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Banking
Certification
Institute
Providing Financial Training Solution
to Capital Market Aspirants
in
IBInstitute
Investment Banking Institute
47/16,
Tel:. 011Rajender Park
42244126
Mob:. +91-9310040603 Opp.
Marg,
Rajendra Place metro Station,
11. D E Shaw
12. ICRA
13. Analec Research
14. pipal Research
15. Smart Cube
16. Transparent Value
17. Morning Star
18. McKinesy
19. JP Morgan
20. Gridstone Research
Day 1
Basic
Excel
Formulas
and
Functions: Define short cut key to open Excel
Basic Mathematical Functions: Sum, Average, Sub Total, Sum Product
Basic Insert and delete short cuts to improve working with Excel
Customizing Short cut keys, Find and Replace, AutoFill
DayPaste Special,
2 AdvSorting,
Formulas
and
Go to Special,
Clear Functions
tools, AutoFill, Formulas Auditing tools
Logical
Functions:IF, Nested IF, IF with And & Or, Use of $, Use of & to concatenate
Information Functions:IfError,IsError, IsNumber, IsBlank, Cell
Statistical Functions: SumIF, SumIFs, AverageIF, AverageIFs, CountIF, CountIFs
Lookup Functions:Vlookup, Vlookup with IF, Match and IsError, Index, Indirect, Nested
Database Functions:Dsum, Daverage, Dmax, Dmin, Dcount, Dget
Vlookup, Hlookup, Choose, Offset, Hyperlink, Address, Rows etc
Math
& stat Function:Rank, Large, Round, Trunc, Int, Mround, Ceiling,Floor Etc
Text
Functions: Right, Mid, Find, Search, Len, Trim, Replace, Substitute, Proper, Upper
Three
dimensional
Formulas, SubTotal to summarize the data, Remove
Adv Sorting,
Filter, Adv Filter, Data Validation, Consolidate, Define ranges
duplicates, Text to Columns
Protection of ranges, sheets, workbook, Track changes, working with multiple worksheets and
Working with Ranges, Conditional Formatting, Grouping
workbooks, save workspace, Spinner, scroll bar, List box, combo box
Day 3
Financial Functions: PV, FV, IPMT, PPMT, PMT, Rate, FVschedule, NPV, IRR, Nominal, Effect,
CumIPMT, CumPrinceetc
Date & Time: Custom Formatting, Date & Time Conventions, Today, DatedIF, Weekday,
Networkdays, Workday, Edate, Eomonth etc
What if Analysis: Goal Seek, Data Table for sensitivity analysis, Scenario manager
Unique excel calculations and features
Inserting sparklines, Setting document permissions
Pivot table with large amount of data, Cover all Tabs from Home to Developer
D
4
a
&
Financial
and Valuation Modeling requires a solid understanding of accounting and financial statement interaction.
5
y
Accordingly, IB Institute has developed Crash Course in Accounting & Financial Statement Analysis, which is very
important for students with a limited knowledge of accounting or who wants to refresh their accounting concepts in a fast
track mode without leaving the important concepts behind.
We are not looking for a Debit / Credit discussionhere; we shall focus more on structure of
Financial Statements, all different line items and how Financial statements
are linked with each other.
Our in-depth course in Financial Statements helps you learn and
masterthe subject which is actuallyvery critical to the start ofyour
finance career. This course will make you a Future Finance Professional
not an accountant as the focus is on analysis, proper interpretation and
check manipulation of accounting numbers to getcloser to the real No's
required for analysis and valuation.
Go
accounting standard
Learn all the three Financial Statements with Numerical Examples and cross check with the
Annual
Learn to define assumptions and make forecast for Income statement, Balance sheet and Cash Flow statements with
required item based schedules.
Integrate assumptions and drivers into financial models based on the information available in the Annual report.
Design various supporting schedules of: Working Capital, Deferred Taxes, Property, plant and equipments /
Depreciation, Intangible Assets, Retained Earnings , and Debt & Interest
Perform sensitivity & Scenario analysis using data tables, Choose and Offset
Day
Balance
the model
using
the debt schedule
and debt sweep logic.
Oil
& Gas
Financial
Modeling
8&9
How does the revolver facility actually balance the model?
By now the participants would have learned the art of Financial Modeling. They should have under stood
How the financial statements are integrated using the Interest schedule?
the Advance Excel, Financial Accounting, various ways to prepare schedule for Financial statements. In
What
are circular
references,
why
should more
they be
avoidedinto
andFinancial
how to deal
with circular
references
this part
of the course,
we are
becoming
technical
Modeling
and prepare
more robust Oil and Gas sector based Financial Model for a US listed company.
This course is designed for finance professionals who are willing to pursue or pursuing
career in Oil & Gas. You will get deeper knowledge about the participants in the sector,
accounting terminology, key challenges, and major line items of Oil & Gas Company.
This course allows trainees to develop an in-depth understanding of the industry,
including financial statement analysis, appropriate Oil & Gas projection drivers such
as commodity prices, production volumes, and operating costs. At completion,
trainees will have developed comprehensive financial and valuation models for an
Exploration & Production company case study.
This is not "academic financial theory," but exactly what we do in real life in an investment bank. After this course, you will
differentiate yourself from other IB professionals and students at top schools even those with the best academic pedigrees and
the highest GPAs.
Valuation is the Process to determine the current worth of any asset. In our course, the asset is a company. For the
valuation of companies, following are the three widely used techniques.
DCF valuation
Relative Valuation
Transaction Valuations
In general all main stream finance profiles require the valuation skills found in our course. We shall take the most
important three techniques which are used in every research house, Rating agency, Investment bank, consulting
firm, Private equity and KPO. We shall understand the application of the techniques with real case studies and
companies.
Deal with Non-equity claims, WC, CapEx and debt related items
method
Day
11 & 12
Comparable Company Trading Analysis ('Comps') is the most basic but effective valuation tool used by investment
bankers and analyst. This technique used in all kinds of valuations. For example:- Private market valuation, IPO valuation,
comparative analysis, identifying potential targets for M&A etc
Establishes value of A Company and measures its performance vis--vis the operating and trading statistics of company's
peer group
Training Methodology:
The participants are first explained how to select the Peer Group (Comparables) before building the Models for Relative
Valuation. In this part of the Program, we shall learn to design the real Template for Trading Combs which is actually used
various Research companies.
Then we shall take 10 companies from world over for relative valuations.
Then participants are directed to build superb comps models in Excel from scratch, using real case studies, industry best
practices, and sensitivity analyses.
This model includes Switches, Output sheet, Valuations sheets, Currency Converter and forecasts.
Leaning Outcomes:
Selecting and Evaluating Appropriate Multiples (P/E Trailing and forward, EBIT Multiple, EBITDA Multiple, P/B
Multiple, Revenue Multiple, PEG)
Calculate and interpret financial and market ratios Common analytical challenges including Calandarization,
nonrecurring items, dilutive securities, and classification issues are addressed using industry best practices.
Day
13
The Comparable Transaction Analysis or Comparable Acquisition Analysis is based on the premise thatthe value of a
company or an asset can be estimated by analyzing the prices paid by purchasers ofownership interests in reported comparable
acquisitions.
The analysis provides a history of selected transactions either in one particular industry or in one areawhere acquired
companies have relatively similar characteristics in terms of economic drivers such asbusiness mix, customer base, distribution
channels, industry dynamics, etc.
Transaction multiples define the prices which acquirers are willing to pay for control of the target companyin the context of an
acquisition transaction. By applying transaction multiples to the financial results ofthe company being analyzed, it is possible to
determine a range of value.
Learning objective:
1.Company Description
2.Identification of Comparable
companies
This model is designed with very practical approach to see the impact of acquisition of one company by another company
after the real adjustments have been made to Financial Statements.
M&A Accretion/Dilution Modeling
Day
15