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6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
6 weeks investment banking training
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6 weeks investment banking training

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6 Weeks Investment Banking Training Programme

6 Weeks Investment Banking Training Programme

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  • 1. ARC School of Finance Certification in Investment Banking The Dream Begins…!!! Progress your journey to the next level and Enhance your potential earnings ARC School of Finance Reach Us At: 402, Pearls Business Park (Mobile): +91 981 834 6801 Netaji Subhash Place (Email): tapan@arc-sof.com Pitampura, New Delhi (Gtalk): tapanjindal (Adjacent Fun Cinemas) (Web): www.arc-sof.com© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 2. Who We Are ARC School of Finance  ARC Academia (School of Finance) is India office of Wall St. Training – USA, one of the largest Investment Banking Training entities in the world.  Started with an endeavour to facilitate better learning process and train aspirants seeking a successful career in the Investment Banking and Financial Research Industry.  Seasoned Faculty; Ex-professionals from Goldman Sachs, Fidelity Investments, McKinsey & Co., Times PE, with professional academic backgrounds as CA, CFA, and MBA. School of Finance Founded in 2009 by ex-professionals from© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 3. In Their Words… ARC School of Finance "…After bright academics and a successful career, an “I undertook the 6 week intensive training program on unfortunate chronic illness landed me in an ICU for almost Valuation from Wall St Training office in India and I am three years! Future seemed to be bleak and a corporate thoroughly impressed. The structure of the program helps job seemed uncertain to me. My passion to regain my lost novice in the domain of I-banking ramp up gradually and glory encouraged me to knock the door of the ARC methodically. Coming out of this program I feel very Academia to "mentor me." I travelled 2,000 kms, almost confident about roles and responsibilities of an I-bank bankrupt, loads of concerns on my unstable health, daring equity market analyst. I must give full credit to the faculty bitter-cold in Winter... reached Delhi. My recouping began during the six- for being very patient, through and knowledgeable. My skills set ranging week intensive training program that was tailor-made to suit my career from working in excel spreadsheet to power point and from understanding aspirations, where complete attention has been paid to every minute detail. the financial statements of a company to complicated and complex DCF Apart from the moral support and career assurance, my training was highly has improved drastically since I joined the 6 weeks program. I would professional, practical and thorough beyond my expectations covering strongly recommend this to anyone who wants to make a transition into I- fundamentals, advanced topics and complete guidance during the banking or is looking for a job as a fresher.” interviews phase. Now, I emerged highly successful, working for a Global Big-3 Consulting firm... and Rest is History..." Humble Thanks to Team ARC for bringing me back to life." Jagdeesh Basina, E&Y Tushar Pande, Moody’s "ARC Academia, brings the most relevant and up to "The Investment Banking training in India plugs the date course curriculum to enhance your knowledge or theoretical models learnt in the universities with real life to obtain a job in the Investment Banking Industry. The practice. It exposed me to the practical applications of 6 week extensive program and teaching methodology, all academic concepts in finance, thus enabling me to designed by professionals, replicates the work practices be job ready. As the curriculum delivered is exactly how implemented by the top Investment Banking firms. In it is done on Wall St and other financial centres across addition, their exceptional support to prepare the globe, it takes a practical approach to learning. you for an interview or to clarify your doubts anytime makes them the Indeed, this has been a wonderful learning experience and value for finest institute in the Industry. My hearty thanks to the whole team of investments. Thank you to the Wall St - ARC Academia team, as I look ARC because of whom I was able secure a great job immediately after forward to effectively applying the knowledge gained here on my next completion of the course." jobs. Gurpreet Sachdeva, Analec Securities Ejindu Lwelu, Cambridge University© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 4. What We Offer ARCSchool of Finance “Remarkable Career Transformation! Humble Thanks to Team ARC for ☞ We „Train the Capital Markets Aspirants and Participants‟ bringing me back to life.” ☞ We have trained the human resources of investment banks, research house, private equity firms, consultancy firms, Past Delegate, Joined E&Y brokerage firms, and stock exchanges ☞ We have highly talented team with faculty members having +30 “ARC provides us the nurtured talent. It‟s man years of investment banking experience a mutually beneficial association that we“We Bridge the gap between - have with ARC and wish to nurture this Academic theory & concepts ☞ We have trained over 400 delegates in open workshops in relationship going forward..” Delhi, Mumbai, Bangalore, Hyderabad, Pune and Kolkatta, and apart from +2000 delegates in corporates and top B-schools HR, A Top Consulting FirmReal world, on-the-job training” ☞ Personal attention to every delegate with restricted batch sizes “We are happy to empanel ARC for recruitment matters in our investment ☞ Intensive step-by-step classroom training programmes to banking division. The so-far selected understand capital markets and its diversified domains candidates have produced sweet fruits.” ☞ Dynamic, highly practical & interactive training programmes with HR, A Leading KPO Firm real life case studiesInsightful & practical training ☞ Decode Financial jargon and uncover popular misconception “We are particularly pleased with the factdelivered by industry experts ☞ Get Certified from ARC Academia – Wall St. Training that a lot of time, effort and money is(ex-professionals from Goldman ☞ 100% placement assistance saved when we hire candidates trained bySachs, Fidelity, McKinsey, TimesPrivate Equity) ARC..” HR, A top Research House© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 5. ARC School of Finance 6 Week Training Programme The 6 weeks „Investment Banking‟ Training is designed to provide delegates with a comprehensive understanding of investment bankingtechniques, equity research, and capital markets. Designed by Investment bankers and industry experts, this programme plugs the gap between theoretical concepts learned during academic degrees/diplomas and on-the-job application of those concepts.© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 6. Take A Step… ARC School of Finance Your Journey to Investment Banking Begins with…© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 7. Take A Step… ARC School of Finance Steps Towards Career Path First Step The Next Step Universities & Colleges ARC School of Finance Theory or practical Theoretical Practical Objective Impart knowledge Competency based professional development Focus “What” and “Why” “How” do I apply this Professors who research Investment bankers, finance managers and Faculty the real world professionals from real world of finance Class roomDuration 1-4 years +250 hrs on job training Content Leading knowledge Insight and best practice around the world  Practical application of theoretical concepts Gains Academic degree  Skills and capabilities  Career enhancement  Competitiveness in global marketplace© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 8. Placements ARC School of Finance “Remarkable Career Transformation! Humble We provide 100% placement assistance to the delegates looking for a career / Thanks to Team ARC for bringing me back to change in finance domain. So far the delegates from our previous 6 weeks life.” workshops have received the offers or have joined the companies like: Past Delegate, Joined E&Y 1) Analec Securities “A must have for someone with non-finance background and looking to get in investment 2) Copal Partners (Now Moody‟s) banking sector..” 3) Deutsche Bank Past Delegate, Joined Copal Partners 4) E & Y “Simply enlightening, with a bespoke and cutting- edge investment banking training” 5) Evalueserve Past Delegate, Joined Analec Securities 6) Fitch Ratings “At ARC, I was not only taught the concepts 7) Goldman Sachs of financial modelling but also encouraged to reason and think independently” 8) Irevna (Subsidiary of CRISIL) Past Delegate, Joined SmartCube 9) McKinsey & Co. “ARC provides us the nurtured talent. It‟s a 10) Penta Consulting Corp mutually beneficial association that we have 11) ResCon Partners with ARC and wish to nurture this relationship going forward..” 12) The Smart Cube HR, A Top Consulting Firm 13) Thomson Reuters “We are happy to empanel ARC for 14) Verity Knowledge Solutions (UBS) recruitment matters in our investment banking division. The so-far selected 15) WNS candidates have produced sweet fruits.” HR, A Leading KPO Firm “We are particularly pleased with the fact that a lot of time, effort and money is saved when we hire candidates trained by ARC..” HR, A top Research House© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 9. Programme Structure and Training Methodology ARC School of Finance The program is structured to make the delegates well versed with the fundamentals before moving on to Valuation Presentation and Interviews Basics and Essentials Excel Based Training Report Writing Preparations 15% 55% 20% 10%  Excel Learning  Trading Comps  Company Profiles  Mock Interviews with  Financial Statements  Deal / Transaction Comps  Equity Research Report Investment Bankers  Ratios  Financial Modeling  Sector Analysis  Resume Preparation  DCF Valuation  Pitch Book  Merger Model  Buy Side  Case Studies  Sell SideSample Templates we use for training programmes Excel Template 1 Excel Template 2 PowerPoint Template 1 PowerPoint Template 2 © ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 10. Programme Contents ARC School of Finance Week 1 Week 2 Module 1: Financial Statements‟ Articulation Module 1: Introduction to Valuation Module 2: Financial Ratios Module 2: Valuation Based on Multiples - Comparable Company Analysis Module 3: Cleaning Financial Statements - Comparable Deal Analysis Week 3 Week 4 Module 1: Discounted Cash Flow Valuation (DCF) Module 1: Excel Training (Intermediary Level) - Free Cash Flows Module 2: Introduction to Financial Modeling - Terminal Value Module 3: Projections of Financial Statements - WACC - Sensitivity Analysis Week 5 Week 6 Module 1: Excel Training (Advanced Level) Module 1: Football Field Module 2: Merger Model Module 2: Project Feasibility Case Study Module 3: Pitch Book Module 3: Project Feasibility Case Study 2 Module 4: Mock Interviews© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 11. Basic Financial Concepts ARC School of FinanceBasic Financial Concepts – Financial Statements and Ratio AnalysisFormat: 100% ExcelThis is not an Accounting class, but rather, is a customized refresher to the basics of financial statements – income statement, balancesheet and cash flow statements. This is equally fit for people coming from non-commerce backgrounds. It starts with different types ofcompany filings and ends up with learning the relevant sections to be used for analysing a company. This session is must before one canmove to valuation methodologies.What Delegates learn  What are the different types of company filings in different countries (Annual or half yearly or quarterly) and how to analyse them  What all sources to be used for analysing a company (investors presentations, earnings transcripts etc)  Key Items of financial statements like Revenues, Operating Profits (EBIT), EBITDA, Net Profits, Cash & Cash Equivalents, Total Debt  What are the operating metrics for a particular company like ARPU and No. of subscribers for a telecom company  Overview and explanation of major financial ratios including Return on Equity, Debt to Equity, Price to Earnings, Earnings Per Share  Can Debt to Equity ratio be calculated on market values and not book value  Why „Trailing Twelve Months‟ play an important role in analyzing a company  Excel Training (Basic and Advanced like V-lookup, array functions, pivot tables)© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 12. Trading Comps ARC School of FinanceRelative Valuation – Analysis of Selected Publicly Trading CompaniesFormat: 100% ExcelCompany Comparable Analysis / Trading Comps analysis is one of the most critical functions of any financial analyst. This method utilizesbenchmark multiples based on publicly traded companies. It is important to note that trading multiples do not reflect control premiums or potentialsynergies from a buyer. Mastering thisjob is crucial to success in capital markets, whether you are in investment banking, equity research, orasset management. This excel-based hands-on teaches you to analyze and compare publicly traded companies from a relative valuationperspective, focusing on current market valuation and trading multiples.What Delegates learn  How to choose right set of peers; comparing „apples to apples‟  Normalizing financials for extraordinary items, non-recurring and restructuring charges  What is Enterprise Value (EV) and how it is different from Equity Value  Can EV be negative; if yes then how do I value a company  Treasury Method of calculating diluted shares outstanding (dilution impact of ESOPs, Convertible bonds / debentures etc)  Analyzing multiples (Trading and market based) (e.g. why EV/EBITDA is preferred over P/E)© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 13. Transaction Comps ARC School of FinanceTransaction CompsFormat: 100% ExcelTransaction / Deal Comps is another critical function an analyst should master. Deal Comps or Analysis of Selected Acquisitions are verysimilar to trading comps except deal comps multiples are based on the transactions happened in past compared to trading comps wherethe multiples are calculated based on current trading price of publicly traded companies. This hands-on, Excel-based class teaches you toanalyze and compare the transactions happened in the industry in past to aid the future transactions.What Delegates learn  How to choose right set of transactions; comparing „apples to apples‟  Calculate transaction value (purchase price), premiums and multiples in past deals  Enterprise Value vs Transaction Value© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 14. Financial Modeling and DCF Valuation ARC School of FinanceFinancial Modeling & DCF ValuationFormat: 100% ExcelExcel based Financial Modeling starts with creation of a top-down income statement projection model. Then, construct a basic discounted cashflow analysis on top of your projection model. This Excel-based class provides a non-academic, real-world, hands-on primer to the quantitativeand technical aspects of financial modeling. The DCF approach is among the most scientific and theoretically precise valuation methodologiesbecause it relates specifically to the profitability and growth of the business being valued.What Delegates learn  Preparation of a top down income statement based on historical numbers with data flowing to cash flow statement and balance s heet automatically  How to project financials for next 5 years of a company  How to calculate Free cash flows to firm  How to calculate Weighted average cost of capital (WACC) and CAPM (Capital Asset Pricing Model)  Calculation of Terminal Value  How to calculate Present value of forecasted numbers in excel  How to drive Intrinsic value per share; intrinsic value is not the target price per share  Sensitivity Analysis and why it is important© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 15. Company Research ARC School of FinanceCompany ResearchFormat: 100% PowerPointMost of the delegates aspire to work in research houses, investment banks, PE firms, consulting firms, as an analyst etc. Whether anyprofessional works in a research houses, investment banks, PE firms, consulting firm, they ought to be comfortable with preparation of acompany profile which could be as small as one pager or as detailed as a 20-25 pager. This is a work which corporate expect delegates tobe comfortable right from the time they are onboard. So it‟s paramount that delegates learn making it. Session starts with discussing aboutcontents of a company profile and ends with a real time case study of preparation of a company profile in a template.What Delegates learn  What are the key sections in a company profile  Where all to find information for those sections in company profile  Common templates which are used in preparation of a company profile and otherwise  How to analyze the competition and conduct competitive benchmarking  What is an operating matrix and what information should be captured in it  How to do the SWOT for a company  Getting comfortable with preparing graphs and tables in a PowerPoint , how to rebase the data and how to analyze them  What are company‟s strategy and how to incorporate that in a profile  A real time practical assignment is given to the delegates for them to prepare a company profile within the deadline specifie d© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 16. Sector / Industry Research ARC School of FinanceSector AnalysisFormat: 100% PowerPointThe next level to company profiles is sector analysis. Once, delegates have grasped the intricacies of a company, one has to go moregranular understanding about an industry in which a company operates. This is essential to do a holistic analysis because it is critical forany research to see how the industry behaves and what all factors influence it. Based on their domain knowledge, delegates aspire tobecome knowledge experts in a particular sector in their career(s). Session starts with discussing about contents of a sector analysis andends with a real time case study of preparation of a sector in an independent template.What Delegates learn  What are the different parameters for a sector analysis  Where all to find information about different parameters  How to analyze a particular sector  What all is covered in an operating matrix and how to do operational benchmarking  Discussing 3 sectors with inputs from delegates  Discussing a complete report on a particular sector  A real time practical assignment is given to the delegates to prepare a sector report within the deadline specified© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 17. Pitch Book ARC School of FinancePitch BookFormat: 100% PowerPointThe delegates have learnt all about sectors, industry, financial modeling so far. What is the next step? Ultimately, it all boils down to makingsales. So, delegates have to learn how to pitch to prospective clients and how the knowledge gained so far is ultimately applied. Sessionstarts with discussing about pitch book contents and ends with a real time case study of preparation of a pitch book in an independenttemplate.What Delegates learn  How to prepare a pitch book and what all is covered in the same  What all discussions take place during a pitch and how these are addressed  A real time practical assignment is given to the delegates for them to prepare a pitch book  Types of pitch book  Buy Side  Sell Side  IPO© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 18. MS-Excel ARC School of FinanceExcel Training (Basic + Advanced)Format: ExcelDelegates are made conversant with MS Excel so that their speed and comfort with excel increases in it and they are comfortable usingexcel which will be used in Financial Modeling onwards. Delegates are given practical exercises to solve and learn simultaneoulsyWhat Delegates learn  Using keys instead of mouse in excel /Sorting Data /Using conditional formatting in excel  Linkages used for Financial Modelling  Simple excel formulas as sum, product, division, multiplications, paste special, concatenate  Vlook Up/H look up usage of data/Match Function  Combination of multiple functions in a problem as Vlook +Match, Index+Match, VlookUp and If  CAGR Calculation/Transpose function/Usage of IF function/Table functions/Pivot Tables/IRR Calculation  Cell Referencing/Iterative calculations etc  Interest functions as EMI calculator/ Sum if, Count if, Sumifs  Multiple usage of Vlook Function  Array functions /Date Function  Rebasing tools in excel, Multiple Ifs functions  Sensitivity analysis  Statistical functions as Correlation, Regression  Data cleaning functions/Offset Functions© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 19. Feasibility of Project ARC School of FinanceFeasibility Case StudyFormat: 100% ExcelDelegates are taught 2 case studies which are an example of business modeling taken from real time experience in an Investment Bank.They learn how do create business models which describe the rationale of how an organization creates, delivers and captures value. Theprocess of business model construction is part of business strategy of any organizationWhat Delegates learn  How to make Business Models  How to find out key operating matrix, revenue drivers and do future projections  Calculate the IRR from the project  Calculate the financial viability and feasibility of the project  Single variable sensitivity analysis© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 20. ARC School of Finance Faculty© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 21. CA. Tapan Jindal ARC School of Finance Employment Experience • ARC Academia – WST India, corporate training firm dedicated to teaching fundamental financial conceptsTapan Jindal • ARC Financial Services, boutique investment bank focused on mid cap and small cap companies • Fidelity Investments, iGATE Global Solutions, Moody‟s Corporation A 1st generation entrepreneur Credentials having co-founded • Authored „Investment Banking: The Dream Begins‟ ARC Financial Services and • Amongst the youngest authors in the history of ICAI, for his book on Auditing for CA intermediary level ARC Academia, • Visiting faculty for “Masters in Business Finance” programme of ICAI brings with him rich Education experience in Corporate Valuation, Equity • Chartered Accountancy from The Institute of Chartered Accountants of India Research, Investor Relations • Bachelors in Commerce from Panjab University Management Services and Fund Raising Activities. © ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 22. CA. Manoj Goel ARC School of Finance Employment Experience • ARC Academia, corporate training firm dedicated to teaching fundamental financial concepts • ARC Financial Services, boutique investment bank focused on mid cap and small cap companies • Goldman Sachs, largest investment bank • Times Private Equity, a private equity arm of Times Group Manoj Goel, Credentials Co-Founder and Director in ARC Financial Services and • Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes ARC Academia, brings with him diversified Education and comprehensive experience in • Chartered Accountancy from The Institute of Chartered Accountants of India • Bachelors in Commerce from Delhi University Corporate Finance, Investment Banking, Corporate Restructuring including demergers, Cross Border Acquisitions, and Equity Syndication© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 23. CA. Himanshu Jain ARC School of Finance Employment Experience • ARC Academia, corporate training firm dedicated to teaching fundamental financial concepts • ARC Financial Services, boutique investment bank focused on mid cap and small cap companies • McKinsey & Co, a Top Consulting Firm • ICICI Prudential Life Insurance, as Management Trainer Credentials Himanshu Jain, Co-Founder and Director in • Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes ARC Financial Services and • Part of the research team for Business Book “Granularity of Growth” by McKinsey & Co. ARC Academia, brings with him exquisite Education experience in • Chartered Accountancy from The Institute of Chartered Accountants of India Strategic & Financial • Bachelors in Commerce from Panjab University Research, Consulting, Insurance, Corporate Finance and Private equity funding.© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801
  • 24. ARCSchool of Finance School of Finance Register With Us at Venue Address: Fee: INR 75,000 (Inclusive of taxes) tapan@arc-academia.com 402, Pearls Business Park Days: Monday to Friday +91 98 1834 6801 Netaji Subhash Place Time: 10 a.m. to 5 p.m. +91 11 6542 2128 Pitampura, New Delhi© ARC School of Finance Certification in Investment Banking tapan@arc-sof.com +91 981 834 6801

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