Fundamental Analysis & Financial Modeling -For better investment decisions.
Fundamental analysis is a stock valuation methodology arrived at by performing security analysis. An appropriate security analysis forms the basis of successful investment decisions. Financial Modelling is a valuation tool which teaches you to work with historical information about companies and analyse the company performance on relevant financial parameters. This analysis is then used to give us an estimate of the valuation of the companies or the projects.
Why should one take this course?
- Valuing the company by forecasting the revenues.
- To examine an organizationâ€™s financial projections, competitorâ€™s Equity Research projections and other dynamics to determine whether it is a smart or a risky investment.
- In assessing the financial viability of a project
- In assessing their own finances and build financial models for Financial Analysis on their projects.
- In creating a funding plan through debt and equity components.
The basic eligibility criteria are 10+2.
The course is open for undergraduates, graduates, postgraduates, corporate professionals, CA, CS, businessman, brokers, traders, investors, housewives, retired persons, etc.
All the students will receive a certificate from SIFMR once they complete their respective courses.
- Introduction to Fundamental Analysis
- Economic Analysis: Understanding different Economic indicators in the current scenario, Data Gathering
- Industry Analysis: With reference to the Porter Five Forces of a model.
- Company Analysis and Interpretation of Financial Statements
- Financial Ratio: Du point Analysis, Peer to peer analysis, Preparation of Financial Analysis report on an industry.
- Basic Excel for Financial Modeling
- Financial Management & Corporate Finance: Â· Time value of money, Long term financing, Cost of capital, Measure Of Leverage
- Equity Valuation Models: Building financial model in excel, Data Gathering, Horizontal & Vertical Analysis.
- Projecting core statements: Income Statement, Balance Sheet Cash Flow
- Projecting and linking additional schedule: depreciation schedule, working capital schedule, intangibles schedule, shareholderâ€™s equity schedule, other long term items schedule, debt schedule etc.
- Valuation Model : DCF & LBO Model.
Who will benefit from this course?
- Management and Commerce students
- Finance Professionals
- Stock Analysts
- Employees with Treasury & Investment division of banks and financial institutions
- Anyone who is interested in the Indian Securities Market