FINANCIAL ANALYSIS

PRODEGREE
PROGRAM SCHEDULE

IN COLLABORATION WITH
FINANCIAL ANALYSIS PRODEGREE

LEVEL 1

INTRODUCTION TO FINANCIAL ANALYSIS

What is financial analysis? An introduction to Equity Research
Where is it used? What is an IPO?
What is M&A and how is it used as a Career Opportunities across the
vehicle for company strategy Financial Analysis Landscape DAY 1
What is Private Equity? Skills required to become a
financial analyst

PRINCIPLES OF ACCOUNTING

The Accounting Process Accounting Principles and Conventions

Who uses Accounts? Qualities of Accounting Information
Accounting & Book-Keeping Questions asked by Internal and
Financial Terminologies External Users
DAY 2
Accounting Concepts Conflict of Interest
Basic Accounting Equation The use of GAAP
Building Blocks of Accounting

FINANCIAL STATEMENT PREPARATION AND SPECIFIC FINANCIAL ITEMS

Tangible and Intangible Assets Deferred Taxes

Depreciation Contingent Liability
Investments Equity – Retained Earnings DAY 3
Inventory Revenues and Expenses
Working Capital

RATIOS

Introduction to Ratio Analysis Liquidity Ratios

Objectives of Ratio Analysis Solvency Ratios
Dupont Analysis Valuation Ratios
Types of Ratios Limitations of Ratios DAY 4
Profitability Ratios Example
Activity Ratios

CONSOLIDATION OF ACCOUNTS

How to consolidate a set of accounts DAY 5

FINANCIAL ANALYSIS PRODEGREE

BASIC & ADVANCED EXCEL (SESSION 1)

Spreadsheet vocabulary review Date and Time

Customize the Excel Interface Statistical Functions
Cell Formatting Frequently used Shortcuts DAY 6
Logical Functions

BASIC & ADVANCED EXCEL (SESSION 2)

Data Validation Consolidation

Templates Data cleaning
Custom List Data Manipulation DAY 7
Goal Seek Pivot Tables
Scenarios Macros

FORECASTING & FINANCIAL MODELING (SESSION 1)

Basics of Financial Modeling Financial Modeling Requirements

How to create a basic IB financial model Types of Data
Basics of Financial Modeling Types of Variables
Comparison Between Financial Model & Growth Rates and Proportions DAY 8
Normal MS Excel Calculations BEDMAS Principle
Components of Financial Modeling

FORECASTING & FINANCIAL MODELING (SESSION 2)

Forecasting and modeling in practical terms DAY 9

FORECASTING & FINANCIAL MODELING (SESSION 3)

Forecasting and modeling in practical terms DAY 10

KPMG PRACTICAL FINANCIAL MODELING

Forecasting cash flows and calculating IRR’s for a project DAY 11

LEVEL 1 EVALUATION

This evaluation will include both objective and subjective questions and focus on
accounting. You will be using excel and will be provided a cheat sheet. DAY 12
FINANCIAL ANALYSIS PRODEGREE

LEVEL 2

CORPORATE STRATEGY
What is Corporate Strategy? PEST Analysis
Porter’s Five Forces The Product Life Cycle and the
Structural Determinants Boston Matrix
DAY 13
SWOT Analysis Identifying Key Success Factors and
Valuation & Growth Core Competencies

INTRODUCTION TO VALUATION
The fundamental concept of valuation Calculating Cash Flows
The process of valuation Calculating Growth Rate and
Understanding various Valuation models Terminal Value
Discounted Cash Flow Model Specific Financial Items DAY 14
Categorizing Discounted Cash Flow Models Cost of Capital
Market Based Approach

EQUITY AND FIRM VALUATION

Dividend Discount Model Firm Valuation models

Free Cash Flow To Equity (FCFE) APV Valuation DAY 15
DDM Vs FCFE Sector Specific Valuation

DESIGNING AND CREATING EFFECTIVE PRESENTATIONS

Shapes Story Boarding

Charts Powerpoint Masters DAY 16
Font Size

BUSINESS COMMUNICATION & RESUME BUILDING

Barriers to Communication Written Communication

Communication Styles Email Writing
Verbal Communication Resume Building DAY 17
Listening Skills

KPMG GUEST LECTURE ON VALUATIONS

Case study by KPMG on Valuations

Candidates are to go through the documents (either individually or in teams, I leave DAY 18
that to you) and be ready for discussions on preparing the business plan.
FINANCIAL ANALYSIS PRODEGREE

ACCOUNTING & VALUATION REFRESHER

This session will be a refresher session on Accounting and Valuation topics. DAY 19

LEVEL 2 EVALUATION + OPEN HOUSE

This session will be an Excel based exam testing valuation concepts and application.
Open House for doubts and feedback with faculty/Program Manager DAY 20

LEVEL 3

M&A TRANSACTION EXECUTION

M&A Transaction Process Basics of Documentation

How to make a pitch presentation Due Diligence:
LBO and financing Basics What should you look out for?
DAY 21
Planning post-acquisition integration

APTITUDE

In this session, we will go over the basics in terms of logical, quantitative and
verbal aptitude. DAY 22

EQUITY RESEARCH REPORT WRITING

Unravelling Colgate Tips on effective research writing

Techniques of relative valuation Walkthrough a maintenance research DAY 23
report

BUSINESS WRITING & STORY BOARDING

The five steps to effective Business Writing

The Art of Story Boarding DAY 24
Grammar and Punctuation

INTERVIEW PREP

HR Prep What to do after an interview

Types of Interviews Follow up etiquette
What to do before an Interview Body Language -Dos and don’ts
DAY 25
Domain Prep: Experts Guide You on How to Prepare for Technical Interview Round
with Tips, Tricks and a Quick Refresher on Concepts Learnt
FINANCIAL ANALYSIS PRODEGREE

BREAK OUT ROOM FOR GROUP WORK

Break out room provided to give you an opportunity to simulate a real world environment. DAY 26

MOCK INTERVIEWS

One Personal Domain specific interview lasting 30 minutes

Interviews will be pre-scheduled
You get only one chance for the interview DAY 27
1:1 Mock Interviews with Faculty to Clear the HR and Technical Round of Interviews to
Give You Confidence to Face Real World Scenarios

FINAL PROJECT : M&A PITCH PRESENTATION

This session will cover individual or group pitch presentations. Timings will be scheduled
in advance. Everyone should be present for the entire duration of the session DAY 28

Please Note: lmarticus can change the flow and curriculum topics to improve the learning
experience. Any change will be communicated in advance.
 FINANCIAL ANALYSIS PRODEGREE

GRADING AND CERTIFICATION

You will be graded throughout the course on the following parameters with the respective weightage.

WEIGHTAGE ACCOUNTED ON PERCENTAGE

Attendance 20%
Level 1 Evaluation 20%

Level 2 Evaluation 20%

Pitch Presentation 20%

Mock 20%
Total Score 100%

According to your total score, you will be awarded grades depending on your performance in the
program which are mentioned below:

SCORE GRADE CERTIFICATION

90% and Above Tier 1 (T1) Certificate of Excellence

70% - 89% Tier 2 (T2) Certificate of Achievement

50% - 69% Tier 3 (T3) Certificate of Completion

49% and Below Tier 4 (T4) Certificate of Participation

Please follow all the instructions given by the faculty throughout the course to achieve best grades in
all assessments. For any queries, please connect with the Center Governance of your respective
training center.

CAREER SERVICES

During the course of this program, the Placement The following are not part of the services offered to
Assistance Services team works hand in hand with this program:
you to further your career aspirations.
These services include:

RESUME BUILDING GUARANTEED INTERVIEW OPPORTUNITIES

Since the program you have enrolled for is a Placement
We refine and polish your resume with insider tips to
Assistance program, we do not guarantee placements at
help land your dream job.
the end of the program. While we provide leads, Imarticus
does not guarantee interview opportunities.
INTERVIEW PREPARATION
We prepare you to ace HR and Technical interview
LIAISING WITH CORPORATE PARTNERS
rounds with model interview Q&A.
Imarticus does not interface between you and our
corporate partners for job openings posted on the
MOCK INTERVIEWS Placement Portal. If you find openings that interest you,
We prepare you to face interview scenarios through please apply directly to the recruiter.
rigorous 1:1 mock interviews with industry experts.

ACCESS TO PLACEMENT PORTAL

We give you access to job openings from public and
private networks on our placement portal for 3 months Please reach out to us if you
after your course training. have any questions or concerns.
 www.imarticus.org

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