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Comprehensive Financial Analyst Online Training


EduCBA

Summary

Price
Save 90%
£10 inc VAT (was £99)
Offer ends 31 December 2019
Study method
Online, self-paced
Qualification
No formal qualification
Additional info
  • Certificate of completion available and is included in the price

1 student purchased this course

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Overview

Investment Banking is a form of banking which is specialised. As a part of this banking, various services are provided by the banks that comprise raising capital for the organisations by means of “Follow-On-Public Offer” (FPO), “Initial Public Offer” (IPO), Private Placements, etc. assistance in Mergers & Acquisitions and underwriting services. The earnings of such banks are mainly by means of the commissions that are based on the value of the deal or on the transaction.

Equity Research, on the other hand, is considered not to be as glamorous as the Investment Banking. The main task of equity research is to analyse the stocks or equities of the companies and find out where investments are possible. Equity research is carried out by means of studying a collection of financial records, interviews that are held with the insiders of the company and the news. It is also called “Fundamental Analysis” or securities research. It is made up of the sell side research wherein the research that is carried out by the analysts is given to the clients. Besides this, it also consists of buy side research wherein the research is done by the analyst and is then used for investment of the money of their firm. The work that is a part of Equity research is mostly concerned with forecasting, “Financial Modelling Techniques”, valuations such as DCF as well as Relative Valuations (valuations for the organisations in future and estimated rate of growth).

Why to pursue the training course on Equity Research and Investment Banking?

The fields of Investment Banking and Equity research have a number of fields areas are common to both. These include the following fields –

  • Excel
  • Advanced Excel
  • Financial Modeling
  • Corporate Valuations

Description

The curriculum for the “Comprehensive Financial Analyst Training” consists of the following sections –

  1. Excel Proficiency for Analysts
  2. Advanced Knowledge of Excel
  3. VBA Macros – This section will be consisting of the following subsections –
  • Introduction to VBA Macro
  • Revision of the first macro
  • Objects that deal with Constants, Variables, IF Statements
  • Example of the Assignment of Data Output
  • Solution for the Assignment of Data Output
  • Understanding the VBA language
  • Data Filter Template and Data Filter
  • Data Filter Output Sheet
  • Income Statement with the use of Macro
  • Looping with Example 1
  • Looping with Example 2
  • Charts and Graph with the use of macros Bar Chart
  • Charts and Graph with the use of macros Pie Chart
  • Reference and addition of sheets or different with the use of macro
  • Creation of user form
  • Inserting Text Box in User Form
  • Inserting more Text Box in User Form
  • Radio Buttons with the use of Macros
  • Combo Box with the use of VBA Macros
  • List Box with the use of VBA Macros
  • Check Box with the use of VBA Macros
  • Solving a sum with the use of VBA Macro
  1. Foundation of Accounting
  • Introduction to accounting
  • Explanation of a Business Cycle
  • Accounting for Cash Flows, Balance sheet and Income Statement
  • Analysis of the Financial Statement
  • Basics of Dividends and Share Repurchases
  • Vertical Analysis Horizontal Analysis
  • Ratio Analysis Solvency Ratios and Cash Conversion Cycle
  • Ratio Analysis Operating Leverage and Financial Leverage
  • Ratio Analysis asset Turnovers
  • Ratio Analysis ROE as well as DuPont Analysis
  • Case Study of Ratio Analysis on the Retail Sector
  • Navigation of the Google Asian Paints Annual Reports
  • Income statement Ratio Analysis
  • BS Calculating Solvency Ratios
  • BS Working Capital Receivables Inventory Turnover
  • BS Working Capital Payables Turnover
  • BS Cash Conversion Cycle
  • IS BS Calculating Operating Efficiencies
  • IS BS DuPont Analysis
  • IS BS Financial Risk Ratios
  • ACC Cement Ratio Analysis
  • DuPont Analysis of ACC Cement
  • Ratio Analysis of Ultratech Cement Ltd.
  • DuPont Analysis of Ultratech Cement Ltd.
  • Downloading all Excel and PDF files
  1. Advanced Accounting
  • LIFO FIFO Method and Analytical Adjustments
  • Depreciation Policy Changes and Analytical Adjustments
  • Operating Leases Financial Leases
  • Capitalization Vs. Expensing RD and Intangibles
  • Deferred Tax Assets Liabilities
  • Real Estate Financial Items Accounting Treatment of Real Estate Leases Part Asset Level Vs. Lease Level Modeling
  • Real Estate Taxes
  • Accounting Adjustments for Calculation of NAV Closer look at the Annual Report and analysis of the Balance Sheet Equity
  • Equity Analyzing Profit and Loss
  • Quality of Financial Reporting
  • Accounting Shenanigans pertaining to the Cash Flow Statement
  • International Standards Convergence
  • Downloading of all Excel and PDF files
  1. Micro and Macro Economics
  • Introduction of Demand and Supply Analysis Demand Supply Analysis of the Consumer Demand and the Firm
  • Efficiency and Equity Part Markets in Action Part Organization of Production Output and Costs Perfect Competition
  • Monopoly Part Monopolistic Competition and Oligopoly
  • Markets for the Factors of Production Monitoring Jobs and the Level of Prices Aggregate Demand and Aggregate Supply Economic Growth and aggregate Output Prices Part Understanding the Business Cycle
  • Monetary and Fiscal Policy
  • International Trade and Capital Flows
  • Currency Exchange Rates
  • Macro Economics an Investor’s Perspective
  • Cement Industry Overview
  • Cement Industry Products Technology
  • Structure of the Cement Industry
  • Demand and Supply in the Cement Industry
  • Trends of the Cement Industry
  • Regional Dynamics in the Cement Industry
  • Pricing, Costing and Profitability Analysis in the Cement Industry
  • Credit Themes of the Cement Industry
  • Business Financial Risk Analysis of the Cement Industry
  • Stock Performance and Industry Outlook of the Cement Industry
  • Evaluation of Macroeconomics Strategy Reports
  • Industry Analysis Porter’s Five Forces
  • Downloading all Excel and PDF Files
  1. Foundation of Corporate Finance
  • Capital Budgeting
  • Excel Applications of Time Value of Money
  • Cost of Capital
  • Management of Working Capital
  • Leverage Measures
  • Budgetary Control
  • Marginal Costing
  • The Corporate Governance of the Companies that are Listed – An Investors’ Manual
  • Downloading all the Excel and PDF Files
  1. Corporate Valuation
  • Dividend Discount Model with examples
  • Introduction to DCF and Equity Valuations
  • Forecasting of the Income Statement EBITDA
  • Understanding Working Capital and Completion of its calculations
  • Linkage of Free Cash Flow to the FCFF of the firm
  • Discounting of the Cash Flows of the Explicit Period
  • Terminal Values Calculation
  • DCF Valuation Summary and Sensitivity Analysis
  • Options Treasury Stock Method
  • Calculating in the money Convertibles and Stock Options
  • Calculating Debt Equity Ratio
  • Debt Calculations Cost
  • CAPM
  • Equity Calculations Cost
  • Terminal Value
  • Calculation of Enterprise Valuation
  • DCF
  • Exercise DCF Calculation: Reliance Industries
  • Relative Valuation
  • PE Ratio
  • PBV Ratio
  • PCF Ratio
  • Benchmarking Analysis
  • Wockhardt Equity Valuation Summary Comparable Valuation of the Company
  • Wockhardt Football Field Case Study
  • Comparables for Hospital Companies
  • Comparable Company Analysis Pharma
  • Cement Sector Comparable Company Analysis Comps Analysis
  • Valuing Property Companies
  • Comps Sheet Global Benchmarking Model
  • Oil and Gas Sector Comparable Company Analysis COMPS
  • Cairn India Valuation Methodologies
  • Valuation Methodologies
  • Calculation of Discounted Cash Flows
  • WACC Analysis PE Companies
  • Football Field
  • Downloading all Excel and PDF Files
  1. Financial Model with the use of Excel
  2. Financial Modeling IT Sector
  3. Financial Modeling Paint Sector
  4. Financial Modeling Education sector
  5. Mergers Acquisitions Modeling
  6. Fund Raising Options
  7. Initial Public Offering IPO
  8. Pitch Book Presentations
  9. Report Writing Techniques

Who is this course for?

The target audience for the training on the “Comprehensive Financial Analyst Training” will consist of the following persons –

  • Chartered accountant (CA)
  • MBA or BBA with a specialization in Finance
  • Well suited for students who are pursuing Engineering, Diploma, degree and Commerce and who have a desire of making a career in the financial sector
  • Also appropriates for the Strategy, Private Equity, Equity Research and Investment Banking employees

Requirements

The only pre-requisite for pursuing the “Comprehensive Financial Analyst Training” is that the participant should be having a passion for learning.

Questions and answers

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