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Course Brochure Chandoo.org - 2012
What is in this ? Feedback from Earlier Batches of FMS About Chandoo.org About Pristine & Financial Modeling Topics Covered Methodology of Teaching What to expect at end? Who is going to Teach? Cost & Duration of the Program Contact Details Chandoo.org - 2012
Earlier Batches of Financial Modeling School ,So far, we have trained 300 students in ourFinancial Modeling & Project Finance schoolBy showing them how to build financial models,step-by-stepUsing MS Excel Chandoo.org - 2012
What people had to sayOverall it is excellent. The length isexcellent. It fits within the attention span of mostpeople and therefore the lesson is assimilated.Thank you for the opportunity to view the lesson!The course is an excellent idea andis a good way to make financial modelingtraining more accessible to people around theworld. Chandoo.org - 2012
What people had to sayThis is Best Financial Modeling forsmall scale to Large Scale Industries irrespectiveof Product, services, Builders, Dealers,Franchises.Having the lessons available to downloadso can look at again easily is great!They have not restricted themselves tojust constructing the Financial Model(FM) rathervery receptive and flexible in their approach andwilling to get feedback and share ideas Chandoo.org - 2012
About Chandoo.org Chandoo.org - 2012
Chandoo.org makes you awesome in Excel Chandoo.org is a leader in MS Excel training & products We have trained more than 4,000 students in Excel, VBA & Financial Modeling We have authored more than 450 articles on MS Excel & how to use it We have a large & vibrant community of Excel users world-wide And We Make You Awesome In Excel Chandoo.org - 2012
About Pristine Chandoo.org - 2012
Pristine is largest authorized trainer for finance certifications in IndiaCFA Institute (2010-11)Authorized Training provider – CFAPristine is now the authorized training providerfor CFA Exam trainings . Pristine is largesttraining provider for CFA in India with presenceacross seven major cities.FPSB India (2010-11)Authorized Training provider -CFPAn authorized Education Provider forChartered Financial Planner Charter.GARP (2007-10)Authorized Training provider -FRMLargest player in India in the area of riskmanagement training. Trained 1000 studentsin risk managementPRMIA (2009-10)Authorized Training provider – PRM/ APRMSole authorized training for PRM Training inIndia. Largest player in India in the area of riskmanagement training. Trained 1000 studentsin risk management Chandoo.org - 2012
Sample Trainings Conducted ,Bank Of AmericaContinuum Solutions (2010)Financial Modeling in ExcelAssociates were trained on valuation andmergers and acquisitionsIIM Calcutta (2010)Financial Modeling in ExcelStudents about to go for internships and joinjobs found a gap in their grasp of knowledgeof excel for financial modeling. Conductedtraining for 75 students with an averagerating of 4.5 J. P. Morgan (2010)Financial Modeling in ExcelThe Real Assets Group were trained inExcel for infrastructure and real-estatemodelingNUS Business School (2011)Financial Modeling in ExcelSecond year MBA students were given a full2-day workshop on creating financial models.They learnt how to create integrated modelsof valuation.Mizuho (2010)Financial Modeling in ExcelBankers were using excel models that theycould not understand. Conductedfinancial modeling in Excel trainings tobridge the gapHSBC (2009)Analysts of the globalinvestment baking team weretrained on advanced Excel*Indicative List Chandoo.org - 2012
About Financial ModelingFinancial modeling training* isan online training programthat can enable youto create a complete integrated financial model in excel* Reference to Financial Modeling implies Project Finance modeling in most cases Chandoo.org - 2012
About Financial Modeling Delivered online Each student gets a secureFinancial modeling training isan online training program*that can enable youto create a complete integratedfinancial model in excellog-in No-need to be online at aspecific time Lessons can be takenrepeatedly Chandoo.org - 2012
About Financial Modeling Building the model fromFinancial modeling training isscratchan online training program*that can enable youto create a complete integratedfinancial model in excel Step by step tutorials andtemplates Practical understanding offinancial statements Chandoo.org - 2012
About Financial Modeling Where you comprehensively analyzefinancial statements Financial modeling training isthe model reflects in all other partsan online training program*that can enable youto create a complete integratedfinancial model in excelChanging any assumption or part of Best suited for people working/planning career in Investment Banks Equity Research Business planning/ Strategy PE, Funds Commercial banks Chandoo.org - 2012
School Aims to make you an expert in financialmodeling Chandoo.org - 2012
Topics Covered Chandoo.org - 2012
Integrated valuation would be completed by 1.Designing an efficient layout8.Equity & Retained Earnings2.Inputting the historical statements9.Creating Cash Flow statement3.Analyzing the growth drivers10. Circular loop and Cash updation4.Forming growth assumptions11. Analyzing Ratios5.Projecting future P&L and B/S12. Valuation by DCF6.Creating Asset & Dep. Schedule13. Valuation by Comps7.Creating Debt schedule14. Charting a football fieldYou would be able to create a complete Integrated Valuation model (For emerging Markets)in FMCG/ Manufacturing sector in 20 Hrs duration Chandoo.org - 2012
Study Session: Week I1.Pre-requisites to Financial Modeling2.Understanding Financial Statements (FSS)a)Profit & Loss (P&L) Statementb)Balance Sheet (B/S)c)Cash Flow Statement3.Financial Statement Analysis4.Line items and linkages in the FSSYou would learn all the Basic Financial Statements and its analysis techniques Chandoo.org - 2012
Study Session: Week II1.Essential Excel Usage (Referencing framework& shortcuts)2.3.Short Modeling Casea)Funding eligibility for startup companyb)Equated Monthly Installments (EMI)Analyzing financial case study & back of theenvelop calculations4.Integrated Model (Step I) - historical financialstatementsYou would learn essentials of Excel for Financial Modeling Chandoo.org - 2012
Study Session: Week III1.2.Calculating Growth driversa)P&L (YoY and CAGR)b)B/S (Days (of inventory, A/R, etc.))Understand Management DiscussionAnalysis (MDA)3.Build Assumptions about the future4.Project revenues/ costsYou would learn steps in analyzing growth drivers and projecting future numbers Chandoo.org - 2012
Study Session: Week IV1.Part projecting P&L and B/S2.Projecting Asset and Depreciation3.Projecting Debt and Interest4.Projecting PAT and Retained Earnings5.Modeling Cash Flow6.Case on Break Even AnalysisYou would learn steps in creating schedules that cut across P&L and B/S Chandoo.org - 2012
Study Session: Week V1.Advanced aspects of excel1.Circular references2.Macros2.Understanding Circular reference3.Circular references in interestexpense4.Macros to generate charts5.Macros to break circular loopsLearn application of advanced excel functions – Macros and Circular references in Finance Chandoo.org - 2012
Study Session: Week VI1.Analyzing the statements2.Using ratiosa)Profitabilityb)Liquidityc)Others3.Basics of corporate finance4.credit risk Model - Arrays and lookupfunctionsLearn Financial Statement Analysis in Excel and Array functions for Credit Risk Modeling Chandoo.org - 2012
Study Session: Week VII1.Understanding Valuationmethodology2.a)Absolute valuation - DCFb)Comps (comparatives)Implementing DCFa)Cashb)Timing of cashc)Expectation of investors (Cost ofcapital)Learn and Understand and Implementation of Valuation Techniques Chandoo.org - 2012
Study Session: Week VIII1.Practice and Implement aCompletely Integrated ValuationModelPractice on Actual Industry Model Chandoo.org - 2012
Study Session: Week VIII - Bonus1.Practice and Implement aCompletely Integrated ValuationModel1.Step wise templatesStep wise templates for building an integrated model for real life IPO of LinkedIn Chandoo.org - 2012
Study Session: Week IX1.Valuation by Comps(Comparatives)a)Transaction comps & Trading compsb)Important multiples like P/E, EV/EBITDA, EV/ Sales2.Modeling advanced AccountingConcept - Deferred Taxes3.Creating forms in ExcelLearn and Understand and Implementation of Valuation Techniques Chandoo.org - 2012
Study Session: Week X1.Charting Themea)Football fieldb)Waterfall Mechanism2.Creating Valuation Dashboard3.Monte Carlo SimulationLearn Charting Techniques relevant to finance in Excel Chandoo.org - 2012
New Module – Cash Flow Modeling1.Using Historical P&L and B/S to create the Cash Flow statementby indirect method2.a)Building Historical B/Sb)Categorizing items in operating, Investing and financingc)Building Cash as difference in Assets and Liabilitiesd)Updating Cash Flow Statement10 Sample Exercise TemplatesLearn Cash Flow Modeling on 10 Listed Companies Across the world Chandoo.org - 2012
IntroducingProject Finance Financial Modeling Chandoo.org - 2012
Project Finance Financial ModelingNuances of PF ModelPF Model for RE1.FSS Nuances for Project finance1.Modeling Commercial Complex2.Components of RE Financial Model2.Modeling Assumptions3.RE Investments: Key Metrics3.Modeling Area parameters4.Key Concepts in RE Model4.Modeling EPC Cost and Phasing1.Understanding circular loops in Excel2.Interest During Construction5.Modeling financing Schedules3.Modeling Depreciation and Deferred Taxes4.Deferred Tax and Loss Carried Forward6.Modeling NOI and Expenditure5.Cash Distribution and Tranches7.Building financial statements6.Modeling Delays8.Valuation and Analysis7.Debt Servicing Reserve Account (DSRA)You would be able to create a complete Integrated Valuation model(For emerging Markets) in Real Estate sector in 20 Hrs duration Chandoo.org - 2012
Study Session: Week I1.Pre-requisites to Project Financial Modeling2.Understanding Financial Statements (FSS)a)Profit & Loss (P&L) Statementb)Balance Sheet (B/S)c)Cash Flow Statement3.Financial Statement Analysis4.Line items and linkages in the FSSYou would learn all the Basic Financial Statements and its analysis techniques Chandoo.org - 2012
Study Session: Week II1.Essential Excel Usage (Referencingframework & shortcuts)2.3.Short Modeling Casea)Funding eligibility for startup companyb)Equated Monthly Installments (EMI)Analyzing financial case study & back ofthe envelop calculations4.Introduction to the Case on ProjectFinance ModelingYou would learn essentials of Excel for Financial Modeling Chandoo.org - 2012
Study Session: Week III1.Introduction & specific nuances ofProject Finance Modeling2.Steps in creating Integrated ProjectFinance Model1.Specifics of layout (Date Mapping)2.Building Area parameter3.Building EPC (Engineering Procurementand Construction) ScheduleYou would start learning the steps in creating Project Finance Modeling Chandoo.org - 2012
Study Session: Week IV1.Understanding Circular referencesand its application in FinancialModeling2.Integrated Project Finance Model1.Building the Project Cost2.Updating Interest During Construction(IDC)Advanced technique circular references and its application in Excel to compute IDC Chandoo.org - 2012
Study Session: Week V1.2.Integrated Project Finance Model1.Building Capex schedule2.Building Financing ScheduleAdvanced aspects of excel1.Macros2.Macros to generate charts3.Macros to break circular loopsBuilding Project Finance Model further and advanced excel functions – Macros Chandoo.org - 2012
Study Session: Week VI1.Integrated Project Finance Model1.2.Building Yearly SchedulesModeling delays in Project financeModel - Using advanced modelingtechniques3.credit risk Model - Arrays andlookup functionsModeling Delays in Project Finance Modeling and Building Credit Risk Models Chandoo.org - 2012
Study Session: Week VII1.Integrated Project Financemodel2.1.Building Debt Schedule2.Building Escalation Frequencies3.Building Revenue ScheduleDeferred Taxesa)Understanding and implementingDepreciation techniquesb)Building Deferred Taxes ScheduleProject Finance Modeling – Building New Schedules and Advanced Accounting Deferred taxes Chandoo.org - 2012
Study Session: Week VIII1.2.Integrated Project Finance Model1.Building Asset Schedule2.Projecting Operational Costs3.Projecting P&LPractice and Implement aCompletely Integrated ValuationModelBuilding Project Finance Model and Practice on Actual Industry Model Chandoo.org - 2012
Study Session: Week VIII - Bonus1.Practice and Implement aCompletely Integrated ValuationModel1.Step wise templatesStep wise templates for building an integrated model for real life IPO of LinkedIn Chandoo.org - 2012
Study Session: Week IX1.Integrated Project Finance Model1.Building Equity Schedule2.Building Balance Sheet3.Building Cash Flow Statement2.Understanding Corporate Finance3.Specific Nuance Modeling – Cashflow Waterfall ModelProject Finance Model Building and Cash flow tranching Chandoo.org - 2012
Study Session: Week X1.Integrated Project FinanceModel2.1.Building Free Cash2.Building Valuation and Returns3.Building Net Operating IncomeUnderstanding Data Tables forScenario Analysis3.Creating a GUI for ModelValuation and Analysis of Project Finance Model Chandoo.org - 2012
Study Session: Week XI1.Integrated Project FinanceModel1.Building Scenarios Using Datatables2.Building Advanced Scenariosusing Macors2.3.Building Monte Carlo Simulation4.Building a complete DashboardSummarization of the SchoolComplete Analysis of Project Finance Model – Scenarios, Simulations and Dashboard Chandoo.org - 2012
New Module – Cash Flow Modeling1.Using Historical P&L and B/S to create the Cash Flow statementby indirect method2.a)Building Historical B/Sb)Categorizing items in operating, Investing and financingc)Building Cash as difference in Assets and Liabilitiesd)Updating Cash Flow Statement10 Sample Exercise TemplatesLearn Cash Flow Modeling on 10 Listed Companies Across the world Chandoo.org - 2012
How it works?12345You signup for the program by making online payment 297 Chandoo.org - 2012
How it works?12345Login to Financial Modeling School with the user ID & Password emailed to you Chandoo.org - 2012
How it works?12345Access Lessons, Videos and Download Examples As you Like Chandoo.org - 2012
How it works?12345Ask Questions or Comment on Lessons to Get Answers Chandoo.org - 2012
How it works?12345Take up Home work & Class project assignments to Sharpen your Skills Chandoo.org - 2012
MethodologyEach topic will be explained thruVideos, Excel templates, Screencasts & Text Posts Chandoo.org - 2012
About Class ProjectsWe have 10 short cases & 1 valuation projectWe build 10 small models and 1 complete integrated valuation modelas a project. The complete integrated valuation model can becreated on any listed company. Chandoo.org - 2012
What to expect at the end?Towards the end of Financial Modeling Course*You will be able to created an integrated modelYou will know how to use financial statements for analysisYou will understand the process of valuation and capital raisingYou will get a certificate of participation*assuming you follow the program and practice Chandoo.org - 2012
Who is going to teach?Paramdeep Singh, Director and Faculty, Pristine Paramdeep has an extensive experience in the financial services, consulting and training domain. Hehas extensive knowledge of the financial services industry, where he raised growth capital fororganizations and helped them improve their revenues. He has authored research papers and trained1000s of senior people in the area of financial modeling, quantitative analysis and risk management. Prior to founding Pristine, Paramdeep has worked in senior management positions as an InvestmentBanker with Standard Chartered Capital Markets (India) and as a consultant with AccentureManagement Consulting. Paramdeep is an MBA from IIM Indore, where he secured the highest CGPA in his batch. He hascompleted his B. Tech and M. Tech in Mathematics and Computing from IIT Delhi Chandoo.org - 2012
Duration of the Program – Financial Modeling10 1 Weeks of Active Learning6 Months Online MembershipFinancial Modeling School classes are open for registration Chandoo.org - 2012
Duration of the Program – Project Finance11 1 Weeks of Active Learning6 Months Online MembershipProject Finance Modeling School classes are open for registration Chandoo.org - 2012
Cost of the ProgramLearnExcelas wellPrice in US with ExcelSchool ( )Online Classes Lesson Downloads onFinancial Modeling using Excel 297 397Project FinanceClassOnline Classes Lesson Downloads onProject Finance using Excel 297 397Both ClassesOnline Classes Lesson Downloads onboth financial modeling & projectfinance 447 547OptionWhat you get?FinancialModeling ClassCredit Cards, PayPal,e-ChecksModes of PaymentClick here to Join Chandoo.org - 2012
Cost of the Program (for Indian Residents)LearnExcelas wellPrice in INRwith ExcelSchool(INR)Online Classes Lesson Downloads onFinancial Modeling using Excel 12,000 16,000Project FinanceClassOnline Classes Lesson Downloads onProject Finance using Excel 12,000 16,000Both ClassesOnline Classes Lesson Downloads onboth financial modeling & projectfinance 18,000 22,000OptionWhat you get?FinancialModeling ClassBank Transfer, Check, DDor Cash DepositModes of Payment* This option is available for people currently living in India.To make a payment, please pricing/ Chandoo.org - 2012
Payments & RegistrationRegistration is open 24x7You can join the class Now. Chandoo.org - 2012
How to pay?Visit http://chandoo.org/wp/financial-modeling/and join us Chandoo.org - 2012
Contact DetailsQuestions & Doubts?Please e-mail me at paramdeep@edupristine.comor visit http://chandoo.org/wp/http://www.edupristine.comor call 91 814 262 1090 or 91 989 298 0608 Chandoo.org - 2012
See you in Financial Modeling/ Project Finance School Chandoo.org - 2012
Financial Modeling in Excel The Real Assets Group were trained in Excel for infrastructure and real-estate modeling IIM Calcutta (2010) Financial Modeling in Excel Students about to go for internships and join jobs found a gap in their grasp of knowledge of excel for financial mode
