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Investment Banking + Equity Research Combo

Language: English

Instructors: EduAlpha

Validity Period: 365 days

₹7499 including GST

100% Cashback as EduAlpha Coins

 

Why this course?

Description

A combo micro-degree program which prepares you with in-demand skills in the field of investment banking and equity research.

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 deliverables.

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

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