financial analysis prodegree · 2020. 9. 9. · corporate finance cash flows, time value, irr,...

PRODEGREE

WWW.IMARTICUS.ORG

FINANCIAL ANALYSIS FINANCIAL ANALYSIS

INDUSTRY CREDENTIALS TO ACCELERATE CAREERS

PRODEGREE

Master in-demandskills

Case study basedlearning methodology

Experiential learningat its best

Get placedat leading firms`

$

Theprogramhasajudiciousmixofacademics

andpracticallearning,cateringtobothnovices

andexperiencedcandidateswithapplications

acrossinvestmentbanking,M&A,privateequity

andresearch.

Global Curriculum

Thefinancialanalysisprodegreeisa

180-hourprogramcoveringfinancial

accountingandstatementanalysis,

financialmodelingandvaluation,

equityresearch,corporatefinance

strategy,ExcelandPowerPoint,

aptitude,resumebuilding,and

interviewprep.

Comprehensive Coverage

Theprogramisco-createdwithEYasthe

KnowledgeProvider,andcomeswithacutting-

edge,industry-alignedcurriculum,casestudies

andprogramdeliverybyEY,andtwodelivery

modes:classroomandonlinetraining.

EY as Knowledge Provider

Theprogramprovidesanedge

throughouruniquecasestudy

methodologyfocusingonreallife

businessscenarios.Eachmoduleand

topicwillbecenteredaroundin-

depthreallifecasestudiesand

projectstoensurepracticallearning.

Case Study-based Learning

INNOVATIVELEARNINGMETHODOLOGY

Liveinstructor-ledvirtual

classeswithexpertfacultyfor

real-timelearningatyour

convenience

Self-paced instructor videos

Active,self-paced,data-drivenlearning

throughHDvideos

53 Hours

Online Delivery

EYleadershipsharetheirexpertiseandbest

practicesthrough20hoursofprogramdelivery

includingcasestudiesandselfpacedvideosto

giveyoupracticalexposuretotheindustry.

Case Studies and Delivery by EY:

127 Hours

Classroom delivery

127 Hours

TWODELIVERYMODESTOCHOOSEFROM

Classroomtrainingby

expertfacultywith

industrycredentials

atourImarticuscenters

FINANCIAL ANALYSIS PRODEGREE

WHY A PRODEGREE?

CareerReadinessPrepareforfinancialanalystjobsthroughextensiveinterviewprep,resumebuildingandmockinterviews

VERIFIEDPRODEGREECREDENTIAL

JOB-READYPROJECT

PORTFOLIO

EXPERIENTIALLEARNING AT COMPETITIVE

PRICE

FLEXIBLELEARNING

PATHS

Industry-EndorsedCutting-edgeprogramdesignedanddeliveredincollaborationwithEYwithperiodicguestlecturesbyEY

ExperientialLearningDeliveryusingacombinationofself-pacedvideos,livelectures,casestudies,projectworkandsimulations

GuestLecturesPeriodicguestlecturesbyEYLeadershiponindustrybestpractices

CustomizedLearningFlexiblelearningpathstocatertobothnovicesandexperiencedprofessionals

Transaction execution6 Hours

www.imarticus.org

M&Atransactionprocess|Howtomakeapitchpresentation|LBOandfinancingbasics|Basicsofdocumentation|Duediligence:Whatshouldyoulookoutfor?|

Planningpost-acquisitionintegration

CURRICULUM

Level 3 49 Hours

Introduction to equity research10 Hours

Overviewofequity|Researchbusiness|Jobofanequityresearchanalyst|Typesofresearchreports|Approachtoanalyzeabusiness|Ecosystemofasset

management|Buyside,sellsidejobs-incentives,workprofile,requirements|Businessmodelsnapshot|Unravellingcolgate|Techniquesofrelativevaluation|

Walk-throughofamaintenanceresearchreport|Tipsoneffectiveresearchwriting

One-on-one presentations5 Hours

One-on-onepresentationofindividualassignment

Guest lecture by EY + businesswriting & storyboarding5 Hours

Establishingthepurposeofcollateralwithregardtotheaudience|Identifyingthespecificneedsoftheaudience|Whatisthescopeofcoverage?|Selectingand

understandingthemediumofcommunication|Briefintroductiontovariousmediumsofbrochure,newslettersandemailandtheiruses|Persuasionandpromotionwriting

|Research|Notetaking|Brainstormingandtheartofmindmapping|In-classmindmappingexercise

Firm valuation models5 Hours

FCFFvaluation(single-stage,two-Stage,threestage)|APVvaluation|Sector-specificmultiples|Relativevaluationforalistedandunlistedcompany|Comparison

withintrinsic(cashflowbased)valuation

Final project presentation5 Hours

Finalprojectsubmissioninfrontofyourpeerswhileindustryexpertsevaluateyourprojectworkwithconstructivecriticism

Interview preparation - domain3 Hours

Expertguidanceonhowtopreparefortechnicalinterviewroundwithtips,tricksandaquickrefresherontheconceptslearned

Financial model presentation 5 Hours

Presentationofyourfinancialmodelinfrontofyourpeers

Interview preparation - HR 2 Hours

Typesofinterviews|Whattodobeforeaninterview|Whattodoafteraninterview|Follow-upetiquette|Bodylanguage-dosanddonts

Mock interviews - HR and domain(with internal faculty)4 Hours

One-to-oneorpanelmockinterviewswithfacultytocleartheHRandtechnicalroundofinterviewstogiveyouconfidencetofacerealworldscenarios

Mock interviews - domain(facing external industry experts)4 Hours

One-to-OneorpanelmockinterviewswithindustryveteranstocleartheHRandtechnicalroundofinterviewstogiveyouconfidencetofacerealworld

scenarios

HANDS – ON CASE STUDIES

Youwillgethands-onexperiencewithindustrycasestudiesandassignmentsandbuildaportfolioofdemonstrablework.Ourin-depthcasestudieswillhelpgainapracticalunderstandingofvariousfunctionsandprojectsacrossmultipledomainssuchasprivateequity,equityresearch,M&Aandcorporatefinancetoensureyougainadeep,multi-facetedunderstandingoffinancialanalysis.

www.imarticus.org

Preparation offinancial statement

Preparation of dummyconsolidated financial

statements

Calculation ofratios

Calculation of EV Calculation of EV Capitalizing ofR&D expenses

Valuing using2 stage DDM

Capitalizing ofR&D expenses

Group assignmentof analyzing

Colgate India

Writing an initiatingcoverage report

Building afinancial model

www.imarticus.org

CAREERS

EMPLOYMENT LANDSCAPE

GROWING DEMAND

IN INDIA AND GLOBALLY

Acareerinfinancialanalysisrequiresparticipantstohaveastrongquantitativeandanalyticalskills,productknowledge,globalexposure,andmultiplemobilityoptionswithinfinancialservices

Globalnetwork Specializedskills Domainknowledge

7,000+ Openvacanciesinfinancialanalysis

onNaukri

2,000+ Openvacanciesinvaluationon

Naukri

13,700+ OpenvacanciesgloballyinfinancialanalysisonMonster

AveragesalaryforanalystINR600,000

www.imarticus.org

ImarticusLearningisuniquelypositionedtotraincandidatesonfinancialanalysis

EXPERTISE IN FINANCIAL ANALYSIS

CORPORATE TRAININGS

FinancialModelingExcelmodeling,coreconcepts,modelingforPE,LBOsandotherscenarios

ProjectFinanceValuationmathematics,projectdynamics,financing

EquityResearchOverview,buy/sellresearch,researchreportspreparation

ValuationEnterprisevalue,

comparablemultiples

CorporateFinanceCashflows,timevalue,IRR,

ratioanalysis

ExpertiseAreas

RETAIL PROGRAMS ONCORPORATE FINANCE

Experttrainersoncorporatefinance

30+

Averagetrainingfeedback

4.55

400+ TRAINED

800+TRAINED

175+TRAINED

Retailclassroomprograms

Retailclassroomdiplomaprograms

Onlinecertificationprograms

Daysofcorporatetrainingonthesubject

Participantstrainedfromcorporates

1,200+

www.imarticus.org

About EY

CASE STUDIES

EYwillsharereal-worldcasestudiesonvaluation,whichwillprovideuniqueinsightsintothe

worldoffinancialanalysis.

PROGRAM DELIVERY

EYleadershipwillcontributeroughly20hoursintermsofvideosandtrainingsessions

witheachbatch.

COLLABORATION WITH EY

INDUSTRY-APPROVED CURRICULUM

Youwilllearnin-demandskills,andtoolsthrougharigorouscasestudy-basedcurriculum

andhands-onprojects.

EYSPEAK

WewillbecloselyworkingwithImarticustoleveragefromrealcaseexperiences,recordvideosand do periodic lectures witheach batch to share first-handour know-how and expertisewith the next generation ofanalysts.Ourinstructors,beingactivemodelling practitioners,are highly knowledgeablep r o f e s s i o n a l s t h a t a r epassionate about modellingandhaveexperiencecoveringawide range of sectors andfinancialmodellingdisciplines.

Sorabh KatariaPartner - Valuation and

Business Modelling

EYisagloballeaderinassurance,tax,transactionandadvisoryservices.Theinsightsandqualityserviceswedeliver

helpbuildtrustandconfidenceinthecapitalmarketsandineconomiestheworldover.Wedevelopoutstanding

leaderswhoteamtodeliveronourpromisestoallofourstakeholders.Insodoing,weplayacriticalroleinbuildinga

betterworkingworldforourpeople,forourclientsandforourcommunities

www.imarticus.org

Shanin has over 12 years of

expertise in Value Investing,

Financial Statement Analysis,

B u s i n e s s Va l u a t i o n a n d

BehavioralFinance.Heisavalue

investor and runs a boutique

inves tment adv i sory f i rm ,

A n a l y s ew i s e I n v e s tm e n t

Advisors . He has del ivered

corporatetrainingprograms for

leadingEurope-basedinvestment

b a n k s a n d s e v e r a l o t h e r

corporates.Havingworkedasan

investment banker with JP

MorganintheirMumbaiandNew

Yorkoffices,hewasalsopartofa

4-member team that worked

closelywithMSDCapital.Shanin

isaqualifiedCFA(AIMR,USA)and

hasalsocompletedhisBachelors

in Electronics Engineering from

MumbaiUniversity.

Shanin

Thomas

Neha h a s ove r 9 ye a r s o f

experienceininvestmentanalysis

and port fo l io management

services, having worked for

organizations such as Angel

BrokingandMalabarInvestment

Advisors. She is an investment

analyst and her domain of

expertise lies in value-driven

bottom -up stockpickingbased

onfundamentalanalysis.Shehas

also assisted key functions such

assuchasoperations,marketing

and recruitment. Neha is an

E lec tronics Eng ineer f rom

Thadomal Shahani Engineering

College, Mumbai and a holds a

Post Graduate Diploma from

Indian School of Business (ISB),

Hyderabad.

Neha

Idnany

Sorabh is a Partner in the

ValuationandBusinessModelling

Group in EY Mumbai and has

been extensively involved in

helping his clients navigate the

transactioncycle.Hisexperience

acrossboththeprivatesectorand

advisory role has given him

invaluable insights into the

valuationand fundraising cycle.

His previous role was with EY

Australiawherehespent8years

providing decision support

mode l l i n g , va l u a t i o n a nd

transaction services to some of

Australia’slargestbusinessesand

technologycompanies.Sorabhis

asixSigmaqualityblackbeltand

anengineerandMBA (FMS )by

education.

Sorabh

Kataria

INDICATIVE FACULTY

Sloka

Balasubramanyan

Sloka i s an Assoc iate V ice

President in the Valuations and

BusinessModellingteamofEYin

India. She has over 6 years of

expe r i en ce i n va l ua t i on s ,

financial modelling, project

f inance, corporate f inance,

decisionsupport,andtransaction

analyses.Shehasbeentrainedin

EY UK’s Financial Modelling

Group which is the center of

excellenceforfinancialmodelling

inEYandhasbeeninstrumental

in devising and delivering EY’s

ownfinancialmodellingtraining.

SheisaCharteredAccountantand

Masters in Commerce (M.com -

Management) from Mumbai

University.

Imarticus Faculty EY Faculty

Individuals lookingfor global certifications

Toenhancetheirresumesand

buildaportfolioofdemonstrablework

Job seekers and career changers Finance professionals

With2+yearsofworkexperience

lookingforanopportunitytodevelop

theirfinancialanalysis

AWARDS AND ALLIANCES

TOLL FREE: 1800-267-7679www.imarticus.org|[email protected]

THIS PROGRAM IS IDEAL FOR

Thosewhowanttoexcelat

investmentbanking,corporatefinance,

privateequity,otherfinancial

servicesinterviews

financial analysis prodegree · 2020. 9. 9. · corporate finance cash flows, time value, irr,...

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