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Financial Modeling and Valuations Course

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    Financial Modeling Course Overview

    The Financial Modeling and Valuation Course (FMVA) is a flagship program of The Wall Street School (TWSS) carefully curated by our Co-Founders. Having immense experience in the field of investment banking and financial consulting, they found a gap between the theoretical and practical understanding of finance professionals across the world.The FMVA certification is designed to bridge this gap by making elaborate provisions in the curriculum to impart practical experience to the students.Here are the key features of the TWSS financial modeling course:
    • 180 hours of intensive and hardcore finance training
    • Live classroom learning in Delhi and Mumbai
    • Live hybrid classes across the world
    • Access Pre-recorded classes anytime, anywhere
    • Learn about key concepts of finance through practical training with real case studies, simulations, and examples
    • Intensive breakthrough sessions discussing real-life scenarios and finding modern solutions
    • Focus on learning and skill development rather than chasing the degree to make you well-equipped
    Given the highly comprehensive curriculum and our focus on imparting practical training, the TWSS Financial Modeling Course is immensely popular. 25,000+ students across the world have been trained and certified by our elite faculty panel over 255+ Live and classroom sessions.You can pursue the FMVA certification if you are a:
    • Chartered Accountant or CA Final student
    • CFA or CFA students
    • ACCA student
    • FRM students
    • Engineer
    • MBA student
    • Graduate or Undergraduate
    • Interested in the domain of Finance
    After completing the certification from The Wall Street School, you can make a dream career in fields like:
    • Investment Banking
    • Corporate Finance
    • Finance Consulting
    • Credit Consulting
    • Equity Research
    • Portfolio Management
    • Wealth Management
    Enroll for the TWSS Financial Modeling and Valuation Course to get a headstart on your career!Over the past few years, we have built a super strong network of TWSS alumni who are working across the length and breadth of the world, mostly in Fortune 500 companies. The stats speak for themselves. Our elite cadre of alumni makes the placement assistance exercise truly effective!One of the biggest USPs of our financial modeling course is, the Co-Founders of The Wall Street School owning an Investment Bank themselves. So, the training modules are customized for basic and real practical case scenarios by making the entire learning experience terse, compelling, and loaded with a practical perspective.You, as a candidate, not only leave with the FMVA certification, but also become more resourceful, more skillful, and a better version of yourself. We at TWSS pride ourselves in creating a lifelong bond with you going beyond the perimeters of the classroom.As we said earlier, the focus of our course is to impart practical training. As a result, many Fortune 500 companies and top consulting firms sponsor their employees to be part of the Financial Modelling and Valuations course training from The Wall Street School. This makes our certification widely accepted and extremely valuable.Becoming a part of our elite alumni group brings you directly on the radar of all the big corporates. As our Placement team room is always buzzing with requirements from different companies, you can be assured of landing your dream job. Join the course now!Why do companies prefer candidates pursuing TWSS financial modeling courses? Because they are:
    • Highly Skillful
    • Job-ready, reducing the turnaround time for recruitment
    • Accessible Pan India
    • Available throughout the year (non-seasonal)
    One of the Hallmarks of The Wall Street School is transparent placements. A Live update of the Placements of candidates is available HERE. LinkedIn IDs of All candidates are available so you can independently take the feedback.

    Watch Financial Modeling and Valuations Course Related videos on our Youtube Channel

    Financial Modeling and Valuations Eligibility

    Why Choose The Wall Street School for the Financial Modeling and Valuations Course?

    Online Self Study

    Study at your own pace and time and comfort. You work on models simultaneoulsy watching videos. Stop, start, pause at your convenience.

    Placement Assistance

    The WallStreet School provides 100% placement assistance to the delegates who have successfully completed one of our Investment Banking training programmes.

    Experiential learning

    Our trainers are Ex-consultants and Ex-investment bankers of reputed companies sucha as Mckinsey and Goldman Sachs. They bring real business problems to the classroom.

    Financial Modelling Certification Course Curriculum

    The Investment Banking Training by The WallStreet School is designed to provide delegates with a comprehensive understanding of investment banking techniques, equity research, and capital markets. Designed by Investment bankers and industry experts, this programme plugs the gap between theoretical concepts learned during academic degrees/diplomas and on-the-job application of those concepts.

    The curriculum of the workshop is so designed to make delegates super proficient in Excel and they develop the skillsets which will put that in a good stead as a Finance Analyst in a consulting, equity research or an Investment Banking profile. For anybody to efficiently build financial and business models, one needs to take the excel bull by the horns by learning the basics content and then graduating to advanced level content. The basics of excel will ensure learning and applying fo relevant financial formulas, navigating in the model, scaling up speed and starting to creating, formulating and conceiving own formula in given situations. That is how we start
    • Using keys instead of mouse in excel
    • Sorting Data and using advanced filters to overcome the limitations of filters
    • Cell Freeze, Row Freeze, Column Freeze
    • Using conditional formatting in excel and making the data look more meaty
    • Linkages used for Financial Modeling
    • Simple excel formulas as sum, product, division, multiplications, paste special, oncatenate
    • Vlook Up/H look up usage of data
    • Match Function
    • Combination of multiple functions in a problem as Vlook +Match, Index+Match, VlookUp and If
    • CAGR Calculation
    • Transpose function
    • Usage of IF function
    • Table functions
    • Pivot Tables
    • IRR Calculation
    • Cell Referencing
    • Interest functions as EMI calculator,
    • Sum if, Count if, Sumifs
    • SumProduct Functions
    • Multiple usage of Vlook Function
    Once, the basic brushing is done with excel, now comes more complex formulas which help in coming out with meaty results from piles of voluminous data in a matter of seconds.The focus is to effectively and efficiently utilize Microsoft Excel for data analysis. These include and are not limited to
      • Combination of multiple functions in a problem as Vlook +Match, Index+Match, VlookUp and If
      • Offset Function.
      • Sensitivity Analysis using different ways.
      • Scenario Manager and how to use that in a model
      • Iterative calculations. How to Negate it
      • Using Excel for Statistical Analysis like Correlation, Regression, Variance.
      • How to summarize data from different sheets and collating them into a single sheet using Indirect function
      • Charting:
    For most of us, charting means making a bar chart or a pie chart for anything and everything. All the meaty results are most effective when they are presented with the right set of charts. What chart to use for a particular data,that is something we teach through charting workshops. And what more, since you have become comfortable with excel, you learn dynamic chart making. These include
    • Rules of creating a bar chart
    • Making pictures as linked objects in excel (eg, how to make flags dynamic)
    • Making apt chart from the data provided
    • Creating dynamic charts and no need to change the chart every time its prepared
    • Using Name Manager to make charts dynamic
    • Showing multiple charts at the same time in same location using filter
    • Now and Then Analysis chart
    • Waterfall Charts, Thermometer Charts
    • How the charts change using sensitivity analysis
    • Interactivity using Form Controls
    • Practical Application of Formulas and Charting through Creation of Dashboards
      • Delegates learn the gist of excel through creating of a dashboard by applying the excel formulas, making of charts and subsequently making a dashboard for them to present the piece of data in a professional, robust and meaningful manner. This will involves
      • Advanced excel formulas
      • Conditional formatting
      • Developer tabs
      • Charting including charting tricks using excel formulas
    Power Point Training: That we are very comfortable making a power Point, is sort of an illusion which most of us have because once in a lifetime whether in school or college or in MBA degree or for any presentation, we have dirtied our hands with PPTs. There is a alarming gap in terms of the skills which in an illusive state you feel you have in a ppt making and actual the standards which are required in corporate professional world outside. Candidates learn the art of following
    • How every slide should pass a 20 second test
    • How one has to make meaty slides with fact based representation, proper sourcing of data, effective charts and aesthetic and visual appeal of a ppt
    • How the analysed data has to be presented in a structured and phased manner
    • How the flow of a presentation should tell a story

    Before training you for the rigours of Financial modelling and Valuations, we make you conversant and comfortable with basic finance concepts. These concepts are absolutely critical to mastering any financial and valuation analysis. How to integrate the financial segments. We answer all the rarely answered “WHY” questions—”why do we do this, why do we do that”—instead of answering: “well, just because” or “that’s the way it’s always been done”, we actually clearly and easily explain the logic of why and how not just the what.

    • Statement of Financial Position, Statement of Income & Expenses, Cash Flow Statement, different adjustments and their importance
    • Defining inter linking and relationships between the three financial statements and how does the accounting flow amongst them
    • Ratio Analysis of Financial Statements using major financial ratios including liquidity ratio, asset management ratio, debt management ratio and profitability ratio
    • How to determine the financial health of a company using multiple ratios
    • 3 Step and 5 Step DuPont Analysis
    • Margin of Safety analysis, Break Even point analysis
    • Present Discounted Value of Money (Time Value of Money).
    Any Big Project is started with knowing its economic feasibility. Financial Feasibility of Projects are based on capital budgeting techniques and help to solve the financial decisions problems faced by firms.
    What you learn:
    • Benefits of using Net Present Value (NPV) over Internal Rate of Return (IRR) to calculate the financial viability of a project
    • Building Dynamic Business Models from scratch with Multiple Scenarios using XIRR, MIRR.
    • How to build assumptions and the rational of taking them before starting your business model
    • Using different approaches like lowest common denominator and annual equivalency cash flow for determining the value of projects that have different life spans.
    • Using formulas for the after tax weighted average cost of capital (WACC) and capital asset pricing model (CAPM) and how they used to determine the cost of capital.
    • Calculation of free cash flows to firm and free cash flows to equity and how they are used to determine the profitability of a project
    How to take a decision for a project using different techniques like Data Tables, Scenario Manager, Solver etc
    Trading Comps is a pricing technique. It is one of the most widely valuation techniques by investment bankers and finance professionals. Under this we would learn how to build a detailed trading comps right from the selection of peers to the analysis of final output. We would also understand how to compare and use these multiples as a valuation technique, what could the possible reason for differences in the multiples and how to tackle those differences etc.
    • Learn the steps required to construct a meaningful trading comps analyses (enterprise value, latest twelve months numbers, cleaning reported financials, calculate & benchmark multiple)
    • Impact of convertible securities – options, warrants, RSUs, convertible bonds, convertible preference shares
    • Treatment of leases (operating and capital), R&D expenses etc.
    • Possible reasons for why different companies in the same sector are trading at different multiples and how to analyze those differences before jumping on the conclusion that particular stock is undervalued/overvalued
    • Role of multiples in IPO valuation
    • Running regression analysis on multiples
    • How relevance of multiples changes as per industry (i.e. Which multiple is driving price of the peers in the industry)
    • Why sometime, a high growth company is trading at low multiple compared to less growth company
    • Why there is difference between multiples of different industries and what drives that difference
    • How to select peers in case of non-availability of other listed companies in the same space
    Precedent transaction/ deal comps is a variant of trading comps. It is one of three major valuation techniques used by the investment bankers (other than trading comps and DCF valuation). The basic premises of this technique is deal value (i.e. what multiples were offered for other transactions in the past under similar purchasing conditions). Under this technique, we would learn how to calculate transaction multiples, how these multiples are different from one we calculated under trading comps, under what situation this valuation technique is appropriate to apply etc.
    • Learn the steps required to construct a meaningful transaction comps analyses (enterprise value, latest twelve months numbers at transaction date, cleaning reported financials, calculate & benchmark multiple)
    • Basic difference between transaction comps and trading comps
    • Impact of controlling premium on multiples and what is the basis of size of controlling premium
    • Under what valuation situation transaction comp multiples are appropriate to use
    Under DCF valuation technique, we try to attach value to the business/asset based upon its fundamentals. This technique is entirely different from relative comps technique as in case of DCF valuation we attempt to find value of asset whereas in relative valuation we try to find price of the asset (driven by demand and supply) which may be substantially different from its fundamental value found under DCF valuation. Under this packet of valuation, we would try to find value of the asset based upon its fundamentals; cash flows, risk, growth, etc.
    • Projection of detailed free cash flows of the company
    • What should be the ideal projection period for the target company
    • How to factor various risks in projections and cash flows
    • How to switch between currency of projection and its corresponding impact on discount rate
    • How to calculate WACC if required information is not available
    • What could be the possible inconsistency in our assumptions while projection cash flows and discount rate and how to fix them
    • Different ways of calculation of terminal value and their implications on DCF value (EBITDA multiple and perpetual growth methods and their inherent limitations)
    • Different ways of calculating beta and their implication on WACC and DCF value
    Treatment of options differently in DCF valuation from how we treated them in trading comps and why?
    Merger model is prepared to find the impact of transaction (merger/acquisition) on the future earnings of the remaining shareholders in the new company after the transaction. Under this we try to find the short term and long term impact of transaction on the future earnings of shareholders (i.e. whether the future earnings of the shareholders would increase or decrease due to this acquisition). Under this we would learn:
    • How to build a fully integrated merger model to calculate whether the transaction is accretive or dilutive to the shareholders
    • Impact of stock deal or cash deal on the future earnings of the shareholders of the company
    • How to factor synergies in the pro forma earnings of new company after acquisition
    • Refinancing adjustment of existing debt in the target company
    • Everything about M & A Process
    • Why we need to learn PowerPoint
    • Basics of PowerPoint
    • Learning Letter of interest
    • Learning Letter of Intent full
    • Learning Merger Model Basics
    • Merger Model Files
    • M & A Notes
    The leveraged Buyout (LBO) refers to the acquisition of a company with a substantial amount of borrowed funds (bonds or loan) to pay for the costs of purchase.
    • LBO Model (Valuation)
    • LBO – Transaction assumption
    • LBO – Debt assumption
    • LBO – Goodwill Calculation
    • LBO – Closing Balance Sheet
    • LBO – Income Statement
    • LBO – Balance sheet
    • LBO – CFS
    • LBO – Key Metrics
    • LBO Files

    An integral and important part of the curriculum is taking mock interview of the candidates and giving them an experience and exposure of the situations he/she might face in real interviews. Stress interviews as they are help candidates and the faculty judge and evaluate and give a clear picture of where the candidate stands and the further action plan required for the candidate to become a refined resource.

    TWSS also helps candidates edit their CVs and make it more appealing and professional. A crisp resume goes a long way in creating the first impression in the mind of interviewer about the candidate.

    Financial Modeling and Valuations Certification

    Once candidates are through with the FMVA Training, Candidates get certificate from The Wall Street School in Financial Modeling and Valuations. Certification from The Wall Street School is a revered Certificate in the Finance Industry recognized by Many Corporate and Financial Institutions. Sample Certificate is attached for reference

    Financial Modeling Course Fees and Admissions

    The course is available to all candidates wanting knowledge/seeking admission in the field of Business Valuation, Corporate Finance, Equity Research and allied finance fields.Once the candidates have been through the videos, candidates will be given assessment test. On successful completion of the assessments, candidates will be Certified from The Wall Street School. Candidates are also eligible to apply for placements assistance from The Wall Street School.

    Who can take up this course?
    Placement Assistance

    The Wall Street School provides placement assistance to all its candidates. The candidates, once they complete the assessments are added in the placement pool of TWSS candidates seeking placements.

    We have a success based model. We charge a ‘Placement Success Fees’ of Rs. 75,000 once the candidate gets Placed through the affards of the The Wall Street School and Accepts the offer.

    The Wallstreet School's Placement Assistance Services

    Where Our Alumni Work

    Our Corporate and Placement Network Spans Across 250+ Leading Global Firms

     

    Course Trainers

    Financial Modeling and Valuations Certification training is conducted by Full Time industry experts who have themselves worked in major Investment Banks, consulting private equity and equity research firms.
    Manoj Goel

    CA Manoj Goel

    Director ARC Financial Services and Promoter of The Wall Street School Ex: Goldman Sachs, Times Private Equity
    Read More

    Himanshu Jain

    CA Himanshu Jain

    Director- ARC Financial Services and Promoter of The Wall Street School Ex: McKinsey, PwC

    Read More

    Mohit Singh

    Mohit Singh

    Lead Faculty for Financial Modeling and Valuations Program Ex: Senior Modeler, F1F9

    Read More

    FAQ's

    Financial Modeling / Investment Banking

    Financial modeling refers to the process of devising a financial plan for a business. Usually, a financial modeling course covers the theoretical aspects and methods of valuation. On the other hand, The Wall Street School FMVA certification is focused on providing practical experience to its students with the help of innovative learning methods and experienced faculty members. The TWSS financial modeling and valuation course makes you adept at using modern-day tools like Excel along with real-time simulations and case studies.

    A career in financial modeling can land you in high-paying and challenging job roles with big companies. On average, you can earn anywhere between Rs. 6-25 lakhs in your career after completing the TWSS Financial Modeling and Valuation Course.

    As a financial modeling expert, you can land high-paying jobs like investment banking, corporate finance, budget management, risk management, portfolio management, etc. These are dream roles for a candidate pursuing the FMVA certification. Apart from this, there are also more opportunities for growth in your career as you gain experience in the field.

    The TWSS financial modeling course is designed in such a way that students can learn complex theories and methods in a simple practical way. We use real-life case studies, live simulations, etc along with classroom teaching to impart the knowledge of practical usage of the concepts. You can learn to use financial models with advanced technology tools like Excel. This makes learning fun and simple.

    CFA (Certified Financial Analyst) is a professional who is responsible for financial reporting and analyzing the various aspects of a business’s performance to aid decision-making. On the other hand, Financial modeling is the study of using past data prepared and analyzed by the CFA and creating a financial plan for the upcoming period. In simple terms, CFA is backward-looking while the Financial modeling course is forward-looking. So, both careers are complementary to one another.
    When it comes to the duration of the course, Financial modeling beats CFA by quite a margin. While it takes at least 36 months to complete all levels of the CFA exam, the TWSS Financial Modeling and Valuation Course can be completed within 2.5 months allowing you to start earning quickly.

    Once you complete the TWSS FMVA certification, you become a financial modeling expert. Although the starting salary can hover in the range of Rs. 6-9 lakhs p.a., as you gain experience and start taking up challenging roles, you can expect huge career growth with salaries in the range of Rs. 25-30 lakhs p.a.

    While pursuing the financial modeling course, you should focus on developing the following skills:

    • Thorough understanding of accounting methods and concepts
    • Advanced Knowledge of Tools like Excel
    • Ability to forecast based on historical data and financial models
    • Framework for preparation of financial models
    • Data Analysis
    • Creativity & Presentation Skills
    • Technology and Industry Specific Knowledge

    Before making a forecast, it is important to analyze the historical financial data. Hence, these are the bases of the entire financial modeling exercise. The 4 major components of financial modeling are:

    • Statement of Profit & Loss: The details of cost, sales, incomes, and expenses during the financial year.
    • Balance Sheet: The balance of assets and liabilities of a company at the end of the financial year.
    • Cash Flow Statement: The statement of cash inflows and outflows during the financial year.
    • Debt Schedule: The complete details of the loans and other debts owed by the company. It states the amount of interest and principal payable by the business.
    Financial modeling is commonly used for making major business decisions. It helps in projecting future earnings of the company across various scenarios and identifying potential risks associated with specific business decisions. Creating a financial model enables testing different scenarios to assess the viability, risks, and potential benefits of a business plan.
    A financial modelling is a critical skill required for almost all finance related jobs, including investment banking, equity research, credit analyst or risk management profile. In all finance related jobs, you are supposed to deal with large volumes of volumes of financial data which is changing very frequently, necessitating the use of integrated and dynamic financial models

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      Our Blogs Related to Financial Modeling and Valuations

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      Financial Modeling & Valuations Program

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      FM - Weekdays - 15th March 2024
      FM - Weekends - 16th March 2024

      Live Online - CFA Coaching

      CFA Level 1 - Weekend: 16th March 2024

      Live Online - FRM Coaching

      FRM Part 1 - Live Online Classes - To be Announced

      Live Online - ACCA Coaching

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      Live Online - CMA Coaching

      CMA Live Classes:  To be Announced.

      Live Online - CIMA Coaching

      CIMA - Live Online Classes :  To be Announced.

      Financial Modeling & Valuations Program

      FM - Weekdays - 15th March 2024
      FM - Weekends - 16th March 2024

      Live Online - CFA Coaching

      CFA Level 1 - Weekend: 16th March 2024

      Live Online - FRM Coaching

      FRM Part 1 - Live Online Classes - To be Announced

      Live Online - ACCA Coaching

      FA- Financial Accounting - ACCA ( Delhi- offline)  Live Online Classes -  02nd March 2024

      FM-Financial Management - ACCA (Delhi-offline) Live Online Classes -  9th March 2024

      PM-Performance Management- ACCA ( Mumbai- offline) Live Online Classes- 9th March 2024

      AA-Audit and Assurance- ACCA (Delhi-offline) Live online classes-  9th March 2024

      SBL- Strategic Business Leader: ACCA Live Online Classes - 9th March 2024

      Live Online - CMA Coaching

      CMA Live Classes:  To be Announced

      Live Online - CIMA Coaching

      CIMA - Live Online Classes  :  To be Announced