6-Month
Financial Modelling
with Valuation Course
for Professionals
Gain practical skills, sharpen strategic insights, leverage AI, and supercharge career growth
- Financial Modelling & Valuations Course with Placement Support.
- Gain expertise from Goldman Sachs, McKinsey, HSBC, and EY professionals through real-world case studies.
- Perfect for aspiring finance professionals and upskilling leaders.
- Tailored for careers in Investment Banking, Private Equity, Corporate Finance, Consulting, and more.
Get a Call-Back
Program
Highlights
Future-Ready Skills
Professional Growth
Accredited Certification
In-Depth Learning
Skill Enhancement
Career in Finance
Other Benefits
0
+
6-Month Financial Modelling with Valuation Course for Professionals
Discover How We Efficiently Cover Every Detail?
Month 1: Foundations of Financial Modelling
Topics Covered
- Introduction to financial modelling and its applications.
- Excel fundamentals for financial modelling (shortcuts, formatting, and productivity tools).
- Best practices in building structured and error-free models.
- Basics of financial statements: income statement, balance sheet, and cash flow statement.
- Understanding the specific items of income statement, balance sheet, and cash flow statement based on its significance.
- Analysis of income statement, balance sheet, and cash flow statement to identify the red flags.
Deliverables
- Build a simple three-statement model from scratch. To do the same, consider the annual accounts of last 5 years.
Month 2: Advanced Financial Statement Modelling
Topics Covered
- Detailed three-statement modelling.
- Linking financial statements and creating dynamic models.
- Key assumptions and drivers for projections.
- Sensitivity analysis and scenario planning.
Deliverables
- Develop a comprehensive three-statement model with dynamic inputs.
Month 3: Valuation Techniques
Topics Covered
- Introduction of valuation methodologies as accepted internationally.
- Absolute Method: Discounted Cash Flow (DCF), and Dividend Discount Model. Pros and cons of both the methodology
- Relative Valuation Method: Comparable company analysis (Comps).
- Precedent transaction analysis.
- Introduction to valuation multiples.
Deliverables
- Perform DCF and Comps valuation on a real-world case study.
Month 4: Specialized Financial Models and sector specific model
Topics Covered
- Mergers & Acquisitions (M&A) modelling (accretion/dilution analysis).
- Leveraged Buyout (LBO) modelling basics.
- Real estate or sector-specific modelling (optional elective).
- Modelling (including forecasting and valuation) of manufacturing company.
- Modelling (including forecasting and valuation) of IT company.
Deliverables
- Build an M&A model or LBO model based on a case study.
Month 5: Risk Analysis and Decision-Making
Topics Covered
- Incorporating risk and uncertainty into models.
- Monte Carlo simulations and scenario analysis.
- Building decision trees for complex scenarios.
Deliverables
Create a risk-adjusted financial model with scenario outputs.
Month 6: Capstone Project & Introduction to AI in Financial Modelling
Project Description
Participants will work on a comprehensive capstone project, integrating all skills learned during the course. This could involve building a full-scale financial model for a hypothetical business or analyzing a real-world company.
Introduction to AI in Financial Modelling
- Overview of AI technologies in finance: Machine Learning (ML), Deep Learning (DL), Natural Language Processing (NLP).
- Benefits of AI in financial modelling: automation, predictive analytics, real-time insights.
- Common AI tools and platforms for financial modelling (e.g., Clockwork AI, Daloopa, Vena Solutions).
Data Collection and Preparation for AI Models
- Collecting historical financial statements, market data, and economic indicators.
- Data cleaning, preprocessing, and feature engineering for AI models.
- Introduction to big data analytics and its applications.
AI-Driven Forecasting and Scenario Analysis
- Using ML algorithms for predictive analytics and forecasting.
- AI-driven scenario planning and sensitivity analysis.
- Monte Carlo simulations and Bayesian inference models.
Implementing AI in Financial Models
- Integrating AI with existing financial systems and tools.
- Best practices for model validation and reporting.
- Case studies of AI in financial modelling (e.g., portfolio optimization, risk management).
AI Deliverables
- Research paper on the role of AI in modern financial modelling.
- Practical exercise on data preparation using real-world datasets
- Build a simple AI-driven forecasting model using a cloud-based platform
- Present a case study on the successful implementation of AI in financial modelling.
Practical Knowledge from Industry Professionals
Our faculty’s extensive industry experience is the cornerstone of our exceptional applied finance and valuation training.
Mushtaq Ali
Mushtaq Ali is an accomplished finance professional with an MBA in Finance and over 20 years of diverse experience in the Banking, Financial Services & Insurance (BFSI) sector.
Naresh Kumar Hotta
A highly qualified Chartered Accountant with over 20 years of comprehensive experience spanning finance, equity research, and education.
Uday Bhaskar K
Uday Bhaskar K. is an accomplished finance professional holding an MBA in Finance, with over 20 years of extensive experience in the financial markets.