POST GRADUATE
PROGRAM IN
FINANCIAL
ANALYSIS
PROGRAM OVERVIEW
ABOUT POST GRADUATE PROGRAM IN
FINANCIAL ANALYSIS
Enables finance graduates with less than three years of
experience to transform their professional careers
An adaptive curriculum meticulously crafted to align with
CFA Level 1
Immersive hands-on learning in every session
Unique Linked-in Challenge and Portfolio Building activity
Guaranteed job interviews at over 500 top-tier
organizations
56,000+ 5 LPA 60% 500+
Placements Avg. Salary Salary Hike Hiring
Companies
POSTGRADUATE PROGRAM IN
FINANCIAL ANALYSIS
Program Curriculum
MODULE 1: EXCEL & ACCOUNTING ESSENTIALS
Basic Excel functions and formulas:
Filtering
Sorting
References
Drop down list Session
1
Basics of Excel Conditional formatting and basic formulae-
upper case
Lower case
Concatenate
Sumif
Countif
Statistical analysis with excel
Data lookup and retrieval
Advanced Excel Techniques Data validation with excel
Session
What if analysis 2
Leveraging Chat GPT for effective excel
Data Visualization Techniques Session
Data Visualization in Excel Types of graphs and use of each graph 3
Ice Breaker
Self Introduction
Elevator Pitch Session
4
Soft Skills Foundation Goal Setting (SMART GOALS)
Time Management
Activities on the E
GS and TM
Recalling Grammar Concepts Session
5
Honing Communication Building Vocabulary
Language Skills
POSTGRADUATE PROGRAM IN
FINANCIAL ANALYSIS
Program Curriculum
Principles of Accounts
Rule of debit & Credit
Preparation of Journal Entries Session
Accounting Basics Ledger 6
Trail balance
Income statement
Balance sheet
Understanding income statement, Balance sheet Session
Accounting Basics and Cash flow statement
7
Case study 1 - Interlinking of financial Session
Case Study - Financial Statements statements from scratch 8
Case study 2 - Interlinking of financial Session
Case Study - Financial Statements statements 9
Session
Ratio Analysis Ratio analysis and Case Study 10
Ratio Analysis using real-world company Session
Case Study - Ratio Analysis financials for Reliance Industries 11
Techniques for persuading and influencing
others
Strategies for effective negotiation Session
Curating and Perfecting 12
Handling difficult conversations
Communication Practicing Communication Speeches
Giving and Receiving Feedbacks
360 Degree Feedbacks
Persuasive communication
Practicing written communication
Email Writing Session
13
Email Etiquettes
Personal Branding
Creating the content for the resume
Designing the resume and personal profile
Personal Branding and its aspects
Building a digital profile
POSTGRADUATE PROGRAM IN
FINANCIAL ANALYSIS
Program Curriculum
Grooming and Attire
Dressing Etiquette
Introduction
Personal Grooming & Interview Personal Etiquette and its importance
Session
Prep - 1 Prerequisites for HR Interview 14
HR Interview Preparation
Understanding the process of interviews
Structuring answers
Session
15
Mocks Domain Mocks
Session
Exam Accounting Essentials + Excel Exam 16
Placement Intervention Placement Intervention 1
MODULE 2: CORPORATE FINANCE, FINANCIAL MODELLING,
FORECASTING AND ANALYSIS
Time Value of money
PV
FV Session
Time Value of Money Annuity
17
Growing Perpetual annuity
Loan amortization schedule
Discounting and non discounting methods
Capital Budgeting Session
Capital Budgeting 18
NPV
IRR
Session
Case Study Financial Viability analysis - Case study 1 19
Session
Case Study Financial Viability analysis - Case study 2 20 -22
Company financial projections - Case study 3
Revenue schedule
Income statement projections Session
23 -24
Case Study Balance sheet projections
Cash flow statement projections
Fixed asset schedule
Debt schedule
POSTGRADUATE PROGRAM IN
FINANCIAL ANALYSIS
Program Curriculum
Understand how to create effective financial Session
PowerPoint presentations using PowerPoint. 25
Effective Presentation Skills
Planning and organizing presentations Session
Art of Presentation 26
Delivering effective presentations
Using visual aids and other presentation tools
Session
Mocks Domain Mocks 27
Session
Exam Exam 28
Placement Intervention Placement Intervention 2
BUSINESS VALUATION - ABSOLUTE & COMPARABLES
Concept of valuation - Relative & Absolute
Valuation
Understanding DCF technique
Terminal Value Session
Concept of Valuation Perpetual Growth method 29
Exit multiple method
Consolidated and standalone results
Concept of minority interest
WACC
CAPM model
ERP - Historical and predictive model Session
Concept of Valuation Beta - Bottom-up beta and regression beta
30
Covariance, Correlation, Market weights
Cost of debt, Ratings based approach
Session
Case Study Case study 31 - 32
Trading comps technique concept
Multiples - EV/EBITDA, EV/EBIT, EV/Sales, P/E Session
Concept of Comparables etc.
33
Enterprise value – concept
POSTGRADUATE PROGRAM IN
FINANCIAL ANALYSIS
Program Curriculum
Dilution - Stock options, Warrants, Convertibles
Session
Concept of Comparables etc. 34
Operating EV
Session
Case Study LTM financials Case study 35
Session
Case Study Case study - Trading comps 36 - 37
Session
Case Study Case study - Transaction comps 38 - 39
Session
Case Study Football Field analysis + Pitch book 40 - 41
Session
Case Study LBO Model 42 - 43
Session
Case Study Merger Model 44
Session
Case Study Tata & Air India Merger 45
Identifying your unique strengths and skills
Developing your personal brand statement
Creating a personal brand roadmap
Identifying relevant social media platforms
Mastering Personal Brand Creating a professional online profile
Session
46
Developing a content strategy for online
presence
LinkedIn Challenge
Students will create a financial acquisition model
on a industry of their choice. They will give a Session
Exam presentation of their model and will be graded 47
on their technical and presentation skills
PLACEMENT INTERVENTION PLACEMENT INTERVENTION 3
MODULE 4: FINANCIAL PRODUCTS AND MARKETS
Session
Capital Market Products Equities and Bonds 48- 49
Session
Derivatives Forwards & Futures 50
POSTGRADUATE PROGRAM IN
FINANCIAL ANALYSIS
Program Curriculum
Session
Derivatives Options & Swaps 51
Types of Etiquette
Basics of Business Etiquette
Do's and Don'ts of C&B Etiquette
C&B Etiquette Rules
Personal Grooming & Interview C&B Etiquette in practice
Session
Prep - 2 Answering Common Questions 52
Behavioral and Competency Based Interviews
Grooming and Group Discussion
Cracking an interview
Sample and Mock Interviews
Session
Mocks HR & Domain Mock Interviews 53- 54
MODULE 5: DATA VISUALIZATION AND DATA MANAGEMENT
Understand how to use Tableau for financial Session
Tableau data analysis and visualization
55
Introduction to SQL
DDL Statements Session
56
Basic SQL DML Statements
DQL Statements
Aggregate Functions
Date functions Union
Advanced SQL Union All & Intersect Operators Joins Session
57
Understand how to organize and manage
Data Management financial data
Session
58
Mock Final Mock Interviews Session
59
POST GRADUATE PROGRAM IN
FINANCIAL ANALYSIS
Career Services
Resume Building
We refine and polish your resume with insider tips to help you land
your dream job.
Career Mentorship
We help you make good career choices with the guidance of
mentors and experts.
Mock Interviews
We prepare you to face interview scenarios through rigorous 1:1
mock interview with the industry experts.
POST GRADUATE PROGRAM IN
FINANCIAL ANALYSIS
Grading and Certification
You will be graded throughout the course on the following parameters with the respective weightage.
WEIGHTAGE ACCOUNTED ON PERCENTAGE
1 Module 1 Exam + Mock 15%
2 Elevator Pitch 5%
3 Module 2 Exam + Mock 15%
4 Module 3 Build model + Presentation + Q&A 15%
5 Module 4 Mock 10%
6 HR mocks 10%
7 Final Mock Interviews 25%
8 Linked-In Challenge & Portfolio Link 5%
Total 100%
Below are the Placement Criteria:
Overall attendance should be 75% throughout the course to be eligible for certification.
Attendance in HR mocks and Final mock interviews are mandatory and students must score 60%
and above (Score of 3 on the scale of 5)
Overall Gradebook score should be 50% and above to qualify for placements.
Please follow all the instructions given by the faculty throughout the course to achieve best grades in
all assessments and exams.
For any queries, please reach out to Training Coordinator or [email protected].
www.imarticus.org
