## ADVANCED FINANCIAL MODELING COURSE SYLLABUS

### Basic Excel for Financial Modeling

• Formatting of Excel Sheets
• Use of Excel Formula Function,
• Advanced Modeling Techniques,
• Data Filter and Sort,
• Charts and Graphs
• Table formula and Scenario building,
• Lookups: Vlookup Match & offset, pivot tables

### Financial Statement Analysis

•  Introduction to Financial Statement Analysis
• Financial Reporting Mechanics,
• Understanding Income Statement, Balance Sheet,
• Cash Flow Statement,
• Financial Analysis Techniques,
• Inventories, Long Lived Assets,
• Non Current Liabilities,
• Financial Statement Application

### Financial Ratios

• Ratio analysis of industries Du point Analysis · Peer to peer analysis · Preparation of Financial Analysis report on an industry
• Financial Management & Corporate Finance
• Time value of money Long term financing · Cost of capital · Measure Of Leverage
• Project Finance
• Project evaluation; stage of project; construction & development phase; funding during investment phase; costs during investment phase; · life of project; · decision making, · cash flow waterfall & resolve circular reference problem in interest during construction.
• Equity Research Modeling
• Prepare an Income Statement, Balance sheet, Cash Flow Statement, Geographic Revenue Sheet, Segment Revenue Sheet, Cost Statement, Debt Sheet, Analyze Revenue Drivers Forecast Geographic & Segment Revenues, Cost Statement, Debt, Income Statement, Balance Sheet, and Cash Flow Statement. · Performa Adjustments, Income Statement – Compute Margins, Balance Sheet -Compute Ratios · Cash Flow Statement Projection, Valuation- Discounted Cash Flow Method (DCF), Valuation – Relative Valuation (Football Field Chart) · Valuation – Assumptions for Valuation Model, Prepare Valuation Model, Prepare Presentation Sheet, Prepare Company Overview , Sector Overview
• VBA and Macros
• Understanding Macros and VBA • Recording Macros • Understanding basics of coding • Understanding objects and • Control statements in VBA code • Application of macros to Financial modeling • Developing solution to circular reference problem • Developing sensitivity table • Developing scenario analysis • Developing simulation • Examples will be based on project • Models
Investment Banking M & A
• Introduction to Investment Banking
• Merger and Acquisitions
• Types of M&A: Merger ,Acquisition,
• Consolidation ,Spin-off
• Drivers for M&A
• Accounting for Mergers: Purchase
• Method & Pooling Method
• Differentiate between financing and
• Operating synergies
• M&A Regulatory Environment
• Developing M&A Models: Integration of
• Financial Statements between (Target and Acquirer),
• Valuation -DCF, Relative and Transaction
• Comps
• Developing Merger Model
• Developing Synergies

### SQL

• Introduction to Databases
• Terminologies – Records, Fields, Tables
• Database normalization
• Primary Key
• How data is accessed
• Introduction to SQL – Table creation
• SQL Syntax, SQL data Types, SQL Operators
• Table creation in SQL :Create, Insert, Drop , delete and updating