1. Path to Success…
FMInstitutePath to Success...
Certification in
“Financial Modeling and Company Valuation”
From FMInstitute
“Basic and Advance Excel Specialist”
from MICROSOFT (USA)
FINANCIAL MODELING INSTITUTE
Certification in
Tel: 011-47028779
Mob.: +91-9310040603
+91-9911251975
Web: www.fminstitute.in
47/16, HOTEL SAGAR PALACE
Old Rajendra Nagar
Near Rajendra Place Metro Gate No:3
New Delhi-110060
Chehak
Office Excel® 2007
September 12, 2015
Office Excel® 2007
Financial Modeling Institute
This Certifies That
has successfully completed the course on
"Financial Modeling & Company Valuation using Excel and VBA"
FMInstitute, New Delhi [India]
Authorised Signatory
Registration and Training Venue
from
Ankita Khanna
FMInstitutePath to Success...

2. Who can best fit in FMInstitutee
FMI course has proven effects for breaking into the following financial careers:
Investment Banking
Private Equity
Hedge Funds
Equity ResearchAsset Management
Corporate Finance
Private Wealth Management
A professional not in the industry but seeking to break into finance sector
An industry professional seeking to fine-tune their existing financial modeling skills.
A current MBA/ CA/ CFA/ M.Com, etc. who wants to learn valuation and financial modeling skills in order to gain
a competativee advantage over the peers and increase your probability of doing a job?
A college graduate or current undergrad seeking your first finance job or internship?
corporate world, provides students and professionals with the relevant practicalal financial skills. The candidates also find placements with
the best global Investment Banks, KPO, Equity Research Firms, Credit Rating /Research Firms and Financial Services companies in India.
FMI Established in 2010 and more than 5000 professionals got certified from our program, Financial Modeling training Institute offering an
accelerated career path for both current finance professionals and all individuals seeking to enter the finance industry FMI is the place where
Industry experience you can learn from and quality you can trust. Over the past five years, FMI has trained ample of professionals who are currently working
worked as financial professionals.or have
FMI has also trained analysts and associates on behalf of many firms. More specifically, a number of our graduates have been employed or
are currently employed by the following organizations:
FMInstitute is a training Institute that offers certified courses related to Technical Analysis, Advance Financial Modeling and Company
valuation, Basic & Advance Excel, Macro(VBA), Foreign Courses: CMA London. Our training builds up the gap between academics and the
16 Days / 2 Month Weekend (Saturdays & Sundays)Training
About
FMI
WNS, COPAL AMBA, GENPACT,JPMORGAN, MORGAN STANLEY, ELI RESEARCH, VCCIRCLE,
BARCLAYS, PULSAR KNOWLEDGE, EVALUESERVE, E&Y, KPMG,etc.
Text Functions:Concatenate,Substitute,Right, left,Mid,Len, Upper, lower, Proper,Find, Search,Trim, Trunc, Round Working with
named ranges ; Creating a name range,Editing named range, Deleting a named range Create a custom named range
Create Lists & Data Tools Text to columns, Remove Duplicates, Data Validations
Conditional foormatting, Protect Sheet, Create hyperlinks Working with graphics, Convering workbook
Basics of charting:Creating a chart,Creating a Bar chart with line graph, Modifying chart option changing the source data perform
Pivot Tables Understanding pivot tables, Creating Pivot tables, Grouping / Ungrouping, How to add calculated field and
calculations with in pivot table, sorting data, Show value as % of row, % of column, % of total, Creating a pivorot chart
What if Analysis Goal Seek, Data Tables, Scenario Manager Solver , Outline Group, Ungroup, Subtotal
Sort & Filter Sorting Data, Filtering Data, Using Advanced Filters
Formula Auditng Evaluate formula, Trace precedents, Trace dependents, Remove Arrows, Show Formulas
Basics of Excel : Introduction to Excel 2010, Excel Structure, Save file and their file extension, Excel Keyboard shortcuts, Format rows
and columns, Applying number formats, Paste Special
Formattingof cells: Wrap Text, Merge & Center, Cell alignment Basics of referencing : absolute, relative and mixed Excel functions:Basic
functions-Sum, count,CountA, Average, Operators (+,-,*,/),Max, Min Logical functionIF , AND, OR Functions, Nested IF, IF Error, Iferror,
Date and Time functons: (How date works in excel)Month, Year, Day, Date, Today , Now, Days360 Lookup Functions: Vlookup, Hlookup,
Index, Match,Offset, Choose, Indirect.
Information Functions: Iserror, Istext, Isnumber,Isodd, Iseven, Cell , Isblank Conditional : Sumifs, Countis, AverageifsFunctions
Basic & Advance Excel
1 & 2:
Day

3. Interactiveee Macros, Events: Message Box, Input Box, Trigger Macro on Workbook Events. Trigger Macro on Worksheet Events
Basic & Advance Macro (VBA- Visual Basic Application)
Basic & Advance Macros : Introduction to VBA Macros, About Macros, Record a Macro and Modify the Code, Personal MacroWorkbook
The Visual Basic Editor Opening the VB Editor, Project Explorer Window, Inserting a code Module, Properties, Window,, Toolbars in the VB
Editor
Code Structures, How to Enter Code: Code Blocks, Sub...End Sub Block, Functions...End FunctionBlock Statements: Capturing and
Assigning Values, Making Decisions: If and Select Case, Loops: For, For Each, and Do Loops, Add comments to code
Variables and Options:Variable Types and Declaration , Declaring Variables
Coding Common Excel Objects: Excel Object Model, Workbook, Worksheet, Range
Applied VBA: Creating Add-ins, Exporting and Importing Code Module , Protecting Your VBA Project, User Defined Functions
Day
3 & 4:
·Introduction to Financial Statements: Income Statement, Balance Sheet, Cash Flow Statement.
·Go through every line item of the Financial statements and Related accounting Standard
·Interactions between financial statements and do an Impact analysis
·Understanding the concept of EBIT and EBITDA
Financial statement analysis is the process of reviewing and analyzing a company's financial statements to make better economic
decisions. These statements include the income statement, balance sheet, statement of cash flows,and a statement of retained
earnings. Financial statements are linked with each other. Our in-depth course in Financial Statements helps you learn and master the
subject which is actually very cri al to the start of your finance career.
Financial Statements & Ratio Analysis
Day
5, 6 & 7
·Overview and explanations of all major Financial ratio and their uses in difference sectors
·Methods of Consolidations of a subsidiary Company with the holding company
·Financial Reporting vs Taax reporting, Reasons for Deferred tax·Concept of “Normalization of EBIT andPAT”
·Income Statement Ratio: Gross Margin, EBIT margin, PAT Margin
·Balance Sheet Ratios: ROE, ROCE, Liquidity Ratios
·Understand how financial statements are linked and how change in one item affect the others
Basic Financial Modeling using Excel ( Case Study on FMCG)
Financial modeling is the task of building an abstract representation(a model) of a real world financial situation.This is a mathematicaal
model designed to represent the performance of a financial asset or portfolio of a business, project, or any other investment. It builds
from the integration of three financial Statements: Income Statement, Balance Sheet & Cash flow statement.
Key Learning Outcomes
§ Building comprehensive financial models from scratch for a Listed Company.
§ Learn to define assumptions and make forecast for Income statement, Balance sheet and Cash Flow statements with required
item based schedules.
§ Integrate assumptions and drivers into financial models based on the information available in the Annual report.
§ Design various supporting schedules of: Working Capital, Deferred Taxes, Property, plant and equipments / Depreciation,
Intangible Assets, Retained Earnings and Debt & Interest
§ Calculate Ratios to identify Strength and Weakness of the Firm
§ Perform sensitivity & Scenario analysissis using data tables, Choose and Offset
§ Balance the model using the debt schedule and debt sweep logic.
§ How does the revolver facility actually balance the model?
§ How the financial statements are integrated using the Interest schedule?
§ What are circular references, why should they be avoided and how to deal with circular references
Real Estate Modeling
Step by Step building a model for Commercial Real Estate Project
Building Area Assumptions
Capex and funding Schedules
Building Debt and Interest Schedule
Building Revenue and NOI schedule
Modeling Valuation, IRR, equity returns Scenario Analysis for key project parameters
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Day
8 & 9
Day
10
Day
8 & 9

4. Selecting and valuating appropriate Multiples/ E Trailing and forwarded, EBIT Multiple,EBITDAA Multiple, P/B Multiple revenue
Multiple, PEG)
Calculate and interpret financial and market ratios Common analytical challenges including Calandarization, non recurring items,
dilutive securties and classfication issue are addressed using industry best prac
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§ Calculating Growth Drivers and Future Assump
§ Revenue Build-Up – Projecting the Future Revenues
§ Cost Build-Up – Projecting the Future Cost
§ Modeling historical & projected financial statements
§ Building cash flow statement
§ Asset and Depreciation Schedule
§ Debt and Interest Schedule
§ Building an Integrated model for valuation using DCF
§ Sensitivity/Scenario Analysis
§ Equity Modeling – Equity Infusion
§ Modeling the projected P/L and BS
§ Modeling the projected Cash Flow Statement
§ Performing Ratio Analysis
§ WACC and Cost of Equity Analysis
§ Performing Valuation using DCF (FCFF & Enterprise Value)
Relative Valuation of 10 Companies
Partcipants learn to select appropriate comparable companies by evaluating operational, financial and set evaluation benchmarks
& select comparable companies
Gather appropriate financial history and projections
Normalizing operating results and calculating LTM operating results
Exclude nonrecurring charges, normalize for stock option expense
Standardize various expense classifications including FIFO to LIFO inventory accounting
Calculate shares outstanding using the treasury stock method
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7.Calculation of LTM Net income, EBITDA and EBIT
Transaction Valuation Modeling
The “Comparable Transaction Analysis” or “Comparable Acquisition Analysis” is based on the premise that the value of a company
or an asset can be estimated by analyzing the prices paid by purchasers of ownership interests in reported comparableacquisition.
Transaction multiples define the prices which acquirers are willing to pay for control of the target company in the context of an
acquisition transaction.By applying transaction multipleof the financial trial results of Company being analyzed, it is possible to
determine a range of value.
Learning objective:
1.Company Description
2.Identification of Comparable companies
3.Computations of equity Value with dilution
4.Determination of Net Debt Assumed
5.Calculation of Firmvalue and share price
6.Control premium analysis
8.Computation of transaction multiples
Concepts of Merger and acquisition
Build a model of M&A to see the proforma impact of various
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Scenario & post merger
Understand the allocation of purchase price with purchase
method of accounting post merger
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Under the accretion-dilution in EPS after the merger
in various scenario after adjustments
Various methods for the payments (Stock based or
cash based)
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Merger & Acquisition Analysis
*Group Discount Available
Contact Us for More Details.: + 91-9310040603 + 91- 9911251975
www.fminstitute.in Email: info@fminstitute.in;
DCF (Discounted Cash Flow Modeling)
Day
11 &12
Day
13 &14
Day
15
Day
16
*Demo Class Available