Course Overview
The Certificate in Financial Modeling equips students with skills to create and analyze financial models. The course covers topics like forecasting, valuation, risk assessment, and data analysis. Ideal for finance professionals aiming to enhance decision-making and strategic planning abilities.
Duration:
6 to 9 months depending on the institution and depth of the course.
Syllabus (Semester-wise):
A Certificate in Financial Modeling equips students with the skills needed to build robust financial models that can be used for financial analysis, forecasting, and decision-making. This course is particularly beneficial for those aspiring to work in investment banking, equity research, corporate finance, and financial analysis.
Semester 1:
Introduction to Financial Modeling: Basics of financial modeling, applications, and tools used in financial modeling (primarily Excel). Understanding the financial statements used in modeling.
Excel for Financial Modeling: Advanced Excel techniques, such as using functions and formulas, pivot tables, data validation, and macros, specifically for financial analysis.
Financial Statement Analysis: In-depth analysis of income statements, balance sheets, and cash flow statements. Ratios and metrics for assessing company performance.
Building Financial Models: Step-by-step construction of simple models, including revenue modeling, cost structures, and profitability analysis.
Forecasting Techniques: Basic forecasting methods like trend analysis, scenario analysis, and regression techniques applied in financial modeling.
Semester 2:
Valuation Modeling: Developing financial models for company valuation using methods like discounted cash flow (DCF), comparable company analysis, and precedent transaction analysis.
Mergers and Acquisitions (M&A) Modeling: Building complex models for mergers and acquisitions, including accretion/dilution analysis and deal structuring.
Project Finance Modeling: Models for project finance transactions, assessing cash flows, debt structuring, and scenario analysis.
Private Equity and Venture Capital Modeling: Building models for evaluating investment opportunities in startups and high-growth companies. Focus on term sheets, exits, and returns analysis.
Capstone Project: Students apply their knowledge in a real-world project or internship, developing comprehensive financial models for a company or industry.
Average Fees:
₹20,000 to ₹1,50,000 depending on the institution, resources, and level of industry collaboration.
Exams to Attend:
Students typically need to pass internal exams, practical assessments, and a final project to earn the certificate. Additional certifications that may be pursued for advanced credibility include:
Certified Financial Modeling & Valuation Analyst (FMVA) from the Corporate Finance Institute (CFI).
Chartered Financial Analyst (CFA) Level 1 or advanced financial modeling courses provided by specialized institutions.
Ten Most Ranking Institutions Combined Ranking in India:
National Institute of Securities Markets (NISM), Mumbai
Indian School of Business (ISB), Hyderabad
Indian Institute of Management (IIM), Ahmedabad
Institute of Chartered Financial Analysts of India (ICFAI), Hyderabad
Narsee Monjee Institute of Management Studies (NMIMS), Mumbai
Symbiosis Institute of Business Management (SIBM), Pune
Institute of Chartered Accountants of India (ICAI), New Delhi
Welingkar Institute of Management Development & Research, Mumbai
EduPristine, Mumbai
Amity University, Noida
Top Ten Institutions in Kerala:
Indian Institute of Management (IIM), Kozhikode
Rajagiri Business School, Kochi
Cochin University of Science and Technology (CUSAT), Kochi
Farook College, Kozhikode
Mahatma Gandhi University, Kottayam
St. Joseph’s College, Devagiri, Kozhikode
Sacred Heart College, Ernakulam
St. Teresa’s College, Kochi
Kerala University, Thiruvananthapuram
Mar Ivanios College, Thiruvananthapuram