Choose ANY TWO among the following and mention that in the space that ask "Name of the program you are choosing":

Credit Rating Framework

[ In this program you will learn as to how Credit Rating Agencies determine the rating of a Company practically.]

Aspects Covered:

 Key Tenets of Credit Rating Analysis
 What may be rated
 Credit Rating process
 Credit Rating Framework
 Business Risk Assessment Framework
 Industry Risk Assessment Framework
 Management Risk Assessment Framework
 Project Risk Assessment Framework
 Financial Risk Assessment Framework
 How this all adds up to a Rating
 Rating Sheet Structure etc.

Credit Analysis

[ In this program you will learn how a Banker decides whether to extend finance to a Project practically.]

Aspects Covered:

 Questions that shall be foremost in the mind of a Credit Analyst
 Credit Perspectives
 Documents to study
 Financial Statement Analysis
 3 group of ratio analysis most significant to Banks
 Doctoring of Financials resorted by companies which a Credit Analyst shall be aware of
 Trend Analysis
 Loan Policy
 Borrower Appraisal
 Technical Appraisal
 Management Appraisal
 Financial Appraisal
 Term Loan Appraisal
 Pre-Sanction Inspection
 Post Implementation Follow Up
 Covenants to be placed
 Working Capital Financing
 Computation of Maximum Permissible Bank Finance
 Line of Credit
 Working Capital Term Loan
 Critical aspects to assess Working Capital Requirement
 Parameters to be observed at the very first glance
 Account Conduct
 Definition of NPA
 Potential NPA/Early Alert System
 Asset Classification
 Incipient Sickness and Symptoms of Incipient Sickness
 What a Banker studies
 Analysis of Drawing Power
 Analysis of Bank Guarantee
 Analysis of Letter of Credit
 Financial Analysis with Financial Template
 Project Finance Model Template
 Case Study on how to draft an Appraisal Note etc.

Business Valuation

[ In this program you will learn How to Value a Business practically.]

Aspects Covered:

 Perception & Truth of Valuation
 Significance of Valuation
 Basis of all Valuation Approach
 Valuation Myths
 Nature of companies for which Valuation may be undertaken
 Different purposes of Valuation
 3 major reason for Valuation to get bad
 Approaches of Valuation
 What is Intrinsic Value
 3 components of Intrinsic Value
 Two ways of undertaking Intrinsic Valuation
 Intrinsic Value is a function of
 Drivers of Value
 When is Value created and destroyed
 DCF method of Valuation
 Ways of representing DCF
 DCF advantages and Disadvantages
 DCF approaches
 Process of DCF analysis
 Levered vs Unlevered DCF
 Two basic proposition of Risk Adjusted Value
 Types of Discount Rate
 Different models to calculate Cost of Equity
 Risk classification of CAPM
 Determining Risk Free Rate
 Standard procedure of Estimating Beta
 Beta Determinant
 Bottom up Betas
 3 criteria to be considered as Debt
 Determining Cost of Capital
 Determining FCFF
 Determining FCFE
 Determining Cash Flow
 Determining Growth in Earnings
 Methods of estimating Terminal Value
 Value creation process
 Holding in other firms
 Value of Synergy
 Value of Control
 Determining Enterprise Value
 Treasury Stock Method
 Determining Equity Value
 From Enterprise Value to Equity Value
 Inventory Accounting
 LIFO Reserve
 Effect of Depreciation
 Effect of Operating & Financial Leases
 Capitalization versus Expensing
 Effect of Intangible Asset and Deferred Tax
 Effect of Environmental Liabilities, Minority Interest and Pension Adjustment
 Intrinsic Valuation vs Relative Valuation
 Types of Relative Valuation
 Comparable Company Analysis/Trading Comps
 Comparable Transactions Analysis/Deal Comps/Acquisition analysis
 Multiple Calculation
 Understanding Multiples
 Different Types of Multiples
 Asset Based Valuation
 Valuing Private Business
 Real Life Case Study
 Undertaking Valuation Exercise with Financial Model of a Conglomerate as well as a Private Company
 Templates and Final Financial Model etc.

Equity Research

[ In this program you will learn how to decide whether to Buy/Hold/Sell a Stock practically. ]

Aspects Covered:

 Detailed process of Equity Research
 Different types of Equity Research Report
 How to draft an ideal report
 When is an Equity Research report considered to be bad
 How to undertake Economic Analysis for Equity Research
 Which are the major Economic Indicators to interpret and how to interpret them
 How to undertake Industry Analysis
 How to develop a Industry Risk Scorecard (with Excel Template)
 How to undertake Industry Benchmarking Analysis on Excel (with Excel Template)
 How to analyse Economic Moat of a company
 How to build a Framework to analyse a Business Model
 How to analyse Financials of a company
 Real Life Case Study - Valuation Model (with Excel Template) and Equity Research Report etc.

Financial Modelling

[ In this program you will learn how to build a Financial Model from Scratch practically.]

Aspects Covered:

 Skills required to build a great financial model
 Key metrics to be tracked
 Types of information to be gathered
 Different types of reports to be analysed
 Key assumptions to be analysed
 Modelling Best practices
 Things to keep in mind while developing projections
 Cell by cell built up of a real world financial model
 Classification between Reported and Proforma statements
 Developing projections of Income Statement/Balance Sheet and Cash Flows
 Building supporting schedules
 Debt and Interest schedules
 Incorporating sensitivity analysis
 Circularity breaker methods
 Using of Toggle etc.

Due Diligence

[ In this program you will learn how to source information to take Critical Business Decisions practically.]

Aspects Covered:

 What is Due Diligence
 Who is involved in the Due Diligence Process.
 Types of strategies reviewed under Strategic Due Diligence
 Analysing Strategic Due Diligence in context of 4C Framework
 How to identify the Strategic rationale under Strategic Due Diligence
 How to undertake Operational Due Diligence in context of Product, Market, Pricing, Promotion, Sales, Inventory, Efficiency, Distribution, Brand Management , Process etc.
 How to undertake Financial & Accounting Due Diligence in context of Corporate Affairs, Financial Information, Compliance with Laws, Documentation etc.
 How to undertake Legal Due Diligence in context of MOU, Shareholders, Contracts, Equipment, Benefit Plans etc.
 How to undertake Organizational Due Diligence in context of Non Financial performance measures, External Corporate Communication, Internal Corporate Communication etc.
 How to undertake Functional Due Diligence in context of IT, Finance, Sales, Marketing, Manufacturing etc.
 How to undertake People Due Diligence in context of Key management personnel, Staffing etc.
 How to make use of Due Diligence Scorecard Assessment Model (Excel based) to execute the challenging work in a simple, systematic manner.
 How to draft Due Diligence Report Template Structure etc.

Project Finance

[ In this program you will learn how Large Project Funding decisions are undertaken practically.]

Aspects Covered:

 Features and Characteristics of Project Finance.
 Primary Characteristics for suitable financing in Projects.
 Sources of Funding Public Projects.
 Stages of Projects.
 Risks associated with large Projects.
 Detailed set of aspects analysed under Technical Analysis.
 Commercial Analysis.
 Capital cost of Project and Sources of Finance.
 Financial Projection – Cash Flow and Profitability estimates.
 Analysis of Management.
 Risk Analysis.
 Assessment of Key terms of Finance.
 Sources of Long Term Finance and Project Finance Lenders.
 Project Finance vis-à-vis Corporate Finance.
 Lenders approach to Financing.
 Project Structuring.
 Drafting of Real Life Project Report.
 Building Real Life Project Finance Model.
 You would receive excel template of fully worked out financial model etc.

Real Estate Financing

[ In this program you will learn how an Investor decide whether to invest in a Real Estate Company practically.]

Aspects Covered:

 What are the different types of Real Estate properties under
 What does the cost of Property include
 What are the different means of financing a property
 What are the risks associated with a Project
 Construction stages in Real Estate
 Real Estate terms for all stages
 Interpretation of Real Estate Terms
 How would you determine the demand for a project
 Case Study: A Residential Project developer is planning for a Residential Township Development in a village near Bilaspur. How the entire study is done?
 Types of Commercial Properties
 Aspects around Commercial Properties
 Numbers to track for Commercial Properties
 Basis of choosing a location for a Commercial Property
 A typical project cost structure and means of finance
 Playing around with sensitivity analysis
 Risk Analysis of a Project
 What is Loan Against Property
 Financial Modelling
o LAP Model
o LRD Model
o % completion method model
o Develop and sell model
o Land return on sale model
o Property valuation model
o Project under construction model etc.

Merger & Acquisition and LBO

[ In this program you will learn how to get an end to end M&A Transaction executed practically.]

Aspects Covered:

 Defining Merger and Acquisition
 Different types of Merger
 Reasons for M&A
 Core Strategic objectives of M&A
 Typical roles of a M&A professional
 Difference between Buyside and Sellside engagement in context of M&A
 Deal Mechanics in context of M&A
 3 types of Sales processes significant in M&A and what it depends on
 Stages of Auction Process
 Key features of Purchase and Sales Agreement
 Different types of Deals and their practical characteristics
 Asset acquisition vis-à-vis Stock Acquisition
 Swap Ratio calculation in Excel
 Methodologies of Deal Financing
 Cash and Stock Transaction
 How to structure an offer for an exchange of shares
 How to interpret Accretion/Dilution
 Combination Analysis
 Purchase Method vs Pooling Method
 Steps for Deal Structuring Modelling
 Deal Structuring and Valuation Model on Excel
 How to determine the Value of Synergy
 How to determine Share price impact post the deal
 What is the basic thought process around LBO
 What makes a good LBO candidate
 Key assumptions of LBO modelling
 How to calculate the Exit Value return in case of LBO in Excel
 What is the significance of APV in context of LBO
 Calculation of PV using APV in Excel
 LBO Modelling in Excel etc.

Private Equity/Venture Capital

[ In this program you will learn how PE/VC takes the decision before investing in any company practically.]

Aspects Covered:

 You get to understand what exactly is Private Equity
 You get to know of the different approaches that Private Equity undertakes which helps you to align better in any discussion with PE/VC
 You understand the precise difference between a PE and VC
 You get exposed to the different roles played by Private Equity Investors that helps you to place the right propositions at the right time.
 You understand who exactly invest in PEs and what is their exact motivation to do so
 You get to be aware of the different types of PE Investment that helps you to see alternatives in a broader spectrum
 You understand the benefit of companies to have PEs on board
 You get to be aware of the different stages for which companies need money and how PE/VC is aligned at each stage
 You get to learn how an Investment Structure is designed
 You understand how PEs make money
 You get to learn as to how a Deal is Structured in context of PE/VC
 The way PE performance is measured is something on which you gain clarity
 You learn what is a Fund Structure and what it comprises of
 You get exposed to Capital Commitments
 You learn how to analyse PE Financials.
 You get to know how Allocation and Distribution takes place.
 You learn how Equity Funds are managed
 You get exposed to Private Placement Memorandum and the design structure of Term Sheets.
 You get clarity on the aspects considered for Investment by PE/VC etc.
You also get access to 5 Excel based Templates that would narrate the different ways in which calculations are conducted in context of PE/VC in a very PRACTICAL manner.

Technical Analysis

[ In this program you will learn how to take Investment Decisions in the Short Term ]

Aspects Covered:

 Introduction to Technical Analysis
 Charts and Scale
 Types of Charts
 Trend Indicators
 Moving Averages
 Simple Moving Average
 Exponential Moving Average
 MACD, PPO, ADX, AD Line, Parabolic SAR etc.
 Momentum Indicators
 Bollinger Bands, RSI, Stochastic Oscillator, Stochastic RSI, William % R etc.
 Dow Theory
 Trend and Trendline
 Support & Resistance
 Channel Lines
 Fibonacci Extensions and Retracement
 Reversal Pattern
 Head and Shoulder, Inverse Head & Shoulder
 Double and Triple Tops and Bottoms
 Spikes and Saucers
 Triangles – Ascending/Symmetrical/Descending
 Flags/ Pennants/Rectangle
 Pivot Point Reversal
 NR4/NR7
 Gap
 Japanese Candlesticks – Hammer/Hanging man / Doji / Tops/ Engulfing / Harami/Piercing Patterns / Star Patterns etc.
 Volume Analysis
 Elliot Wave and Neo Wave
 Fibonacci
 Trading Journal etc.

Fundamental Analysis

[ In this program you will learn how to decide on taking Investment Decisions in the Long Term ]

Aspects Covered:

 Why investment in stocks very important to generate wealth
 Primary reasons for someone to invest in stocks
 Who are some of the world renowned investors that you shall know of and understand their investment philosophy
 What are the basic skillset required in an individual to succeed in the stock market
 Basics of stock investing
 Sources to extract information on a daily basis
 What are the most prominent strategies of Investment
 What is the tool that you may use to identify the stocks in few minutes that matches your investment strategy out of roughly 5000 plus stocks listed in stock exchanges
 How you would be able to source the financial information of those companies in the way you want in seconds
 What are the four broader pillars of analysing companies
 How and what to study in an annual report of a company
 Best practice what I follow in terms of Financial Statement Analysis of a stock
 Aspects that I look into to undertake Valuation Analysis of a stock
 SGR Analysis of a Stock that provides you with more confidence in your investment decision
 Business aspects that is required to be looked into
 Industry aspects that is required to be looked into
 Management aspects that is required to be looked into
 When to sell a stock
 The essence of credit rating reports and how to read them
 How to monitor your portfolio
 How to interpret the 5 most common corporate actions undertaken
 How to undertake intrinsic value calculation with the help of a tool
 What to interpret through Intrinsic Value Calculation etc.

Essential Excel in Finance

[ In this program you will learn the critical aspects of Excel which is most required in Finance ]

 Calculating Loan Payment
 Calculating Accrued Interest
 Analysing Data
 Determining between Scenarios
 Evaluate Formula easily
 Formatting
 Circular Referencing
 Splitting sheet for easier Analysis
 Calculating Future Value with Equal Payment
 Calculating Future Value with Variable Interest Rate
 Clubbing Data for easier Analysis
 Locating Data Horizontally
 Determining cells which are unlocked
 Making changes within a range in a Protected Sheet
 Calculating NPV of Irregular Inputs
 Trend and Forecasting
 Working on Multiple Workbooks etc.

Determining Warning Signals and Red Flags in Business

[ In this program you will learn how to foresee the upcoming Business Challenges ]

 Warning Signals and how to interpret
 Categories of Financial Frauds and how to identify etc.