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Tag: Financial Modelling course

This Financial Modelling and Valuation Course Will Make You CFO-Ready in 6 Months!

Posted on by Imarticus Learning

Have you ever felt like your finance degree just isn’t enough?

You’ve got the basics, but when it’s time to actually analyse a company’s value or make investment calls, there’s hesitation.

Why? 

Because textbooks won’t teach you how to think like a CFO. What’s missing is real-world skill, the knowledge you get from a Financial Modelling and Valuation Course. If you’re serious about CFO career development, it’s time to level up.

What’s Holding You Back From Becoming a Future CFO?

Financial modelling means creating a simplified version (a model) of a real-life financial situation. Financial models are basically used by businesses to work out budgets, value the businesses, and assess risks. Such models assist the leader in making decisions on the areas to utilise the money, how to expand, or even reduce the need.

Strong models consist of real historical numbers, assumptions, and correct financial statements, such as profit & loss, balance sheet, and cash flow. These are essential, without which the numbers become useless.

The model should be simple, clear, and changeable. Ensure that others will be able to understand it. Do not make mistakes; recheck your formulas. Design it in a good way so that it does not collapse when inputs vary.

Case Examples in the Big Companies

Ø  Activision Blizzard is a company purchased by Microsoft.

They have adopted a DCF (Discounted Cash Flow) that would help determine whether the $68.7 billion deal made business sense.

Ø  Airbnb in the time of COVID-19

In order to make ends meet during the pandemic, Airbnb constructed models that demonstrated worst-case scenarios in terms of cash flows. This was to keep them prepared for anything.

Ø  Production Planning of Tesla

Tesla also employed models in terms of cash expenditure and supply chain risks. These assisted the company in planning its expansion without a lack of funds.

Ø  Apple Share Buybacks

Apple used financial modelling to determine the amount of money to pass to the shareholders. It assisted the company in striking a balance between reward and risk. 

Why Finance Graduates Struggle Without Practical Skills

The academic world often misses what the industry expects, such as practical finance execution. Think about it. When you’re asked to assess a company’s worth or present forecasts to stakeholders, are you just guessing based on formulas?

Or are you relying on solid investment analysis skills backed by business valuation techniques?

This gap isn’t small. Most finance graduates enter the workforce without hands-on skills like Excel financial modelling, market risk evaluation, or cash flow structuring. They know theory, not execution.

Financial Modelling and Valuation Course: Why It’s More Than Just Numbers

According to its World Economic Outlook report, the International Monetary Fund (IMF) thinks that global growth will remain low at 3.2 percent in 2024 and 2025.

You may think it’s just Excel. But financial modelling and valuation courses go beyond spreadsheets.

They train you to:

  • Forecast revenues and costs
  • Build three-statement models (Income Statement, Balance Sheet, Cash Flow)
  • Conduct scenario analysis
  • Do comparative company valuations
  • Understand DCF (Discounted Cash Flow) and LBO (Leveraged Buyout)

If you’re chasing a CFO career development, knowing how to use Excel like a CFO does isn’t optional; it’s essential. You need to break down performance metrics, evaluate risk, and create investor-ready reports.

Corporate Finance Training: Your First Step to the CFO Career

Being a CFO isn’t just about knowing finance. It’s about applying it at a strategic level.

That’s where corporate finance training changes everything. You’ll learn to look beyond balance sheets to judge company performance, make capital structure decisions, and manage profitability. This training sharpens your ability to make financial decisions that impact the business directly.

CFOs don’t just track money. They tell stories with it. For instance, if you’re handed a proposal to acquire a smaller company, can you assess whether the target firm is undervalued or overpriced? That’s where your business valuation techniques come in.

Business Valuation Techniques: How CFOs Make Smart Calls

Valuation isn’t opinion. It’s structured logic.

If you can’t value a business, you can’t lead its financial strategy. With strong business valuation techniques, you’ll be able to:

  • Value public companies using market comparables
  • Evaluate startups using revenue multiples
  • Forecast discounted cash flows under various scenarios

Imagine you’re in a board meeting, and someone asks if the company should expand into a new geography. You can’t rely on instinct. You’ll need numbers. That’s what this training equips you for: data-backed, analytical thinking. CFO career development doesn’t happen overnight. But with the right skills and roadmap, you can fast-track your growth.

Start as a financial analyst. Get hands-on with real-world deals. Master modelling, valuation, and risk. Gain exposure to internal controls, compliance, and budgeting.

From there, you move up to associate, manager, finance lead, and eventually, CFO. Every level requires smarter financial judgment and deeper accountability.

Why Indian Finance Professionals Need This Now

India’s financial services sector is growing fast. But there’s a shortage of finance talent that’s job-ready.

Employers today don’t want just degrees. They want professionals who can:

  • Evaluate investments confidently
  • Forecast accurately
  • Navigate financial operations smoothly

Whether you’re in Mumbai, Bangalore, Delhi, or Hyderabad, a Financial Modelling and Valuation Course bridges the classroom-to-boardroom gap. And if you’re serious about corporate finance training, investment analysis skills, and CFO career development, then this is your next logical step.

How the CIBOP™ Programme from Imarticus Learning Transforms Your Career

Let’s break down how Imarticus Learning’s CIBOP™ course stands out:

FeatureWhy It Matters
100% Job AssuranceYou don’t just study, you get placed. A real job. Guaranteed.
85% Placement SuccessStrong industry connections mean real results.
3- or 6-Month FormatChoose based on your schedule both are intensive and industry-ready.
Focused on Real ScenariosLearn what actually happens in investment banks, not textbook fluff.
Recognition in IndustryNamed Best Education Provider in Finance at the 30th Elets World Education Summit 2024.

More than just a certificate, this course is your launchpad to high-growth finance roles. Whether you aim to enter an investment bank, a fintech firm, or a consulting company, this programme builds your credibility.

No one becomes a CFO without mastering Excel. Why? Because it’s the language of modern finance.

With Excel financial modelling, you’ll:

  • Build structured forecasting models
  • Automate budget tracking
  • Perform real-time risk calculations
  • Create dashboards for C-level decision making

The Imarticus Learning programme doesn’t just skim Excel. It deep-dives. You’ll model P&Ls, run sensitivity tests, and even simulate equity research reports. These models speak louder than words when you’re sitting across a boardroom pitching your vision. Imarticus Learning supports this journey with dedicated career services, mock interviews, resume building, LinkedIn branding, and access to top recruiters in finance.

FAQ

1. What does a financial modelling and valuation course consist of?

A financial model and valuation course teaches the use of Excel to create models to analyse companies, plan budgets, and undertake business valuation based on real data.

2. What is the benefit of taking a financial modelling and financial valuation course?

It assists in the development of fundamental finance skills such as Excel financial modelling, investment analysis, and business valuation methodologies, all of which are essential in the development of a CFO career.

3. Who may attend the financial modelling and valuation course?

Anyone interested in training in corporate finance can become a member, and so can graduates of finance or those young professionals who are new to the professional world. It suits workers between 0 and 3 years.

4. What role does this course play in developing CFO careers?

This course will make you learn real-life skillsets of a finance professional, such as investment analysis, prediction, and decision-making, which are also necessary to become a CFO.

5. What do you learn in a course in financial modelling and valuation?

You will study Excel financial modelling, the financial statements, the DCF analysis, forecasting, sensitivity analysis, and business valuation skills.

6. Is Excel financial modelling challenging?

No. Excel financial modelling is something that, with an organised corporate finance training, can be easily mastered by any person. Courses begin with the elementary tools and then get advanced.

7. What is the contribution of this course towards investment analysis?

You will train in analysing company performance, determining risk, and constructing models to make investment decisions, as some of the skills employed by leading finance experts.

8. What are the possible careers people can practice after the course?

You have a possibility of working as a financial analyst, investment banking associate, risk analyst, or even advance to be a CFO.

The Final Words

You don’t need another generic finance course. You need a financial modelling and Valuation Course that turns ambition into action. If you want to rise through the ranks and eventually take the CFO seat, then this is your moment.

Imarticus Learning’s Certified Investment Banking Operations Professional (CIBOP™) programme isn’t just a course. It’s a career accelerator that combines corporate finance training, investment analysis skills, business valuation techniques, and Excel financial modelling; all the basics you need for CFO career development.

Enrol now in the CIBOP™ course and turn your finance knowledge into job-ready action, with 100% placement assurance and a future you’ve earned.

Financial Modelling Course to Boost Your Strategic Finance Game

Posted on by Imarticus Learning

In the finance world of today, having the capability to analyze quickly is not sufficient. If you want to get into high-impact finance roles or push your current career even further, taking a financial modelling course could be the answer. With corporations and banks placing heavy focus on data-driven strategy, sound financial modelling skills are now a prized possession for professionals who want to make that transition from analysis to impact.

Why Does a Financial Modelling Course Matters in Today’s Finance Ecosystem?

An excellent financial modelling course educates professionals on how to work with numbers most effectively to predict company performance, estimate the value of an organization, evaluate investment opportunities, and inform strategic decision-making. The changing finance landscape translates to the need for experts who don’t merely calculate numbers but tell good stories with them.

If you are a graduate entering finance or an executive looking to reskill, skills in the intricate world of modelling give you the credibility to speak on the language of financiers, bankers, and decision-makers. From forecasting revenues through to discounted cash flow analysis, these are the skills squarely in the middle of every investment presentation and boardroom discussion.

What Does a Financial Modelling Course Cover?

The appeal of a comprehensive financial modeling course is its range and depth. It typically integrates theoretical understanding with experiential, practical learning to give students first-hand experience.

Key Modules You Can Expect:

  • Excel for finance professionals – Simplifying data and performing automated computations for financial accuracy
  • Business valuation and forecasting – Placing figures on the worth of companies based on various valuation techniques
  • Scenario and sensitivity analysis – Stress-testing models to cover risk and volatility
  • Presentation and narrative – Representing figures to stakeholders in a convincing style
  • Simulation-based case studies – Using tools on industry-based simulations to build credibility

Having valuation and modelling training means students can learn and master it all from simple three-statement models to more sophisticated equity research templates.

Strategic Benefits of Enrolling in a Financial Modelling Course

Financial modelling course

Financial modeling is not an art of Excel wizardry or formulas. It promotes disciplined thought, financial storytelling, and stakeholder engagement. Below are some tactical benefits of a financial modeling course:

  • Better Decision-Making: Better evaluate investments, mergers, and firm fitness
  • Career Mobility: Enhance your candidacy for corporate finance, private equity, or investment banking roles
  • Increased Salary Potential: Modeled practitioners command higher salaries
  • Practical Application: EASILY apply theory to industry benchmarks

For anyone wishing to have advanced financial analysis training, financial modeling is a stepping stone which cannot be ignored. You do not just hone analytical skills but also achieve the decision-making advantage.

Who Should Consider a Financial Modelling Course?

The course is designed for a wide range of professionals. If any one of the following is applicable to your scenario, then you should consider it:

  • Recent graduates in commerce, economics, or finance
  • Financial analyst certification professionals
  • Chartered Accountants who wish to pursue corporate advisory
  • MBA students who wish to specialize in finance
  • Entrepreneurs who desire greater control of their business forecasts

Besides, it provides a great platform for those professionals with an interest in investment banking skill development or career switch to strategic finance.

Real-world Application: Bridging the Gap Between Learning and Doing

Unlike most finance courses, a course in financial modeling is application-oriented. You don’t learn something and then forget; you apply it, smash it, rebuild it, and then present it.

The most common single criticism of hiring managers is that the candidates have no experience. A good course remedies this with the use of:

  • Equity research reports
  • IPO modelling
  • LBO (Leveraged Buyout) structures
  • Real-time valuation of listed companies

It makes the learners job-ready and self-assured.

The Role of Excel for Finance Professionals

The workhorse of modern financial modeling is Excel. While Python and R are gaining prominence in financial analytics, routine corporate finance work cannot be accomplished without Excel.

Excel as a financial analyst is not learned by mastering short cuts, but by generating fault-free models, constructing dashboards, and creating easy-to-use templates that pass the test of scrutiny. An elite class financial modelling course allocates a high percentage of its study material to this foundation.

Career Opportunities After a Financial Modelling Course

One of the most satisfying things about going for a financial modelling course is the level of career options it presents. From corporates to consultancies and investment banks, the demand transcends industries.

Typical Job Roles Include:

  • Financial Analyst
  • Corporate Finance Executive
  • Business Analyst
  • Investment Banking Analyst
  • Equity Research Associate
  • Strategy Consultant

The fusion of solid analytics, valuation techniques, and business acumen makes you an asset to any firm.

Building Global Finance Careers with Strategic Modelling Skills

The finance sector is more and more borderless. Employers require professionals with international viewpoints and practical modelling skills. This means a financial modelling course can be a stepping stone to international finance career prospects.

From London’s international banks to Singapore’s fintech firms, employers require applicants who can interpret numbers correctly and link them to business objectives in general.

Certified Investment Banking Operations Professional (CIBOP) – The Next Step in Your Finance Journey

If you aspire to transition from the profession of modelling to a good investment banking operations role, Imarticus Learning’s Certified Investment Banking Operations Professional (CIBOP™) course can be your transition tool.

This career transition program is specifically designed for finance graduates aged 0-3 years. Operations, compliance, and risk management being the key focus, it offers you the ideal transition from your financial modelling skills.

Why Choose CIBOP?

  • 100% Placement Assurance
  • Salaries of up to 9 LPA
  • 85% Placement
  • 3 & 6-Month Course Options
  • More than 50,000 learners trained
  • awarded as “Best Education Provider in Finance”

Course curriculum is:

  • Securities Operations
  • Wealth & Asset Management
  • Anti-Money Laundering
  • Risk & Regulatory Frameworks

With actual projects like ethical banking, KYC, and trade-based money laundering, you’ll be job-ready with end-to-end experience.

Roles After Completion Include:

  • Investment Banking Associate
  • Hedge Fund Associate
  • Risk Management Consultant
  • KYC Analyst
  • Collateral Management Analyst
  • Trade Surveillance Analyst

Pair your financial modelling course with CIBOP, and you’re not only ready for a job; you’re ready for a career.

FAQs

1. What is a financial modelling course?

A financial modelling course gets you ready to build models imitating financial performance and underpinning investment choices, budgeting, and strategy.

2. Who should take a financial modelling course?

Freshers, finance specialists, analysts, CAs, and MBA students who need to enhance their skills in valuation and strategic analysis.

3. Is Excel proficiency required before joining a financial modelling course?

Not necessary but an asset. Most courses include an introductory module in Excel as a foundation.

4. What tools will I learn in a financial modelling course?

Excel first and foremost, but also calculator facilities, scenario analysis software, and occasionally add-ons such as Power BI.

5. Can a financial modelling course help in investment banking?

Yes. Investment banking is highly reliant on financial modelling. It’s employed in valuations, mergers & acquisitions, and financial planning.

6. Are there any certifications that add value after this course?

Yes, certifications such as CIBOP™ give operational depth to your modelling skill, with increased employability.

7. Is a financial modelling course suitable for freshers?

Yes. Most of the courses are fresher-oriented and take freshers through the basic to advanced modelling techniques.

Conclusion

In the data economy, the power to convert numbers into business insight is invaluable. A financial modelling course is the bridge between raw data and strategic understanding. Whether you aim to pursue a career in investment banking, corporate finance, or equity research, financial modelling skills are a compulsory stepping stone.

To propel your career one notch higher, think of combining your modelling skills with a course such as Certified Investment Banking Operations Professional (CIBOP™) by Imarticus Learning. With assured interviews, strong placement assistance, and training on industry demands, you don’t only study finance — you live it.

Realize your true potential. Join a financial modelling course now and set a new path to your career in strategic finance.

Financial Modelling: Why Every Accountant Must Learn It

Posted on by Imarticus Learning

Financial modelling is one of the most in-demand skills in the finance sector. From financial analysis to business valuation, financial models are versatile and customisable. Financial modelling is useful in predicting the future sustainability of a company. It gives meaningful insights into a company’s financial performance and helps company officials make strategic decisions.  

Financial modelling techniques

The changing job profile of an accountant has shifted the focus from traditional accounting to a more research-based and analytical approach. Moreover, fierce competition in the modern-day finance world makes it imperative for accountants to upskill and keep themselves relevant in the job market.  

Read this article to learn how learning financial modelling can help push your accounting career to new heights.

What is financial modelling?

Financial models are spreadsheets which analyse the performance of a company. They make forecasts and predictions based on the information provided to them. The process of the creation of these models is known as financial modelling.

Financial modelling is performed using versatile spreadsheet applications like MS Excel. Programming languages like C++ and Python can be used for customised financial models.

Notably, financial modelling involves two main steps. First, a spreadsheet with revenue and expenditure data is created. This data is then analysed to simulate a company or stock’s future market prospects.

The Three Statement Model, Sum Of Parts Model, Discounted Cash Flow Model, Budget Model, and Sensitivity Analysis are examples of financial models.

What are the benefits of financial modelling?

The goal of financial models is to investigate a company’s competitiveness in the market. It uses company data and identifies relevant metrics. Financial models are thus used as decision-making tools in the world of finance.

Some benefits of financial modelling are as follows:

  • Forecasting

Financial models allow a company to have a glimpse into the future. Using historical data, they are capable of simulating future cash flow patterns. The models can also forecast company growth, revenue patterns and possible expenditures.

  • Making valuations 

Financial modelling can predict the value of a new project or venture even before it starts. They can help determine the value of a project or a business in the market. Finance executives use the data from financial models to make informed decisions. They can also compare a company’s performance with its competitors.

  • Financial analysis and budgeting 

Budgeting and financial analysis are areas where financial models find wide application. Certain models can give an idea of the probable costs and profits of a new business venture. They help identify profitable projects to which financial officers can allocate resources.

  • Portfolio management 

Making smart investments are key to the success of any business venture. The stock market can help a company raise capital for future ventures. Financial models help identify stocks which can generate maximum revenue with minimal risk. The flexibility of financial models caters to a company’s specific financial goals.

  • Risk management 

Additionally, financial models can analyse the risk factors of investments and portfolios. Simulations of market turbulence or policy changes are possible through certain financial models. This allows finance officers to anticipate challenges and prepare for them beforehand.

Why should every accountant learn financial modelling?

Financial modelling is a skill every accountant should have. Here’s why:

  • Accessible skill to learn 

Financial modelling is a rare finance skill one can learn with minimal investment. To start, an individual needs a device with a spreadsheet application like MS Excel. It is a free-to-use software perfect for practising financial modelling. Its flexibility and widespread use make learning financial modelling in MS Excel convenient.

  • Complements existing accounting skills 

Having accounting skills is a prerequisite to understanding and implementing financial models. It helps them provide a comprehensive analysis of data and financial statements.

  • Broadens the scope for career growth 

Financial modelling is a practical skill with applications in an array of sectors. Learning this skill can help accountants add value to the enterprise they work for. They can even make career moves and aim for higher-paying positions. Financial analyst, forex analyst, and project finance manager are some of the career options that accounting professionals can choose post earning a certification in financial modelling.

  • Makes you stand out 

In a competitive field like accounting, having practical skills is a must.  Companies always look for people with unique skills to complement their theoretical knowledge. Completing a course in financial modelling will catch prospective employers’ eye. It thus increases the hiring potential of an individual.

Conclusion

Making financial models is the first step in any business venture. Accountants with expertise in financial modelling make great contributions to their companies. Knowledge of accounting and financial modelling enhances the skills possessed by finance professionals. They climb the steps of the corporate ladder and grow to become valuable assets to the company. 

Do you want to add financial modelling as a skill in your resume? If yes, look no further than Financial Analysis Prodegree by Imarticus Learning. This online certificate course prepares finance professionals for a career in financial analysis.

What is Financial Modelling & what are different types of Financial Models

Posted on by Imarticus Learning

What is Financial Modelling & what are the different types of Financial Models?

Financial models are a vital part of the business decision-making process. They help executives in evaluating a business’s financial health and predict its future performance. Financial models allow companies to make data-driven decisions by providing them with valuable insights. That is why the demand for a skilled chartered financial analyst is very high among companies. Organizations require their expertise to enhance their financial decisions. 

In the following sections, we will discuss financial modelling and its different types. So, read on… 

What is Financial Modelling?

Financial modelling refers to using financial models to forecast a business’s financial performance. You use the company’s historical data to forecast its future performance. 

Financial modelling requires you to prepare an income statement, cash flow statement, balance sheet, and other supporting schedules. As your model gets more advanced, you will have to use more data such as SWOT analysis, ratio analysis, and discounted cash flow analysis. 

Further, financial models help you in making various crucial decisions related to investments. They will help your decision-making process during acquisitions, raising capital, planning business growth, budgeting, and selling or divesting business units. 

What are the Different Types of Financial Models?

Financial models are primarily of 10 types:

  1. Option pricing model
  2. Forecasting model
  3. Budget model
  4. Consolidation model
  5. Sum of the parts model
  6. Leveraged buyout model (LBO)
  7. Initial public offering model (IPO)
  8. Merger model (M&A)
  9. Discounted cash flow model (DCF)
  10. Three statement model 

Each of these models has unique applications. The one you pick and use depends on the requirement. For example, the DCF model uses cash flows to find the net present value and the internal rate of return. Similarly, the budget model helps in planning the financial blueprint of the company and focuses particularly on the income statement. 

How to Learn Financial Modelling?

There are many ways to learn financial modelling. However, the most effective way to do so is by taking up financial modelling courses. Enrolling in financial modelling courses would help you learn important concepts such as ratio analysis, SWOT analysis, cash flow analysis, and financial statement preparation, through industry experts in a structured manner. Also, these courses provide you with a proper curriculum so you learn every concept step-by-step. 

Moreover, a financial analyst course teaches you the latest in-demand skills so you are up to date with market standards. Notably, Imarticus offers its Financial Analysis Prodegree program in collaboration with KPMG.

While picking a financial analyst course, it would be best to check the financial analytics course syllabus first. This would help you understand what skills it teaches you, and what you can expect from it. You can learn more about a financial analytics course syllabus here.

Financial modelling is certainly one of the most important aspects of business decision-making. Learning this skill can help you pursue an in-demand career much easier. If you are interested in becoming a chartered financial analyst, then you will have to acquire this skill. 

How NLP Can Revolutionize The Finance Industry

Posted on by Imarticus Learning

Banks and financial organizations receive data in the form of text as well as speech. But this data is largely unstructured and is difficult to analyze. NLP can change all such data into actionable insights. To implement NLP in finance, you should gain expertise and learn financial analysis.

The finance industry is beginning to integrate NLP in various fields. NLP primarily assists in improving decision-making but can also help in optimizing and automating financial processes. Therefore, the Financial Analysis course from Imarticus Learning can help gain many opportunities in the industry. 

How To Use NLP in The Finance Industry?

You can look for a financial analyst course online that offers practical training and learn to use NLP in the following aspects. 

  • Analysis of Financial Sentiment

To ensure every trade is a success, you need to understand the reactions to certain news. For example, suppose a company is not functioning well. In that case, the resignation of a critical member may be met with positive responses. This will drive up the stock value. NLP financial analysis can accurately assess how the market will react to certain news and affect the stock price. 

  • Accurate Assessment of Risks

Credit risk assessment is essential, and you can use NLP in this aspect. NLP assesses risks from numerous data points. During risk assessment, you can use NLP to find incoherent data or analyze the personal data at the time of loan application.  

  • Selection and Optimisation of Portfolio

To maximize the capital in any investment, you will need to select a portfolio and accurately predict when the trade period will begin. You can use NLP for this as it is the ideal solution for the optimization of semi-log-optimal portfolios. Investors can maximize the growth rate by selecting only the best stocks. 

  • Review of Legal Documents

Financial institutions have to process and analyze a massive volume of customer data. Reviewing documents can take ages when done manually. Instead, you can use NLP to cut down on time and costs. NLP can optimize the review process and offer in-depth insights within a short period. 

  • Predicting Stock Behaviours

When you use financial analysis, you can predict stock behavior by predicting the time series. However, data can be irregular, and patterns can fluctuate. If this happens, it might not be easy to get accurate insights. Therefore, you need NLP. NLP with deep learning can process a lot of data simultaneously and analyze all types of financial time series.  

Apart from the aspects mentioned above, NLP can help in many other fields. The best financial modeling courses teach the application of NLP in investment analysis as well as customer service.  

Learn NLP to Have a Successful Career in Finance

Technology is constantly advancing and evolving. Therefore, to learn financial analysis, choose an academic program that incorporates the latest solutions in the curriculum. Imarticus Learning’s Financial Analysis Prodegree includes lessons on all the latest technological advancements related to finance.

As a student, you will learn several skills like financial modeling, valuation, statement evaluation, transaction execution, and equity research. You will be using new-age technology to complete tasks and thus, receive industry experience and certification.

Imarticus Learning’s financial analyst course online is in collaboration with KPMG. You can learn live and interact with experts as well as your peers. Such interactions will help you build essential networks and also develop soft skills. 

Imarticus Learning offers one of the best financial modeling courses. You will learn to use NLP and deep learning in finance and thus land rewarding jobs in the industry. The course is also ideal for those who wish to transition to a new career in the financial sector. 

Here Is How to Perform Scenario Analysis of a Financial Portfolio with Python

Posted on by Imarticus Learning

Here Is 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 finance 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. 

best financial analyst coursesAfter 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. 

5 Ways How Technology Is Changing Financial Modelling and Forecasting

Posted on by Imarticus Learning

5 Ways How Technology Is Changing Financial Modelling and Forecasting

For many decades, financial system modeling was based on the same traditional business models with very little innovation and integration. Later, the experts started to realize that when technology is combined with finance, it can make the financial market more efficient and highly accurate. Indeed, this has started to change the world of finance opening doors to versatility and quicker computations.

It has proven to be a revolutionary step for the companies as well. With our CIBOP program offered by Imarticus, you can have the opportunity to learn more about the money market and understand the impact of evolving technology on financial systems. 

  • Increased Efficiency

Technologies such as big data, the cloud, and robotics are contributing to greater agility and efficiency of the financial function, since their application reduces the time dedicated to traditional processes, increasing productivity. It also cuts the time spent on reporting, allowing a greater focus on analysis, decision-making, and risk management, creating value for the organization, as well as representing a change in the company and having an impact on people.

  • Fraud Detection

Since money is involved in financial markets at a global level, this sector is prone to fraud and cyberattacks. Frauds or fraudulent activities can have adverse effects on businesses. Thankfully, with Artificial Narrow Intelligence (ANI), it is now possible to detect data patterns and prevent fraud. Any abnormal behavior in online transactions can be precisely detected by modern Artificial Intelligence and Machine Learning techniques, which can help save loads of money on debugging the problem in other traditional ways instead.  

  • Sound Decision Making 

Modern Artificial Intelligence algorithms can help in modeling risk management scenarios, thus making sure that rational decisions are taken most of the time. Finance requires a very delicate task of sound judgment, which surely cannot be left unnoticed and ignored. Even a single bad decision might result in losing millions of dollars on the money market. But thanks to advancements in Artificial Intelligence and Machine Learning algorithms, proper decision-making is ensured, leaving the system more reliable than ever before. 

  • Blockchain Transaction Enhancement

With the beginning of the era of blockchain technology, advancements in financial modelling have taken a big leap. When coupled with an Artificial Intelligence algorithm, blockchain technology blends more easily in the market, causing huge benefits. While on one hand blockchain technology enhances transparency and builds safe transactions amongst peers, Artificial Intelligence, on the other hand, can further improve system security. 

  • Automation of Tasks

Automation in technology can help to avoid many repetitive and tedious tasks. Many software packages are available which can display loads of information and data with just a click of a button, thus avoiding long waiting hours for results. So instead of spending time creating the tasks, the investment banker or any other financial professional can focus more on evaluating the results and their correct interpretation. 

Conclusion

After having understood the various ways in which technology is changing financial modelling systems, it is clear that big data and finance are going to be synchronous. Be it Artificial Intelligence, decision-making processes, blockchain, or automation of systems, technology plays a crucial role in deciphering information correctly and quickly. But there is some downside involved as well.

Inaccurate or improper use of these technologies can disrupt the system completely. It is necessary to make sure that these technologies are developed and maintained by experts and professionals who can

Top 20 Equity Market Analyst Interview Questions of 2021

Posted on by Imarticus Learning

The equity market is a volatile beast, and it’s vital to have an idea of what you’re getting into if you want to be successful. That means knowing the terminology, understanding the different types of securities, and answering questions about the industry.

This blog post covers essential interview questions for equity analysts that will help get your foot in the door with any company.

  1. What is equity?

Equity is merely the value of an asset, less any liabilities.

  1. What are common stock, preferred stock, and convertible bonds?

These are all securities that represent ownership in a company.

  • Common stock is what you commonly think of when you think of owning shares in a company.
  • Preferred stock is like common stock, but it has different economic rights.
  • Convertible bonds are bonds that get converted into shares of the company.
  1. What is market capitalization? Does it change much?

Market capitalization is the current price of a company’s shares multiplied by the number of shares on the market. If 100,000 shares are outstanding and the cost per share is $10, the market cap would be $1,000,000—the market cap changes with the changing price of shares.

  1. What is a stock split?

When a firm increases the number of shares outstanding by a certain ratio is known as a stock split.

  1. What is an IPO?

When a company first opens, share offerings to the general public is known as IPO.

  1. What is an acquisition?

An acquisition means one company purchases another. If Company A buys Company B, they will often combine their names, e.g., “Company AB.”

  1. What is the money market?

The money market is short-term debt securities issued by banks and corporations.

  1. What is a credit rating?

A credit rating means assessing the ability of an entity to pay principal and interest on its debt. It gets usually measured on a 1-10 scale, with 10 being the highest credit quality.

  1. What are the types of orders?

There are many different types of orders, depending on what you want to do. Some examples include limit order, stop order, market order, and stop-limit order.

  1. What is the difference between short selling and naked short selling?

Naked short selling occurs when there is no agreed-upon date to return the borrowed shares, and it gets used to manipulate a company’s share price to profit.

  1. What is the current yield?

The current yield calculates an investment’s annual dividend income per share divided by the current price per share.

  1. What is the price-earnings ratio?

The price-earnings ratio (P/E) is a number that measures how much investors are willing to pay for each dollar of earnings.

Make a Career in BFSI with Imarticus Learning

This MBA in investment banking and equity research includes hands-on training with leading technologies, including APIs, Blockchain, Cloud Computing, AI, Machine Learning, RPA, IoT, and Big Data.

Some course USP:

  • This equity research analyst online training aids the students to learn job-relevant skills that prepare them for a career.
  • Impress employers & showcase skills with the equity research analyst course endorsed by India’s most prestigious academic collaborations.
  • World-Class Academic Professors to learn from through live online sessions and discussions. It will help students understand the 360-degree practical learning implementation with assignments.

Aspire to Become a Financial Analyst? Start with These Financial Modelling Courses Today

Posted on by Imarticus Learning

Financial analysts are a vital part of the financial world. They work with companies and individuals to determine their economic status, assess risk, and analyze company performance. It’s a demanding job that requires dedication and intelligence. But what do you need to know before embarking on your journey? This post will tell you everything you need to know about becoming a Financial Analyst, so read on!

A financial analyst provides advice and support to senior management with their decision-making. They are responsible for calculating various finance-related equations based on company data. The role involves analyzing past performance and predicting future outcomes to guide strategic planning.

Who is a financial analyst?

The term ‘financial analyst’ has become a common phrase in today’s corporate world. Companies worldwide are looking for people with this specific expertise who can handle and manage their finances appropriately. There is a high demand from financial firms, banks, mutual funds, insurance companies, and other stock market-related organizations. It has become a well-sought-after career path, and the numbers don’t seem to be slowing down anytime soon.

Role and responsibilities of the financial analyst:

Becoming a financial analyst means you will be working with senior managers to make informed decisions. You will also need intense research, analytical and mathematical skills.

On the other hand, it is highly challenging to land a job as a financial analyst because of the high demand for these roles. You must have the right qualifications and experience before you apply. Merely having a degree in finance isn’t enough; you also need practical experience and knowledge of the industry. The roles and responsibilities are listed below:

  1. Monitor financial activities to ensure they are following guidelines laid down by the company
  2. Analyze data and status of a business, its finances as well as sales and other performance indicators
  3. Identify problems or areas for improvement and suggest plans to overcome these shortcomings
  4. Prepare reports which summarize their findings and present them to senior management for further action
  5. Use various financial tools and models to determine the current state of the business, its past performance as well as future potential

Enroll in a Financial analyst course with Imarticus Learning today!

If students aim to become financial analysts, here’s their golden opportunity. Imarticus Learning is training professionals from all industries and backgrounds to take up this profession easily through our advanced financial modeling certification. We understand the importance of learning from experts in various industries for years and putting that into practice by having our faculty members have years of experience in the corporate world.

Some course USP:

  • This 180+ hour skill-building program develops competence in a variety of crucial finance operations.
  • The program provides the student with an endorsed curriculum, excellent professors, and practical learning.
  • Financial statement analysis, modeling and valuation, equities research, deal execution, and Excel and PowerPoint are skills students will need.
  • The best learning outcomes demonstrated to come from live assisted instruction.
  • This financial modeling course for students is with placement assurance aid the students to learn job-relevant skills.
  • Impress employers & showcase skills with the financial analyst course endorsed by India’s most prestigious academic collaborations.
  • World-Class Academic Professors to learn from through live online sessions and discussions.

Contact us through the chat support system or visit Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, Gurgaon training centers.

Close the diversity gap with this Financial Analysis course

Posted on by Imarticus Learning

The finance industry is on the rise with the boom in new technologies and innovations. This has led to a demand for talented professionals who can analyze financial transactions, forecast trends, and make sound decisions about investments. If you have been thinking of embarking on your own journey as a professional in this field of work, then now is the time to take financial analyst courses.

In this blog post, we will talk more about why it’s important to learn these courses so that you can close the diversity gap in finance.

Understanding the diversity gap in the financial industry

The finance industry has grown by leaps and bounds in the last few decades. With an increase of almost 50% in job opportunities, it is no surprise that more people are looking to break into this growing field. However, studies have shown that there is a major gap between the number of minorities in the finance industry and those looking to break into it.

The reasons behind such a gap are often varied, but there is one that stands out from the rest: lack of courses for financial analysts. However, there are certain institutes offering financial analyst courses to help close this diversity gap by offering courses targeted towards underrepresented groups.

You need to show potential employers what skills you have acquired during your coursework. This will help you learn more about what a career as a financial analyst entails while learning the necessary skills needed to excel at their job search or current position.

What does a Financial Analyst do?

A financial analyst course helps a business make informed decisions about investments, spending, and budgets. Financial analysts review the performance of companies in order to give advice on how they can improve their operations or find new ways for growth. They often work with investment bankers when deciding whether to take the company public through an initial public offering (IPO) or other methods.

Financial analysts typically work in an office and spend most of their time researching information for reports, analyzing financial statements, or making recommendations to managers on courses of action. They may also prepare presentations that address specific investment-related topics.

Why should you take up financial analyst courses?

Financial Analyst courses are a perfect fit for those who want to gain insight into how businesses operate and contribute their part in the industry. With an increase in demand for finance professionals, it is time you take up courses that can help you close this diversity gap and set yourself apart from other candidates.

While some companies may prefer to hire someone who has experience in the field, courses for financial analysts are now offered online. You can enroll anytime and anywhere with ease without having to quit your current job or relocate.

Learn and Grow as a Financial Analyst with Imarticus Learning

Imarticus Learning offers courses for the finance industry to help you learn and grow as a financial analyst. The courses are well-designed, engaging, practical learning courses that cover the latest trends in the industry. The courses are designed by industry experts and offer you a deep understanding of important concepts.

Some course USPs:

  • Comprehensive 360-degree learning of the banking and finance industry
  • Tech-enabled learning
  • Industry-oriented curriculum designed/delivered in collaboration with industry veterans and leading firms.