Financial Modeling Project Guideline

     www.educorporatebridge.com




www.educorporatebridge.com
Financial Modeling Project Guideline
 Foundation Applications
 Trainings
                                                        The main purpose of this internship is to provide an excel based
  Master Excel                                         foundation on Financial Concepts and prepare a professional research
  Excel based Accounting                               analyst report on a LIVE company.
   and calculation of Ratios
  Introduction to DCF                                  Below are the Modules on which you have to spend lot of time before
  Relative Valuations                                  you start your project.
  Basic Financial Modeling
                                                        Project Title
                                                                  To prepare a Financial Model of the selected company and
                                                                  recommend BUY/SELL

                                                                  Financial Modeling and Valuation are the key "building block"
                                                                  skills required in today's business, banking and financial
                                                                  services world.

 Module   Milestones                Timelines            Assignments                   Weightage   Online Tests         Weightage 2                   Skills Required

                                                         Assign 1 - Submit Industry
                                                         Word Document, Excel                                                         Excel, Charts & Graphs, MS Word, Googling :-),
     1    Prepare Industry Report        0 - 10 days                                      10.0%    Accounting             10.0%
                                                         Templates, Graphs with                                                       Clarity of Thoughts, Top Down Approach
                                                         sources

                                                         Assign 2 - Submit                                                            Professional Accounting in Excel, Analyst
          Historical Ratio                               Historical Ratio Analysis                                                    adjustments, navigating annual reports, quarterly
     2                                   10 - 20 days                                     10.0%    Corporate Finance      10.0%
          Analysis in Excel                              of your LIVE Company                                                         reports, press releases, Industry sources and
                                                         Model                                                                        websites, Mastering Ratio Analysis in Excel

                                                                                                                                      Professional Financial Modeling in Excel, Learn
                                                         Assign 3 - Submit                                                            how to build your assumptions and tally your
          Financial Modeling of
     3                                   20 - 35 days    Financial Model of your          10.0%    Valautions             10.0%       Balance Sheet, Integrate the unstructured
          LIVE Company
                                                         LIVE Company Model                                                           information in Conference Calls, Annual
                                                                                                                                      Reports, Press Releases, Databases
                                                                                                                                      Apply DCF and Relative valuations
          Financial Modeling with                        Assign 4 - Submit
                                                                                                                                      professionally, Learn how to make a professional
     4    Valuations of LIVE             35 - 45 days    Financial Model of your          10.0%    Final Tests            15.0%
                                                                                                                                      Comp Table and come up with TARGET PRICE
          Company                                        LIVE Company Model
                                                                                                                                      for LIVE Company
                                                         Assign 5 - Submit final
          LIVE Company Final                                                                                                          Practice writing Professional Research Reports
     5                                   45 - 60 days    Research Report of your          15.0%    NA                       NA
          Research Report                                                                                                             in clear and succint way
                                                         LIVE Company




                                                                                                  Suggested # hours ~ 160 hrs

                                                                           Completion of Professional LIVE Project                              160

                                                                         M5 - LIVE Company Final Research Report                                                        20

                                                                                     M4- Valuations of LIVE Company                                             30

                                                                          M3- Financial Modeling of LIVE Company                                    40

                                                                              M2 - Historical Ratio Analysis in Excel                    30

                                                                                        M1 - Prepare Industry Report           40


www.educorporatebridge.com                                                                               -40              10              60              110             160
                                                                                                                                    Number of Hours
General Guidelines

                             1. Once you have chosen a project, you cannot be reallocated to a new
                                project
                             2. For each assignment you have its respective guidelines as well as
                                templates to work on. Please do not create your new templates.
                                Also, ensure that you have fully understood and read carefully the
                                assignment guidelines before working on the same.
                             3. The Assignment guidelines can be downloaded from the
                                Assignment Tab from the respective “Download Button”.
                             4. Against each assignment and online test, there is the last
                                submission date provided. Delay in submissions or attempt of an
                                online test invite penalties as explained in the Assessment
                                Methodologies on the next page.
                             5. Your assignments will be evaluated by Corporate Bridge Research
                                Team and they will grade and upload your marks at the back-end.
                                Once graded, you can view your results from the “RESULTS” tab.
                             6. Online tests are graded tests and can be taken ONLY ONCE.
                                Please ensure that you have gone through the respective knowledge
                                library before attempting the test.
                             7. All tests are online objective tests, however, these may require
                                calculations. Please be ready with your calculators or Excel Sheets
                             8. You can take these online tests as per your convenience. These
                                online tests are time stamped and will close automatically after
                                your scheduled allotted time. Please do not close your browser
                                before “FINISH” the test.
                             9. Your Online Tests are evaluated immediately and you can view
                                their results in the “RESULTS” tab.




                             Queries
                             Before you drop your queries, please go through the Assignment
                             Guidelines and understand its full structure and implications

                             For any technical queries, queries@educorporatebridge.com

                             For non-technical queries, operations@educorporatebridge.com




www.educorporatebridge.com
Assessment Criteria

                                          1. Your project on Financial Modeling should complete within two
                                             months period.

                                          2. Your project will be graded on the basis of your performances in
                                             Assignments and Online Tests.

                                          3. The project is divided into 5 Assignments & 4 Online Tests

                                          4. After completing each milestones, you need to submit your
                                             assignment for Assessments, Review and Feedback by the
                                             Corporate Bridge Research Team

                                          5. Graded certificate will be awarded only after the completion of the
   Grading Methodology                       full project and on a score of a minimum of 45 marks
    Grades       Marks Scored
     A+               above 90
      A                85 - 90
                                          6. If you are unable to complete the project during your tenure or
      A-               80 - 85               your cumulative score is below 45, then you are only eligible for
     B+                75 - 80
                                             Participation certificate. Participation certificate doesn’t imply any
      B                70 - 75
      B-               65 - 70               quality benchmarks achieved by the participant.
     C+                60 - 65
      C                55 - 60            7. Submitting assignments within the stipulated time is very
      C-               50 - 55
      D                45 - 50               important. Late submission automatically invites negative marks /
      F            FAIL Below 45             penalty
                                                                                               Maximum   Late Submission Penalty
                                                   S. No   Milestones              Weightage
                                                                                                 Marks           (after due date)
                                                           Prepare Industry
                                                     1                              10%            10             -2
                                                           Report
                                                           Historical Ratio
                                                     2                              10%            10             -2
                           Important Formula               Analysis in Excel
                                                           Financial Modeling of
                                                     3                              10%            10             -2
                                                           LIVE Company
                                                           Financial Modeling
                           Example                   4
                                                           with Valuations of
                                                                                    10%            10             -2
                                                           LIVE Company Final
                                                     5                              15%            15             -2
                                                           Research Report
                                                           TOTAL                    55%            55
                           Online Excel Download

                                           8. Taking Online Tests within the stipulated time is very important.
         Corporate
          Bridge                               Delay in taking these tests automatically invites negative marks /
                           Online Video Tutorial Available
                                               penalty
                                               Online Tests- Weightages
                           Online Quiz                                                           Maximum Test Taken after
                                                   S. No    Milestones               Weightage
                                                                                                   Marks due date - Penalty
                                                     1      Accounting                10%             10         -2
                                                     2      Corporate Finance         10%             10         -2
                                                     3      Valuations                10%             10         -2
                                                     4      Final Test                15%             15         -2
                                                            TOTAL                     45%             45
www.educorporatebridge.com
Check against Plagiarism

                             1. Please help us and also help yourselves by NOT copying and
                                pasting content from someone else reports. If instances are taken
                                from various database etc, then it should be properly referenced.
                             2. Please use the anti-plagiarism scanner to understand how much of
                                your report is a mere copy paste. Please ensure that VIPER
                                software should not result in a match of more than 15-20% in your
                                report.
                             3. If we find that the assignments are a copy/paste from your friends,
                                website etc, we reserve the right to immediately discontinue your
                                evaluation and penalize you by disabling your online login and
                                may also lead to F Grade (FAIL) in your certificate.
                             4. You may download this software for FREE from the below link

                             http://www.scanmyessay.com/viper-plagiarism-scanner.php




www.educorporatebridge.com

Corporate Bridge: Financial Modeling Live Project General Guidelines

  • 1.
    Financial Modeling ProjectGuideline www.educorporatebridge.com www.educorporatebridge.com
  • 2.
    Financial Modeling ProjectGuideline Foundation Applications Trainings The main purpose of this internship is to provide an excel based  Master Excel foundation on Financial Concepts and prepare a professional research  Excel based Accounting analyst report on a LIVE company. and calculation of Ratios  Introduction to DCF Below are the Modules on which you have to spend lot of time before  Relative Valuations you start your project.  Basic Financial Modeling Project Title To prepare a Financial Model of the selected company and recommend BUY/SELL Financial Modeling and Valuation are the key "building block" skills required in today's business, banking and financial services world. Module Milestones Timelines Assignments Weightage Online Tests Weightage 2 Skills Required Assign 1 - Submit Industry Word Document, Excel Excel, Charts & Graphs, MS Word, Googling :-), 1 Prepare Industry Report 0 - 10 days 10.0% Accounting 10.0% Templates, Graphs with Clarity of Thoughts, Top Down Approach sources Assign 2 - Submit Professional Accounting in Excel, Analyst Historical Ratio Historical Ratio Analysis adjustments, navigating annual reports, quarterly 2 10 - 20 days 10.0% Corporate Finance 10.0% Analysis in Excel of your LIVE Company reports, press releases, Industry sources and Model websites, Mastering Ratio Analysis in Excel Professional Financial Modeling in Excel, Learn Assign 3 - Submit how to build your assumptions and tally your Financial Modeling of 3 20 - 35 days Financial Model of your 10.0% Valautions 10.0% Balance Sheet, Integrate the unstructured LIVE Company LIVE Company Model information in Conference Calls, Annual Reports, Press Releases, Databases Apply DCF and Relative valuations Financial Modeling with Assign 4 - Submit professionally, Learn how to make a professional 4 Valuations of LIVE 35 - 45 days Financial Model of your 10.0% Final Tests 15.0% Comp Table and come up with TARGET PRICE Company LIVE Company Model for LIVE Company Assign 5 - Submit final LIVE Company Final Practice writing Professional Research Reports 5 45 - 60 days Research Report of your 15.0% NA NA Research Report in clear and succint way LIVE Company Suggested # hours ~ 160 hrs Completion of Professional LIVE Project 160 M5 - LIVE Company Final Research Report 20 M4- Valuations of LIVE Company 30 M3- Financial Modeling of LIVE Company 40 M2 - Historical Ratio Analysis in Excel 30 M1 - Prepare Industry Report 40 www.educorporatebridge.com -40 10 60 110 160 Number of Hours
  • 3.
    General Guidelines 1. Once you have chosen a project, you cannot be reallocated to a new project 2. For each assignment you have its respective guidelines as well as templates to work on. Please do not create your new templates. Also, ensure that you have fully understood and read carefully the assignment guidelines before working on the same. 3. The Assignment guidelines can be downloaded from the Assignment Tab from the respective “Download Button”. 4. Against each assignment and online test, there is the last submission date provided. Delay in submissions or attempt of an online test invite penalties as explained in the Assessment Methodologies on the next page. 5. Your assignments will be evaluated by Corporate Bridge Research Team and they will grade and upload your marks at the back-end. Once graded, you can view your results from the “RESULTS” tab. 6. Online tests are graded tests and can be taken ONLY ONCE. Please ensure that you have gone through the respective knowledge library before attempting the test. 7. All tests are online objective tests, however, these may require calculations. Please be ready with your calculators or Excel Sheets 8. You can take these online tests as per your convenience. These online tests are time stamped and will close automatically after your scheduled allotted time. Please do not close your browser before “FINISH” the test. 9. Your Online Tests are evaluated immediately and you can view their results in the “RESULTS” tab. Queries Before you drop your queries, please go through the Assignment Guidelines and understand its full structure and implications For any technical queries, queries@educorporatebridge.com For non-technical queries, operations@educorporatebridge.com www.educorporatebridge.com
  • 4.
    Assessment Criteria 1. Your project on Financial Modeling should complete within two months period. 2. Your project will be graded on the basis of your performances in Assignments and Online Tests. 3. The project is divided into 5 Assignments & 4 Online Tests 4. After completing each milestones, you need to submit your assignment for Assessments, Review and Feedback by the Corporate Bridge Research Team 5. Graded certificate will be awarded only after the completion of the Grading Methodology full project and on a score of a minimum of 45 marks Grades Marks Scored A+ above 90 A 85 - 90 6. If you are unable to complete the project during your tenure or A- 80 - 85 your cumulative score is below 45, then you are only eligible for B+ 75 - 80 Participation certificate. Participation certificate doesn’t imply any B 70 - 75 B- 65 - 70 quality benchmarks achieved by the participant. C+ 60 - 65 C 55 - 60 7. Submitting assignments within the stipulated time is very C- 50 - 55 D 45 - 50 important. Late submission automatically invites negative marks / F FAIL Below 45 penalty Maximum Late Submission Penalty S. No Milestones Weightage Marks (after due date) Prepare Industry 1 10% 10 -2 Report Historical Ratio 2 10% 10 -2 Important Formula Analysis in Excel Financial Modeling of 3 10% 10 -2 LIVE Company Financial Modeling Example 4 with Valuations of 10% 10 -2 LIVE Company Final 5 15% 15 -2 Research Report TOTAL 55% 55 Online Excel Download 8. Taking Online Tests within the stipulated time is very important. Corporate Bridge Delay in taking these tests automatically invites negative marks / Online Video Tutorial Available penalty Online Tests- Weightages Online Quiz Maximum Test Taken after S. No Milestones Weightage Marks due date - Penalty 1 Accounting 10% 10 -2 2 Corporate Finance 10% 10 -2 3 Valuations 10% 10 -2 4 Final Test 15% 15 -2 TOTAL 45% 45 www.educorporatebridge.com
  • 5.
    Check against Plagiarism 1. Please help us and also help yourselves by NOT copying and pasting content from someone else reports. If instances are taken from various database etc, then it should be properly referenced. 2. Please use the anti-plagiarism scanner to understand how much of your report is a mere copy paste. Please ensure that VIPER software should not result in a match of more than 15-20% in your report. 3. If we find that the assignments are a copy/paste from your friends, website etc, we reserve the right to immediately discontinue your evaluation and penalize you by disabling your online login and may also lead to F Grade (FAIL) in your certificate. 4. You may download this software for FREE from the below link http://www.scanmyessay.com/viper-plagiarism-scanner.php www.educorporatebridge.com