Financial Analyst

Language: English

Instructors: EduAlpha

Validity Period: 365 days

₹9999 including GST

100% Cashback as EduAlpha Coins

 

Why this course?

Description

Our flagship comprehensive program which prepares you with in-demand skills in the field of investment banking, equity research and credit rating analyst.

Content of this course is carefully curated to make you competent for working in financial institutions such as investment banks, asset management firms, equity research firms, KPOs etc. It is a well-crafted learning path starting from basics of accounting to building core investment deliverables.

Course Curriculum

Accounting 101
1. Introduction to Accounting (14:00)
2. Different Streams of Accounting (4:00)
3. Financial Accounting Concepts (3:00)
4. Financial Accounting Principles (14:00)
5. Introduction to Core Financial Statements (5:00)
6. Overview of Balance Sheet (5:00)
7. Accounting Treatment - Current and Non Current Assets (13:00)
8. Accounting Treatment - Liabilities and Equity (13:00)
9. Real Life Balance Sheet (2:00)
10. Introduction to Income Statement and Revenue Recognition (17:00)
11. Understanding Cost of Goods Sold (10:00)
12. Understanding Operating Expenses (18:00)
13. Interest and Taxes (6:00)
14. Understanding Cashflow Statement (7:00)
15. Analysis of Cashflow Statement - CFO, CFI, and CFF (18:00)
16. Building the First IS, BS, and CF (12:00)
Accounting 101 Project
Accounting 101 Project (2 pages)
Applied Financial Statement Analysis
1. Introduction to Program (3:00)
2. Overview of Financial Statement Analysis (4:00)
3. Information Sources For Financial Statement Analysis (17:00)
4. Financial Statement Analysis - Tool Box (6:00)
5. Profitability Analysis (21:00)
6. Activity Analysis (31:00)
7. Liquidity Analysis (8:00)
8. Solvency Analysis (26:00)
9. Returns Analysis (24:00)
10. Cashflow Analysis (8:00)
11. Equity Analysis (12:00)
12. Normalization Process (9:00)
13. Application - Identify Financial Shenanigans (3:00)
14. Common Size Analysis (9:00)
15. Earnings Linked Shenanigns (8:00)
16. Balance Sheet and Cashflow Linked Shenanigans (4:00)
17. FSA Example - ITC (20:00)
18. ITC_FSA
19. FSA Example - Ultratech (9:00)
20. Ultratech_FSA
21. FSA Example - Bharti Airtel (7:00)
22.Bharti Airtel_FSA
23. FSA Example - Asian Paints (8:00)
24. AsianPaints_FSA
AFSA Project
AFSA Project (1 pages)
Financial Modeling
01 Introduction to Financial Modeling and Use Cases Across Core Finance Profiles (10:00)
Excel Best Practices
1. Avoiding Mouse (2:00)
2. Navigating and Manipulating Rows (3:00)
3. Navigating and Manipulating Columns (2:00)
4. Formatting Cells (4:00)
5. Page Setup (2:00)
6. Applying Filters (1:00)
7. Sorting Data
8. Scenario Analysis (2:00)
9. Named Cells (1:00)
10. Sensitivity Analysis (3:00)
11. Model Auditing (3:00)
12. Color Coding (2:00)
13. Sign Convention (1:00)
14. Writing Formulae (7:00)
15. Grouping and Ungrouping (1:00)
16. Elevator Jumps
17. Freezing Panes (1:00)
02 Core Modeling Principles (7:00)
03 Structure of a Financial Model (5:00)
Guide for Next Module
Step 01. Initial Setup (2:00)
Step 02. Historical Income Statement (6:00)
Step 03. Income Statement Ratios (1:00)
Step 04. Page Setup - Income Statement (1:00)
Step 05. Historical Balance Sheet Setup (3:00)
Step 06. Balance Sheet Ratios (8:00)
Step 07. Historical Cashflow Statement Setup (4:00)
04 Revenue Drivers (14:00)
Step 08. Revenue Buildup
05 Expense Drivers (7:00)
Step 09. Opex Buildup (2:00)
Step 10. Link Buildup to Income Statement (1:00)
06 Non Current Asset Drivers (4:00)
Step 11. PP&E Schedule (3:00)
Step 12. Intangible Asset Schedule (2:00)
Step 13. Link Additional Buildup to Income Statement
07 Working Capital and Other Assets and Liabilities (3:00)
Step 14. Working Capital Schedule (3:00)
Step 15. Link Buildup to Balance Sheet (2:00)
Step 16. Straight-line Select Balance Sheet Items (1:00)
Step 17. Balance Sheet to CFO (3:00)
Step 18. Populate CFI Section (1:00)
08 Debt Schedule (6:00)
Step 19. Debt Schedule Setup (1:00)
Step 20. Logic for Revolver (4:00)
Step 21. Long Term Debt (2:00)
09 Equity Schedule (4:00)
Step 22. Setup Equity Schedule (1:00)
Step 23. Compensation under ESOP
Step 24. Share Repurchase (2:00)
Step 25. Option Proceeds (1:00)
Step 26. Dividend Pay-out (1:00)
Step 27. Shares Outstanding Schedule (2:00)
Step 28. Link Items from Equity Schedule to Debt Schedule
Step 29. Link Items on IS,BS, and CF (3:00)
Step. 30 Calculate Cash Balance
Step 31. Interest Income (2:00)
10.Understanding Circularity_part 1 (5:00)
10. Understanding Circularity_part 2 (2:00)
11 Fixing a Broken Model (3:00)
Step 32. Troubleshooting the Model (2:00)
12.1 Making a Deal Ready Model_Assumptions Sheet (2:00)
Step 33. Scenario Analysis (2:00)
12.2 Making a Deal Ready Model_Output Sheet (1:00)
Case Studies - Revenue and Cost Drivers
Case Study 1. Ultratech Cement (12:00)
Case Study 2. Bharti Airtel (20:00)
Case Study 3. Trent (12:00)
Case Study 4. TCS (14:00)
Case Study 5. Dabur (7:00)
Training_Model
Case Study 1. Ultratech Cement Drivers
Case Study 2. Bharti Airtel Drivers
Case Study 3. Trent Drivers
Case Study 4. TCS Drivers
Case Study 5. Dabur Drivers
Financial Modeling Project
Financial Modeling Project (1 pages)
Valuation
1. Introduction to Valuation (7:00)
2. Valuation Drivers (16:00)
3. Football Field Chart for Valuation Output (1:00)
4. Understanding Valuation Approaches_Part 1 (8:00)
5. Understanding Valuation Approaches_Part 2 (6:00)
6. Overview - Trading Comparables (3:00)
7. Understanding Enterprise Value and Equity Value (5:00)
8. Real Life Example - Enterprise Value and Equity Value Calculation (10:00)
9. Overview of Valuation Multiples (6:00)
10. Enterprise Value Multiples (3:00)
11. Equity Value Multiples (14:00)
12. Calculating Multiples (3:00)
13. Normalization Process (9:00)
14. Building a Comparable Set (8:00)
15. Building Trading Comps Spreadsheet (7:00)
16. Real Life Example - Calculating a Target Price using Trading Comps (5:00)
17. Long Term Trading Comps Valuation Charts (4:00)
18. Understanding Precedent Transaction Comps (8:00)
19. Transaction Comps - Understanding Key Terms and Real Life Challenges (5:00)
20. Real Life Examples - Calculating Transaction Comps Multiples (6:00)
21. Real Life Example - Calculating a Target Price using Transaction Comps (5:00)
22. Overview - Discounted Cashflow Valuation (6:00)
23. Calculating Unlevered Cashflows (9:00)
24. Calculating Terminal Value (3:00)
25. Calculating Weighted Average Cost of Capital (20:00)
26. Building DCF Spreadsheet (8:00)
27. Building DCF Sensitivities (4:00)
28. Dividend Discount Model (3:00)
29. Real Life Example - Building a Football Field Chart (2:00)
30. Understanding Sum-of-the-parts Valuation (11:00)
31. Understanding Holding Company Valuation (8:00)
Trading Comps Template
Transaction Comps Template
Beta
DCF Analysis
Training_Model_Valuation
Football Field Chart
Valuation Analysis Project
Valuation Analysis Project (1 pages)
Qualitative Analysis
1. Sales Analysis (9:00)
2. Value Chain Analysis (3:00)
3. Moat Analysis (16:00)
4. Regulatory Risk Analysis (2:00)
5. Management Analysis (14:00)
6. Case Studies - Management Analysis (10:00)
7. SWOT Analysis (5:00)
8. Overview of Corporate Governance (4:00)
9. Evaluating Board Composition and Audit Function (10:00)
10. Evaluating Related Party Transactions and Executive Compensation (6:00)
11. Overview of Industry Analysis (5:00)
12. Understanding Demand Drivers, Supply Factors, and Pricing (15:00)
13. Industry Classification (13:00)
14. Porter's Five Force Model (9:00)
15. Five Force Model on Indian Cigarrate Industry (2:00)
Investment Banking
1. Overview of Investment Banking (7:00)
2. Classification of Investment Banks (7:00)
3. Details of IB Services (16:00)
4. Client Acquisition Process (1:00)
5. Investment Banking Fees (2:00)
6. Understanding M&A and M&A Rationales (14:00)
7. Understanding Synergy (5:00)
8. Friendly vs. Hostile (2:00)
9. Asset Deals vs. Stock Deals (2:00)
10. Cash Deals vs. Stock Deals (3:00)
11. Accretion_Dilution Analysis (4:00)
12. Overview of Sell-Side M&A Process (2:00)
13. Engagement Letter (10:00)
14. Deal Teaser (9:00)
15. Non Disclosure Agreement (2:00)
16. Confidential Information Memorandum (9:00)
17. Indication of Interest (4:00)
18. Letter of Intent (6:00)
19. Due Diligence Process (6:00)
20. Purchase Agreeement (7:00)
21. Understanding Growth Capital (9:00)
22. Convertible Preferred Notes and Clauses (6:00)
23. SAFE Notes (8:00)
24. Pre and Post Money Valuation (2:00)
25. Understanding Business Characteristics of Startups (8:00)
26. Challenges in Valuing Pre-Revenue Startups (6:00)
27. Berkus Method (3:00)
28. Score Valuation Method (3:00)
29. VC Valuation Method (2:00)
30. Valuation of Startups with Revenues - DCF (8:00)
31. Relative Valuation
32. Gross Profit Multiple (1:00)
33. Replacement Cost Method (3:00)
34. IPO, Pre-IPO Track-Record and Investors (9:00)
35. IPO Mathematics (3:00)
36. IPO Intermediaries (4:00)
37. IPO Documentation (7:00)
38. IPO Timeline and Steps (4:00)
39. IPO Anchor Investors (3:00)
40 Fixed Price vs Book Building (3:00)
41. Promoter Related Pointers (3:00)
42. Green Shoe Options (1:00)
43. Publicity Restrictions (2:00)
44. IPO Rejection
Investment Banking Project
Investment Banking Project (1 pages)
Equity Research
1. Overview of Equity Research Role (6:00)
2. Developing Research Insights (2:00)
3. Understanding Equity Research Reports (6:00)
4. Effective Writing Skills (7:00)
Equity Research Project
Equity Research Project (1 pages)
Credit Rating Analysis
1. Understanding Credit and Overview of Credit Instruments (5:00)
2. Different Types of Corporate Loans (12:00)
3. Bonds, Notes and Debentures (5:00)
4. Convertible Debt (2:00)
5. Short Term Debt (1:00)
6. Key Credit Documents (1:00)
7. Basics of Bonds (4:00)
8. Yield Curve (4:00)
9. Bond Yields (3:00)
10. Global Credit Market (4:00)
11. Indian Credit Market (8:00)
12. Indian Government Securities Market (7:00)
13. Indian Corporate Securities Market (3:00)
14. Credit Analysis and 4C Model (5:00)
15. Credit Rating Agencies (6:00)
16. Rating Scale (10:00)
17. Credit Rating Fees Models (2:00)
18. Analysing Country Risk (5:00)
19. Analysing Macro-economic Risk (13:00)
20. Financial Risk Measurement (7:00)
21. Credit Specific Ratio Analysis (13:00)
22. Default and Insolvency (10:00)
23. Remedies and Insolvency Process (14:00)
24. Building Your Credit Model (1:00)
25. Example - Indian Cement Industry Analysis (2:00)
26. Example - Cement Company Risk Analysis (9:00)
27. Credit Rating - Ultratech Cement (6:00)
Credit Rating Analysis Project
Credit Rating Analysis Project (1 pages)
Preparation for Core Finance Role Interview
Preparation Plan (102:00)

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