Finance Training for Financial Analysts

BY
Udemy

Mode

Online

Fees

₹ 3299

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study
Mode of Delivery Video and Text Based

Course and certificate fees

Fees information
₹ 3,299
certificate availability

Yes

certificate providing authority

Udemy

The syllabus

Introduction to the FAST course

  • Welcome to the course

Module 1: Basic excel functions to analyze large data

  • Introduction to Module 1
  • Download the excel spreadsheet illustration for this module
  • Lets look at the data for the illustration exercises
  • Extraction of data: understanding the SUMIF function
  • Extraction of data: calculating growth rates
  • Extraction of data: understanding the VLOOKUP function
  • Extraction of data: understanding the HLOOKUP function
  • Extraction of data: understanding the INDEX and MATCH function
  • Extraction of data: understanding the IF, COUNTIF and COUNTIFS function
  • Presentation of data: understanding the LINE chart
  • Presentation of data: understanding the PIE chart
  • Presentation of data: understanding the COLUMN chart
  • Presentation of data: understanding the STACKED COLUMN chart
  • Presentation of data: understanding the CONDITIONAL FORMATTING function
  • Practice Assignment 1: DIFFICULTY LEVEL - MEDIUM
  • SOLUTION TO PRACTICE ASSIGNMENT 1
  • Lecture 17: End of Module 1

Module 2: Basics of financial accounting statements

  • Introduction to Module 2
  • What is accounting and why we need it?
  • Key financial statements: Income statement
  • Key financial statements: Balance sheet
  • Illustration for this module
  • Illustration of transaction 1
  • Illustration of transaction 2
  • Illustration of transaction 3
  • Illustration of transaction 4
  • Illustration of transaction 5
  • Illustration of transaction 6
  • Illustration of transaction 7
  • Illustration of transaction 8
  • Illustration of transaction 9
  • Illustration of transaction 10
  • Practice Assignment #2: DIFFICULTY LEVEL - MEDIUM
  • SOLUTION TO PRACTICE ASSIGNMENT #2
  • End of Module 2

Module 3: Financial performance analysis of companies

  • Introduction to Module 3
  • Introduction to financial performance analysis
  • Download the excel spreadsheet illustration for this module
  • Illustration for this module
  • How to measure the performance of companies?
  • What are the key metrics for measuring performance of companies?
  • Calculation of operating metrics for Company 1
  • Calculation of financing metrics for Company 1
  • Calculation of operating and financing metrics for Company 2
  • Calculation of operating and financing metrics for Company 3 and Company 4
  • Calculation of averages for all metrics across companies
  • Visual representation of metrics across companies
  • Ranking of operating metrics
  • Ranking of financing metrics
  • Choosing the best company
  • Quick recap: What did we learn?
  • Practice Assignment #3: DIFFICULTY LEVEL - EASY
  • SOLUTION TO PRACTICE ASSIGNMENT #3
  • End of Module 3

Module 4: Forecasting an integrated financial model

  • Introduction to Module 4
  • Illustration for this module
  • Download the illustration exercise for the course
  • The six steps to forecasting a financial model
  • Step 1: Capturing historical IS & BS
  • Step 2a: Calculating historical IS ratios
  • Step 2b: Calculating historical BS ratios
  • Step 3a: Extrapolating future IS ratios
  • Step 3b: Extrapolating future BS ratios
  • Quick recap of what we have do so far
  • Step 4a: Forecasting future income statement
  • Step 4b: Forecasting future balance sheet - assets side
  • Step 4c: Forecasting the future balance sheet - liabilities side
  • What are the components of cash flow statement?
  • Step 5a: Calculating the cash flow from operations
  • Step 5b: Calculating the cash flow from investments
  • Step 5c: Calculating the cash flow from financing
  • Step 5d: Calculating the cash balance at end of year
  • Step 6: Integrating the balance sheet with cash flows statement
  • Recap: What did we learn in this module?
  • Practice Assignment #4: DIFFICULTY LEVEL - HARD
  • SOLUTION TO PRACTICE ASSIGNMENT #4
  • End of Module 4

Module 5: Conceptual understanding of Discounted Cash Flow valuation technique

  • Introduction to Module 5
  • What is valuation?
  • What does the Discounted Cash Flow technique estimate?
  • Calculation of Free Cash Flows
  • Free Cash flows are calculated for the future
  • Calculation of the discount rate or WACC?
  • Discounting future cash flows to calculate present value
  • Calculation of Terminal Value
  • Calculation of enterprise value and equity value
  • End of Module 5

Module 6: Step by step illustration of DCF valuation technique

  • Introduction to Module 6
  • 5 steps to doing a DCF valuation
  • Download the illustration exercise for the module
  • Lets look at the data for the illustration in this module
  • Step 1a: Calculating EBIT
  • Step 1b: Calculating post tax operating cash profits
  • Step 1c: Calculating capex
  • Step 1d: Calculating operating cash investments
  • Step 1e: Calculating Free Cash Flows to Firm (FCFF)
  • Step 2a: Calculating WACC
  • Understanding the concept of discounting
  • Step 2b: Discounting future cash flows to present value terms
  • Step 3: Calculating Terminal Value
  • Step 4: Calculating Enterprise Value
  • Step 5: Calculating equity value and share price
  • Sensitivity analysis on share price
  • Recap of what we learnt in this module
  • Practice Assignment #5: DIFFICULTY LEVEL - EASY
  • SOLUTION TO PRACTICE ASSIGNMENT #5
  • End of Module 6

Module 7: Conceptual understanding of the multiples based valuation technique

  • Introduction to Module 7
  • What are the different techniques of equity valuation?
  • A very brief overview of Discounted cash flow technique
  • Multiples based valuation: What is a multiple?
  • Multiples based valuation: what does a multiple denote?
  • Multiples based valuation: What are the different types of multiples used?
  • Illustration for this module
  • Financial statements supplements to the illustration
  • Steps to do a multiples based valuation
  • step 1: choosing the right peers
  • Step 2: Calculating the peer multiples
  • Step 3: Calculating the target value
  • So what is the best multiple to use?
  • Recap: What did we learn in this module?
  • End of Module 7
  • Please provide us your valuable feedback on the course thus far

Module 8: Practical application of the multiples based valuation

  • Introduction to Module 8
  • Download the illustration exercise for this module
  • How to do a sum of the parts valuation using multiples (1/2)
  • How to do a sum of the parts valuation using multiples (2/2)
  • Practice Assignment #6: DIFFICULTY LEVEL - EASY
  • SOLUTION TO PRACTICE ASSIGNMENT #6
  • End of Module 8

Module 9: Advanced excel functions to analyze large data

  • Introduction to Module 9
  • Download the excel template for this module
  • Understanding the LIST function
  • Understanding the OFFSET function
  • Understanding the SUMPRODUCT function
  • Understanding the GOAL SEEK function
  • Understanding the INDEX-MATCH function
  • Understanding the PIVOT function
  • Understanding the INDIRECT function
  • Practice Assignment #7: DIFFICULTY LEVEL - MEDIUM
  • SOLUTION TO PRACTICE ASSIGNMENT #7
  • Please provide us your valuable feedback on the course thus far
  • End of Module 9

End of the course - What did we learn?

  • Quick Recap

Course Challenge #1 - Difficulty Level : Easy

  • Please provide us your valuable feedback

Instructors

Mr Ashish Agarwal 1

Mr Ashish Agarwal 1
Instructor
Freelancer

Trending Courses

Popular Courses

Popular Platforms

Learn more about the Courses

Download the Careers360 App on your Android phone

Regular exam updates, QnA, Predictors, College Applications & E-books now on your Mobile

Careers360 App
150M+ Students
30,000+ Colleges
500+ Exams
1500+ E-books