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CERTIFIED FINANCIAL ANALYST

PREPARE YOURSELF FOR A LUCRATIVE CAREER IN FINANCE

CERTIFIED FINANCIAL ANALYST

Learn From Instructors With 25+ Years Of Combined Experience In Global Investment Research

Learn Various Analytical Frameworks & Concepts Through Illustrative Examples

Understand IB Deals For Different Strategic Priorities

Learn Key Skills For Investment Research & Financial Modelling

Get Placement Assistance For Leading Research Firms

MyAbhyaas Academy’s Certified Financial Analyst program is an intensive course to prepare graduate students of 2016/2017 batches from management, engineering, commerce, arts, and science domains for lucrative jobs in investment research domain as a financial analyst. Developed and delivered by professionals with rich experience in global investment banking & research domains, this course provides practical know-how and gets the candidates become “job ready”. We have established relationships with leading investment banks and global investment research companies to help candidates with their placements. Moreover, we provide training on interview preparations as an integral module of this course.

The Certified Financial Analyst program provides a deep understanding of the step-by-step approach on different research activities in the investment research space. The program will use a unique blend of modules on concepts and real world know-how to act as a practitioner’s guide to anyone who is going to make his/her career as a financial analyst. Our course is designed to encourage students to develop critical thinking abilities that will help them understand the strategic underpinning of different activities. Students will earn a certification that will differentiate their resume and will prepare them to face any interview from investment banks and investment research firms in a confident manner.

KEY LEARNING FROM THIS PROGRAM

  1. Step-by-step process and guidelines on best practices in financial analysis & research
  2. Various analytical frameworks and theoretical concepts as applied in investment banking deals
  3. Structuring key documents – pitch books, comps, valuation models etc.
  4. Learn about the valuation process and key related concepts
  5. Step-by-step learning on equity research, financial modeling and research note
  6. Improved skills about planning, researching and communicating ideas

GET IN TOUCH TO KNOW MORE

Call Us: +91-90040-89006

COURSE BENEFITS

LEADING INSTRUCTORS

Learn from Instructors with 25+ years of combined experience in the global investment banking and investment research; have trained 1,000+ participants!

40+ TECHNICAL TOPICS

Specially designed to provide the requisite conceptual knowledge, tools, and skills to become an effective financial analysis professional; focus on developing critical thinking abilities

REAL WORLD TRAINING

Learn various analytical frameworks & concepts through illustrative examples; understand valuation, IB deals etc. for different strategic priorities as applied in the global financial institutions

PRACTICAL ASSIGNMENTS

Scores of case studies, quizzes and simulation activities to reinforce practical application of learned concepts; explanatory answers

CERTIFICATION

Certificate of completion with grades based on the performance in assignments and projects

PLACEMENT ASSISTANCE

Detailed guidance on interview preparation and placement assistance for positions in leading Investment Banks, KPOs and other investment research companies

CHIEF INSTRUCTOR

Ati has nearly 14 years of experience in investment research and business strategy. As Head of Investment Research (IR) at Aranca, a leading global research firm, Ati worked with scores of financial institutions. During his 11+ years’ stint at Aranca, Ati was instrumental in growing the IR team 8-fold and has represented Aranca in various print and digital media platforms. Ati is also working as consultant to various start-ups to help them refine their business plan and run financial feasibility of establishing and running a business.

Ati Ranjan founded MyAbhyaas in 2016 with an aim to arming students and professionals with practical know-how to make them competitive and employable. Ati is a firm believer in knowledge as the key enabler and is working on democratizing learning leveraging technology and the power of Internet.

During his stint in Aranca, Ati has personally trained 700+ analysts on core investment research capabilities, including identification of value drivers, financial projections, DCF and relative valuation, investment note storyboarding etc.

Ati is an MBA in Finance and holds B.A. Hons degree in Economics. Ati Is a certified trainer (Train The Trainer Certification) from Dale Carnegie, USA

COURSE CURRICULUM

MODULE 1: INTRODUCTION

SESSION 01. INTRODUCTION TO FINANCIAL ANALYST PROGRAM
  • Financial Analyst – roles and responsibilities
  • Financial Analyst – key skills required
  • Program structure, assignments, and evaluation
SESSION 02: INTRODUCTION TO INVESTMENT BANKING
  • What is an investment bank – understanding the basic concept and regulatory regime
  • Overview of various capital/financial markets and role of investment banks
  • Investment banking deals lifecycle
  • Investment banking research – key tools and best practices
SESSION 03. INTRODUCTION TO EQUITY RESEARCH
  • What is equity research
  • Equity market – basic structure and functioning
  • Equity research – lifecycle – initiating and maintaining coverage on a stock

MODULE 2: FINANCIAL ANALYSIS

SESSION 04: HISTORICAL FINANCIAL ANALYSIS
  • Income statement – understanding historical revenue and cost performance
  • Balance sheet – understanding key levers; liquidity and capital structure analysis
  • Cash flows – understanding cash flow and working capital cycle
SESSION 05: KEY ACCOUNTING CONCEPTS
  • Operating & financial lease
  • Deferred tax assets & liabilities
  • Retirement benefits
  • Consolidated financial statements – group companies
SESSION 06: KEY FINANCIAL RATIOS & CHARTS
  • Key operational ratios
  • Key financial ratios
  • DuPont analysis
  • Enterprise Value and adjustment thereof
  • Key financial charts and how to make them
SESSION 07: VALUATION – TRADING COMPARABLE
  • Defining the comparable companies and key valuation multiples
  • Understanding sources of information and data gathering process
  • Financial calculation and adjustments – EV, LTM, Fully Diluted Shares, Multiples etc.
  • Relative valuation – Price Multiples
  • Relative valuation – Enterprise Value Multiples
  • Quality checks and backup data filing
  • Writing Trading Comparable analysis
SESSION 08: VALUATION – PRECEDENT TRANSACTIONS ANALYSIS
  • Gathering information on previous transactions – defining comparable deals
  • Understanding deal rationale and strategic consideration
  • Financial calculation and adjustments – EV, LTM, Fully Diluted Shares, Multiples etc.
  • Quality checks and backup data filing
  • Writing Precedent Transactions analysis

MODULE 3: BUSINESS ENVIRONMENT ANALYSIS

SESSION 09. BASICS OF COMPANY ANALYSIS
  • Key documents to study – where to look for information and extract relevant information
  • Understanding financial statements – the key line items and the profitability metrics
  • Value creation – framework for analysis – Revenue, Costs, Balance Sheet
SESSION 10. INDUSTRY AND ENVIRONMENT ANALYSIS
  • Macroeconomic context – identifying the macroeconomic factors influencing a sector
  • Industry analysis – identifying the key performance indicators for a sector
  • Competitive dynamics – understanding competition and the key competitive factors

MODULE 4: FINANCIAL MODELLING

SESSION 11: EXCEL FOR MODELLING
  • Excel’s Built-In Functions and Analysis Tools
  • Modeling Using Excel
  • Understanding components of financial models and creating structure/layout
  • Creating scenarios/sensitivity analysis tables
SESSION 12: FINANCIAL PROJECTIONS – INCOME STATEMENT
  • Financial projection process – explicit forecast period
  • Income statement drivers – revenue projections
  • Income statement drivers – cost projections, forecasting financial charges
SESSION 13: FINANCIAL PROJECTIONS – BALANCE SHEET
  • Balance sheet drivers – working capital cycle
  • Balance sheet drivers – capital investments, depreciation and fixed asset schedule
  • Balance sheet drivers – liquidity and debt schedule
SESSION 14: FINANCIAL PROJECTIONS – CASH FLOWS
  • Cash flow – creating cash flows statements for forecast period
  • Linking financial statements and matching the balance sheet
SESSION 15: EQUITY VALUATION METHODOLOGIES – DCF
  • DCF – Free cash flow calculation to the firm and the equity holders
  • DCF – WACC and Cost of Equity calculation
  • DCF – Understanding the terminal value; Estimating the terminal growth rate
  • DCF – Arriving at the intrinsic value of the company and value per share

MODULE 5: RESEARCH NOTES

SESSION 16: MERGERS & ACQUISITIONS
  • Overview of M&A market
  • Buyers – rationale: buy vs. build analysis to understand how M&A creates value
  • Sellers – rationale, how M&A helps target companies
  • M&A – understanding sequence of events and M&A financing techniques
SESSION 17: EQUITY CAPITAL MARKETS
  • Overview of ECM market and IPO / FPO
  • Capital raising – understanding sequence of events and role of an IB
  • Capital raising – regulations, underwriting, marketing and book-building process
SESSION 18: COMPANY PROFILES / TEAR-SHEETS
  • Understanding structure of company profile for various types of deals
  • Understanding sources of information and data gathering process
  • Writing company profile – business model, products/services and segments
  • Writing company profile – Financial analysis
  • Writing company profile – brokers’ commentary and key charts
SESSION 19: EQUITY RESEARCH NOTES
  • Brokers’ Comparison Notes
  • Structuring Earnings Note – typical structure and flow
  • Writing Special Situation – M&A / Divestments

MODULE 6: INTERVIEW PREPARATION

SESSION 20: INTERVIEW PREPARATION
  • Resume guidance
  • How IB / ER Interview progresses
  • Key Questions & Answers
SESSION 21: FACING INTERVIEW
  • Mock Interviews
  • Verbal Communication Skills
  • Non-Verbal Communication Skills
EXAMINATION & CERTIFICATION
PLACEMENT INTERVIEWS

PARTICIPANTS' FEEDBACK

Rahul Dawar

"The Financial Modeling & Valuation course by MyAbhyaas helped me to get my dream job as sell side equity analyst with a leading brokerage. The Capstone Project where I worked on a real model under the guidance of a mentor really helped me a lot to understand nuances of real life analyst job.rah"

Equity Analyst, A leading Brokerage in Mumbai

2016-09-15T18:59:34+00:00

Equity Analyst, A leading Brokerage in Mumbai

"The Financial Modeling & Valuation course by MyAbhyaas helped me to get my dream job as sell side equity analyst with a leading brokerage. The Capstone Project where I worked on a real model under the guidance of a mentor really helped me a lot to understand nuances of real life analyst job.rah"

Meshal Hassen Alghaylan

It was a great experience working with Mr. Ati during ‘’Company Analysis, Financial Modelling & Valuation” Workshop. Personally, I have gained so much knowledge on a number of areas in Financial Modelling & Valuation. The materials provided was clear, straight forward and easy to grasp.

Always looking forward to work with Mr. Ati Ranjan in the future.

Research Analyst, Asset Management, Albilad Capital, Saudi Arabia

2016-12-29T13:14:23+00:00

Research Analyst, Asset Management, Albilad Capital, Saudi Arabia

It was a great experience working with Mr. Ati during ‘’Company Analysis, Financial Modelling & Valuation” Workshop. Personally, I have gained so much knowledge on a number of areas in Financial Modelling & Valuation. The materials provided was clear, straight forward and easy to grasp. Always looking forward to work with Mr. Ati Ranjan in the future.

Ankita Burli

The Financial Modelling Masterclass by MyAbhyaas helped me immensely to gain knowledge about equity research and get hands-on experience in building financial models. What helped me most is building an actual financial model under the guidance of the instructor. This course will help me extensively in my job as Equity Analyst.

Management Trainee, A leading KPO in Mumbai

2017-02-11T20:37:49+00:00

Management Trainee, A leading KPO in Mumbai

The Financial Modelling Masterclass by MyAbhyaas helped me immensely to gain knowledge about equity research and get hands-on experience in building financial models. What helped me most is building an actual financial model under the guidance of the instructor. This course will help me extensively in my job as Equity Analyst.

Apoorva Patil

“The equity research workshop helped me immensely in my job. The easy to grasp concept videos and the Do-It-Yourself approach where we worked on a real model under the guidance of instructor really helped me a lot to understand nuances of real life analyst job.”

Analyst, A leading financial research firm in Mumbai

2016-09-15T19:00:11+00:00

Analyst, A leading financial research firm in Mumbai

“The equity research workshop helped me immensely in my job. The easy to grasp concept videos and the Do-It-Yourself approach where we worked on a real model under the guidance of instructor really helped me a lot to understand nuances of real life analyst job.”

Avinash Singh

“Thank you MyAbhyaas team to help me grow in my dream career of equity research analyst. While the study materials made financial concepts so easy to understand, on-demand guidance provided during the training honed my skills to deal with real world applications. Your training is well designed.”

Asst. Manager, A Leading Investment Research Firm in Mumbai, India

2016-09-15T18:58:31+00:00

Asst. Manager, A Leading Investment Research Firm in Mumbai, India

“Thank you MyAbhyaas team to help me grow in my dream career of equity research analyst. While the study materials made financial concepts so easy to understand, on-demand guidance provided during the training honed my skills to deal with real world applications. Your training is well designed.”
 

Anubha Rustagi

"MyAbhyaas’ Certified Equity Research course has helped my team members immensely. After this training my analysts are well versed in creating end-to-end model and write much better investment note. Now I spend my time discussing investment ideas and not on explaining basic concepts."

ManagerInvestment Research, A leading research firm in Mumbai

2016-09-15T18:57:54+00:00

ManagerInvestment Research, A leading research firm in Mumbai

"MyAbhyaas’ Certified Equity Research course has helped my team members immensely. After this training my analysts are well versed in creating end-to-end model and write much better investment note. Now I spend my time discussing investment ideas and not on explaining basic concepts."

Ankita Burli

The Financial Modelling Masterclass by MyAbhyaas helped me immensely to gain knowledge about equity research and get hands-on experience in building financial models. What helped me most is building an actual financial model under the guidance of the instructor. This course will help me extensively in my job as Equity Analyst.

Management Trainee, A leading KPO in Mumbai

2017-02-11T20:37:49+00:00

Management Trainee, A leading KPO in Mumbai

The Financial Modelling Masterclass by MyAbhyaas helped me immensely to gain knowledge about equity research and get hands-on experience in building financial models. What helped me most is building an actual financial model under the guidance of the instructor. This course will help me extensively in my job as Equity Analyst.

Sushant Gaikwad

"The Equity Research Program by the MyAbhyaas is simply awesome. This course significantly improved our team’s ability to work on equity research assignments for global clients. I will recommend this course to anyone who is serious about making career in equity research."

AVP with a leading KPO in Mumbai

2016-09-15T18:56:42+00:00

AVP with a leading KPO in Mumbai

"The Equity Research Program by the MyAbhyaas is simply awesome. This course significantly improved our team’s ability to work on equity research assignments for global clients. I will recommend this course to anyone who is serious about making career in equity research."

Contact Us

Phone: +91-9004089006
Email: info@myabhyaas.com


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