⁠Comprehensive Financial Modelling and Financial Planning Training

With investment banking and business operations growing increasingly complex, there is a rising need for financial modelling and planning experts. Financial models enable experts to make strategic decisions, perform risk assessments and evaluate the viability of portfolios. Financial modelling certifications open doors for graduates to find opportunities in investment banks and Fortune 500 companies across the world.

To connect professional finance modellers with global banks and corporations, The WallStreet School has crafted a comprehensive financial modelling and planning course. Explore a detailed breakdown of our financial modelling and training curriculum in this blog.

Finance Modelling: An Overview

Financial models can be made using Microsoft Excel and represent how financial situations may turn out in the future based on specific inputs and assumptions. These models use mathematical formulas and historical data to predict future financial performance, like expenses, revenue, cash flow and profits.

Financial models help businesses and individuals make informed decisions about —

  • Strategic financial planning
  • Portfolio valuation
  • Risk assessment
  • Capital budgeting
  • Performance forecasting
  • Decision-making

The Financial Modelling and Valuations (FMVA) course by The WallStreet School aims to equip students with the skills to build models for effective financial valuation and planning.

Financial Modeling and Valuations Course Structure

The FMVA course has a practical and comprehensive approach to teaching students foundational financial modelling and planning concepts. The modules offered in the FMVA course include:

Module 1 Basic to Intermediate Excel
  • Sorting data and use of advanced filters
  • Freezing cells, rows and columns
  • Conditional formatting
  • Financial modelling linkages
  • Excel formulas
  • VlookUp/Hlook up
  • CAGR calculation
  • Excel functions
  • Pivot tables
  • IRR calculation
  • Multiple usages of Vlookup function
Module 2 Advanced Excel and PowerPoint
  • Combination of multiple functions
  • Sensitivity analysis
  • Scenario manager
  • Statistical analysis
  • Data summarisation
  • Creating dynamic charts
  • Practical application of formulas 
  • Charting through dashboards
  • Creating and presenting fact-based PowerPoint presentations
Module 3 Basic Finance Concepts
  • Statements of financial position, income & expenses and cash flow
  • Ratio analysis of financial statements
  • DuPont analysis
  • Margin of safety and break-even point analysis
  • Present discounted value of money
Module 4 Feasibility Study/Business Modelling
  • Net present value versus internal rate of return
  • Building dynamic business models using XIRR, and MIRR.
  • Determining project value and cost of capital
  • Determining project profitability using free cash flows to firm and free cash flows to equity
  • Decision-making using data tables, scenario manager, etc.
Module 5 Comparable Company Analysis
  • Constructing trading comps analysis
  • Impact of convertible securities
  • Treatment of leases
  • Stock valuation
  • Multiples in IPO valuation
  • Regression analysis on multiples
  • Multiples as valuation techniques
Module 6 Precedent Transaction Analysis
  • Transaction comps and trading comps
  • Application of transaction comp multiples
Module 7 Discounted Cashflow Valuation
  • Cash flow projections
  • Ideal projection period
  • Risks in projections and cash flows
  • Currency of projection and its impact on discount rate
  • Calculating WACC
  • Cash flows and discount rate projection inconsistencies
  • Calculating beta, implication on WACC and DCF value
Module 8 Merger Model
  • Merger models 
  • Impact of mergers and acquisition on the future shareholder earnings
  • Short-term and long-term impact of transactions on the future shareholder earnings
Module 9 Leveraged Buyout
  • LBO model
  • Transaction assumption
  • Debt assumption
  • Goodwill calculation
  • Closing balance sheet
  • Income statement
  • CFS
Module 10 Mock Interviews and Resume Edits
  • Mock interviews
  • CV refinement

Features of the FMVA Course

Some of the features and benefits of the FMVA course are:

  • Robust training program led by investment bankers and industry experts
  • 180 hours of intensive finance training in a hybrid mode
  • 60 hours of pre-recorded material accessible from anywhere at any time
  • Key finance concepts are explained through practical applications, examples, simulations, case studies and discussions
  • Added emphases on skill-building and development of a strong finance foundation

Summing It Up

A financial modelling and planning certification equips you with skills highly sought-after by global institutions. The FMVA course by The WallStreet School aims to bridge the gap between theoretical concepts and practical applications and connect trained finance modellers with global corporations.

Ready to step into the financial marketing world? Hone your financial modelling and planning skills with the Live Financial Modeling and Valuations Course, or learn at your own pace with the Online Pre-recorded Financial Modeling and Valuations Course.

Join us at The WallStreet School today!

Contact us via email or call us at +91-9953729651 to learn more.

FAQs

  • Who is eligible for FMVA course?

The FMVA course is open for anyone wishing to make a career in finance, including —

  • CA, ACCA, FRM or CFA students looking for opportunities outside auditing, taxation or accounting
  • MBA in Finance graduates
  • Women restarting their career
  • Graduates and undergraduates willing to expand their finance knowledge
  • Engineers looking to build a career in finance
  • Is financial modelling a good career in India?

Yes! Financial modelling unlocks opportunities for lucrative finance careers in India and is one of the most sought-after skills by employers in the corporate and investment banking world.

  • What is the scope of a financial management and financial planning certification course?

Finance graduates with a financial management and planning certification can build a lucrative career in the following fields:

  • Investment banking
  • Corporate finance
  • Finance consulting
  • Credit consulting
  • Equity research
  • Portfolio management
  • Wealth management
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