Certification in Financial modelling and Investment banking · 2019-09-13 · Cell Referencing Sum...

www.thewallstreetschool.com

Certification in Financial modelling and Investment banking

Mon-Fri ( 9 am – 2:30pm)

30 classes, ~180+ hours of classroom training

SUCCESS BASED FEE STRUCTURE(Pay 40 percent fee initially and Balance 60% on

Placements)

Progress your journey to the next level and Enhance your potential earnings

+91 11 6542 2128 [email protected]


About the course

6 weeks (1 ½ Months Training Weeks Training)

Mon - Fri : 9 am – 2:30 pm

Duration 30 Days of Workshop

No of hours training ~180 Hours of Classroom teaching

Time duration Monday – Friday ( 9 am -2:30 pm)

Professional fee INR 125,000/-

• Candidates have option of paying INR 50,000 initially and Balance

INR 75,000 as SUCCESS Fee on successfully getting Placed

• If students do not get placed within 90 days from the program

completion date, TWSS doesn’t charge SUCCESS FEE of INR

75,000/-

Professional Fee for those not

seeking placements and only

coming for Knowledge

INR 75,000/- (Lumpsum Upfront fee)

Professional Fee for

International Students

• USD 1500 as Academic Fee; or

• USD 2800 in case students also seek accommodation



COURSE STRUCTUREProgram Particulars and Structure

Do visit the Placement Section for a LIVE Update on Finance Placement of TWSS Candidates



1.Basic to intermediate Excel Using keys instead of mouse in excelCell Freeze, Row Freeze, Column FreezeLinkages used for Financial Modeling

Vlook Up/H look up usage of dataCombination of multiple functions in a problem as Vlook +Match, Index+Match, VLOOKUP and IfTranspose functionTable functionsInterest functions as EMI calculatorSum Product Functions

Sorting Data and using advanced filters to overcome the limitations of filtersUsing conditional formatting in excel and making the data look more meaty

Simple excel formulas as sum, product, division, multiplications, paste special, concatenateMatch FunctionCAGR CalculationUsage of IF functionPivot TablesCell ReferencingSum if, Count if, SumifsMultiple usage of Vlook Function

2. Basic Financial statements Statement of Financial Position, Statement of Income & Expenses, Cash Flow Statement,different adjustments and their importance

Defining inter linking and relationships between the three financial statementsMargin of Safety analysis, Break Even point analysisRatio Analysis of Financial Statements using major financial ratios including liquidity ratio, asset management ratio, debt management ratio and profitability ratio

3. Learning how to make professional PPT's

Use of Color SchemesHow every slide should pass a 20 second testDo's and Don't of formatting for adding aesthetic appeal and better visualizationHow one has to make meaty slides with fact based representation, proper sourcing of data, effective charts and aesthetic and visual appeal of a ppt

How the analyzed data has to be presented in a structured and phased mannerHow the flow of a presentation should tell a story

Course Structure (1/4)



4. Charting Making pictures as linked objects in excel (egg, how to make flags dynamic)

Creating dynamic charts and no need to change the chart every time its preparedShowing multiple charts at the same time in same location using filter

Waterfall Charts, Thermometer ChartsHow the charts change using sensitivity analysis

5. Advanced Excel Combination of multiple functions in a problem as Vlook +Match, Index+Mah, Vlook Up and If

Sensitivity Analysis using different wayIterative calculation and how to deal with it in Excel

How to summarize data from different sheets and collating them into a single sheet using Indirect function

Offset Function.

Scenario Manager and how to use that in a model

Using Excel for Statistical Analysis like Correlation, Regression, Variance.

Interactivity using Form Controls

6.Understanding concept of IRR, NPVS, MIRRS, Pay back Period, capital budgeting

Benefits of using Net Present Value (NPV) over Internal Rate of Return (IRR) to calculate the financial viability of a project

Calculation of free cash flows to firm and free cash flows to equity and how they are used to determine the profitability of a project

7. Company Profiling Overview of Business , segment of operationOperational and financial benchmarkingShare Price and Shareholders AnalysisSWOT analysis.Recent Developments, industry analysis

How to assess various trends in the industry and the forecasts

8.Feasibility case Study of a Real Estate Project

How to build assumptions and the rational of taking them before starting your business model

Calculation of free cash flows to firm and free cash flows to equity and how they are used to determine the profitability of a project

How to take a decision for a project using different techniques like Data Tables, Scenario Manager, Solver etc




9. Creation of Dashboards

10. Which chart for what data

11. Making Dynamic charts

12. Understanding and comprehending financial statements through various ratios

13. Complete Business Model of a Hospitality Project

14. Business Modeling for a Fast Food Chain

15. Business Modeling of a Power Sector Project

16. Projections of the entire financial statements of a Publicly Listed company

17. Building a model from scratch and taking most logical assumptions for a agriculture company

18. Revenue and Cost of a Pharmaceutical Company

19.DCF Valuation - Sector 1 Projection of Free Cash FlowsCalculation of WACCDCF Output Sheet with Sensitivity and Scenarios

20. DCF Valuation - Sector 2

21. DDM Valuation Projection of dividendCalculation of cost of Equity

DDM Output sheet with sensitivity and scenarios

22. Quick DCF Exercises Exercise on One stage DCF model

Exercise on Two Stage DCF ModelExercise on Three Stage DCF Model




23. Trading Comps Selection of comparable companies

Calculation of EV

Treasury stock method of dilution

Calculation of LTM numbers

Cleaning up of numbers

24. Transaction Comps Calculation of transaction value

Calculation of Transaction multiple

Calculation of controlling premium and its relevance

25. Football Field

26. Merger Model

27.Capitalisation of Operating Lease, R&D Expenses

Capitalization of Operating Lease and its impact on return ratios

Capitalization of R&D and its impact on return ratios

28.Option Valuation using B&S Model

29.Pitch Book Overview of Pitch book

Types of Pitch books

Structure of Pitch Books

Preparation of Sample Pitch book for a deal

Interview tips, Constructing, how to pitch in the finance interviews




Week 6

Week 4

Course content

* Assessments - written tests and mock interviews are integral part of training and happen every week

Week 1 Week 2

Week 3

Week 5

Module 1 Basic to intermediate excel

Module 2 Basic Financial statements

Module 3 Learning how to make professional PPT's

Module 4 Charting

Module 1 Advanced Excel

Module 2 Which chart for What data

Module 3 Dashboard preparation

Module 4 Business Modeling/Feasibility case studies

Module 1 Advanced Business Modeiling

Module 2 Taking logical assumptions

Module 3 Projections of Publicly listed company

Module 4 Case Study and Tests

Module 1 DCF Valuation - Sector 1

Module 2 DCF Valuation - Sector 2

Module 3 Quick DCF Exercises

Module 1 DDM Valuation

Module 2 Trading comparable

Module 3 Transaction comparable

Module 4 Football Field

Module 1 Option Valuation using B&S Model

Module 2 Pitch Book

Module 3 Interview tips, CV Structuring, how to pitch in the finance interviews



▪ TWSS premier and most comprehensive 6 week fulltime Investment Banking programme is born because of

inherent need in the market. Competition is fierce. And we feel, as mentors, there should be more accountability than

the callous disdain and apathy once the ‘degree’ is over. Hence, the fulltime training programme.

▪ The flagship 6 weeks fulltime investment banking training bridges the gap between what you are full of

(academic theory) and what corporates are looking for (Practical aspects) with intensive on-the-job training. The

programme equips you with the skills you need in interviews and on the job.

▪ We are confident to get you an entry in to the capital markets. So we charge our fees the way investment bankers do for

the deals – Engagement Fee and Performance Linked fee.

✓ 40 % fee initially

✓ A substantial fee of 60 % after placement

▪ We at The WallStreet School have multifarious successful stories of transformation, where once capital markets

aspirants are now capital market participants – working as investment bankers, strategic consultants and finance

advisors.

▪ The 6 weeks full time weeks Investment Banking Training is designed to provide delegates with a comprehensive

understanding of investment banking techniques, equity research, and capital markets. Designed by Investment

bankers and industry experts, this programme plugs the gap between theoretical concepts learned during academic

degrees/diplomas and on-the-job application of those concepts.

▪ Candidate Profile: The 6 week fulltime programme by TWSS is open to all those candidates who want to live their

dream of 'to be an investment banker.' Prior knowledge in finance is NOT essential to join TWSS.

Why Full time Training Programme?



Programme Structureand Training Methodology

Excel Template 1

The program is structured to make the delegates well versed with the fundamentals of excel

Basics and Essentials Excel Based TrainingPresentation and

Report Writing

Interviews

Preparation

Excel Template 2 PowerPoint Template 1

Sample Templates we use for training programmes

▪ Excel learning

▪ Financial

statements

▪ Ratios

▪ Trading Comps

▪ Deal/Transaction comps

▪ Financial modelling

▪ DCF Valuation

▪ Merger model

▪ Case studies

▪ Company profiles

▪ Equity research report

▪ Sector analysis

▪ Pitch book

▪ Buy Side

▪ Sell Side

▪ Mock interviews

with faculty

▪ Resume preparation

55% 20% 10%15%

PowerPoint Template 2



COURSE STRUCTUREOverview




Overview

▪ Established in 2008, by ex-professionals from McKinsey and Goldman Sachs

▪ Engaged in providing Corporate Trainings in fields of Investment Banking, Corporate Finance, Finance

for Non Finance, and MS-Office

▪ Conduct financial literacy workshops and trainings to corporates & educational institutions

▪ Seasoned Faculty; Ex-professionals from Goldman Sachs, Fidelity Investments, McKinsey & Co., Times

PE, with professional academic backgrounds as CA, CFA, and MBA

Snapshot

Services

▪ Diversified Corporates like GMR, DOCOMO, SAMHI hotels

▪ Renowned Consultancy Firms like Ernst & Young

▪ Investment Banks and Private Equity Firms

▪ Educational Institutions like BIMT (Noida), ICAI (Ludhiana) and IIFT (Kolkata)

Client base

▪ Engaged in providing Corporate Trainings in fields of Investment Banking, Corporate Finance, Finance

for Non Finance, and MS-Office

▪ Conduct financial literacy workshops and trainings to corporates & educational institutions

We bridge the gap between academic

theory and real-world, on-the-job training



Our credentials



What We Offer

“Remarkable Career Transformation!

Humble Thanks to Team TWSS for

bringing me back to life.”

Past Delegate, Joined E&Y

“TWSS provides us the nurtured talent.

It’s a mutually beneficial association that

we have with TWSS and wish to nurture

this relationship going forward..”

HR, A Top Consulting Firm

“We are happy to empanel TWSS for

recruitment matters in our investment

banking division. The so-far selected

candidates have produced sweet fruits.”

HR, A Leading KPO Firm

“We are particularly pleased with the fact

that a lot of time, effort and money is

saved when we hire candidates trained by

TWSS..”

HR, A top Research House

“We Bridge the gap

between - Academic

theory & concepts and

Real world, on-the-job

training”

▪ We ‘Train the Capital Markets Aspirants and Participants’

▪ We have trained the human resources of investment

banks, research house, private equity firms,

consultancy firms, brokerage firms, and stock exchanges

▪ We have highly talented team with faculty members having

+30 man years of investment banking experience

▪ We have trained over 400 delegates in open workshops

in Delhi, Mumbai, Bangalore, Hyderabad, Pune and

Kolkatta, apart from +2000 delegates in corporates and top

B-schools

▪ Personal attention to every delegate with restricted batch sizes

▪ Intensive step-by-step classroom training programmes to

understand capital markets and its diversified domains

▪ Dynamic, highly practical & interactive training programmes

with real life case studies

▪ Decode Financial jargon and uncover popular misconception

▪ Get Certified from The WallStreet School

▪ 100% placement assistance

Insightful & practical

training delivered by industry experts (ex-

professionals from

Goldman Sachs, Fidelity, McKinsey, Times Private

Equity)



Open Enroll Workshops: Overview

▪ Open enrollment workshops ranging in duration from 2 days to 6 weeks

▪ Specialized topics designed to foster career advancement

▪ Provides a ready platform for professionals interested in refreshing their knowledge and continuing development

▪ Provides a ready platform for job seekers interested in starting their career in capital markets / investment banking

Boot Camp

2 Days workshop in Investment

Banking, Financial Modeling

Finance for Non-Finance, MS-Excel

in New Delhi, Mumbai, Kolkata,

Chennai, Hyderabad

Weekend Workshops

20 Days workshops in New

Delhi for Financial Modeling,

Investment Banking, Equity

Research

Fulltime Workshops

6 Weeks on-the-job training programme

for the aspirants looking to break in

capital markets / investment banking

135+Open Workshops

Completed

5200+Delegates Certified by TWSS

92%

Placement Record for

completed batches

100%

Placement Assistance to

Participants looking for a

start / change



COURSE STRUCTURETestimonials : What they have to say

about us..




In Their Words…Our Past Delegates

Name Company Joined What They Say

Gurpreet

Sachdeva

Analec Securities “TWSS, brings the most relevant and up to date course curriculum to enhance

your knowledge or to obtain a job in the Investment Banking Industry. The 6

week extensive program and teaching methodology, designed by professionals,

replicates the work practices implemented by the top Investment Banking firms.

In addition, their exceptional support to prepare you for an interview or to clarify

your doubts anytime makes them the finest institute in the Industry. My hearty thanks to

the whole team of TWSS because of whom I was able secure a great job

immediately after completion of the course.”

Apurva Parikh DE Shaw I found the two-day course extremely beneficial. The batch size was small and

individual attention was given to each participant. The instructors who taught my

batch - Tapan and Manoj - are co-founders of ARC Financial Services, a boutique

investment bank; it was a pleasure to be taught by practitioners with hands-on

experience. Furthermore, the instructors were very passionate about teaching and

accessible even after the course. I would highly recommend the two-day program to

anyone requiring a crash- course in financial modeling.”



In Their Words…

Name Company Joined What They Say

Ajita Poudel JP Morgan “Thank you TWSS. I don't think I would have cracked the interview if I wouldn't have

joined TWSS."

Ejindu Lwelu Cambridge

University *

“The Investment Banking training in India plugs the theoretical models learnt in the

universities with real life practice. It exposed me to the practical applications of

all academic concepts in finance, thus enabling me to be job ready. As the

curriculum delivered is exactly how it is done on Wall Street and other financial

centres across the globe, it takes a practical approach to learning. Indeed, this has been

a wonderful learning experience and value for investments. Thank you to the

TWSS team, as I look forward to effectively applying the knowledge gained here on

my next jobs.”

Neha Jha Madison Street

Capital

“I would like to thank The Wallstreet School for the all the support provided and the

confidence that they instilled in me. Due to the guidance and support of the faculty, i

was able to make an entry in the front office of Madison Street Capital, an investment

bank of international repute. I will always be grateful to the faulty for all the valuable

lessons and wish them good luck for future.”

Saloni Jain McKinsey & Co, “Learning becomes the most interesting when you can actually relate it to what is

happening around you in the real life. This is exactly where TWSS scores very

high. Discovering and exploring the practical aspect of the theoretical concepts that

we may have studied at some point or another, makes the course a high-quality

experience. The welcoming and considerate faculty makes it all the more easier

for students to understand and apply a concept. All in all, the ‘Investment Banking’

course at TWSS has taught me about the intricacies of the financial world and makes

me feel one step ahead of me peers.”



Faculty



Manoj Goel

Employment Experience:

▪ The WallStreet School, a corporate training firm dedicated to training for aspirants in Finance Domain

predominantly focused on Valuation, Financial modeling, Investment Banking Training

✓As director, Co-Founder and Lead Faculty, spearheading the Corporate Training and Open Workshops for

and on behalf of The WallStreet School across India

o Trained and mentored over 2500 people on various aspect of finance

✓Lead Trainer in Corporate Workshop conducted by TWSS for different Corporate as E&Y, IL&FS, GMR

Infrastructure, Samhi Capital etc

✓ Involved in developing the content to make it customized per the requirement of a Corporate and constantly

modifying it in sync with market demand and dynamics

• ARC Financial Services, a KPO catering to Investment banks, hedge funds, Private Equity players

✓ As a co-founder of ARC, supervised, trained and mentored the initial team of Sutherland Global Services, a

leading BPO provider with turnover of more than $500MM and which was looking to foray into KPO sector

✓ Takes care of Business Development, soliciting new clients, setting processes, client handling, client

management and building new businesses

▪ Goldman Sachs: Joined as a analyst in IBD (Investment Banking Division). Experience with GS includes

Valuation of Companies, Corporate Restructuring including demergers, Cross Border Acquisitions, Equity

Syndication and Leveraged Buyouts. His last position with GS was Associate. Has worked with both Bangalore

and London office of Goldman Sachs

▪ Copal Partners, started as a senior analyst and later on became a part of training and grooming new recruits of

Copal. Trained and groomed over 100 people for different projects including Financial modeling, Covenant

writing, debt structure analysis

Credentials▪ As one of the 3 Founding members of ARC, have built business from scratch of ARC Financial Services and

The WallStreet School having nurtured and constantly endeavoring to grow it into a very aggressive and

pioneering player in the field of Financial Services and Finance training respectively

▪ Visiting faculty of the Institute of Chartered Accountants of India, FMS Delhi, IIFT Delhi & Kolkata

Education▪ Chartered Accountancy from the Institute of Chartered Accountants of India (May 05 Passout)

▪ Bachelors in Commerce (Honors) from Delhi University

Manoj Goel

Co-Founder and

Director in

ARC Financial

Services and The

WallStreet School,

brings with him

diversified and

comprehensive

experience in

Corporate Finance,

Investment Banking,

Corporate

Restructuring

including demergers,

Cross Border

Acquisitions, and

Equity Syndication



Himanshu Jain

Employment Experience:

▪ The WallStreet School, a corporate training firm dedicated to training for aspirants in Finance Domain

predominantly focused on Valuation, Financial modeling, Investment Banking Training

✓As director, Co-Founder and Lead Faculty, spearheading the Corporate Training and Open Workshops for

and on behalf of The WallStreet School across India

o Trained and mentored over 2,500 people on various aspect of finance

✓Lead Trainer in Corporate Workshop conducted by TWSS for different Corporate as GE, HSBC, EY, etc

✓ Involved in networking, liaising with Corporate and building and developing Corporate Training clientage and

building robust HR practices providing right set of candidates to different companies

• ARC Financial Services, a KPO catering to Investment banks, hedge funds, Private Equity players

✓ As a co-founder of ARC, supervised, trained and mentored the initial team of Sutherland Global Services, a

leading BPO provider with turnover of more than $500MM and which was looking to foray into KPO sector

✓ Takes care of Business Development, soliciting new clients, setting processes, client handling, client

management and building new businesses

▪ McKinsey & Co: Has worked on various assignments involving strategic and financial research, consulting,

insurance and corporate finance. He has been part of multiple engagements involving industry landscape study,

sector analysis, revenue growth decompositions, portfolio shift of segments, problem solving through issue

trees, corporate restructuring Has worked in Consulting assignments across sectors and geographies

▪ ICICI Prudential Life Insurance as Management Trainer for Insurance products and services

Credentials

▪ As one of the 3 Founding members of ARC, have built business from scratch of ARC Financial Services and

The WallStreet School having nurtured and constantly endeavoring to grow it into a very aggressive and

pioneering player in the field of Financial Services and Finance training respectively

▪ Visiting faculty of the Institute of Chartered Accountants of India, FMS Delhi, IIFT Delhi & Kolkata

Education

▪ Chartered Accountancy from the Institute of Chartered Accountants of India (Nov 04 Passout)

▪ Bachelors in Commerce (Honors) from Panjab University

Himanshu Jain

Co-Founder and

Director in

ARC Financial

Services and The

WallStreet School,

brings with him

exquisite experience

in

Strategic &

Financial Research,

Consulting,

Insurance, Corporate

Finance and Private

equity funding



Annexure



Basic to intermediate excelAnalysis of Financial

statementsCorporate presentations

Basic formulae - Freeze, Sum,

product, division, paste special,

Concatenate, Transpose

Advanced level - Match, Index,

Vlookup, If, Pivot

Combination – Sumif, Countif,

Index + match, Vlookup + If,

Conditional formatting, Advanced

sorting

CAGR calculation

Statement of Financial Position, Statement

of Income & Expenses, Cash Flow

Statement, different adjustments and their

importance

Defining inter linking and relationships

between the three financial statements

Margin of Safety analysis, Break Even

point analysis

Ratio Analysis of Financial Statements

using major financial ratios including

liquidity ratio, asset management ratio,

debt management ratio and profitability

ratio

Use of Color Schemes

How every slide should pass a 20 second

test

Do's and Don't of formatting for adding

aesthetic appeal and better visualization

How one has to make meaty slides with fact

based representation, proper sourcing of

data, effective charts and aesthetic and

visual appeal of a ppt

How the analysed data has to be

presented in a structured and phased

manner

How the flow of a presentation should

tell a story

Financial modelling (1/2)

Financial modelling module includes the following as part of

the curriculum:



Financial modelling (2/2)

Charting

Advanced excel

Company profiling

Feasibility study

Overview of Business , segment of operation

Operational and financial benchmarking

Share Price and Shareholders Analysis

SWOT analysis.

Recent Developments, industry analysis

How to assess various trends in the industry and the forecasts

Combination of multiple functions in a problem as Vlookup +Match, Index+Match, Vlook Up and If

Sensitivity Analysis using different way

Iterative calculation and how to deal with it in Excel

How to summarize data from different sheets and collating them into a single sheet using Indirect function

Offset Function.

Scenario Manager and how to use that in a model

Using Excel for Statistical Analysis like Correlation, Regression, Variance.

Interactivity using Form Controls

How to build assumptions and the rational of taking them before starting your business model

Calculation of free cash flows to firm and free cash flows to equity and how they are used to determine

the profitability of a project

How to take a decision for a project using different techniques like Data Tables, Scenario Manager,

Solver etc

Making pictures as linked objects in excel (eg, how to make flags dynamic)

Creating dynamic charts and no need to change the chart every time its prepared

Showing multiple charts at the same time in same location using filter

Waterfall Charts, Thermometer Charts

How the charts change using sensitivity analysis



Valuation (1/2)

DCF Valuation DDM valuation DCF exercises

Projection of Revenue

Calculation of Free cash

flow

Calculation of WACC

DCF Output Sheet with Sensitivity and Scenarios

Projection of dividend

Calculation of cost of equity

DCF Output Sheet with Sensitivity

and Scenarios

Ratio Analysis of Financial

Statements using major financial

ratios including liquidity ratio,

asset management ratio, debt

management ratio and profitability

ratio

One stage model

Two stage model

Three stage model

Valuation module includes the following as part of the

curriculum:



Valuation (2/2)

Trading comparables

Transaction comparables

Others

Pitch books

Football field

Merger model

Capitalization of Operating Lease and its impact on return ratios

Capitalization of R&D expenditure and its impact on return ratios

Selection of Comparable transactions

Calculation of transaction value

Calculation of transaction multiple

Calculation of control premium and its relevance

Selection of comparable companies

Calculation of Enterprise value

Treasury stock valuation

Calculation of LTM numbers

Cleaning up of numbers

Overview of pitch books

Types of pitch books

Structure of pitch books

Preparation of Sample Pitch books for a deal


ARCSchool of Finance

Register With Us at


(Office): +91 11 6542 2128, +91-9953729651

(Email): [email protected]

(Web): www.thewallstreetschool.com

WallStreet School Pvt Ltd.

Training Office: Suite 402, Pearls Business Park, Netaji

Subhash Place Pitampura, New Delhi – 110034

Corporate Office: Suite 212, Regus Business Center, KLJ

Towers, Netaji Subhash Place, Pitampura, New Delhi-

110034

http://www.thewallstreetschool.com/

mailto:[email protected]

http://www.arc-sof.com/

Certification in Financial modelling and Investment banking · 2019-09-13 · Cell Referencing Sum...

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Transcript of Certification in Financial modelling and Investment banking · 2019-09-13 · Cell Referencing Sum...