FINANCIAL ANALYSIS PRODEGREE
➤In collaboration with EY, a global leader in advisory and consulting
➤180 hour skill building program
➤Industry-aligned curriculum with case studies
➤Availabe in both, Classroom and online Delivery Modes.
Learn More About The Program
Online Instructor-Led Training
Online Self Paced Videos
Cutting-edge program with an industry curriculum designed and delivered in collaboration with EY
Caters to novices and experienced candidates with applications across M&A, private equity and research
Learning methodology of self-paced videos, live lectures, case studies, project work and simulations
Job Ready Program
Placement assistance via resume building, interview prep, mentorship and interview opportunities
Financial Analysis Course CurriculumThe Financial Analysis Prodegree includes comprehensive coverage of financial statement analysis, modeling and valuation, equity research, corporate finance and transaction execution, along with Excel and PowerPoint. In addition to experienced faculty, the program will feature interaction with senior industry leaders as well as EY leadership, whose experiences will deepen the understanding of the course material.
- What is Financial Analysis?
- Where is it Used?
- M&A, Private Equity, Equity Research
- Career Opportunities
- Skills Required
Financial Statement Preparation:
- Balance Sheet, Profit and Loss and Cash Flow
- Revenues and Expenses
- Consolidated Accounts
- Tangible Assets
- Goodwill, Depreciation
- Spreadsheet Vocabulary
- Logical & Statistical Functions
- Data Validation
- Custom List, Goal Seek, Scenarios
- Data Manipulation
- Pivot Tables and Macros
- The Accounting Process
- Accounting & Book-Keeping
- Financial Terminologies
- Accounting Concepts
- The Accounting Cycle
- Hindalco: Walk‐Through of Financial Statements
- Introduction to Ratio Analysis
- Objectives of Ratio Analysis
- Dupont Analysis
- Types of Ratios
- Simple Consolidation
- Preparing Consolidated Statements
- Create a Basic IB Financial Model
- Types of Data & Variables
- Growth Rates and Proportions
- BEDMAS Principle
- Forecasting and Modeling
- Porter’s Five Forces
- Structural Determinants
- SWOT Analysis
- PEST Analysis
- The Product Life Cycle
- Boston Matrix
- Valuation & Growth
Equity and Firm Valuation:
- Discounted Cash Flow Model
- Categorizing Discounted Cash Flow Models
- Calculating Growth Rate and Terminal Value
- Specific Financial Items
- Accounting & Valuation Refresher
- EY Guest Lecture on Valuations
- Semester 2 Evaluation on Valuation
- The Process of Valuation
- Discounted Cash Flow Model
- Calculating Cash Flows
- Cost of Capital
- Market Based Approach
- Story Boarding
- Charts, Masters and Other Best Practices
- Case Studies & Before vs. After Examples
- Business Communication
- Resume Writing
- CV Discussion
M&A Transaction Execution:
- M&A Transaction Process
- Make a Pitch Presentation
- LBO And Financing Basics
- Basics of Documentation
- Due Diligence
- Planning Post-Acquisition Integration
- Techniques of Relative Valuation
- Walkthrough a Maintenance Research Report
- Tips on Effective Research Writing
- Case Study: Colgate
- Types of Interviews
- What to do Before an Interview
- What to do After an Interview
- Follow Up Etiquette
- Body Language –Do’s and Dont’s
- Mock Interviews with Domain Experts
- Permutations & Combinations
Business Writing & Storyboarding:
- The Five Steps to Effective Business Writing
- The Art of Story Boarding
- Grammar and Punctuation
- Final Project Presentation:
M&A Pitch Presentations
Training MethodologyWith a strong emphasis on ‘learning by doing’, our programs are developed with the goal of creating well-rounded, job-ready professionals that set you apart from your peers during interviews and on the job.
STEP 1: INSTRUCTION
Flexible Delivery: The Prodegree is delivered in two modes: Classroom and Online (Live Virtual Classes) to cater to your learning preferences while ensuring maximum learning efficacy. Both modes come with 140 hours of instructor training, along with 60+ hours of HD videos to watch as per your convenience.
STEP 2: EXPERIENTIAL LEARNING
Practical Learning: The program provides an edge through our unique case study methodology focusing on real life business scenarios. EY leadership share their expertise and best practices through 20 hours of program delivery including case studies, guest lectures and self paced videos to give you practical exposure to the industry.
STEP 3: REINFORCEMENT
Assessments: Each topic is followed by Quizzes, Tests and Assignments that help understand and internalize key concepts.
STEP 4: TECHNOLOGY AIDED
Centralized Learning: Manage your performance across the program through a state-of-the-art learning management system.
24/7 SupportGet 24/7 access to your course material on our state of the art learning management system; extended access to all course material after the batch ends, and a dedicated student hotline with extensive support to help resolve queries.
Case Studies and ProjectsGet hands-on with industry projects and build a portfolio of demonstrable work.
Project Blue Nile
- Create a professional two-page profile of a listed company similar to those done in Investment Banks today
- Build an integrated financial model for Colgate Palmolive
- WPL case study by EY Faculty
M&A Pitch Presentation
- Prepare a minimum 15-slide pitch document to be presented to Client ABC (company of your choice)
- You are pitching to help sell his/her company
Accounting and Ratios
- In class exercise- consolidate the accounts of Igate & Patni
- In class case study – ratio analysis across industries
- Perform a Porters Five Forces and competitor analysis of an industry of your choosing
Equity Research Report
- Write an Initiating Report on Titan Industries
CareerThe Career Assistance Services (CAS) team works hand in hand with you to further your career aspirations. We thoroughly prepare you to be interview-ready through resume building sessions and interview preparation workshops, and provide you with interview opportunities with leading Financial Services firms.
“My experience with Imarticus has been very knowledgeable providing me with a broader perspective of the financial world.The faculty is very skilled and approachable and very supporting. Sessions are conducted in detail and time is given to each individual. The Financial Analysis program is the right course to kick-start your career in Investment Banking and Corporate Finance.”
– Ms. Shareen Menzes
“This institute has helped me equipping most-sought job skills, such as Financial Modelling, Valuation etc. The faculty is highly qualified and have at least 10 years of industry experience, they use industry examples and drive us through the practical approach. I am just a fresher and I enrolled in a prodegree course: Financial analysis program by EY to learn and equip myself with the financial skills Learning is all I’ve had with the life-changing step I took by enrolling in this course and having an association with them is one of the best things one can possibly have.”
-Mr. Prashant Tandon
“Imarticus has given me a base to think beyond the Indian markets and understand how the international markets operate. We were given extensive support through interview preparation and mock interviews before each interview opportunity.”
-Mr. Mahesh D Salvi
The Career Assistance Services (CAS) team works hand in hand with you to further your career aspirations. From the first placement session during the program launch to final mock interviews, we thoroughly prepare you to be interview-ready through resume building sessions, interview preparation and finally mock interviews with a panel of industry experts.
GETTING STUDENTS JOB READY
Refining and polishing the candidate’s resume with insider tips to help them land their dream job
Preparing candidates to ace HR and Technical interview rounds with model interview questions and answers
Preparing candidates to face interview scenarios through 1:1 and panel mock interviews with industry veterans
ACCESS TO OUR PLACEMENT PORTAL
Access to all available leads and references from open and private networks on our placement portal
CertificationOn completion of the Financial Analysis Prodegree, aspirants will receive an industry endorsed Certificate of Achievement from Imarticus Learning which will be in collaboration with EY.
Collaboration with EY
EY will share real-world case studies on valuation which will provide unique insights into the world of financial analysis
EY leadership will contribute roughly 20 hours in terms of video creation and training delivery with each batch
You learn in-demand skills and tools through a rigorous case study-based curriculum and hands-on projects
EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.
“We will be closely working with Imarticus to leverage from real case experiences, record videos and do periodic lectures with each batch to share first-hand our know-how and expertise with the next generation of analysts. Our instructors, being active modelling practitioners, are highly knowledgeable professionals that are passionate about modelling and have experience covering a wide range of sectors and financial modelling disciplines.”
Industry AdvisorsMaking the most of our deep connects with the industry, a senior Industry professional is on hand to mentor you to narrow down your career choices, evaluate your project submissions and give you constructive feedback.
AdmissionsThe Prodegree is ideal for students and experienced professionals who are interested in working in the Finance industry, and are keen on enhancing their technical and business understanding of Financial Analysis.
With 2+ years of work experience looking for an opportunity to develop their financial analysis skills
Job Seekers & Carrier Changer
Those who want to excel at investment banking, corporate finance and other financial services interviews
Those looking to enhance their resumes with a industry endorsed certificate
Sorabh is a Partner in the Valuation and Business Modelling Group in EY Mumbai and has been extensively involved in helping his clients navigate the transaction cycle . His experience across both the private sector and advisory role has given him invaluable insights into the valuation and fund raising cycle.Read MoreHis previous role was with EY Australia where he spent 8 years providing decision support modelling , valuation and transaction services to some of Australia’s largest businesses and technology companies. Prior to joining Ernst & Young Sydney in Jan 2007, Sorabh worked for General Electric for over ten years in a number of roles across the Capital units roles in Finance, Integration, Risk, Quality and Operations. Sorabh is a six Sigma quality black belt and an engineer and MBA (FMS ) by education.Read More
Sloka is an Associate Vice President in the valuations and business modelling team of EY in India. She has over 6 years of experience in valuations, financial modelling, project finance, corporate finance, decision support, and transaction analyses.Read MoreShe has worked across various sectors such as real estate, infrastructure (power, utilities, transportation), telecom, industrial products, pharmaceuticals and technology. She has been trained in EY UK’s Financial Modelling Group which is the center of excellence for financial modelling in EY and has been instrumental in devising and delivering EY’s own financial modelling training. Prior to joining EY, she was with the Valuations practice at PwC for 1 year and with their Restructuring practice for over 2 years. She is a Chartered Accountant and Masters in Commerce (M.com – Management) from Mumbai University.Read More
Vikas is an Associate Vice President in the Valuation & Business Modelling team at EY India. He possesses 11 years of experience in corporate finance strategy and financial modelling which encompasses project financing, debt restructuring model builds and varied decision support tools for corporates.Read MoreIn addition, he also has vast experience of auditing financial models. He has been trained in EY UK’s Financial Modelling Group which is the centre of excellence for financial modelling in EY. He has hands on experience in sectors such as real estate development, hospitals, highways, airports, power, telecommunications, oil & gas and many more. He also has an experience of delivering financial modelling training. Prior to joining EY, he worked with organisations like DLF Limited, GMR Airports Limited, where he was part of their Corporate finance and Strategy teams. Vikas holds a Master’s in Business Administration from Amity University and Bachelor in Commerce (Honours) from MDS University.Read More
Shanin has over 12 years of expertise in Value Investing, Financial Statement Analysis, Business Valuation, and Behavioral Finance. He is a value investor and runs a boutique investment advisory firm, Analysewise Investment Advisors.Read MoreHe has delivered corporate training programs on Company Valuation, Industry Analysis, Equity Research, Business Valuation, Equity Markets, Fixed Income Markets etc. for leading Europe-based investment banks and several other corporates. Having worked as an Investment Banker with JP Morgan in their Mumbai and New York Offices, he was also part of a 4-member team which worked closely with MSD Capital, which is the family office of Michael Dell. Shanin is a qualified CFA (AIMR, USA) and has also completed his Bachelors in Electronics Engineering from Sardar Patel Institute of Technology (Mumbai University).Read More
What is the EY collaboration about?
EY is a global leader in assurance, tax, transaction and advisory services, with revenues of around $30 billion and over 2,30,000 employees worldwide.
EYis involved in the FAP Program through curriculum design, program delivery, content and mentorship. A partnership with such an industry leader ensures that the curriculum is timely and industry relevant.
What is the format of the Financial Analysis training course?
The Financial Analysis program is a 127-hour classroom or online training program, that provides aspirants with comprehensive coverage of financial accounting and statement analysis, financial modelling and valuation, equity research, corporate finance strategy and transaction execution. The program also covers technical and soft skills such as Excel and Powerpoint proficiency, aptitude training, resume building, and interview prep. The delivery hours include 127-hours of live instructor-led training and 60 hours of self-paced instructor videos.
Classroom batches: Classroom training by expert faculty at our Imarticus centres in Mumbai, Bangalore, Chennai, Gurgaon, Hyderabad, Coimbatore and Pune.
Online batches: Live Instructor-led Virtual Classes (Webinars) with expert faculty for real-time learning and interaction with batchmates.
Class times for both formats are fixed and you are required to be available for your classes at a predefined time each week. Both formats come with 53+ hours of engaging Instructor videos that you can watch as per your convenience before attending your lecture (be it in class or virtually).
What is the duration of the Financial Analysis training course?
The FAP is a 3-month training course done part-time (on weekends) done via classroom or online mode. Please contact the nearest centre or our online hotline for more information.
What study material will be provided to us for the Financial Analysis course?
The core learning will happen via 127 hours of classroom or virtual online lectures depending on your learning preference. You will also have access to additional study material like recordings of previous virtual classes, power-point presentations, case studies, quizzes and eBooks on the learning portal. You will be given extended access to a fully integrated online learning portal where all your learning materials will be uploaded. You will need to log in to the learning portal using the credentials provided and navigate through the portal as required.
What certificate will I get ?
Post the successful completion of the program, you will be awarded the FAP Certification, co-branded with EY, as a Knowledge Partner.
What should be my expectation from the Financial Analysis program?
The curriculum covers basics to advanced topics. The program is rigorous and requires a time commitment from any participant (about 8-12 hours a week including delivery hours).
Do you guarantee placements?
As a policy, we do NOT guarantee placements. Our Placement Assistance team will provide you with the ideal platform to launch your career through resume building sessions, mock interviews, mentorships, interview preparation. Our team will also work towards finding you interview opportunities, as well as thoroughly prepare you prior to every interview.
What is the fee for the Financial Analysis training course?
The FAP program is Rs.70,000 for the classroom mode, and Rs.55,000 for the online mode. You can pay by Credit card, Debit Card or Net banking from all leading banks to the nearest Imarticus centre, or online here: https://imarticus.org/ey-payment