Business Description
Multiple Intake Dates for details check dates on
http://www.jpfis.com/train_schedule.php
All Sessions are available on Classroom & Online DROL session. Free DROL Demo Available. For Details contact 08106000606
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.
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 HoursA 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.
