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Financial markets are volatile – Tips for rising in an investment banking career.

Posted on by Imarticus Learning

Financial markets are volatile – Tips for rising in an investment banking career

The financial sector is one of the most thriving sectors in the economy. Despite so many ups and downs, this sector keeps rising and shining. And, this is perhaps the reason why more and more individuals opt for an investment banking career. But as you know, financial markets are highly volatile, you can’t predict what will happen next. So, to keep up with the changing market trends, you need to keep polishing your skills and abilities even as an investment banker. 

In this article, we are sharing some important tips that will help you grow your career and achieve new heights in the investment banking sector. Keep reading! 

Tips for Growing an Investment Banking Career 

Following are some tips that will help you build a successful investment banking career:

1. Make Sure it is the Right Job for You

Unlike many other careers, investment bankers have a range of jobs to choose from. Note that different investment bankers may come from different backgrounds. So, they can use their transferable skills to join a profession that matches their interests. In the investment banking sector, you can move into trading, financial planning analysis, research, valuation, or structuring posts. For example, if you are good at research and valuation and have a keen interest in investing, then you can grow your career as an investor or a financial advisor. 

Although investment banking is a very high-profile but demanding job, the financial rewards it provides make it worth working hard for. 

Understanding your key skills and interest areas will help you remain focused and earn better opportunities in your IB career. 

2. Don’t Stop Learning 

Since the financial market keeps changing every day, you need to keep polishing your skills and abilities. Even after you get a job, don’t stop working on your skills. Investment banking is a vast field, and it offers many opportunities to become an expert. One good way to learn investment banking is to enrol in the best investment banking courses. In fact, the right IB course is your answer to — how to become an investment banker.

Once you secure the right job and gain some experience, you can consider becoming an expert by earning various investment banking certifications like Chartered Financial Analyst and Certificate in Investment Management. 

3. Do an Investment Banking Internship 

The majority of the top banking institutions and corporations, including J.P Morgan, Goldman Sachs, Barclays, and Morgan Stanley, offer great internship opportunities to individuals. 

For example, JP Morgan offers a 9-week investment banking analyst programme for students, where they can learn important technical skills by working on transactions and deals for the company’s clients. The best part is you can even secure a full-time job depending on your performance. 

However, do your own research and get your facts straight in order to make an informed decision. To do this, you can learn about different opportunities and select the one that matches the best with your interests. 

4. Attend Events and Network 

This is another great tip for a rising career in investment banking. Networking with experienced professionals not only helps you gain knowledge but also helps in earning new opportunities. You can grow your network by meeting new people in your field or contacting them via social networking platforms like LinkedIn. Besides, there are many virtual talks and sessions held online, which can give you a fair idea about the challenges, demands, and working styles involved in investment banking jobs. 

5. Be Passionate 

There is no doubt that investment banking is a highly rewarding career when it comes to salary. You can surely grow your financial health by securing a job in this sector. However, attractive pay should not be the only reason to work in this industry. Hence, it is extremely important to stay interested and passionate about your job. Once you do that, investment banking will become a job you’ll never want to leave. It is one of the most interesting career options that can help you grow professionally as well as personally. 

To Sum Up 

Getting into an investment banking career is a dream of many. All you need is the right road map, guidance, and passion to become a successful investment banker. The tips we have mentioned above will help you raise your career in the field. Moreover, one last piece of advice is when you land your first job, always keep polishing your skills by taking different investment banking courses and certification programs. This will aid your career progression to a great level. 

Learn Financial Analysis: A Comprehensive Guide To Trading Methods And Applications

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Learn Financial Analysis: A Comprehensive Guide To Trading Methods And Applications

All of us want to make money in the stock market, to grow our wealth as quickly as possible. Stock trading and investing to make monetary gains require hard work. Two main aspects of stock trading and analysis include fundamental and technical analysis. You can learn about financial analysis through financial modeling, financial analysis, or chartered financial analysis courses at Imarticus Learning.

Fundamental analysis involves a detailed study of the financials of the company to determine the intrinsic value whereas technical analysis involves the study of historical prices of the stock through chart patterns to project the future price and the trend in stock prices.

What is Financial Analysis?

Financial analysis is the holistic study of the financial position of the company, including past trends, ratio analysis, and cash flows of the company to determine the solvency, liquidity, financial strength, and intrinsic value of the company. When you do a financial analysis of a company or a stock, it should be able to help you determine whether undertaking an investment in a particular company is worthwhile.

It helps you choose the best possible investment opportunities. It involves the study of the balance sheet, profit and loss accounts, cash flow statements, and ratio analysis. You can opt for a financial modeling course or a chartered financial analyst’s course to hone your skills in financial analysis.

Uses of Financial Analysis 

Financial analysis can be divided into two components—corporate financial analysis and investment financial analysis.

Corporate Financial Analysis 

  • Forecasting economic trends in the company/stock. 
  • Companies use financial analysis to enable them to determine future trends in financial policy, long-term budgeting exercises, peer comparison, etc.
  • Project identification teams also use financial analysis to make a comparative analysis of cash flows and return to determine the most investable project. Measures like internal rate of return and net present values form an integral part of financial analysis. Financial modelling courses can help you build your skills in this area.
  • Improve working capital management by improving the efficacy of collection of receivables/payables management, etc.

Investment Financial Analysis 

There are two popular approaches to doing financial analysis:

Top-down going from the macro to micro: This starts from analyzing major economic trends in the economy including  GDP growth, the future direction of interest rates, inflation, exchange rates and currency trends, movement of the economic policy, looking at sectoral trends or factors that accelerate or impede the growth of the industrial sector, and then cherry-picking the industrial sectors poised to perform very well in the economy. 

After the macro analysis, the next step is drilling down to the micro. Looking at specific companies in the selected industrial sectors, conducting ratio analysis and financial analysis of the selected companies, and doing both intra-firm and inter-firm analyses to finally choose the best investment opportunities. 

Value-based investing:  This is going from the bottom to the top. Selecting a company based on its intrinsic value and validating all other assumptions about the macro aspects affecting the company. If the stock markets are particularly choppy, it is always better to use a value-based approach to pick your stocks.

In both the above strategies, analyzing past performance using ratio analysis and other financial analyses is key. Per-share ratios such as price-earnings, price/book value, price to sales, price to enterprise value, leverage ratios like debt/equity, debt to total assets and interest coverage ratios, return ratios like return on equity, return on assets, gross profit margin, net profit margin are all important and can be used in the analyzing the past trends as well as in peer comparison. 

All of the above analyses help in determining the intrinsic value and whether the company is overvalued or undervalued compared to its long-term historical averages. Ratios such as dividend payout ratio and the earnings per share growth help determine whether the company is growing at a sustainable rate and whether it can maintain its growth momentum. 

Technical analysis: Technical analysis is based on the presumption that the current stock price reflects the intrinsic value and charting historical prices of shares will help project the future share price momentum. Various techniques such as bar charts and candlestick charts are used to portray the chart patterns. Various studies interpret different chart patterns to decide whether the stock is likely to give a breakout on the upside or the downside. This helps decide the price point of stock at which you should enter. 

Both fundamental and technical analyses should be used in conjunction with each other and not in isolation. Also, you must be aware that market sentiment depends on macro-economic trends influencing the economic policy of the country and also the impact of central bank action around the world. 

Recently, all central banks around the world raising interest rates due to excessive inflationary pressures in concert has turned market sentiment bearish. This has resulted in large falls in both the indices as well as stock prices.

Key Takeaways 

Doing financial analysis before undertaking any investment activity is very important as it is your hard-earned money at stake. Poor judgment calls or poorly done homework means significant portfolio losses. If you are a beginner in stock markets, learn both fundamental and technical analysis.

Only when you are proficient in both should you take stock of investment decisions or decisions to build your portfolio. Don’t delay. Register for a financial analysis course, a financial modeling course, or a chartered financial analysis course today. It is the difference between growing your wealth and losing it. 

Visit Imarticus Learning to learn more. Contact us through chat support, or walk into any of our training centers situated in Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, and Gurgaon. 

5 Advantages of Doing a Certified Financial Analyst Course

Posted on by Imarticus Learning

5 Advantages of Doing a Certified Financial Analyst Course

Are you keenly interested in analyzing financial reports and managing finances? Are you planning to take a finance course to learn financial analysis and fill in the existing skill gaps in your profile? Do you ponder how enrolling in a Financial Analyst Training and Placement program can help you make a thriving career in finance? If yes, then this guide is just for you! Here, we demystify the advantages of doing a Certified Financial Analyst course to clarify all your doubts.

Why a Certified Financial Analyst Course?

A Certified Financial Analyst Course is a program that imparts domain knowledge of finance topics, such as financial valuation, investment banking, and equity research. Let us deep dive to know the main advantages of doing this course.

  • It equips you with professional skills to become a subject-matter expert in financial analysis.

A Financial Analyst Training and Placement program provides specialized learning in the following subjects –

  • Accounting and Financial Modelling
  • Mergers and Acquisitions
  • Financial Planning and Valuation
  • Equity Research
  • Financial Statement Analysis
  • Corporate Finance Strategy

Learning financial analysis as a core finance subject equips you with the necessary skills and helps you better understand how the financial sector works. The course grants you the prowess to understand and critically analyze financial data to make strategic decisions on investment securities, such as stocks and derivatives, and manage corporate finances.

  • The certification upgrades your qualification as a finance professional.

Getting qualified as a Certified Financial Analyst stands out clearly on the CV. A valuable professional degree boosts your credibility and helps you get instant recognition during the job application screening process. You gain a competitive edge over other applicants in the job market.

  • The course prepares you for a competitive Financial Analyst role.

From managing equity stocks and financial assets to making long-term financial plans and corporate finance strategies, the role of a financial analyst is pivotal in companies. Enrolling in the Certified Financial Analyst course helps you learn financial analysis skills and thus gears you up for such a highly pragmatic financial analyst role in the future. 

  • The successful completion broadens the scope of selecting career fields.

The course opens a world of career opportunities for you in the financial service industry. Other than working as a Financial Analyst, you can choose to work as a –

  • Financial Planning Lead
  • Corporate Finance Manager
  • Private Equity Finance Manager
  • Equity Research and Market Analyst
  • Business or Asset Valuation Consultant

Furthermore, enhancing the career opportunities also increases your prospects of earning more income than your non-certified peers.

  • The course is more cost and time-effective than other financial courses.

The Certified Financial Analyst course is best suited for aspiring finance professionals who do not have time and (or) resources to pursue a full-time or advanced degree program from a university. The short-term, part-time courses are economical and feasible to complete alongside a job.

So, enroll in a Financial Analyst Training and Placement professional degree program to build or upskill your career in finance.

Imarticus Learning – One of the leading educational institutes to offer a Certified Financial Analyst Course

Imarticus Learning is a technology-driven academic institute that provides quality education to transform careers across industries. We have pioneered the concept of ‘prodegrees’ in collaboration with global giants to revolutionize industry-aligned learning for aspirants.

We offer a Financial Analysis Prodegree in collaboration with KPMG in India. 

Highlights of the course:

  • KPMG-endorsed curriculum focused on industry-oriented learning
  • Experienced and skilled faculty with lectures from KPMG experts,
  • Technology-driven course materials accessible to students through Learning Management System
  • Live and experiential learning delivered through lectures, case studies, videos, and capstone projects
  • Dedicated program mentorship
  • Placements in top-notch financial companies like JP Morgan Chase, Deutsche Bank, Morgan Stanley, and Goldman Sachs
  • FAP ‘Certificate of Achievement’ co-branded by Imarticus Learning and KPMG India.

Need more details?

Feel free to contact us through our chat support or drive to our training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, and Gurgaon. Our expert admissions team will resolve all your queries relating to the program and facilitate your enrollment process.

Here’s how to perform scenario analysis of a financial portfolio with Python

Posted on by Imarticus Learning

Here’s how to perform scenario analysis of a financial portfolio with Python

The finance sector is constantly trying to predict future scenarios to make impactful and positive decisions. Scenario analysis can help generate important insights from financial portfolios that allow professionals to understand future conditions and what might affect or cause them. As a chartered financial analyst, you will be able to implement Python packages and simulate scenarios.

To acquire the necessary skills, you can enroll in a financial analysis course. Imarticus Learning offers a Financial Analysis program to students who are interested in the finance industry. 

Completing Scenario Analysis of Financial Portfolio with Python

If you learn financial analysis, you will undertake the scenario analysis process for financial portfolios using Python. While performing scenario analysis with Python, you will have to implement the Monte Carlo simulation. 

When you start scenario analysis of a financial portfolio, you will need to collect all relevant data. You can install a data library like yfinance and download the necessary information on stock prices. Now, once you have that, you will have to find out the daily close price of each stock. To do this, you need to calculate the price “p” from a specific day “t” till the day “t+1”. You can use the pct_change method when you have Python and quickly get the formula for this calculation. You will then need to understand the composition of the portfolio and the loop that will provide the daily stock returns and fill the Pandas Data Frame. 

Once you have the returns, you can begin the Monte Carlo simulation of a single stock. A financial analyst course online with an updated and holistic approach to financial studies will help you apply this simulation. Suppose you want to simulate “x” days, then you need to find stock and obtain the returns time series of that stock. Make sure that you have the original returns time series. Then, you need to randomly but uniformly select “x” values with replacement. You can then complete the simulation with a single line of code. 

When you need to perform a scenario analysis of a financial portfolio, you will need to get the returns and weights of each stock in the portfolio. Using these, you have to find the weighted sum of all the stock returns. You can use a returns data frame to calculate and then perform the simulation. 

Gain Industry Certification in Financial Analysis

Financial institutions need to have a fair idea of what to expect in the future as the industry functions on accurate analysis and predictions. To learn financial analysis and perform scenario analysis, you will need to have industry-oriented training. Imarticus Learning’s Financial Analysis Prodegree is a great place to start. The course is ideal for freshers and working professionals who are looking to change careers and enter the financial industry. The Financial Analysis Prodegree course from Imarticus Learning is in collaboration with KPMG.

Therefore, as a student, you will have access to the best industry training to prepare you for the finance sector. You will also get to know the current situations and develop job-related skills that will make you a valuable employee in the future. Since the curriculum is designed for students to launch successful careers, it includes several interesting and relevant topics. You will learn financial analysis, modeling, equity research, financial statement analysis, valuation, and transaction execution. You will become a chartered financial analyst and can explore numerous careers in the finance industry. 

After completing the financial analyst course online, you can go into private equity, investment banking, or corporate finance. Imarticus Learning offers essential toolkits that help students develop skills and experience to work in the industry. 

Financial Ratios Summary for Financial Valuation

Posted on by Imarticus Learning

Finance management is essential for businesses. If you’re planning to start a business or to run a venture smoothly, you must have good knowledge of finance management. As the name suggests, it is a type of management that involves strategic planning, directing, organizing, and controlling the finances of a company. It also involves using management principles for handling the financial assets of an institute.

A financial valuation can be learned through a diploma in finance management which is a one-year course taken up by individuals who wish to be involved with the financial aspects of an institute or organization. Financial management comes with a lot of objectives, and maintaining sufficient funds for the organization is the most crucial one. It helps individuals know the fundamentals of investment, equity, capital markets, and other relevant topics including the concept of financial ratios.

What are financial ratios?

Financial ratios can assist you in elucidating the unfiltered data of a company to receive workable inputs regarding its performance. The ratios can be sourced from the financial statements of a company and you can use these ratios to assess its leverage, valuation, return rates, growth, profitability, liquidity, margins and many other components. The process of finding out a financial ratio involves deriving a figure from a company’s financial records and dividing it by other associated or relative figures. The final outcome provides you a benchmark that can be used for comparing companies and assessing their investment opportunities.

There are different types of financial ratios, namely:

  • Market Value Ratios
  • Profitability Ratios
  • Leverage Ratios
  • Liquidity Ratios
  • Efficiency Ratios

What is financial ratio analysis used for?

Financial Ratio analysis can be used for two main purposes, including:

  1. Determining the performance of a company

Comparing the financial ratios with that of significant contenders can help you to know whether the performance of a company is better or worse on average. For instance, making a comparison of the return on assets between companies can help an analyst to determine which company is using its assets more efficiently.

  1. Keeping a record of company performance

Determining the financial ratios of a company individually on a regular basis can help in keeping track of changes that take place in the values with time. This can help an analyst to locate the trends that develop in a company. Supposedly, an increase in the debt-to-asset ratio of a company may represent that the company is overloaded with debt, getting it titled a defaulter.

Why should you choose capital market courses?

A capital markets training program consists of a very innovative curriculum that will make you learn the basics of corporate finance, fin-tech, capital markets, compliance and risk management, equity research, and valuation. It is the best course in terms of capital market and financial services for mid-level professionals with basic skills and knowledge about finance. This program is very well suited to those who want to make their foothold in this industry stronger with time. Additionally, it will also help you to gain the required knowledge and skills and provide endless opportunities to boost your career in finance.

Conclusion :

With the widespread availability of online courses, it has now become very easy to take up capital market courses online. These courses are undoubtedly the best way to amp up your career in finance. If you’re already into capital markets and investment and are looking forward to acquiring more knowledge, these courses can provide you with ample opportunities. To gain expertise in domains like finance management, investment, capital markets, and equity, don’t miss out on enrolling in the Executive Programme in Investment Banking and Capital Markets

Financial Analysis: How do historical financials connect with future predictions?

Posted on by Imarticus Learning

This blog post will talk about the importance of financial analysis in predicting future performance. Financial analysis is a way to look at past events and use that information to predict what might happen in the future. When looking at historical data, it’s essential to consider both positive and negative aspects of your company’s finances.

What is financial analysis, and how does it work?

Financial analysis is the process of evaluating a company’s past performance and predicting future performance. You can use this information to make investment decisions, assess risk, and measure profitability. Financial analysts use various techniques to examine a company’s financial statements, including trend analysis, ratios, and comparables. Financial analysts attempt to predict how a company will perform by studying historical trends and making projections for the future. 

Why do we need to analyze the company’s past performance?

You may use the past performance to determine how well the company has managed its expenses and whether it can still meet future demands. Historical financials can also help us understand a pattern of success or failure, allowing us to make better predictions.

Looking at a company’s past performance is essential, but it’s not the only factor we need to consider when predicting future success. The company’s industry can also have a significant impact on its future. For example, if you’re looking at a technology company, you expect them to grow and succeed more than a retail store.

You can break down the factors we consider when predicting future success for a company into two main categories: internal and external. Internal factors are those that the company controls, such as managing expenses or production capacity. External factors include market demand and economic conditions outside of the company’s control. 

The most critical steps in analyzing historical financials for predictions about future performance :

  • Understand the company’s business model and how it has changed over time
  • Analyze revenue trends, including growth rates and seasonality
  • Examine expenses, including changes in key cost drivers
  • Study balance sheet items such as assets, liabilities, and equity
  • Review cash flow statement to understand liquidity and financial stability
  • Look for red flags or warning signs in the financial statements
  • Make predictions about future performance and create a forecast

When analyzing historical financials, it’s essential to understand its business model and how it has changed over time. It will help you determine whether the company is growing or shrinking and what factors contributed to the change.

Discover financial analyst courses with Imarticus Learning

This 180+ hour skill-building program develops competence in various critical finance operations. This fascinating financial analyst course emphasizes ‘learning by doing’ through case studies, seminars, and hands-on projects. It simplifies corporate valuation processes, financial modeling approaches, and financial analyst abilities into easily digestible chunks of information. 

Course Benefits for Learners:

  •  Financial statement analysis provides students with an endorsed curriculum, dynamic faculty, and practical learning, with over 25+ hours of delivery from KPMG specialists.
  • Students can now train themself with crucial skills such as financial statement analysis, modeling, and valuation, equity research, transaction execution, along with Excel and PowerPoint.

  • Impress employers & showcase skills with financial modeling certification recognized by India’s prestigious academic collaborations.

Here’s why Financial Modelling is an experts job

Posted on by Imarticus Learning

Most individuals think just acquiring knowledge on a few topics related to financial modelling can make them eligible to work as a financial modeler. But, in reality, it is not the case. To know why financial modelling is an expert’s job, first, you need to know what financial modelling is. So, read on…

What is financial modelling?

Financial modelling is the task of developing an abstract financial model based on a real-world scenario. The primary responsibility of the financial modeler is to link financial statements in Excel, analyze financial information, do ad hoc analysis, create presentations, perform sensitivity analysis, and analyze financial transactions. A company uses it for the following purposes: 

  1. Foresee the roadmap of profitability 
  2. Valuation of a security
  3. To explore the benefits of the merger
  4. Portfolio performance
  5. To know the future need of raw matters
  6. Discovering new market opportunities
  7. Trace undervalued securities
  8. Quantify and predict risk
  9. Check investment requirements 

Financial modeling is often regarded as an expert’s job as it demands mainly a high-level skill set. Most financial modeling courses provide students with all the required knowledge needed to be a successful financial modeler. But, what are the skills required for this job? Let’s find out.

  • Decision-making ability 

Based on financial models, you must be able to make impactful decisions. As a financial modeller, your inputs will be responsible for making the future pathway of a business in the correct lane. 

  • Excel Skills

Excel is your best friend if you are a financial modeler. You have to be competent in using it, and all the formulas, macros, charts, and VBAs should be at your fingertips. If you are not good at it, then you can learn financial analysis beforehand.

 

  • Time management    

Jobs related to financial modeling demand time management at its best. As a responsible employee, you might need to produce models within a time frame. And, you have to figure out how you can accomplish it within a limited time. In case you are not good at it, then you will have to spend some sleepless nights.

  • Problem-solving ability   

Keeping a problem-solving attitude always is a must for this job. Although a financial model is created to solve a single problem, it often raises another one. Hence, this job will test your skills to the fullest and keep you on the brink. 

  • Knowledge of finance, accounting, and valuation 

Making a career in any field of finance requires a fundamental understanding of accounting. As a professional, you have to be competent in advanced knowledge regarding IRR, DCF, NPV, etc. As valuation is also an important aspect of accounting, make sure you know every in and out of it. 

Hence, it is evident from the above pointers that a financial modeling job demands a lot of subjective, analytical, and soft skills. Some of India’s best financial analyst course provides comprehensive knowledge on accounting and finance. But, to acquire soft skills, candidates might opt for a short-term course that can help develop soft skills. 

Top 10 financial modeling careers of 2022   

  1. Equity Research
  2. Investment Banking
  3. Mezzanine Finance
  4. Real Estate Development 
  5. Commercial Banking
  6. Venture Capital
  7. Private Equity 
  8. Corporate Development 
  9. Financial Planning and Analysis
  10. Start-ups 

Besides, one of the most critical questions that come to mind is what do financial modelers do? The job description of a financial modeler includes: 

  1. Developing models based on previous data to forecast industry-related metrics
  2. Enhancing and developing transaction models
  3. Performing scenario analysis by accessing risk based on micro and macro factors 
  4. Scrutinizing non-financial and financial risks and providing a solution for those 

Apart from these, there are also various responsibilities a financial modeler might have, and these roles also depend on experience and expertise level.

Thus, enrolling in a financial modelling course will provide an edge for candidates from other finance professionals and offer a career with myriad scopes.  

Related Blogs: 

FAQ – Financial Modelling & Their Answers

Who Can Do Financial Modelling Course

Financial Modelling Types Of Financial Models

Financial Risk Management Course – Setting a career planning horizon

Posted on by Imarticus Learning

Finance is currently one of the most sought-after sectors and one with the most job opportunities. Why? Apart from its future job prospects, because most people want to earn money by knowing how to manage it.

If you are one of them and you want to set a career planning horizon, proper training in this field will ensure that you become an expert. One of the best options is to take our financial planning and analysis course in the FINANCIAL ANALYSIS PRODEGREE – read on and find out more!

The common definition of financial risk is as follows: it is the probability of an adverse event occurring that carries with it certain consequences. Therefore, it refers to the fact that a certain event may result in negative effects for the company. It is thus the dreaded uncertainty of not knowing what will happen after a certain action is taken. However, when we talk about the financial risk we have to think of a wide range of consequences, both negative and positive.

Proper management of a company’s potential financial risks is therefore fundamental to its operation. Why? To be able to prepare for certain circumstances, to make more profit, and to minimize losses.

In order to eliminate or mitigate financial risks, it is essential to be able to quantify them. Therefore, it is important to learn financial analysis to scan the risks that you face on a daily basis in a finance department and deal with them.

The knowledge you will acquire about financial hedging will help you to reduce the volatility of the investments made by your company, reduce the probability of failure and carry out riskier investments than your competitors with greater security.

For all kinds of decisions, it is important to plan and set goals and objectives. This applies to life as well as to finances. In the case of financial analysis, we can carry out the following steps:

  • Identify key risks. Be aware of the possible risks that we can face.
  • Calculate the weight of each risk. Once you have analyzed each risk, prioritize them according to their importance. We can then create a plan in case a threat materializes.
  • Create a contingency plan. To do this, we need to analyze what we need to do to address the risks. On the other hand, in many cases, we will not be able to control the risks. This is why our contingency plan has to be based on two concepts. Firstly, on the level of tolerance and secondly on the risk appetite that the company has established.
  • We need to assign responsibilities. We know that it is not possible to assign responsibility for every risk. But, we must try to have one person responsible for monitoring the critical points and their evolution. However, teams are better at certain tasks. For this reason, we should not centralize tasks in one person.
  • Set deadlines. The plans we have developed cannot be executed indefinitely, because new threats are constantly emerging. Therefore, we need to make a checklist that manages financial risk. Once you have carried out all these steps, you can proceed to the desired financial risk management.

As you can see, the tasks involved in the field of finance are not easy. For this reason, it requires great professionals who are experts in the field through extensive training. If you want to be one of them, do not hesitate to consult our FINANCIAL ANALYSIS PRODEGREE and take a chartered financial analyst course. What are you waiting for? Don’t hesitate any longer and enroll. You won’t regret it!

How data plays a crucial role in effective in effective financial planning and analysis

Posted on by Imarticus Learning

The financial world is rapidly changing, and data plays a crucial role in making decisions. You can use data to analyze past trends or predict future ones, which helps you plan for the future better than ever before. This post will give you an idea of collecting, analyzing, and using data to your advantage.

What is data?

Data is a collection of information that gets organized to be searched, analyzed, and interpreted. You can collect data through surveys, polls, or interviews to get an accurate representation of the opinions or behaviors of the general population.

How do data help in financial planning?

To plan effectively for the future, you need to look at trends and data from the past. For example, if you’re considering buying a car in five years, understanding how car prices have changed over time will help you make an accurate prediction of the price you’ll likely pay in five years. By knowing this information, you can either save more money or make alternate plans.

Data for individuals

  • Collecting a large amount of data is best done in a spreadsheet.
  • It would be best to start by making a list of your monthly expenses, including rent or mortgages, groceries, and utilities.
  • This list will guide you plan out the year to come and understand how much money you have available for purchases that might not occur every month, such as buying a new TV or going out to dinner.

Data for businesses

  • Business owners can use data to identify trends in the market.
  • They can also use data to predict future demand for a product or service, which will allow them to plan their inventory.

The future of data in the world of finance

  • Over the next few decades, people will become increasingly more reliant on technology to make financial decisions. 
  • Businesses will utilize data analysis to run their companies more efficiently and effectively.

Why should you care about data in your finances?

  • In many ways, data is becoming a part of life.
  • You don’t have to be an expert who works with numbers all day long to understand the impact of data on your finances.
  •  By taking a few minutes to analyze your monthly expenditures and plan for upcoming expenses, you’ll be able to track your budget and save money every month. 
  • Data is everywhere, and it can even play a significant role in your financial life.

Explore and Learn with Imarticus Learning

This fascinating financial planning and analysis course emphasizes ‘learning by doing’ through case studies, seminars, and hands-on projects. It simplifies corporate valuation processes, financial modeling approaches, and financial analyst abilities into easily digestible chunks of information.

Some course USP:

  • These financial modeling courses are to aid the students in learning job-relevant skills.

  • Impress employers & showcase skills with financial analyst courses endorsed by India’s most prestigious academic collaborations.

  • World-Class Academic Professors to learn from through live online sessions and discussions.

How to choose the right course to become a financial analyst

Posted on by Imarticus Learning

The finance industry has finally understood the power of data analysis in making better decisions. Many young individuals are now planning to become financial analysts for reputed organizations. To become a financial analyst, you will have to possess several skills and competencies. There are a plethora of finance-related courses, and you have to choose the right one. Read on to know how to become a financial analyst for a reputed organization. 

Why go for an online professional degree?

Many young enthusiasts believe that an institutional degree is enough to get into the industry. For becoming a financial analyst, an academic background in math, accounts, or finance is appreciated. However, you will still not be job-ready even after a traditional degree. A traditional degree will focus on theoretical concepts and not on industry skills. It is why many students look for a CFA course in India that can help them get an industry-recognized certification. 

Young aspirants looking for a CFA course in India should try the FAP (Financial Analysis Prodegree). We at Imarticus Learning, offer the best professional course for aspiring financial analysts. A professional degree/program makes you job-ready by teaching your industry practices and skills. Let us see how our FAP course has everything to help you become a financial analyst. 

Industry-recognized certification 

Many students go for certification courses from unreliable sources which are not of any use. One should look for the level of certification provided by the course provider before choosing a financial analysis course. For our FAP course, you will receive a certification recognized by KPMG, one of the leading professional services companies on the globe. With an industry-endorsed certification, you can get a lucrative job as a financial analyst. 

Placement assistance 

One should always look for placement assistance while choosing a financial analyst course. Unreliable EdTech platforms do not offer placement assistance to young enthusiasts. At Imarticus Learning, you will receive rigorous placement assistance to kickstart your career as a financial analyst.

We have trained many enthusiasts over the years and helped them achieve their career goals. Students trained by Imarticus are currently working at esteemed organizations like Accenture, Deutsche Bank, Royal Bank of Scotland, Infosys, Wipro, Goldman Sachs, and Morgan Stanley. After completing the FAP course, you can become any of the following in the finance industry: 

  • Asset valuation advisor 
  • Financial planner 
  • Equity research analyst 
  • Financial analyst 
  • M&A analyst 
  • Corporate finance manager 
  • Asset and wealth management associate 

Industry-related projects and case studies 

A financial analyst course should have the perfect blend of experimental and conceptual learning. Many courses only focus on theoretical concepts related to financial analysis. To know about the practices of a financial analyst in the industry, you need to work on real-world projects. Our FAP course allows enthusiasts to work on several projects and refer to many case studies.

With real-world projects and case studies, you can know about the problems faced by financial analysts in the industry and how they solve them. During the FAP course, you will get to work on projects related to financial modeling, M&A pitch presentation, accounting & ratios, corporate strategy, and equity research. 

How to join the financial analysis program?

It is easy to join the FAP program and fulfill your career goals. You just have to enquire and get counseled by the admissions team of Imarticus. After counseling, you will be enrolled in the FAP program. The 13-week-long FAP program will cover several aspects of financial analysis. You can pay for the FAP course at once (10% discount for one-time payment) or break it into installments/EMI. Start your financial analysis professional course right away!