Financial Modelling EDP - Executive Development Program

Why EDP?

Our Executive Development Programs (EDP) are the ideal platform for functional executives with future potential to move from the basics towards mastery and success in a broader role. These intense 2-3 day workshops act as catalysts for fresh thinking, re-training and knowledge enhancement. Participants expand their business acumen in key areas as they benefit from the expertise of the faculty and fellow participants.

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In-depth Coverage

The workshops are designed to deliver an intensive, systematic and practical understanding on a chosen topic. These workshops act as an intense crash-course into topics of current interest and you walk away with real tools, techniques and best practices you can apply on the job.

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Expert Faculty

Our faculty is drawn from a diversified pool of experienced industry professionals and academicians. Their diverse backgrounds and vast experiences provide valuable inputs into the dynamic and challenging world of business.

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Experiential Learning

The workshops blend a rigorous academic curriculum with practical application using real world business issues and case studies. Classroom learning is brought to life by hands-on exercises that demonstrate how you can apply the concepts in a holistic and integrated way.

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Group Dynamic

Interact with your peers from different companies to broaden your horizon and expand your network. The workshops help in building professional acumen through extensive interactions among your peers.

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Attractive Pricing

The two-day workshops are priced attractively, and are inclusive of study material, lunch and refreshments at a reputed hotel.

Upcoming Workshop: 2 day power-packed workshop to learn tools and best practices for financial modelling in Mumbai & Bangalore

WHAT IS FINANCIAL MODELING?

Financial Modelling is a tool that can be used to forecast a picture of a security or a financial instrument or a company’s future financial performance based on the historical performance of the entity. Financial Modelling includes preparation of detailed company specific models which are then used for the purpose of decision making and performing financial analysis. It is nothing but constructing a financial representation of some, or all, aspects of the firm or given security.

The applications of Financial modelling are limitless and is used extensively in Corporate Finance across various roles like M&A, Private Equity, Equity Research, Business Analysis, Business Modeling, Start Ups, Budgeting, Financial Control and Financial Operations. Increasingly, financial modeling is also used for corporate budgeting, business planning, project finance, investment analysis and risk management.

MULTI-DOMAIN APPLICATIONS
GROWING DEMAND FOR FINANCIAL MODELLERS

Financial Modelling is a versatile and highly sought after skill set that helps you develop a fast-paced career path, which is both financially and professionally rewarding.

Our exclusive, 2-day hands-on workshop on financial modelling is designed for budding and experienced financial professionals to improve your ability to construct, review or analyse financial models at all levels. The workshop provides comprehensive coverage of key financial modelling concepts, including best practices in modelling, key financial concepts and advanced MS Excel concepts.

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LEARNING OBJECTIVES:

During this workshop, you will learn to:

  • Understand the importance and impact of financial models in business decision making
  • Become proficient in creating business plans
  • Analyse business opportunities and long term projects
  • Learn Excel modelling for analysing, valuing & forecasting different companies
  • Build a financial model that is robust and provides dynamic projections from scratch
  • Understand how to deal with the actual difficulties in such analysis
  • Prepare financial research snapshots and evaluate different sectors
  • Analyse a company from multiple standpoints: operations, investment, financing and valuation
  • Apply industry best practice in creating business plans and models that are user friendly, robust and easy on the eye
  • Learn to perform “What-if” analysis
  • Learn to present the model output using powerful dashboards

Methodology

We believe in ‘Learning by Doing’ and place utmost importance to practical, real-world knowledge and hands-on learning.

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3 Case Studies
Participants work in groups to complete 3 case studies of Indian and global companies to provide real-world context.
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Hands-on Practice
Participants work in groups to complete exercises which fosters team work
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Peer Learning
Participants learn from the faculty and their peers through sharing of experiences and insights
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2 Assessments
Participants will be given an assessment at the end of each day

View Detailed Coverage

Day 1 (8 Hours)
Module 1: Overview
Module 2: Understanding Business Models and Identifying Constraints
Module 3: Understanding Relationship Between Financial Variables
  • Working with Growth Rates, CAGR and Proportions
  • Rules of the Three Financial Statements: Income Statement Balance Sheet, Cash Flow Statement
  • Reading the Annual Report
  • Linkages between the Three Financial Statements
  • Top Down and Bottom Up Methodologies
  • Analyze Revenue Drivers Cost Behavior
    • Fixed Cost vs Variable Cost
    • Capital Expenditure vs Revenue Expenditure
  • Understanding Debt and Interest
  • Understanding Working Capital
  • Time Value of Money, Long Term Financing , Cost of Capital, Risk and Return and its Implications in Decision Making

  • Activities:
  • Exercise: Participants Will Build Models based on Case Studies:
    • Cost
    • Revenues
    • Operating Expenses
    • Interest
    • Income Tax
    • Cash and Cash Equivalents
    • Current Liabilities
  • Day 2 (8 Hours)
    Module 4: Hands-on Practice
    Module 5: Modeling for Uncertainties
    Module 8: Dashboarding

    Facilitator

    VISHWANATHAN MB

    Viswanathan is a Certified Financial Analyst (CFA) holder and a Chartered Accountant with over 11 years of experience in a wide variety of roles and functions including financial modeling and valuation, project finance, equity research, consulting, corporate finance, talent management and training.


    Having worked at organizations of differing sizes including large organizations such as Citigroup and Ford as well as small organizations such as The Smart Cube, he brings unique and varied organizational perspectives. During this time at ThinkEquity, he built more than 20 financial models for equity valuation covering various sectors including IT infrastructure, software and business services; while at SmartCube, he led a team of 8 members on a financial modelling project for a major global financial services firm. He has also served as AVP- Training at Citigroup Global Markets.

    He is also associated with TAPMI Business School and Manipal University as a visiting faculty. He is also a highly sought after training for various corporates like Tres Vista, Cognizant, LIC Nomura, Tata Sky, Mahindra Comviva, Shapoorji Pallonji, and Smart Cube.

    He also holds the FRM designation and graduated in Commerce from Loyola College, Chennai.



    To enroll for this workshop, please click below:

    WHO SHOULD ATTEND?

    This workshop is best suited for executives and managers working in Finance, candidates pursuing BBA/BMS/B.Com, Charted Accountant (CA), CFA Program, FRM, MBA in Finance with 2+ years of working experience looking for an opportunity to develop their skills in the financial/investment analysis domain.

    PRE-REQUISITES : The participants in the program are expected to have basic working knowledge of MS Excel. There are no other pre-requisites.


    LOGISTICS:

    BATCH: Mumbai [25th & 26th March] and Bangalore [1st & 2nd April]
    LOCATION: Mumbai & Bangalore
    FEES: Rs. 15000+ Applicable taxes inclusive of tuition and study material. Lunch & refreshments will be served at the venue.


    FAQs

    What is an EDP?
    Executive development programs are customized and highly targeted short-term programs geared towards executives and managers who show great future potential. There always exists a gap between the level at which an executive performs and their potential. Executive development programs aim to harness this untapped potential and create future-ready leaders of tomorrow.
    Why are EDPs necessary?
    Most new managers feel as though they have been thrown into the middle of the ocean without a life-jacket. Mastering managerial skills will provide managers with the confidence and skills required to manage themselves as well as the team. The training programs serve to sharpen the essential lessons which can be applied to real life situations.
    What is the difference between a MDP and an EDP?
    While the format of the workshop is essentially the same, the key difference lies in the target audience for these workshops. Management Development Programs are aimed at current leaders (VP-CXO level professionals) who are already familiar with a topic but want to gain new perspectives as a way of strategic development. Executive Development Programs are aimed at executives and managers—the future leaders—who need knowledge transfer on a subject of current interest in order to make better decisions in their current profiles.
    What is the duration of the program?
    Our workshops offer intensive training and knowledge transfer in a short span of 2-3 days.
    What is the format of the program?
    The workshops are conducted as Instructor-led classroom trainings. These workshops are designed and delivered by experienced faculty from the corporate or academic world with proven expertise of executive education. Lunch and refreshments will also be served.
    How many participants will be there in each workshop?
    Each workshop will have no more than 30 participants to ensure effective learning and personalized attention to the needs of all participants.
    I like the program, but the price is too high. What can I do?
    We offer 10% discount for early bird enrolments for all our programs. However, if you are really keen on attending the workshop but the price is a constraint, your best bet is to ask your Manager or Training Head to nominate you for the workshop, and thereby the cost can be borne by your company.

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    Contact the Imarticus Team

    Testimonials

    • Reshma Krishnan Head Faculty for Corporate Finance – Imarticus Learning
      I have been working with Vishwanathan on our Corporate Finance and Modelling programs here at Imarticus for over 2 years now. I find his knowledge on financial modeling and valuation, project finance and equity research to be exceptional. His training sessions are very interactive and are a complete package of knowledge, domain experience, industry case studies, and hands-on exercises. Highly recommended trainer for certifications in Modelling and Valuations.
    • Alex H
      Alex Harrison Student of Financial Modelling program
      Vishwa could simplify complex concepts for the audience by relating to real life examples in professional world. He could connect very well with audience due to his personable nature. Normally training sessions are very single dimensional and bookish in nature but Vishwa converts his training into very collaborative sessions, where participants learn out of each other’s work experience and knowledge. An enriching experience.

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