Executive Program in
STRATEGIC FINANCIAL MODELING & BUSINESS VALUATION
Duration
8 Weeks
Day
Saturday and
Sunday
Time
7:00 PM To
9:30 PM
Format
Live and
Direct-To-Device
LMS
NSE
Knowledge Hub
PROGRAM OVERVIEW
The program emphasizes practical application through case studies and project work, enabling participants to apply concepts to real-world situations. Advanced Excel tools and functions are taught to create dynamic financial models that effectively summarize historical data, forecast future financial performance, and present integrated financial statements and key financial ratios. Upon program completion, participants will receive a certificate validating their skills in financial modeling and business valuation, enhancing their professional standing and career opportunities.
PROGRAM HIGHLIGHTS
CERTIFICATE BY
IIM KASHIPUR
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LEARN FROM EXPERIENCED IIM KASHIPUR FACULTY
CAPSTONE PROJECT & CASES FOR EFFECTIVE LEARNING
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ADDITIONAL SELF-PACED PROGRAM ON MS EXCEL
40 HOURS OF LIVE ONLINE ENGAGING SESSIONS
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CONVENIENT EVENING & WEEKEND SESSIONS
APPLICATIONS OF FINANCIAL MODELING
Financial modeling has a wide array of applications across various job functions. These applications demonstrate the versatility and critical importance of financial modeling across various roles and industries, aiding in decision-making, strategic planning, and risk management. Here are some key applications categorized by job function:
- Mergers and Acquisitions
- Scenario analysis for deal structures
- Synergy and accretion/dilution analysis
- Initial Public Offerings (IPOs)
- Debt Financing
- Budgeting and Forecasting
- Capital Budgeting
- Financial Reporting
- Regulatory Compliance
- Stock Valuation
- Investment Evaluation
- Portfolio Management
- Credit Analysis Highlight point here
- Risk Management
- Performance Analysis
- Scenario Planning
LEARNING OUTCOMES
Develop In-Demand Skills
Financial Modeling is now the core skill sought by the industry among finance professionals
Advanced Excel Techniques
Gain proficiency in functions that are crucial for financial modeling.
Build Financial Models
Learn to construct financial models for various business scenarios
Forecast Financial Performance
Develop the ability to forecast future financial results.
Perform Business Valuations
Acquire skills in various business valuation methodologies.
Manage Risk & Investment Portfolios
Gain insights into portfolio construction and risk management strategies.
PROGRAM BENEFITS
Comprehensive industry-aligned curriculum that covers essential aspects of financial modeling and valuation.
Live, online, and interactive weekend sessions to offer flexible learning.
Practical knowledge applies to multiple industries through capstone projects, case studies, and projects.
IIM advantage with certification from IIM Kashipur, enhancing your professional credibility.
Enhanced Excel skills with 45 hours of a self-paced module with one-year access.
Access to session recordings for one year for continuous learning.
Networking opportunities with fellow participants to expand professional reach.
MEET YOUR INSTRUCTOR
Prof. Ashish Kumar
Associate Professor (Finance and Accounting)
Prof. Ashish Kumar Garg, an accomplished academic and experienced teacher, brings over 20 years of experience in MBA education. He holds a PhD in Finance from Haryana Business School, India, where he analyzed the impact of Foreign Institutional Investment on the Indian Stock Market. Before joining IIM Kashipur, he served IIM Raipur and LBSIM, Delhi. ... His research interests span stock markets, foreign investment, earnings management, cash management, and behavioural finance. His work has been recognized and published in ABDC and ABS listed journals and renowned databases such as Springer, Sage, Scopus, and EBSCO. In the classroom, he imparts knowledge on a variety of subjects, including Financial Accounting, Management Accounting, Corporate Finance, Investment Management, Business Valuation, Fixed Income Securities, and Behavioral Finance. Beyond the academic sphere, he has conducted numerous management development programs and training sessions for the executives of prestigious companies like NTPC, EIL, IOCL, ONGC, BEL, DRDO, Max Healthcare, and AICTE.
COURSE CURRICULUM
- Freezing, Sorting and Conditional Formatting
- Creating Hyperlinks Through Excel Function
- COUNT-Related Functions
- Lookup-Based Functions (VLOOKUP, HLOOKUP)
- Lookup-Based Functions (INDEX and MATCH)
- SUMPRODUCT Function and Related Cases
- Text-Related Functions & Date-Related Functions
- Conditional Summation (SUMIFS)
- Combining Text from a Range of Cells (TEXTJOIN)
- Getting Value from a Database using the DGET Function
- Data Summarization using Pivot Table and Slicer
- AGGREGATE Function
- Financial Functions and Creating Loan Amortization
- Introduction & Requirements of Financial Modeling
- Financial Modeling in Decision-Making Strategic Financial Modeling
- Industry Practices and Techniques of Modeling
- Case: Creating an Integrated Financial Model and Dashboard
- Introduction (Understanding & Interpreting Financial Statements in Strategic Decision Making)
- Analysis of Income Statement, Balance Sheet & Cash Flow Statement
- Ratio Analysis & Performance Evaluation
- Metrics Forecasting Techniques
- Building Pro-Forma Financial Statements
- Sensitivity Analysis
- Introduction (Understanding Valuation, Approaches & Business Strategies)
- Discounted Cash Flow (DCF) Analysis
- Comparable Company Analysis (CCA)
- Precedent Transactions Analysis (PTA)
- Leveraged Buyout (LBO) Modeling.
- Real Options Valuation
- Equity Valuation
- Bond Pricing
- Yield Measurement
- Duration and Modified Duration
- Convexity and Sensitivity
- Portfolio Duration
- Introduction: Portfolio Theory
- Assessing & Mitigation of Risk Involved in Investment.
- Portfolio Optimization Techniques
- Risk-Adjusted Return Analysis (e.g., Sharpe Ratio, Value at Risk)
- Scenario Analysis and Stress Testing
- Building Integrated Financial Model
IDEAL FOR
Financial Modeling and Valuation is a skill that organizations seek among finance professionals and those who are planning to start their careers in finance. Regardless of your designation or the business you work in, these are must-have skills with in the finance community.
To enhance your ability to analyze financial data and create detailed financial models.
To acquire the knowledge to create financial models for your business and assess investment opportunities
CA/ CMA/ CFA/ FP&A & Cost Accountants seeking to enhance their modeling skills for application in various industries.
Professional in field of investment banking, private equity, and consulting.
Business Strategists aiming to improve their capabilities in strategic decision making and financial planning.
Equip yourself with a valuable skillset to launch a successful career in finance.
ELIGIBILITY & PREREQUISITE
Graduates from a recognized university (UGC/AICTE/DEC/AIU/State Government) in any discipline with Mathematics/Statistics up to 10+2 level.
Graduation or equivalent degree from any recognized university or institution in their respective country.
Proficiency in English, spoken and written, is mandatory.
PEDAGOGY
The program will primarily be conducted through interactive class discussions and practical hands-on sessions, aimed at developing essential skills in participants. Participants are expected to engage with reading materials, complete exercises and assignments, deliver presentations, and participate in various evaluation activities designed to reinforce learning outcomes. Throughout the course, students will have the flexibility to interact with professors in real-time during classes or offline to ask questions and clarify doubts.
EVALUATION METHODOLOGY
IIM Kashipur will evaluate all the participants based on
- Quizzes
- Assignments
- Project Work / Final Examination
The evaluation process is completely online.
Certification
Candidates will receive a Certificate of Completion (CoC) if they meet the following criteria.
1. A minimum of 60% attendance is required to qualify for the CoC.
2. Score a minimum of 50% marks overall in
- Quizzes
- Assignments
- Project Work / Final Examination
Candidates who do not meet the above-mentioned criteria will receive a Certificate of Participation (CoP).
PROGRAM FEE
| Details | Participants Fee | Total Fee |
|---|---|---|
| Admission Fee | INR 10,000 + 18% GST | INR 11,800 |
| Program Fee | INR 40,000 + 18% GST | INR 47,200 |
| Total Program Fee | INR 50,000 + 18% GST | INR 59,000 |
* All Fees are payable by candidates directly to NSE Academy.
* EMI options and scholarships available on limited seats.
LEARNING IS MORE IMPACTFUL WHEN YOU JOIN WITH YOUR COLLEAGUES. CONTACT NSE ACADEMY FOR A SPECIAL PRICING ON CORPORATE NOMINATIONS
FOR MORE INFORMATION
ABOUT IIM KASHIPUR
The Indian Institute of Management Kashipur (IIM Kashipur) is a second-generation IIM set up by the Government of India in 2011. It aspires to achieve excellence in management education by using innovative teaching methods, promoting high-quality research, and practicing sustainable leadership. The institute strives to create and disseminate knowledge through applied and interdisciplinary research and practices in emerging areas of management. The institute develops socially conscious, competent, and ethical business leaders and researchers capable of critical thinking, innovation, and entrepreneurship while being inclusive and focusing on both regional development and internationalization. Celebrating ten years of serving education, the institute is ranked.
ABOUT NSE ACADEMY
NSE Academy Limited is a wholly owned subsidiary of the National Stock Exchange of India Limited (NSE). NSE Academy Limited enables the next generation of BFSI and FinTech professionals with industry-aligned skills – through capacity building programs and certification courses, powered by an online examination and certification system. The courses are well-researched and carefully crafted with inputs from the industry professional. NSE Academy Limited works closely with reputed universities and institutions across India in building a competent workforce for the future of BFSI and FinTech. NSE Academy Limited also promotes financial literacy as an essential life skill among youngsters – a contribution towards financial inclusion and wellbeing.