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Tag: financial analyst course

A Financial Analyst’s Guide to Getting Ahead

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A Financial Analyst’s Guide to Getting Ahead

Have you planned to become a financial analyst? In that case, you have made a great choice; it awaits a great career path for you. However, like any career choice, there are obstacles on the way, and you need to navigate to reach where you want to go.

And to help you in this journey and make it easy, this is a brief guide on how to go about business as a business analyst.

Career Paths of a Financial Analyst

If you just passed out of college or university, and have just got hold of a bachelor’s degree recently, then what is your ideal career path? Of course, graduates who are seeking to become financial analysts have to start somewhere. But where is this starting point?

  • Start in a junior position

best investment banking course

If you are a recent commerce graduate with a reasonable score, you can fulfil your dream of being a financial analyst. However, if you have graduated from any other stream, you will also face no issues. All you need to do is finish one of the AIMA-approved financial analyst courses; then, you are good to begin your career as an analyst in the finance sector.

Since the prerequisite is not that high, to begin with, you will find a lot of aspirants at this phase of your career. However, your attitude towards your work and the guidance you receive from others can set you apart from others.

Now, if you are a hard worker and willing learner, you can pick up on things easily and progress faster than others. Also, you may get assistance from seniors about the ins and outs of the trade and learn about it in detail.

  • Go for a master’s degree or online training

Since nobody wants to be stuck at the junior level throughout their career, going for a master’s degree can help financial analysts progress. In an advanced degree, you will learn more about the concepts you are already working on and better understand them. Also, you can pursue management training after the master’s degree to give your career an additional push. Also, an MBA in finance can be a great choice too.

Now, if you don’t want all these hassles, then there are professional courses that can solve your problem. For instance, the Financial Analysis Prodegree course from Imarticus Learning can greatly help. It entails all the essentials of financial analysis that you need to know to progress in your career.

Moreover, this financial modelling online training also comes with placement assistance, so you are secured on that front as well.

  • Advance to a supervisory position

After spending a few years as a senior analyst, you get some relevant expertise and experience as a senior financial analyst. Then you can head towards a supervisory position where an entire horde of senior and junior analysts will work under you. They will be performing various tasks like analysis of financial statements for evaluating investor opportunities, making financial models and building up a portfolio after assessing the stocks. All you have to do is monitor all these professionals who are working under you and make the right calls whenever necessary.

  • Become a portfolio manager or a fund manager

After working as a supervisor, you could either head in the direction of securities or handles some investor’s portfolio for them. You could also become a fund manager who again supervises a team of senior analysts. Overall, your sole responsibility would be to head a team, just like in the previous role. The only difference is that this team is considerably larger, and your responsibility is greater than it was before.

  • Reach the top of the hierarchy – A CFO or CIO

After 10-15 years, when you start as a junior analyst and progress up the corporate ladder as a senior analyst and then as a supervisor, followed by becoming a manager, there is only one way up. That is when you enter a role in the company’s senior management. Of course, these managers can also head down the treasury while supervising groups from several departments. But a prominent professional who has shown capability at every level could easily rise and assume the role of a CFO (chief financial officer) or a CIO (chief investment officer) and handle the company’s entire range of financial activities.

Hopefully, this write-up has helped you understand what you need to become a financial analyst and what an ideal career path is for such professionals. So, without any delays, start preparing if you wish to reach the top ranks.

Financial Modeling Training in 2022: How to get started without experience?

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Financial Modeling Training in 2022: How to get started without experience?

Financial modelling is a skill that helps a retail organization decide how and where to open its store. It is a key skill that is mandatory if you are looking for a career in finance. It is also helpful for entrepreneurs planning to start their own gig, and can even prove to be handy for marketing and sales professionals.

Financial modelling also includes looking at projections, evaluating the practicality of the decision, and analyzing the stock market in terms of cost, revenue, and profit.

If you do not have work experience, do not be afraid, you can still have your own business or make a career in finance by enrolling yourself in a financial modelling course.

 What are the Various Application Areas?

  • Corporate Finance

This model is used by various companies to evaluate their finances and projects and help create plans for funding projects.

  • Investment Banking

Financial modelling is the fundamental tool for valuation and analysis. An investment banker uses this model to come to a valuation in fundraising transactions. An equity analyst will use this model to come up with buy/sell or hold recommendations by applying them to value stocks.

  • Entrepreneurs

 

Entrepreneurs use the financial model to pitch their plans to prospective investors and to strategize their future plans. Carrying out various experiments can be beneficial to avoid any risks and financial loss in upcoming businesses.

Types of Models

When you enrol in a financial analyst course you will be taught about the following financial models:

  • Leveraged Buyout Model (LBO)

In this kind of layout, the firm will finance its acquisition via a considerable amount of debt. The LBO model is used so this model helps to critically analyze whether the business can manage the debtor if a certain degree of performance is needed to make sales and eventually pay off the debt.

  • Credit Rating Model

This model is employed by credit analysts to figure out the creditworthiness of a firm. The model makes assumptions with respect to future earnings and if the company can pay the interest and principle.

  •  Comparable Company Analyst

Under this model, the financial metrics of a company are compared with similar organizations in the industry.

  • M&A Model

The whole purpose behind the merger model is to decode the effect of the acquisition on the acquirer and whether the new EPS is comparable with the existing one. If the new EPS is higher, the transaction is referred to as ‘accretive’, and vice versa is referred to as ‘dilutive’.

 Skills You Need to Have

Although you can learn the tricks of the trade in this discipline by enrolling yourself in a financial modelling course, some skills that whether inherent or learned are essential to making this career work are:

  •         Prerequisite

Financial management and ratio analysis, financial statement, valuation methods, written communication, and analytical ability.

  •         Core Skills

Drawing up financial statements in excel, analyzing financial statements, and being able to build from scratch fresh financial models with high potential for success.

  •         Related Skills

Knowledge of mutual funds, debt markets, credit appraisal, and understanding of various financial market tools can help to build your business in finance, banking, and investment.

Conclusion

A financial modelling course is an in-demand qualification for many lucrative opportunities in the market such as equity researcher, portfolio manager, and credit researcher. If you do not have a background in this field professionally, you can easily join a course as a fresh graduate, post-graduate, or MBA student, and learn what it takes to be successful on this path.

The Capital Asset Pricing Model: Learn financial analysis in Python

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The Capital Asset Pricing Model: Learn financial analysis in Python

What is CAPM?

The Capital Asset Pricing Model (CAPM) is the relationship between systematic risk and expected return for assets, especially stocks. In simple terms, the CAPM model generates the expected return for any asset, like stocks, by analyzing the risks involved. CAPM is usually determined by financial analysts.

Mathematically, CAPM is represented as,

ri=rf+βi(rm−rf)

where,

ri is the expected return of a security

rf is the risk-free rate

βi is the beta of the security relative to the market

rm−rf is the risk premium

What is Python?

Python is a high-level programming language used for complex and dynamic analysis and problem-solving in various fields, and one such field is finance. Python is becoming the first choice of many financial organizations because of its versatile, dynamic, robust, and easy-to-learn nature. Financial analysts use Python rigorously on an everyday basis, especially for stock analysis.

This article will help you get a brief idea about what Imarticus offers in the Financial Modelling Course of Capital Asset Pricing Model: Learn financial analysis in Python.

Capital Asset Pricing Model with Python

Step 1: Download the data. This data consists of the price of stocks for any company or company for the required period.

Step 2: Organise the data using suitable functions like “concatenate.”

Step 3: Normalise the data with the help of the “normalize” function. Normalization is done by dividing all prices of each stock by its first value price. It is done to make different stock prices comparable.

Step 4: Verify the output. Then plot the graph for different prices of the stocks for performance comparison.

Step 5: Analyse and interpret the plot. 

Step 6: Calculate the daily returns using the ‘daily_return’ function.

Step 7: Once the data normalization is done and daily returns are calculated, CAPM can be applied to calculate the risk-adjusted expected return. For this, the value of beta is calculated first. Beta is the measure of a stock’s volatility compared to the overall market’s volatility. The beta value of the market is 1. The stocks with beta values more than 1 are more volatile than the market, and the stocks with beta values less than 1 are less volatile than the market.

Step 8: Once we have the beta value for all the stocks, we can apply the CAPM estimation according to the following formula,

ER= rf + beta* (rm-rf)

Step 9: Finally, we calculate the expected return for each stock in the portfolio. The expected portfolio return can be calculated by multiplying the portfolio weights by the sum of expected returns for the individual stocks using the ‘portfolio_weights’ function.

 The CAPM has many advantages, like calculating the expected return with accuracy. It helps financial analysts analyze their portfolio, calculate the expected return, determine how relevant an investment can be, and do any rebalancing of investments and correction of the portfolio if required. Moreover, the CAPM formula is comparatively easy. It is one of the very few formulas that help calculate systematic risk. But some critics say that the CPM model can never be accurate and that it is too good to be a true formula to calculate all the components for an investment accurately.

The main idea while using CAPM is to calculate the expected return of any asset after analyzing the systematic risks involved. An ideal situation would be if the return is high and the risk involved is low.

If you want to find the correct stock to invest in and reduce the risks involved, a financial analyst or Imarticus’s Financial Modelling Courses can help you. You can contact us through our 24*7 chat support or drive to any training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, and Gurgaon. 

What Is The Sequence For Preparing Financial Statements?

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What Is The Sequence For Preparing Financial Statements?

Financial statements are the last step of a financial process. Financial statements are used by investors, financial analysts, and creditors to evaluate a company’s financial condition and trends. The annual report involves audited financial data that contains the firm’s financial statements. Every firm uses them to analyze and determine its performance and prospects. 

What are Financial Statements? 

Financial statements are written records that give you an idea about a company’s business activities and financial performance. They are a collection of summarized reports of an organization conveying its financial position, cash flows, financial health, etc. They are generally compiled in a particular order since the information of one statement is based on the previous one. 

In other words, a financial statement is structured data. It has the Balance Sheets, Income Statement, and Cash Flow Statement. 

  • Balance Sheets give you an overview of the firm’s assets, liabilities, and stockholders’ equity. 
  • Income Statements inform you about the company’s revenues and expenses for the period. 
  • Cash Flow Statements (CFS) tell you about the amount of revenue generated by the company to pay its debt and fund other functioning expenses. 

There has been a massive demand for financial analysts and CFAs (chartered financial analysts). Financial statements’ reports should be business-empowering, sophisticated, and simple. They must be prepared and produced with proper care. However, designing a financial statement is a challenging task as it carries all the important financial reports, account details, assets, and liabilities of the firm. 

The various challenges faced by firms have raised the demand for financial analysts. In preparing financial statements, there are vital factors to consider, such as accuracy of the report, management and compiling of the data, collaborative measures, etc. The common problems faced in preparing financial statements are: 

  • Lack of information about the financial performance 
  • Requirement of manual entries, which are time-consuming processes. Entering every data in platforms in an Excel sheet takes hours, and this lack of a dynamic approach proves to be an obstacle. 
  • Inaccurate financial data; data that are entered manually will naturally result in human errors and miscalculations. 
  • Improving data quality by managing data using diverse systems; data quality is important for deciding the future financial status of your firm. 
  • Format changes when working in a standalone environment result in inconsistent data. 
  • Lack of efficient collaborative measurement; preparing financial statements and reports requires the implementation of a collaborative working strategy. Every team in the firm must coordinate and collaborate to prepare the financial data. The administration and financial divisions must work together in preparing such financial data.
  •  Adapting to constant regulatory changes in the financial environment; along with this, the accountant should also be aware of any latest regulatory changes. The frequent changes in rules and regulations for preparing financial statements are detrimental to deciding how the data should be assembled and how the financial statement should be prepared. The recent changes, such as IFRS 16 in 2019 and ESEF regulation, are a few examples. 

Financial analysts can avoid these shortcomings by undergoing proper training in financial modeling. For acing the job as a financial analyst, you must attend skill-building programs which are offered in CFA courses and financial modelling courses. CFA is the most recognized course in the financial field, providing a plethora of high-profile jobs, such as those of research analysts, portfolio managers, and financial analysts in corporate firms, and even the dream role of an investment banking analyst. 

In order to develop the skills, having a solid backup in the form of financial analyst training and placement at the right institute is crucial. If you are looking for a career as a financial analyst, Imarticus is the perfect place for you. Providing 180+ hours of the skill-building program, we have the best experience in training aspirants in the financial field. 

Job-relevant skills crucial for financial statement analysis and financial modeling are taught by expert trainers from KPMG in India. Achieving more than 2400 career transitions, our career support modules stand out to be the best that will transform your career. Grow your skills and stand tall in financial modeling by enrolling in the financial modeling courses of Imarticus – these will give you industry certifications.  

Here in Imarticus, you will be receiving experiential learning, which involves industry-oriented practical courses. Training is conducted by senior faculty members and experts from KPMG India. We also provide digital learning facilities by having a tech-based enabling system. 

With a learning management system and tech-aided instructions, you will be guided every step of the way. After completion of the course, there will be mock interviews. These are expert-driven mock interviews that will train you to handle job interviews. There is also an Imarticus Portal service that gives you access to high-profile jobs. The syllabus is endorsed by KPMG India.

The program mentors guide you through courses as you proceed in the professional world.  So, what are you waiting for? You can contact us through chat support or drive to our training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, and Gurgaon. 

A Quick Guide To Master Ratio Analysis

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A Quick Guide To Master Ratio Analysis

Financial statements contain financial data about a company. Ratio analysis is the key tool used to analyze and interpret the financial data of a company. If you want to work as a financial analyst, this is one of the most important tools to have in your repertoire. Company shareholders, business analysts, and other stakeholders use ratio analysis extensively to interpret financial data.

Financial ratio analysis is a quantitative tool to understand the company’s financial position, cash flows, long-term trends, and capital structure decisions as it impacts its profitability, leverage, and the market price of the company’s share price. Chartered Financial Analysis course gives you an in-depth understanding of Financial Statement Analysis. If you are pursuing a CFA course in India, you can do a financial analyst’s course online at https://imarticus.org/.

An Overview of Financial Ratio Analysis: 

Calculated ratios can be fractions, number of times, ratios, or percentages. The key presumption is that data contained in the financial statements is accurate for ratio analysis to deliver an accurate picture of the company’s financial health. Also, a relationship between the numbers is essential when comparing two accounting numbers. Moreover, a company’s ratio analysis alone is not enough; you have to analyze its peers to do an inter-firm comparison and an industry analysis. 

Accounting ratios are classified into:

  1. Solvency ratios

  2. Liquidity ratios

  3. Activity or turnover ratios

  4. Profitability ratios

  5. Liquidity ratios                                                                                                                                                                                                                                                                                                                                                                                                  These ratios measure the company’s short-term solvency and its ability to meet its short-term obligations in the form of short-term bank loans and payables. It examines how quickly its short-term assets are converted into cash. This determines the company’s ability to meet its short-term obligations. 

Ratios under this include:

  • Current ratio (current assets / current liabilities)
  • Quick ratio (cash + short-term investments accounts receivable)/ Current liabilities
  • Cash ratio (cash and cash equivalents) / Current liabilities
  • Working capital cycle: Inventory days + receivable days – payable days

Solvency ratios:

These ratios measure the company’s ability to repay its long-term liabilities. It also analyses the efficacy of the capital structure decision and measures the total amount of debt capital compared to the equity capital in the company. It analyses whether the earnings and cash flows are sufficient to repay the principal of its borrowed capital and make interest payments. 

Ratios under this category include:

  • Debt to total assets: Total debt (short term + long term) / total assets
  • Debit to capital : Total debt (short-term debt + long-term debt) / (debt + equity + reserves)
  • Debt/Equity: Total debt (short-term debt + long-term debt) / (equity + reserves)
  • Interest Coverage Ratio: Earnings before interest, depreciation and amortization, and taxes/interest

Profitability ratios:

These ratios measure the company’s ability to generate profits against sales, operating costs, total assets, and the company’s equity.

Ratios under this metric include the following:

  • Gross profit margin: Gross profit / net sales revenue
  • Operating profit margin: Operating profit / net sales revenue
  • Pre-tax profit margin: Earnings before interest, depreciation, amortization, and taxes / net sales revenue
  • Net income: Net profit / net sales revenue
  • Return on assets: Net profit / total assets
  • Return on equity : Net profit / equity

The Chartered Financial Analysis course gives you an in-depth understanding of Financial Statement Analysis. If you are pursuing a CFA course in India, you can do a financial analyst’s course online at https://imarticus.org/.

Turnover ratios: These ratios analyze how long it takes to convert accounts receivable and company inventory into cash. Ratios under this category include:

  • Receivables turnover ratio: Accounts receivable / sales
  • Days receivable: Number of days in a year/accounts receivable turnover
  • Inventory turnover: Cost of goods sold / inventory turnover
  • Days inventory: Number of days in a year/inventory turnover
  • Accounts payable turnover: Accounts payable / purchases
  • Days payable: No. of days in a year/accounts payable turnover
  • Cash conversion: Receivable days + inventory days – payable days
  • Asset turnover days: Total assets/sales
  • Fixed assets turnover: Total fixed assets/ sales
  • Equity turnover : Total sales / equity
  • DuPont ROE analysis: Net profit/ sales x sales/total assets x total assets/ shareholders equity

Business risk: Business risk is analyzed by operating leverage, financial leverage, and total leverage

  • Operating leverage = % change in net profit to % change in sales
  • Financial leverage = % change in the net income to % change in EBITDA
  • Total leverage is a product of operating leverage and financial leverage

Per-share ratios include:

  • Earnings per share= Net profit / total number of outstanding shares of the equity capital of the company
  • Dividend per share = Total dividend paid / total number of outstanding shares of the equity capital of the company
  • Price to earnings = Market price of the share/earnings per share
  • Price to book value = Market price per share/book value per share
  • Bid-Ask spread = Difference between the highest price the buyer is willing to pay for the share compared to the lowest price the seller is willing to sell.

These are key ratios used to analyze a company. Most ratios are interlinked and have to be looked at cohesively. A Chartered Financial Analysis course gives you an in-depth understanding of a Financial Statement Analysis using ratio analysis. 

Visit website to learn more. Contact us through chat support, or drive to our training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, and Gurgaon. 

7 reasons why financial modelling skills are indispensable to investment banking professionals

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7 reasons why financial modelling skills are indispensable to investment banking professionals

To work in investment banking, you need to demonstrate that you have a range of skills and knowledge that are differentiated or in demanding careers, such as financial modelling skills. Moreover, the investment banking sector deals with the financing of companies through equity or debt. This includes work such as buying and selling companies in whole or in part, IPOs, joint ventures, or risk hedging.

To achieve this, investment banks must work directly with the management of the companies involved, as well as with investment funds or public financing facilities. 

This requires people who want to work in investment banking to have a multidisciplinary profile with extensive financial knowledge, agility in financial modeling, and good interpersonal and communication skills. Here we tell you 7 reasons why financial modeling skills are indispensable to have investment banking skills.

What is financial modeling? 

The term financial model refers to an abstract-mathematical version of a company’s financial reality in a set of spreadsheets.

best financial analyst courseA model is thus a mathematical, simplified, and idealized version of the reality of a company. The model works out simple versions of real factors and translates them into spreadsheets that facilitate the execution of mathematical calculations on the data.

The purpose of a financial model is to represent reality as simply as possible while still being a realistic reflection of the company’s situation, and thus to enable the company’s financial statements to be projected on the basis of current and historical data.

Here are the 7 main reasons why financial modeling skills are indispensable to having investment banking professional skills:

  1. It allows you to give a transparent picture of the overall situation of a company.
  2. It helps to project the impact of any changes in the company’s structure or business.
  3. Since financial models are designed taking into account historical data in addition to the structural situation, the model allows for the definition of scenarios with variables that reflect changes in the entire structure depending on their value.
  4. It is an integrated planning system that contains the profit and loss accounts, the balance sheet, and the calculation of capital flows with their respective dependencies. In this way, the model makes it possible to project the development and consequences of a change scenario for any given decision. This is an indispensable tool when making decisions affecting the structure of a company, as it makes the impact of any decision transparent.
  5. All companies need a business plan to organize themselves, but from the moment external financing comes in, whether, through credit or investment, the financial model becomes an essential planning tool.
  6. Investors only invest their money if they are convinced that the company will be able to repay loans and interest in the future, thus providing a return on their investment, which is why a transparent, complete, and correct presentation of the financial situation, especially the projected income, capital, and liquidity situation, is indispensable.
  7. Apart from their use in all matters relating to financing, financial models are also used for business management.

Why Imarticus for a CIBOP online course?

Financial modeling, i.e. the design and planning of a financial model, is mainly used in the preparation of a business plan or in the representation of a company’s financial structure. The aim is to translate the reality of the company into an abstract model that provides a transparent picture of the overall situation of a company. 

In Imarticus we offer CIBOP Certified Investment Banking Operations Professional courses for those who need to start from scratch. If you have any questions, please do not hesitate to contact us to have more information on investment banking courses.

Must have skills for a career as a Financial Analyst

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Must have skills for a career as a Financial Analyst

A financial analyst is answerable for the financial planning and analysis of a company, permitting the organization to make informed commercial choices. They have the capacity to decide the best utilization of assets to accomplish business goals. Plus, they are relied upon to deliver customary reports utilizing financial data and work cooperatively across the whole finance team to dissect business performance and strategy. 

Besides, Forbes indicated that by 2026, the developing need for financial analysts will outperform the requirement for professionals from other vocations. Considering this, it is wise to take up study programs or certification courses that can help develop necessary advanced business and financial analysis skills to be industry-ready. Read on to know how you can grow as a fitting choice in this domain…

Skills Required to be a Financial Analyst

The first step toward beginning a career as a financial analyst is getting a bachelor’s degree in business administration or finance. Also, a master’s degree in the same stream will help a lot in terms of professional capacity but it is not a strict requirement.

Signing up for online finance courses in accounting, business and economics is the second step you need to take. Add as much knowledge to your reserve as you can to increase your employment prospects. 

As far as soft skills are concerned, as a financial analyst, you need to have incredible correspondence and relational abilities and the capacity to explain and turn complicated data into concise and compact presentations. 

Presently, a financial analytics certification is certainly not an absolute requirement but it will enhance your career prospects. The highest certification you can get is from a Chartered Financial Analyst (CFA) course. Directed by the CFA Institute in the United States, this is a 3- to 4-year-long program with a thorough financial analytics course syllabus.

The chartered financial analyst course involves three levels and each level includes a 6-hour exam. Aspiring financial analysts need to pass these three broad exams to get the CFA credentials. There is a particular weightage given to each subject at various levels of the course. Have a look at the same…

Level 1: Basic parts of the investment analysis are covered at this level. It involves a total of 10 topics that will be covered utilizing investment tools. 

Level 2: This stage teaches the application of investment tools and subjects that are centered around the valuation of various kinds of resources. 

Level 3: In this level, importance is given to synthesizing the entirety of the concepts and logical strategies to get familiar with their applications for wealth planning and powerful portfolio management.

An aspiring analyst may also opt to get a financial analyst course certification from the American Academy of Financial Management. In India, courses for financial analysts and related certifications can be acquired from the Telangana-based Institute of Chartered Financial Analysts of India.

With business and financial markets developing and growing, employers are looking for individuals with the right qualifications to assist their ever-growing organizations with financial analysis. In India, there is no licensing requirement as of date, however, a financial analyst certification is regularly suggested by employers to offer the chances for improvement and headway.

Here’s how financial modelling skills are a big career opener for emerging certified financial analysts

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Reading Time: 2 minutes

If you’re looking for a career that is both challenging and has plenty of growth potential, becoming a certified financial analyst may be the right choice for you. However, it’s essential to understand what this career entails before making any decisions. 

This blog post will discuss the necessary skills to succeed as a certified financial analyst and how financial modeling can help you get ahead in your career. 

What is financial modeling, and what skills are necessary for the role?

Financial modeling is the process of constructing mathematical models of financial situations. Financial modeling identifies and quantifies the risks and opportunities associated with a particular investment or financial situation. Financial modelers use their models to test different scenarios to make better-informed decisions about where to invest their money.

To be a successful financial modeler, you need to have strong mathematical skills and a good understanding of financial concepts. You also need to think critically and logically and work under pressure.

Financial modeling is a great career opener for emerging certified financial analysts. It will give you the knowledge and skills you need to succeed in the financial industry. Financial modeling is a skill that you must master if you want to pursue a career in finance.

Financial modeling skills can help individuals land their dream job, get a promotion, or even start their own business. Many banks and other large companies are now looking for strong financial modeling skills. 

Tips for creating accurate and reliable financial models

  • Start by building a solid foundation for your model. It means ensuring that all of your assumptions are realistic.
  • Make sure your inputs and outputs are clearly labeled so it’s easy to track and modify your model as needed.
  • Use a consistent format throughout your model, so everything is easy to read and understand.
  • Test your model thoroughly, and make any necessary adjustments. It will help ensure that your results are accurate and reliable.
  • Keep track of all of your assumptions and sources of data, so you can easily update your model as needed.

These tips will help you create an accurate and reliable financial model, a big career opener for certified financial analysts.

 Discover Financial Analyst Course with Imarticus Learning

Financial analysts are in high demand, and this program will help a student land their first job as successful financial analysts. These Financial modeling Courses cover all of the basics from valuation processes to modeling approaches to build their competence quickly while also learning valuable skills like teamwork, among other things! 

Course Benefits For Learners:

  • This chartered financial analyst course is a great way to get hands-on experience with real-world skills that can get applied immediately after graduation. 
  • The programs provide students with a host of essential skills that they can use to land jobs in the finance industry. 
  • Impress employers & showcase skills with financial modeling certification recognized by India’s prestigious academic collaborations.

Contact us through the chat support system, or drive to one of our training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, and Gurgaon.

Structure your finance career portfolio with a financial modelling certification

Posted on by Imarticus Learning
Reading Time: 2 minutes

A career in finance is always a high rising one and always blooming. Finance is not only about managing money, but it also is how to acquire funds at the lowest possible interest rates. With financial technology courses at Imarticus, you can learn all the ways to manage your finances effectively.

Finance is generally divided into the following subcategories, but each of these categories requires a different mindset and skillset:

  • Personal finance
  • Private finance
  • Public finance

People choosing finance as a career get a plethora of finance career opportunities because jobs in finance are growing at a higher pace. Finance positions are crucial for every organization, and with the FAP course at Imarticus, you will get numerous finance offers, such as increased pay and a growing career. 

Those opting for finance as a career can become financial analysts, and as financial analysts, you will analyze your company’s finance, including investments. You will get insight into the economic issues, start new and promising projects, and be responsible for reporting and analysis.

As a financial analyst, you will also examine the finance of other companies you want to invest in and analyze the buying and selling options. For all this, you will require extensive knowledge about the industries and a deep understanding of how effective investments are to be made.

Financial Planning and Analysis Course

As a financial consultant or an advisor, you will work with companies or individuals and advise them on effective financial planning. Your services can extend to tax consultation, investment, and insurance decisions.

A personal finance consultant will offer personalized advice on finances and may suggest buying and selling of stocks or will conduct the sale and purchase on behalf of the client. You will also have to focus on the specific needs of the industry or the business.

With the FAP program at Imarticus, you will be able to design strategic activities for the sound financial health of the company by combining operational analysis with economic data. This analysis will help you access the business process and develop the organization’s strategies to achieve these goals. 

The financial planning and analysis course can either be short-term or long-term. You can choose any of these depending upon your needs and requirements.

Online Fintech Program

Financial planning and its analysis is the planned set of activities for designing the investment techniques and forecasting the profit and loss of the company. As a financial planner, you will inform the organization about the investment plans and strategies to manage both the external and internal factors.

The FAP program at Imarticus will teach you to calculate working capital by analyzing the assets, liabilities, cash flows, balance sheet, profit, and loss so that you can also suggest better ways of managing finance. It will give a good and thorough understanding of monitoring positive and negative trends because this insight affects the organization’s overall financial health and individuals.

Understanding Python for Financial Analysis and Algorithmic Trading

Posted on by Imarticus Learning
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The field of finance is as interesting, dynamic, and innovative as it gets. There are always new trends shaping the technologies under development, as well as those that have been around for a while. For people who are eager to learn financial analysis, there are countless opportunities in presential, online, and hybrid modes.

While financial theories are not something new, enrolling in a financial analyst course online, or in presential or hybrid modes, will allow you to understand in depth the mechanisms that affect the performance of projects, companies, budgets, and different financial transactions.

Just like any other field, the area of finance has had to evolve in order to keep track of the latest disruptive factors around the world, which is what has led to the progressive adoption of python as a tool for data processing and extraction. Not only has it permitted the improvement of existing procedures, but it has allowed the development of new techniques that provide more accurate and reliable results.

What is Python?

If you are new to all of this, you might be wondering what on Earth is python and why does it sound like a fascinating, magic solution for financial analysis. Well, the first thing to note is that financial analysis is not the only playground for python and that it has been an incredibly useful and powerful asset in numerous disciplines.

Python is a programming language whose flexibility and simplicity have turned it into the go-to option for software development, particularly in Fintech. It is easily readable, and its conciseness helps developers save time and effort when coding.

What is financial analysis?

Now that the first item on the list is clear, let’s pass to the second one and define financial analysis. This process consists of evaluating the appropriateness and the performance of financial transactions, businesses, budgets, among others, with the aim of determining its stability, solvency, profitability, or liquidity, in order to decide whether it is worth investing in it or not.

One way of learning all you need to know about financial analysis is signing up for a financial analyst course online from wherever you are! Although this would not compare to a bachelor’s in finance or economics, it will certainly give you practical knowledge and know-how in the area.

After having acquired significant expertise in financial analysis, one could also aim to be designated a chartered financial analyst (CFA) after taking a CFA course in India, or wherever you live. This evaluation will test your understanding of financial mechanisms and fundaments, asset valuation, wealth planning, and managing portfolios.

What is algorithmic trading?

The third and last term to go through corresponds to algorithmic trading. This process comprises the place of trade through an algorithm, which allows to increase revenue and save time. Why? Because algorithms are able to take human emotions out of the equation and make sounder decisions when placing the trades, apart from doing it at higher frequencies, increasing revenue over a defined period of time.

How can python be used for financial analysis and algorithmic trading?

As you can imagine now, python is an excellent tool for programming the algorithms used in algorithmic trading, and for analyzing the stock market, as it allows the financial analyst to handle large sets of data and to extract relevant information faster and more efficiently.

Fintech is just one of the many fields where python is leading change and allowing for improvements to take place across the globe. Whether we got you with the CFA course in India idea, or you were already determined to learn financial analysis, this is a promising path to follow.