (IPO)

Investment Bankers help raise companies raise funds from secondary markets. Hence, they should be aware of IPO Procedures and processes. In this module, we cover the IPO basics, IPO regulatory aspects as well as LIVE applications of IPO modeling
Online Resources
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Learn the basic of IPO Modeling, application of DCF to arrive at the price band Book Building Process and regulatory aspects Understand the significance of Due Diligence in IPO, IPO Grading, Grey Market Premiums and IPO Index
Fund Raising Options

Raising money for Companies is one of the most important activities of Investment Bankers. Depending on the amount and life cycle of the company, fund raising options may include QIPs, ADR & GDR, Rights, FPOs, Private Equity etc
Online Resources
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Learn what is understood by Qualified Institutional Placement (QIPs) Learn the process of offshore listing including ADRs and GDRs and raising debt through NCDs Build foundations in Rights, FPO process and Private Equity Funding
Pitch book Preparation

Pitch book means PowerPoint presentation that Investment Bankers create. Typically there are 1) Market Overviews / Bank Introductions Pitch Books Introducing your bank and giving updates to potential clients. 2) Deal Pitches Sell-side M&A, buy-side M&A, IPOs, debt issuances, and so on. 3) Management Presentations Pitching a client to investors once youve actually won the client.
Online Resources
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How to prepare a Pitch Book (Buy Side, Sell Side) and what all is covered in the same. what all discussion take place during a Pitch and how these are addressed
Key Differences between a General Pitch Book and a Deal Pitch Book
Anatomy of Pitch Book
Report Writing Techniques

Here we deal with important questions like what is Equity Research Report, Initiation Report, Industry / Sector Report, Strategy/Economics Reports, Results Update Report, Flash Report, Anatomy of Investment Banking Report First Page, Comparing Investment Banking Report, Dos & Don'ts of Research Report Writing, Research Report Writing Case Studies , Readability Statistics - Flesch-Kincaid Grade
Online Resources
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Tips and Techniques to write professional Research Reports Result Update, Initiation Report, Thematic Report, Economic Update, Strategy Reports Dos & Don'ts of Research Report Writing
Clients Testimonials1/2
The materials provided by the

academy is very good and helpful specially for non-commerce background and the project as a whole is very challenging and gives an in depth knowledge in the field of finance.
Inderpreet Kaur Bimbh, Lala Lajpatrai Institute of Management, Mumbai
My Project is on Mergers and Acquisitions. The internship

program is very well structured. The quality of study material is helping me enhance my knowledge in finance. The feedback from the professionals is helping me improve on my writing and presentation skills. Looking forward to learn more.
Manisha Agrawal , KJ Somaiya
The Project video's are very helpful at

the time of preparing Project report. Thanks for the immediate reply to queries about the topics. Thanks to Corporate bridge Team...
Pravin Mhadgut, , ICFAI BUSINESS SCHOOL MUMBAI Braj Das, XIMB
I liked the course content, the level of difficulty rising from

fundamentals to high level. It has cleared many of my doubts and created a love for finance. I like the involvement the team does with the participants by clearing their doubts and giving feedback on assignment. I wish we can get the solved answers to the tests as revisiting those will help us realize the places where we went wrong.
Being an intern at corporate bridge has

provided me with opportunity to learn by doing. Using the real numbers from the industry and moving step by step has helped me better understand the concepts and their application.
Aniket Jain, , IIT Mumbai (SJSOM)
The training materials are well designed and

industry standard. The project stresses a student to go beyond theoretical concepts to put them in actual practice.
Ankur Kanoria, IIM Indore
By undertaking the project of M & A at

CB, I got a good exposure in terms of pharmaceutical sector of which i hardly had any knowledge. I would like to thank CB for providing me with such an opportunity without which it would have been not possible to learn so much.
I am grateful to CB Academy for providing me

this opportunity. The materials especially videos and Excels are of superior quality. Regular webinars are also very useful avenues for learning.
Rishabh Agarwal, ITM Chennai
Rahul Chaudhary , IIM Kolkatta
Clients Testimonials 2/2
Best thing that can happen to an

Engineering Graduate.
Manoj Kumar, K.J. Somaiya Institute Of Management Studies
Till now whatever material i have

gone through its really good & especially in learning Excel tool.
Saurabh Sethiya,, Lala Lajpatrai Institute of Management, Mumbai
The practical application of

financial concepts learnt in theory is the best part of the project
Pranav Gosalia, SIES College of Management Studies
Best online learning portal I have ever used!

Renison Macwan, , ITM BUSINESS SCHOOL, Mumbai
I am very happy with the project

content and online training. Every concepts are precisely explained and gives clear understanding of same. Webinar sessions are really helpful.
Lakhan Thakkar, Institute of Management Technology-Hyderabad
It's a very good experience at CB.

The learning is been quite easy because of the videos.
Abhijeet Helode, , PUMBA, Pune
I Really Enjoyed The Course &

Learned Many New Functions In Excel . Which Will Help Allot In My Future
The project was helpful in understanding and

getting an insight about the financial modelling and credit research. Undertaking a live company for the project was helpful in understanding the current market scenario. The study material and pedagogy was very user-friendly.
Arun Anjana, SYMBIOSIS INSTITUTE OF MANAGEMENT STUDIES (SIMS)
Ankit Gupta, ICFAI BUSINESS SCHOOL (IBS BENGALURU)
Contact us
Corporate Bridge Group www.educorporatebridge.com Registrations / Queries info@educorporatebridge.com Call us +91 92232 33659

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