Equity Reserach Analyst / Financial Modeling

Equity Reserach Analyst / Financial Modeling

 

  • Equity Research Training Program - 21% discount

    Can choose alternate dates and times at checkout

    Sale Date Ended

    INR 26000
    Sold Out
  • Module 1 Equity Valuation

    Advance Equity Valuation concepts (Theory 20 Hours) 21st October

    Sale Date Ended

    INR 14000
    Sold Out
  • Module 2 Advance Excel for Financial Analysis

    Comprehensive Excel

    Sale Date Ended

    INR 7000
    Sold Out
  • Module 3 Financial Modeling Using Excel

    Financial Modeling for Equity Valuation Starts 18th Nov

    Sale Date Ended

    INR 12000
    Sold Out
  • By clicking "Book Now" you agree to the Terms & Conditions

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About The Event

About Us

JPFIS
is an independent equity research firm we offer unbiased and independent opinion on Indian stock markets to Indian diaspora spread across the globe.  JPFIS is also engaged in providing Financial Modeling consulting to various infrastructure companies focused on NHAI road projects across India.



Training, Internship and Freelancing.

JPFIS also provided executive education on Equity Research and Analysis via classroom and live online learning medium.  Our program is focused on imparting strong fundamental and practical skills required to master company valuation and financial modeling.

 

All our valuation sessions are conducted on live projects that JPFIS is currently engaged in; post training delegates also get a chance to enhance their understanding & exposure by way of contributing in our current projects via offsite internship, although internship is completely options but is highly encouraged. Select delegates may also get a chance to work on paid freelancing projects.



Download Program Details 

Important Note:

All programs are condcuted in classroom and Online Virtual sessions, programs have multiple start dates and weekday and weekend session. Please choose appropriate ticket corresponding to dates and times you wish to attend the session. You'll have the opportunity to choose online or classroom session on the registration page.

Schedule (Online & Classroom sessions are conducted simultaneously)

Weekday Schedule (Mon-Fri 08AM to 10AM or 06Pm to 08PM)

 

October

December

January

Program

Date

Date

Date

Equity Valuation

28-Oct-13

9-Dec-13

20-Jan-14

Excel

11-Nov-13

23-Dec-13

3-Feb-14

Financial Modeling

25-Nov-13

6-Jan-14

17-Feb-14

Program End

9-Dec-13

20-Jan-14

3-Mar-14

 

   

 

Weekend Schedule (Sat & Sun 12PM to 04PM)

 

October

November

January

Program

Date

Date

Date

Excel

6-Oct-13

30-Nov-13

25-Jan-14

Financial Modeling

26-Oct-13

21-Dec-13

15-Feb-14

Equity Valuation

16-Nov-13

11-Jan-14

8-Mar-14

Program End

30-Nov-13

25-Jan-14

22-Mar-14


Program Date & Time can be choosen at the time of checkout.

 Module Details

The Equity Resarch Analyst program is conducted in 3 modules, delegates may choose to enroll for all or selected modules. For a detailed structure of the program please download the brochure.

 

Module 1

Equity Valuation - 20 Hours

 

This intensive 20 hour training in advance equity valuation concepts aims to equip participants with skills required to effectively evaluate companies and assets. The course covers an overview of different equity valuation methods and explains fundamental framework. You will have a chance to go through various ratios analysis including cash flows, discount rates and periods, capital structure and more.



The training is focused to provide understanding of more complex issues such as, CAPM Model, cost of capital, the application of the Value driver approach to terminal value APV - Adjusted Present Value calculation.

 

Learning Objectives

 

By the end of this course participants will be able to:

- Differentiate and apply the main types of equity valuation from absolute (DCF, EVA, APV) to relative (P/E, EV/EBIT. EV/EBITDA) methods
- Evaluate balance sheet as well as profit and loss accounts and cash flow statements
- Use comparative company valuation and calculate multiples in practice
- Have an understanding of DCF model structure and how it is used to value a company in practice
- Learn the fundamentals of future cash flow valuation
- Calculate the cost of capital and understand the basics of discounted rates and periods
- Be able to use a DCF model to build a total value of the firm with core and non-core assets'

 

Module 2

Advance Excel for Financial Analysis  - 20 Hours

The program is conducted in Work-shop format with strong emphasis on learning by doing. The program starts with basics of Ms-Excel and moves on to cover advance features of Ms-Excel in the context of financial analysis and data interpretation. The program emphasis will be on effectively navigating Ms-Excel, using shortcuts to perform actions faster, automating routine tasks using Macros & VBA and data analysis using pivot tables, data tables etc.

Learning Objectives

- Excel Environment and Useful Features
- Excel Functions & Useful Features
- Advance Functions (Finance, Statistical, forecasting etc.,)
- Data / Financial Analysis
- Dynamic Sheets / User Controls
- VBA Introduction
- Build Dynamic Charts for Excel Dashboards.
- Integrate dynamic controls and objects.

 

Module 3
Financial Modeling for Valuation 20 Hours
A financial model is a quantitative representation of financial information. A financial model is used by the financial analyst and may be constructed for many purposes, including: valuation of a security, forecasting project cast flows, portfolio management etcs.,


The focus in our program will be on financial modeling relates to Equity Valuation and some pointers to make complex models in MS-Excel using macros and VBA techniques.


Learning Objectives

- Guidelines for setting up a Financial Model.
- Obtaining Source Financial Data
- Setting up model framework
- Historical Analysis
- Determining Growth drivers
- Arriving at key assumptions
- Forecasting Income Statement
- Modeling Fixed Assets
- Forecasting Balance Sheet
- Building cash flow statements


Valuation

- Estimating cost of equity
- Estimating discount rate/WACC
- Asset Based Valuation
- Multiplier Models
- Present Value Models
- Discounted Cash Flow
- Free Cash Flow to Firm
- Free Cash Flow to Equity
- Dividend Discount Models.

 

Internship (Optional) 
Post Training delegates can participate in real time Equity Research Analysis projects JPFIS is currently covering.  A three month internship certificate will be issued to delegates completing 4 research reports.  

 

Other Related Programs by JPFIS on Meraevents.com

Equity Research Analyst
Advance Equity Valuation
Excel & VBA for Financial Analysis
Financial Modeling using Excel

For a detailed structure of the program please download the brochure.
J P Financial & Investment Services
Website: www.jpfis.com ; Facebook: www.facebook.com/JPFIS


Terms & Conditions

Enrollment Policies Refund & Cancellation Policy: All registrations are final and are not entitled for refund in full or part under any circumstances. However, delegates can transfer or substitute another delegate for the training program, and such a transfer or substitution will attract a transfer fee of 10% of the registration fee. Transfer fee, if any, must be paid prior to the start of the training program. JPFIS reserves the right to cancel programs and courses for any reason including when not enough delegates are enrolled for the program. In an event where the program is cancelled by JPFIS, a full refund will be issued or an alternate date will be offered for delegate to attend the program. Disclaimer & Limitation of Liability: While JPFIS endeavors to provide training and analytical insights that are current and up-to-date, the training programs, the associated courseware, the related worksheets or financial models are provided on an “as is” basis. JPFIS disclaims all warranties of any kind, either expressed or implied, including, without limitation, implied warranties of merchantability, or fitness for a particular purpose, or of a particular result, or for particular job role. JPFIS does not warrant that any program, or its courseware, the related worksheets or financial models will meet any particular requirements or needs, or that the content of courseware, the related worksheets or financial models for any program will be error-free. JPFIS shall not have any liability with respect to any loss or damage caused or alleged to have been caused directly or indirectly by reliance on the content or the courseware, the related worksheets or financial models for any program provided by JPFIS, including, but not limited to, loss of consulting or anticipatory profits, or consequential damages. In addition, JPFIS endeavors to provide programs that are current and up-to-date, by enrolling in the program(s) identified on this form, you acknowledge that this/these program(s), and the associated courseware, the related worksheets or financial models are provided on an “as is” basis, and that JPFIS makes no warranties of any kind that such program(s), the courseware, the related worksheets or financial models will meet any particular requirements or needs, or that they will be error-free. The legal terms on our website contain additional important disclaimers regarding our programs, courseware, the related worksheets and financial models, and by completing this enrollment form, you acknowledge that you have read and understood those disclaimers. Placement, Internship & Freelancing: JPFIS as an institution only imparts training in modules listed on our website and does not take any responsibility for job placement, internship or employment. Unpaid offsite internship program offered by JPFIS is only intended at providing real life exposure to training participants and does not guarantee employment or an internship certificate unless required coursework is completed and accepted by JPFIS. Paid freelancing projects will be assigned only to qualifying candidates’ post unpaid internship and the selection for the same will be at sole discretion of JPFIS.

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