Financial Modelling &
Valuation THEMED TRACK
Financial Modelling & Valuation
3-Course
Data Analytics using R
Series Business Intelligence using Power BI and Tableau
Inaugural Price
Duration of 135 Hours 18,000/- Plus Taxes
access anytime and anywhere
Financial modeling and valuation is a skill that is
Online Self-Paced essential for anyone who wants to work in
Learn at your convenience finance, investment banking, or corporate
finance. It is the process of creating a model
that represents the financial performance of a
1-Year of Access company or project. This model can then be
Get LMS access for one year
used to analyze the company's current financial
situation, forecast its future performance, and
Completion Certificate determine its valuation.
Jointly issued by NAL & GT Bharat The program offers additional learning on Data
Analysis tools and applications like R, Power BI
& Tableau that will help learners to analyze
Online Query Support large financial data to take complex financial
Through LMS, by SME within 48-Hrs
decisions.
shivkants@[Link] +91 86556 47391 Program Website Enroll Now!
Financial Modelling & Valuation
Module 1: Excel Refresher Module 5: M&A Analysis
1. Freezing, sorting and conditional formatting 1. M&A evaluation case study
2. Creating Hyperlinks through Excel function 2. Searching and researching relevant reports
3. COUNT related functions 3. Collecting and projecting numbers
4. Lookup based functions (VLOOKUP, HLOOKUP) 4. Merger analysis – key drivers and inputs
5. Lookup based functions (INDEX and MATCH) 5. Projecting both companies' numbers
6. SUMPRODUCT function and related cases 6. Synergy benefits
7. Text related functions 7. Stock payment and stake dilution
8. Date related functions 8. Modeling a financing plan
9. Conditional summation (SUMIFS) 9. Pre-merger profitability and EPS
10. Combining text from a range of cells (TEXTJOIN) 10. Accretion/dilution analysis
11. Getting value from a database using DGET function
12. Data summarization using Pivot Table and Slicer Module 6: Data Visualization
13. AGGREGATE function 1. Data visualization using charts
14. Financial functions and creating loan amortization 2. Presenting historical & projected data together
3. Creating profit & loss Bridge
Module 2: Corporate Finance and Investment Banking 4. Depicting variance analysis
1. Corporate finance essentials (Capital budgeting, Time value of 5. Dynamic chart for dashboards using form control option
money, project evaluation methods) buttons and combo box
2. NPV Crossover 6. Flexible chart using Scroll bar form control and Excel's
3. Evaluation in case of unequal lives OFFSET function
4. Project evaluation cases
5. Investment Banking Overview Module 7: Project Finance Model
1. Project finance case study
Module 3: Financial Modelling Overview 2. Setting up required inputs and assumptions related to the
[Link] is financial modelling? project
[Link] an initial financial model using Telecom case study 3. Incorporating contingency element as part of project cost
[Link] schedule 4. Modelling Operating revenue
[Link] P&L 5. Operating Cost drivers and computation
[Link] - Applying DCF 6. Fixed asset schedule
7. Project Financing - creating a debt schedule
Module 4: Building Integrated Financial Model 8. Modelling Equity related schedules - Paid up capital and
[Link] on Historical Statements reserves & surplus
[Link] Assumptions for Future Action 9. Preparing financial statements - PL, BS and CF
[Link] Build-up – projecting the future revenues 10. Project evaluation (Project IRR)
[Link] Build-up – projecting the future cost 11. Sensitivity analysis - evaluating the impact of changes in
[Link] and Depreciation Schedules key project variables on project profitability
[Link] and Equity Schedules
[Link] the Financial Statements (P&L, BS and CFS)
[Link] income and breaking circularity
[Link] related workings
[Link] of equity (CAPM) and post-tax cost of debt
[Link] WACC
[Link] valuation: Performing valuation using DCF (FCFF and
Enterprise Value)
[Link] valuation: Comparable analysis
[Link] sensitivity analysis
shivkants@[Link] +91 86556 47391 Program Website Enroll Now!
Data Analytics using R
Module 1: Introduction and Programming
1. Introduction to Data Analytics
2. Introduction to R
a. R programming
b. R programming - Case Study
c. Customer Churn
Module 2: Statistics and Visualization
1. Data Visualization: Various graphs, charts
2. Data Visualization: Advance
3. Descriptive Statistics: Basic statistical techniques including data properties: Hypothesis
testing DPLYR package.
4. Linear Regression Model
5. Multinomial Linear Regression - Case Study
6. Logistic Regression
7. Multinomial Logistic Regression
a. Multinomial Logistic Regression - Case Study
Module 3: Advance Methods
1. Introduction to Artificial intelligence, ML and Deep learning
2. Neural Networks
3. Support Vector Machines (SVM)
4. Support Vector Machines (SVM) - Case Study
5. Decision Tree
6. Random Forest
7. K-nearest Neighbors
8. K-nearest Neighbors - Case Study
9. Clustering (K Means)
10. Principle Component Analysis
11. Principle Component Analysis - Case Study
shivkants@[Link] +91 86556 47391 Program Website Enroll Now!
Business Intelligence (Power BI & Tableau)
Module 1: Introduction
Module 2: Power BI
Module 3: Tableau
Module 4: Software Support
a. Support Material
b. Final Assessment
c. Power BI and Tableau Instructions
d. Software Download Instructions
shivkants@[Link] +91 86556 47391 Program Website Enroll Now!
ADVANCED
E-LEARNING COURSES
CO-CERTIFIED BY
GRANT THORNTON & NSE ACADEMY
Grant Thornton & NSE Academy,
Get ready with specialized skills
sets in advance analytics and self-paced courses are designed
technologies.
to impart practical knowledge and
skills to the learners. The
Courses designed by
professionals at Grant Thornton programs are helpful to those
individuals who aim to build or
In-course exercises files to help
advance careers in specialized
apply knowledge in real-world
situations. domains like Finance & advanced
technologies like Blockchain,
Joint certificate will be awarded
by Grant Thornton & NSE Analytics, Cyber Security, and
Academy upon completion.
Taxation.
shivkants@[Link] +91 86556 47391 Program Website
About Grant Thornton Bharat LLP
Grant Thornton Bharat (GT) is truly a global organization with 62,000+ people in more than 130
countries. No matter, how big the organization or the international challenges you face, GT has
the resources to match and provide solutions. The organization has member firms in over 130
countries worldwide. It is ranked one of the top six firms in 88 markets around the world and
established in all major business centres and emerging markets.
The organization serves India region with 13 offices in all major cities with more than 15,000
people.
About NSE Academy
NSE Academy Limited is a wholly owned subsidiary of the National Stock Exchange of India
Limited (NSE). NSE Academy Limited enables the next generation of BFSI and FinTech
professionals with industry aligned skills – through capacity building programs and certification
courses, powered by an online examination and certification system. The courses are well-
researched and carefully crafted with input from the industry professionals. NSE Academy
Limited works closely with reputed universities and institutions across India in building a
competent workforce for the future of BFSI and FinTech. NSE Academy Limited also promotes
financial literacy as an essential life skill among youngsters – a contribution towards financial
inclusion and wellbeing. For more information visit: [Link]
Disclaimer
It is clarified that NSE Academy does not, in any manner whatsoever, assure, warrant, guarantee, or promise any job/placement/advancement to any
Participant. Under no circumstances, NSE Academy shall be held responsible/liable for failure on the part of the Participants to pass / successfully
clear the interview process or the requirements to successfully secure a job.
The information here can be used only by NSE Academy Ltd. It may not be reproduced in whole, or in part, nor may any of the information contained
therein be disclosed without the prior consent of the authorized representatives of "NSE Academy Ltd." except within the organization.
Any form of reproduction, dissemination, copying, disclosure, modification, distribution, and or publication of this material is strictly prohibited.
All the courses are administered by the NSE Academy Ltd and Grant Thornton Bharat LLP. The participants need to complete certificate criteria
independently to be eligible for the respective certificates.
The Course Content/Outline mentioned herein is indicative and may be modified by NSE Academy in the best interest of the participants.
The fee paid is non-transferable and non-refundable.
shivkants@[Link] +91 86556 47391 Program Website
