This course is recognized by the National Skill Development Corporation, a PPP under the Ministry of Skill Development and Entrepreneurship of the Government of India. You will receive a certificate cobranded by NSDC and Skill India on successful completion.
Key Highlights
Accessible to All: No technical background needed; the course caters to various skill levels.
Expert-Led Training: Learn from experienced professionals who bring real-world insights.
Freelance Support: Gain insights into freelancing, including how to succeed in the market.
Career Assistance: Get help with job searching, resume crafting, and interview prep.
Case Studies: Tackle real-life case studies to bridge theory with practical application.
Weekly Assignments: Engage in regular assignments to deepen understanding and skills.
Doubt Resolution: Benefit from ongoing support to address questions and clarify doubts.
Who should take this course?
- Finance Students & Graduates: No advanced degree needed to pursue careers in corporate finance or investment banking.
- Career Advancers: For those in low-paying jobs aiming for higher salaries in finance.
- Certified Professionals: Ideal for CAs, CMAs, and CSs targeting roles in investment banking and corporate finance.
- Remote Job Seekers: Great for those seeking lucrative remote finance work with international clients.
Money-back guarantee
If you take this course, follow it diligently for a month, do all the exercises but still do not find value in it, or not able to understand or follow it or not find it good for any reason, we will refund the entire course fee to you. It is a 100% money-back guarantee with only one condition, you must pursue it properly for a month. If you don’t find it valuable after that, get your entire money back.
Training Methodology
Live Online Classes
Interactive sessions with screen sharing and personal feedback.
Flexible Timing
Classes after work hours, mainly Sundays or evenings.
Practical Assignments
Apply learnings with relevant take-home tasks.
Feedback Sessions
Weekly opportunities for feedback and live question support.
Learning objectives of this course
- Financial Analysis: Master key techniques such as vertical, horizontal, trend, and ratio analysis for assessing company statements.
- IPOs and FPOs: Dive into the mechanics and valuation of public offerings.
- Pitch Creation & Financial Planning: Learn to develop pitch decks and understand comprehensive financial planning across life stages.
- Markets and Derivatives: Explore equity, debt, and derivative markets, including instruments and risk management.
- Mergers & Acquisitions and Capital Budgeting: Gain insights into M&A processes and project evaluation methods like NPV and MIRR.
- Equity Research & Financial Modeling: Acquire skills to analyze stocks, build financial models, and make informed investment decisions.
Who will be your potential employers or clients
- Banking and Financial Services: Financial analysts, investment bankers, loan officers in various financial institutions.
- Corporate and Consulting Finance: Roles in financial management, strategy, and mergers and acquisitions consulting.
- Investment Management and Private Equity: Jobs in asset management, hedge funds, and venture capital for portfolio oversight and deal structuring.
- Real Estate and Healthcare: Financial positions in investment, budgeting, and compliance within real estate and healthcare sectors.
- Government, Nonprofits, and Technology: Financial roles in budget management and strategic planning across public, nonprofit, and tech sectors.
- Manufacturing and Consumer Goods: Positions focused on cost management, pricing, and supply chain financing.
What is unique about this course?
- Expert-Led Case Studies: Tackle finance and investment banking scenarios through case studies conducted by industry experts.
- Professional Insights and Skills: Learn practical strategies and freelance skills directly from seasoned finance professionals.
- Networking and Career Support: Access targeted workshops for resume building and interview preparation, and connect with a network of finance professionals.
- Practical Skill Enhancement: Improve in financial analysis, risk management, and valuation with interactive exercises and real-time feedback.
- Certification Opportunities: Earn industry-recognized certifications to enhance your credibility in the finance sector.
Online Faculty
Mehul Mehta,
CA, Director - Commercial and Compliance Knight Frank (India) Private Limited, a leading international property consulting company. He has 25 years of experience in finance, compliance, commercial contracting and corporate legal matters, ex-Commercial Head for Australia, Africa, Jordan and Europe for Sterling and Wilson, a multinational EPC Contracting Company. He has also authored a book on startup fundraising and another one on EPC industry
Syllabus
Players in corporate finance market and their role
Accounting firms/Public Accounting Firms
Corporations
Investment banks
Institutions: MFs, PE, pension funds, VC, Seed/angel funds, etc.
Investors
Buy-side vs. sell-side players
Primary market vs. secondary market
Overview of careers and work in corporate finance
Accounting Firms
Due diligence,
Transaction Advisory,
Valuations
Working at banks
Commercial banking
Investment Banking
Equity Research
Sales & Trading
Working at corporates
FP&A,
Treasury,
Investor Relations
Corporate Development
Working at institutions
Private equity
Portfolio Management
Research
Key components of corporate finance and commercial motives
Capital investment
Capital financing
Dividends and return on capital
Common types of financing transactions
IPO, including SME IPO
FPO
Private Placement
Leveraged Buyout
Divestitures
M&A
Types of capital investments and valuation techniques and terminology
Time value of money
Net Present Value and how to calculate it
Internal Rate of Return and how to calculate it
Terminal value of cash flows
Exit multiple method
Enterprise value and equity value
Payback period
Profitability index
Practice assignments
Steps involved in an M&A transaction
Difference in the motives of strategic buyers vs. financial buyers
Acquisition strategy, Acquisition criteria
Searching for the target, approaching the target
Data and detailed valuation
Negotiation
Due diligence
Deal documentation - SSAs, SHAs, and SPAs
Financing of the acquisition - equity, debt, combination
Deal compliance: corporate law, foreign exchange regulations, tax, SEBI regulations, stock exchange norms, etc.
Deal closing
Integration
Competitive bidding in M&A transactions
Hostile vs. friendly M&A
Key legal rules around M&A
Antitrust: How the Competition Act governs M&A procedure
Rules on Acquisition financing and leverage from banks and NBFCs
SEBI’s Takeover Code for public company M&A
RBI’s regulations on how much equity can be held by banks and NBFCs in a company
Valuation for M&A
Criteria for standalone valuation of the target
Sales growth
EBIT margins
Operating tax
Working capital requirements
Capital expenditures
How value synergies are identified
Increase in product mix, improvement in the value chain
Efficiencies of scale in terms of investment and distribution, reduction of overheads
Acquisition of vendor relationships, UP
Tax efficiencies, set-off of tax losses
Exits for private equity
Total and partial exits
Strategic sale
Private placement
Corporate Restructuring
Basic legal terms and rules to communicate with lawyers
Understanding relative priority of debt and equity
Secured and unsecured debt
Senior debt
Subordinated debt
Shareholder loans
Preference shares
Equity
What kinds of documentation is needed to create a senior and subordinated debt structure
Waterfall in the event of a bankruptcy
Equity vs. debt financing
How to calculate the cost of equity vs. debt
Which one is cheaper and what is the optimal structure for a company
Risks of high debt
Rate of return in comparison to equity
Weighted average cost of capital and how it changes
Typical financial performance metrics and covenants in loan agreements
Corporate funding lifecycle through the different stages of business from launch to maturity
Types of debt
ODs
Revolving loans
Term loans
Mezzanine debt, equity warrants, debt with warrants, convertible preference shares and debentures
Best practices to identify how much debt is healthy
Amount of equity funding, and other ratios
How credit ratings agencies function and grade debt
Underwriting with respect to public financings
Hard and soft underwriting
Advisory services provided by underwriters
Book building process and how it works
Roadshows
Pricing of the issue
Full-value and IPO discount
Indian legal framework for issue of capital and debt and how it relates to corporate finance
Understanding dividends/return on capital
Cost of capital vs. internal rate of return and what that tells us
What are retained earnings
Options to deal with excess cash
Buybacks and when they should be undertaken
When to pay cash dividend
When to reinvest cash
Working capital management for working in corporations
Accounts receivable management - credit policy, credit analysis, collection management
Inventory management and control, just-in-time inventory management
Accounts payable management, supplier credit, payment terms, cash discounts
Cash management: Forecasting, cash budgets, cash conversion cycle
Short term financing and routes: trade credits, bank loans, commercial paper, etc.
Important working capital ratios: current ratio, quick ratio, inventory turnover, and accounts receivable turnover.
Cash flow analysis
Operating Cash Flow
Investing Cash flow
Financing cash flow
Important cash flow metrics
Capital Budgeting Process:
Project identification and screening,
Project evaluation,
Project selection, Project implementation,
Project monitoring and control
Risk Analysis: Sensitivity analysis and scenario analysis
Financial modelling
How to model financial statements in Excel: income statement, balance sheet and cash flow statement for sales, revenue, expenses or profits
Important Excel formula for financial modelling work
Formatting spreadsheets
Valuation modelling - DCF, comparable company analysis, precedent analysis
Course Plan
Standard
₹ 63000
incl. of all charges
Printed study material (by courier)
2 practical exercises/ Drafting exercises per week (24 weeks)
1-2 online live classes/week
Get digital access to entire study material
Access on LMS, Android & iOS app
Instructor feedback on assignments
Doubt clearing on LMS & classes
Instructor led course with online live classes
Online exams (give exams as per your convenience on given time slots)
Certificate (by courier)
CV enhancement
Coaching for professional networking
Internship & job support
Interview preparation support
Freelancing support
Access to updated content online for 3 years
Doubt clearing within 24 hours
Top performers are recommended for jobs and client opportunities