Financial Modeling

Using

MS Excel
Participants registered till date : 350 + Participants Distribution Program Objective
Excel Modeling techniques are used in many different areas, such as credit analysis, investment appraisal, risk management, valuation, financial analysis and forecasting. This 10-day computer based practical training course intends to combine the knowledge of finance with MS Excel. The programs would provide the participants with h Understanding of the Financial Models h Techniques and methods for conceptualizing and implementing models for "what-if" and Scenario analysis to Simulation Financial Analysis (P&L, Balance Sheet, Cash flow) Portfolio Theory and Cost of Capital (WACC) Business Valuation with focus on Discounted Cash Flow Merger and Acquisition Project Finance Option Valuation Simulation h Knowledge of advance excel tools for improved excel efficiency

Students Feedback ( 1: Bad, 5: Excellent)* Feedback 1 2 3 4 Usefulness of Course 0% 0% 7% 57% Course Coverage 0% 0% 21% 50% Teaching Methodology 0% 0% 14% 43% Instructor Knowledge 0% 0% 21% 36% Quality of Models 0% 0% 7% 64% *Feedback by those attending all sessions

5 36% 29% 43% 43% 29%

Program outcome
After completion of this program participants would h Build different types of financial models in MS-Excel h Understand advance excel tools to be used in finance and when they should be used h Be able to develop integrated financial models incorporating forecasting, sensitivity, scenario analysis etc.

Highlights
h 50 Hrs of comprehensive training h Industry professional Faculty with combined experience of over 30 Years in

Investment Banking, Private Equity and modeling

h Case Study based learning h Hands-on modeling sessions and problem solving h 24X7 online access to industry models and support for revision in future h Certification for attendance and excellence, based on performance
For Registrations Contact

Karuna Sandeep

E: karuna@edupristine.com

T: +91 80800 05533

E: sandeep@edupristine.com T: +91 95602 14422 Or visit us at : www.edupristine.com

Course Provider: Pristine

Pristine is a financial training institute with an aim to build world-class Professionals in Finance. We enhance learning experience by bringing top class faculty & working professionals closer to students. We have pioneered and championed the Topic Expert Model (TEM) of training in India. Pristine has been formed by people with diversified experience in organizations like Standard Chartered, Goldman Sachs, Reliance Private Equity, SBI, Accenture, IBM and CRISIL and educational experience from IIMs and IITs.

Teaching methodology
h Highly interactive, use of extensive case studies and real life examples for

Some of the credentials

hHave delivered more than 2,50,000

demonstrating Modeling techniques

h Emphasis on Participants gaining practical, hands-on experience of the design

Man-hours of training in the field of Finance

hAuthorized

and construction of financial models in excel.

Fundamental understanding of key issues Importance of realty - checking of model

training provider for FRM Certificate(Provided by G A R P, U S A ) a n d P R M Certificate(Provided by PRMIA,USA) in India (Mumbai, B a n ga l o r e , D e l h i , Ko l k a t a , Hyderabad, Chennai and Pune) and Singapore

Who should attend our training

hRisk Managers and credit analysts from Banking sector h Investment Bankers h Research Analyst h M & A Specialists h Strategists in Corporate Finance h Credit analysts from banking industry h Finance Controllers h Financial analysts h Managers from different industries h Employees in charge of budgeting, operational and investment plans

hOperations

hTrained professionals in the area of

risk management from more than 20 nationalities including USA and UK

Testimonial
"As somebody with prior exposure to Finance concepts but who has not been in touch with them for a while, the course provided a fast and quick refresher. The strongest aspect of the course was the coaching provided to apply these concepts in a practical manner using Excel models and the insight provided into equity and option valuation as carried out in practice in an investment bank. Personally, my biggest takeaway was the much improved expertise in using Excel for my day-to-day use. I would highly recommend this course to those who are either interested in learning Finance and valuation concepts or those who want to learn advanced concepts in using Excel or both." Sambasiva Rao USA

Certification
h Certification for participation and excellence based on performance.

Clients Pristine Careers has an excellent success story in providing trainings in areas of Risk Management, Investment Banking and Finance. Our previous trainings have attracted working professionals and students from leading banks, financial institutions & colleges like

Faculty
Paramdeep Singh
hSeven years of work experience in the area of Information Technology, Consulting

and Investment Banking.

hWorked in senior management positions with leading corporations like IBM,

Accenture and Standard Chartered Capital Markets.

hInvolved in training and educating senior people in the area of Banking, Finance, Risk

Management and Information Technology.

hAuthored several articles and published research papers in the area of Finance and

technology.
hB. Tech and M. Tech (Integrated) in Mathematics and Computing from IIT Delhi and

MBA Finance from IIM. Pawan Prabhat

hSix years of experience in the area of Investment Banking and Information

Technology.
hWorked in senior management positions in Investment Banking in Standard

Chartered and CRISIL.

hCo-authored articles on finance and banking in national daily Hindu Business Line. hB.Tech and M.Tech in Mechanical engineering from IIT Bombay and is an MBA finance

from IIM . Atul Kumar

hHas more than 7 years of work experience in Banking, Treasury, Private Equity

Investment and automobile sector.

hClosely involved in investment worth Rs 230 Crore and Nominated as Associate

Director/Observer on Board of many companies.

hSuccessfully conducted trainings for people from diverse background for CFA, FRM

and PRM Certification.

hB.Tech from IIT and MBA - Finance from IIM.

Prashant Shah hEight years of work experience in the area of Investment Banking and corporate lending. hWorked with one of the largest investment banking firm in the world and have developed financial model for more than 10 companies. hSuccessfully conducted training sessions for CFA, FRM and PRM Certification. hAuthored several articles and published research papers in the area of Finance and technology. hMBA Finance from IIM. Amresh Kumar
hWorked for more than 4 years in Investment Banking and Private Equity. hB.Tech. (Mechanical engineering) from IIT

and MBA from IIM.

hProvided in house training on financial modeling.

Testimonial
Pristine's financial modeling course was apt for me considering my job profile wherein I have to deal with excel spreadsheets day in and day out . The sessions were very enriching and provided a hands on experience on finer details of excel spreadsheet modeling . Advanced finance concepts like equity valuation ,option pricing and Monte carlo simulation et al were dealt with adequate depth and its application in the spreadsheet was the take away. Needless to mention , the sessions were very well structured and time was managed impeccably. Prasad Hegde Asst Manager - Treasury Securities Trading Corporation of India

** The trainer is based on the availability at the time of training. Incase the said trainer cannot be made available at the time of training, a trainer with similar credentials would be made available.

Training Details h Requirement - Laptop 1. Mumbai Batch: 10 days training starting on 26th Feb and 3rd April , 2011 hVenue: Khar Education Society, S.V Road, Khar(West), Mumbai h Training Timings: 2pm to 6pm 2. Delhi Batch: 10 days training starting from 12th March 2011 hVenue: Malviya Smriti Bhawan, ITO hTraining Timings: Sat/Sun 3.30pm to 7.30pm

Course Structure:
Course Structure Day I - VI for Valuation Modeling
h Understanding and creating a financial model template h Excel Skills Shortcuts, Formulas and cross referencing h Historical financial statement modeling (P&L and B/S) h Calculating growth drivers h Building the asset and depreciation schedule h Building debt & interest schedule h Building cash flow statement h Building interest on excess cash and cash revolver h Building ratios for analysis

Course Fees hIndian Candidates: Rs 18,000 hFor Foreign Candidates: USD 450 Early Bird Discount: Pay only Rs 15000 or USD 400 on registrations 2 weeks before the trainings

h Updating integrated model for valuation using DCF and Comps h Sensitivity/ Scenario Analysis h Creating foot-ball field for valuation analysis h Modeling other Accounting concepts - Revenue Recognition, Deferred

tax etc
h Project Finance Modeling covering Infrastructure sector h Merger & Acquisitions Analysis

Course Structure Day VII - X for Options and Macros Payment Details 1. Paypal Registration process is as follows a) Please create an account with www.paypal.com. b) Please make appropriate payment to paypal account of Pristine Careers at paypal@edupristine.com 2. Cash/Cheque/DDOnline/Wire transfer a) Bank Name: HDFC b) Account Number:00602560008449 c) Bank Account Name: Neev Knowledge management Pvt Ltd d) Swift Code: HDFCINBB e) RTGS/NEFT IFSC CODE: 0000060 f) Routing Number/ Sort Code: 021000021 g)Branch Address: Maneji Wadia Building, Ground Floor, Nanik Motwani Marg, Fort, Mumbai, India 400023 h) Address to Courier the Cheque/DD Mumbai office address:
h Introduction to options h Modeling Payoff Diagrams in Excel h Implementing Trading Strategies in Excel h Comprehensive Modeling for Option Valuation on Excel Using Black

Scholes and Binomial

h Calculation of Implied Volatility using Goal Seek h Introduction to Macros h Understanding Recording of Macros in Excel h Introduction to VBE h Formatting Charts using Excel Macros h Editing Recorded Macros to Break Circular loops in Excel h Introduction to VBA h Creating user interface in VBA h Building Flexible Charts h Monte Carlo Simulation in VBA h Building Binomial Valuation in VBA h Sector specific Modeling: Oil and Gas/ RE

Neev Knowledge Management Pvt.Ltd. 925,Corporate Avenue,Sonawala Road, Goregaon(East),Mumbai -400063 PH : 022 - 32165191