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The WallStreet School

Investment Banking Course in Jaipur

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    Classroom Training

    Live Online Classes

    Online Self Placed Video

    Investment Banking Course Overview

    Financial Modeling and Valuations is a very comprehensive and a power packed certification in Finance. A rigourous 180 hours of intensive and hardcore finance training which has been undertaken by more than 21000 students across the world, 250 Plus Live and classroom sessions, Many fortune 500 companies and top consulting firms have sponsored their employees to be part of the Financial Modeling and Valuations training from The Wall Street School. It is available in Live and Pre Recorded format and the certification is valued by Many Corporate for their recruitment needs

    Investment Banking Program Eligibility

    Essential Features

    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.

    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.

    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.

    Duration & Fees
    Who can take up this course?

    For a detailed Q & A session on investment Banking and this course, you can attend the exclusive webinar from the co-founder of The WallStreet School.

    Placement Assistance

    TWSS 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 us and Accepts the offer.

    Course Trainers

    Our Financial Modeling Certification training is conducted by Full Time industry experts who have themselves worked in major Investment Banks.

    Manoj Goel

    CA Manoj Goel

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

    CA Himanshu Jain

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

    Read More

    CA Vikas Vohra

    Lead Faculty for Financial Modeling, Valuations and CFA® Training Ex: ICRA, E&Y


    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 is commonly used for making major business decisions. It helps identify risks in specific business decisions, especially for online businesses. Creating a financial model enables testing different scenarios to assess the viability, risks, and potential benefits of a business plan.
    Financial modeling has significant potential in India’s economy. It provides valuable insights and decision-making support for complex and uncertain scenarios. Despite a slow adoption in the past, there is a growing realization of its importance. The increasing complexity of businesses and affordable financial modelers contribute to a promising future for financial modeling in India.

    Excel Proficiency: Mastering MS Excel and spreadsheets is important.
    Problem Solving Ability: The ability to analyze problems and propose practical solutions is essential.

    Computer Savvy: A deep understanding of computers and various tools is necessary.
    Mathematical Calculations: Proficiency in mathematical calculations and understanding formulas is fundamental for financial modelers and finance professionals.

    Candidates should have a graduate and above degree, preferably in commerce and finance, to pursue financial modeling course.
    The average base salary for financial modelling jobs is in the range of INR 6,00,000 to INR 10,00,000 per annum for a fresher.
    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.

    Our Blog

    Financial Modelling Course – Eligibility, Syllabus, Duration & Fees

    Financial Modelling is the stepping stone for any project execution or business action. A business organisation uses financial modelling to build a financial plan from scratch or restructure and remodel an existing financial model.

    6 Common Financial Modelling Mistakes and the Ways to Avoid Them

    Businesses are becoming data-driven, with error-free and correct data being the base for making effective and informed decisions. Financial modelling plays a pivotal role in facilitating such business decisions. Financial modelling also predicts outcomes based on which the company plans future steps apart from ascertaining its current

    Types of Financial Models – Most Relevant in 2023

    Usually people, who are new to the concept of financial models, have a misconception that there is only one type of financial model which is a three statement model (including Statement of Profit & Loss, Balance Sheet, Cash Flow Statement).
    Understanding what is financial modelling and the various types of financial models, different purposes is very important who.

    Find Investment Banking Training in other region

    Financial Modeling & Valuations Program

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

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    CFA Level 1 - Weekend: 16th March 2024

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    FRM Part 1 - Live Online Classes - To be Announced

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    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

    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.

    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