Analytics Training Institute
Analytics Training Institute
#406, 31
st
Cross, 8
th
B Main,
4
th
Block, Jayanagar, Bangalore 560011
Phone: 80-4154 0941/99451 26555
Email-
[email protected]
www.analyticstraining.in
Excel for Financial Modeling (EFM+):
Duration: 24 Hours + Practice Sessions
Fees Structure: Rs. 8000/- (Inclusive of Service Tax of 10.3%)
Module 1
Excel Basics & Modeling Techniques
Financial Modeling: Introduction & Concepts
Simple Interest & Compound Interest model using combo box, Vlook up function & scatter
diagram
Various Financial Functions in Excel: DB, DDB, VDB, ISPMT, NPER, SLN, SYD, RATE,
etc.
Time Value of Money & Annuity calculation in Excel
Loan Repayment Model for Fixed & Floating interest rate using Excel
Cash Flow Techniques in Investment Project Appraisal: IRR, PBP, NPV
Module 2
Introduction to Financial Markets & Key Economic Concepts
Introduction to securities and markets
Equity, futures & options, Dividend Yield
Portfolio Management using Excel
Portfolio Rebalancing techniques using Excel
Stock Market Functioning
Module 3
Forecasting Balance Sheet, Income Statement, Cash Flow (using Excel)
Company Valuation: DCF Modeling (using Excel)
Relative Valuation & Peer Comparison Techniques
Financial Statement Analysis (in Excel)
Sector Overview & Revenue Metrics Identification
Fixed Income Instruments
Bond Valuation/YTM/YTC
Introduction to ABS, MBS, RMBS, CLO, FSS, WBS