6 Weeks Overview

School of Finance
Certification in Investment Banking ARC Academia tapan@arc-academia.com +91 981 834 6801
ARC Academia
402, Pearls Business Park
Netaji Subhash Place
Pitampura, New Delhi
(Adjacent Fun Cinemas)
in nvestment anking
Progressyour journey to the next level and Enhanceyour potential earnings
Reach Us At:
(Mobile): +91 981 834 6801
(Email): tapan@arc-academia.com
(Gtalk): tapanjindal
(Web): www.arc-academia.com
School of Finance
The Dream Begins!!!
School of Finance
Who We Are
School of Finance
Founded in 2009 by ex-professionals from
ARC Academia (School of Finance) is India office of Wall St. Training USA, one of the largest
Investment Banking Training entities in the world.
Started with an endeavour to facilitate better learning process and train aspirants seeking a
successful career in the Investment Banking and Financial Research Industry.
Seasoned Faculty; Ex-professionals from Goldman Sachs, Fidelity Investments, McKinsey & Co.,
Times PE, with professional academic backgrounds as CA, CFA, and MBA.
School of Finance
In Their Words
"After bright academics and a successful career, an
unfortunate chronic illness landed me in an ICU for almost
three years! Future seemed to be bleak and a corporate
job seemed uncertain to me. My passion to regain my lost
glory encouraged me to knock the door of the ARC
Academia to "mentor me." I travelled 2,000 kms, almost
bankrupt, loads of concerns on my unstable health, daring
bitter-cold in Winter... reached Delhi. My recouping began during the six-
week intensive training program that was tailor-made to suit my career
aspirations, where complete attention has been paid to every minute detail.
Apart from the moral support and career assurance, my training was highly
professional, practical and thorough beyond my expectations covering
fundamentals, advanced topics and complete guidance during the
interviews phase. Now, I emerged highly successful, working for a Global
Big-3 Consulting firm... and Rest is History..." Humble Thanks to Team
ARC for bringing me back to life."
J agdeesh Basina, E&Y
"ARC Academia, brings the most relevant and up to
date course curriculum to enhance your knowledge or
to obtain a job in the Investment Banking Industry. The
6 week extensive program and teaching methodology,
designed by professionals, replicates the work practices
implemented by the top Investment Banking firms. In
addition, their exceptional support to prepare
you for an interview or to clarify your doubts anytime makes them the
finest institute in the Industry. My hearty thanks to the whole team of
ARC because of whom I was able secure a great job immediately after
completionof the course."
Gurpreet Sachdeva, Analec Securities
I undertook the 6 week intensive training program on
Valuation from Wall St Training office in India and I am
thoroughly impressed. The structure of the program helps
novice in the domain of I-banking ramp up gradually and
methodically. Coming out of this program I feel very
confident about roles and responsibilities of an I-bank
equity market analyst. I must give full credit to the faculty
for being very patient, through and knowledgeable. My skills set ranging
from working in excel spreadsheet to power point and from understanding
the financial statements of a company to complicated and complex DCF
has improved drastically since I joined the 6 weeks program. I would
strongly recommend this to anyone who wants to make a transition into I-
banking or is looking for a job as a fresher.
Tushar Pande, Moodys
"The Investment Banking training in India plugs the
theoretical models learnt in the universities with real life
practice. It exposed me to the practical applications of
all academic concepts in finance, thus enabling me to
be job ready. As the curriculum delivered is exactly how
it is done on Wall St and other financial centres across
the globe, it takes a practical approach to learning.
Indeed, this has been a wonderful learning experience and value for
investments. Thank you to the Wall St - ARC Academia team, as I look
forward to effectively applying the knowledge gained here on my next
jobs.
Ejindu Lwelu, Cambridge University
School of Finance
What We Offer
Remarkable Career Transformation!
Humble Thanks to Team ARC for
bringing me back to life.
Past Delegate, Joined E&Y
ARC provides us the nurtured talent. Its
a mutually beneficial association that we
have with ARC and wish to nurture this
relationship going forward..
HR, A Top Consulting Firm
We are happy to empanel ARC for
recruitment matters in our investment
banking division. The so-far selected
candidates have produced sweet fruits.
HR, A Leading KPO Firm
We are particularly pleased with the fact
that a lot of time, effort and money is
saved when we hire candidates trained by
ARC..
HR, A top Research House
We Bridge the gap between -
Academic theory & concepts
and
Real world, on-the-job training
Insightful & practical training
delivered by industry experts
(ex-professionals from Goldman
Sachs, Fidelity, McKinsey, Times
Private Equity)
We Train the Capital Markets Aspirants and Participants
We have trained the human resources of investment banks,
research house, private equity firms, consultancy firms,
brokerage firms, and stock exchanges
We have highly talented team with faculty members having +30
man years of investment banking experience
We have trained over 400 delegates in open workshops in
Delhi, Mumbai, Bangalore, Hyderabad, Pune and Kolkatta,
apart from+2000 delegates in corporates and top B-schools
Personal attention to every delegate with restricted batch sizes
Intensive step-by-step classroom training programmes to
understand capital markets and its diversified domains
Dynamic, highly practical & interactive training programmes with
real life case studies
Decode Financial jargon and uncover popular misconception
Get Certified from ARC Academia Wall St. Training
100% placement assistance
School of Finance
6 Week Training Programme
The 6 weeks Investment Banking Training is designed to provide delegates with a comprehensive understanding of investment banking
techniques, equity research, and capital markets. Designed by Investment bankers and industry experts, this programme plugs the gap between
theoretical concepts learned during academic degrees/diplomas and on-the-job application of those concepts.
School of Finance
Take A Step
Your Journey to
Investment Banking
Begins with
School of Finance
School of Finance
Take A Step
First Step The Next Step
Universities & Colleges ARC School of Finance
Theory or practical Theoretical Practical
Objective Impart knowledge Competency based professional development
Focus What and Why How do I apply this
Faculty
Professors who research
the real world
Investment bankers, finance managers and
professionals from real world of finance
Class roomDuration 1-4 years +250 hrs on job training
Content Leading knowledge Insight and best practice around the world
Gains Academic degree
Practical application of theoretical
concepts
Skills and capabilities
Career enhancement
Competitiveness in global marketplace
Steps Towards Career Path
School of Finance
Placements
Remarkable Career Transformation! Humble
Thanks to Team ARC for bringing me back to
life.
Past Delegate, Joined E&Y
A must have for someone with non-finance
background and looking to get in investment
banking sector..
Past Delegate, Joined Copal Partners
Simply enlightening, with a bespoke and
cutting- edge investment banking training
Past Delegate, Joined Analec Securities
At ARC, I was not only taught the concepts
of financial modelling but also encouraged to
reason and think independently
Past Delegate, Joined SmartCube
ARC provides us the nurtured talent. Its a
mutually beneficial association that we have
with ARC and wish to nurture this relationship
going forward..
HR, A Top Consulting Firm
We are happy to empanel ARC for
recruitment matters in our investment
banking division. The so-far selected
candidates have produced sweet fruits.
HR, A Leading KPO Firm
We are particularly pleased with the fact that
a lot of time, effort and money is saved when
we hire candidates trained by ARC..
HR, A top Research House
We provide 100% placement assistance to the delegates looking for a career /
change in finance domain. So far the delegates from our previous 6 weeks
workshops have received the offers or have joined the companies like:
1) Analec Securities
2) Copal Partners (Now Moodys)
3) Deutsche Bank
4) E & Y
5) Evalueserve
6) Fitch Ratings
7) Goldman Sachs
8) Irevna (Subsidiary of CRISIL)
9) McKinsey & Co.
10) Penta Consulting Corp
11) ResCon Partners
12) The Smart Cube
13) Thomson Reuters
14) Verity Knowledge Solutions (UBS)
15) WNS
School of Finance
Programme Structure and Training Methodology
Excel Template 1
The program is structured to make the delegates well versed with the fundamentals before moving on to Valuation
Basics and Essentials Excel Based Training
Presentation and
Report Writing
Interviews
Preparations
15% 55% 20% 10%
Excel Learning
Financial Statements
Ratios
Trading Comps
Deal / Transaction Comps
Financial Modeling
DCF Valuation
Merger Model
Case Studies
Company Profiles
Equity Research Report
Sector Analysis
Pitch Book
Buy Side
Sell Side
Mock Interviews with
Investment Bankers
Resume Preparation
Excel Template 2
PowerPoint Template 1 PowerPoint Template 2
Sample Templates we use for training programmes
School of Finance
Programme Contents
Module 1: Financial Statements Articulation
Module 2: Financial Ratios
Module 3: Cleaning Financial Statements
Module 1: Introduction to Valuation
Module 2: Valuation Based on Multiples
- Comparable Company Analysis
- Comparable Deal Analysis
Week 2
Module 1: Discounted Cash Flow Valuation (DCF)
- Free Cash Flows
- Terminal Value
- WACC
- Sensitivity Analysis
Module 1: Excel Training (Intermediary Level)
Module 2: Introduction to Financial Modeling
Module 3: Projections of Financial Statements
Module 1: Excel Training (Advanced Level)
Module 2: Project Feasibility Case Study
Module 3: Project Feasibility Case Study 2
Week 1
Week 4
Week 5
Module 1: Football Field
Module 2: Merger Model
Module 3: Pitch Book
Module 4: Mock Interviews
Week 6
Week 3
School of Finance
Basic Financial Concepts Financial Statements and Ratio Analysis
Format: 100% Excel
This is not an Accounting class, but rather, is a customized refresher to the basics of financial statements income statement, balance
sheet and cash flow statements. This is equally fit for people coming from non-commerce backgrounds. It starts with different types of
company filings and ends up with learning the relevant sections to be used for analysing a company. This session is must before one can
move to valuation methodologies.
What Delegates learn
What are the different types of company filings in different countries (Annual or half yearly or quarterly) and how to analyse them
What all sources to be used for analysing a company (investors presentations, earnings transcripts etc)
Key Items of financial statements like Revenues, Operating Profits (EBIT), EBITDA, Net Profits, Cash & Cash Equivalents, Total Debt
What are the operating metrics for a particular company like ARPU and No. of subscribers for a telecom company
Overview and explanation of major financial ratios including Return on Equity, Debt to Equity, Price to Earnings, Earnings Per Share
Can Debt to Equity ratio be calculated on market values and not book value
Why Trailing Twelve Months play an important role in analyzing a company
Excel Training (Basic and Advanced like V-lookup, array functions, pivot tables)
Basic Financial Concepts
School of Finance
Relative Valuation Analysis of Selected Publicly Trading Companies
Format: 100% Excel
Company Comparable Analysis / Trading Comps analysis is one of the most critical functions of any financial analyst. This method utilizes
benchmark multiples based on publicly traded companies. It is important to note that trading multiples do not reflect control premiums or potential
synergies from a buyer. Mastering thisjob is crucial to success in capital markets, whether you are in investment banking, equity research, or
asset management. This excel-based hands-on teaches you to analyze and compare publicly traded companies from a relative valuation
perspective, focusing on current market valuation and trading multiples.
How to choose right set of peers; comparing apples to apples
Normalizing financials for extraordinary items, non-recurring and restructuring charges
What is Enterprise Value (EV) and how it is different from Equity Value
Can EV be negative; if yes then how do I value a company
Treasury Method of calculating diluted shares outstanding (dilution impact of ESOPs, Convertible bonds / debentures etc)
Analyzing multiples (Trading and market based) (e.g. why EV/EBITDA is preferred over P/E)
Trading Comps
School of Finance
Transaction Comps
Transaction Comps
Format: 100% Excel
Transaction / Deal Comps is another critical function an analyst should master. Deal Comps or Analysis of Selected Acquisitions are very
similar to trading comps except deal comps multiples are based on the transactions happened in past compared to trading comps where
the multiples are calculated based on current trading price of publicly traded companies. This hands-on, Excel-based class teaches you to
analyze and compare the transactions happened in the industry in past to aid the future transactions.
How to choose right set of transactions; comparing apples to apples
Calculate transaction value (purchase price), premiums and multiples in past deals
Enterprise Value vs Transaction Value
School of Finance
Financial Modeling & DCF Valuation
Format: 100% Excel
Excel based Financial Modeling starts with creation of a top-down income statement projection model. Then, construct a basic discounted cash
flow analysis on top of your projection model. This Excel-based class provides a non-academic, real-world, hands-on primer to the quantitative
and technical aspects of financial modeling. The DCF approach is among the most scientific and theoretically precise valuation methodologies
because it relates specifically to the profitability and growth of the business being valued.
Preparation of a top down income statement based on historical numbers with data flowing to cash flow statement and balance sheet
automatically
How to project financials for next 5 years of a company
How to calculate Free cash flows to firm
How to calculate Weighted average cost of capital (WACC) and CAPM (Capital Asset Pricing Model)
Calculation of Terminal Value
How to calculate Present value of forecasted numbers in excel
How to drive Intrinsic value per share; intrinsic value is not the target price per share
Sensitivity Analysis and why it is important
Financial Modeling and DCF Valuation
School of Finance
Company Research
Format: 100% PowerPoint
Most of the delegates aspire to work in research houses, investment banks, PE firms, consulting firms, as an analyst etc. Whether any
professional works in a research houses, investment banks, PE firms, consulting firm, they ought to be comfortable with preparation of a
company profile which could be as small as one pager or as detailed as a 20-25 pager. This is a work which corporate expect delegates to
be comfortable right from the time they are onboard. So its paramount that delegates learn making it. Session starts with discussing about
contents of a company profile and ends with a real time case study of preparation of a company profile in a template.
What are the key sections in a company profile
Where all to find information for those sections in company profile
Common templates which are used in preparation of a company profile and otherwise
How to analyze the competition and conduct competitive benchmarking
What is an operating matrix and what information should be captured in it
How to do the SWOT for a company
Getting comfortable with preparing graphs and tables in a PowerPoint , how to rebase the data and how to analyze them
What are companys strategy and how to incorporate that in a profile
A real time practical assignment is given to the delegates for them to prepare a company profile within the deadline specified
Company Research
School of Finance
Sector Analysis
The next level to company profiles is sector analysis. Once, delegates have grasped the intricacies of a company, one has to go more
granular understanding about an industry in which a company operates. This is essential to do a holistic analysis because it is critical for
any research to see how the industry behaves and what all factors influence it. Based on their domain knowledge, delegates aspire to
become knowledge experts in a particular sector in their career(s). Session starts with discussing about contents of a sector analysis and
ends with a real time case study of preparation of a sector in an independent template.
What are the different parameters for a sector analysis
Where all to find information about different parameters
How to analyze a particular sector
What all is covered in an operating matrix and how to do operational benchmarking
Discussing 3 sectors with inputs from delegates
Discussing a complete report on a particular sector
A real time practical assignment is given to the delegates to prepare a sector report within the deadline specified
Sector / Industry Research
School of Finance
Pitch Book
Pitch Book
The delegates have learnt all about sectors, industry, financial modeling so far. What is the next step? Ultimately, it all boils down to making
sales. So, delegates have to learn how to pitch to prospective clients and how the knowledge gained so far is ultimately applied. Session
starts with discussing about pitch book contents and ends with a real time case study of preparation of a pitch book in an independent
template.
How to prepare a pitch book and what all is covered in the same
What all discussions take place during a pitch and how these are addressed
A real time practical assignment is given to the delegates for them to prepare a pitch book
Types of pitch book
Buy Side
Sell Side
IPO
School of Finance
MS-Excel
Excel Training (Basic + Advanced)
Format: Excel
Delegates are made conversant with MS Excel so that their speed and comfort with excel increases in it and they are comfortable using
excel which will be used in Financial Modeling onwards. Delegates are given practical exercises to solve and learn simultaneoulsy
Using keys instead of mouse in excel /Sorting Data /Using conditional formatting in excel
Linkages used for Financial Modelling
Simple excel formulas as sum, product, division, multiplications, paste special, concatenate
Vlook Up/H look up usage of data/Match Function
Combination of multiple functions in a problem as Vlook +Match, Index+Match, VlookUp and If
CAGR Calculation/Transpose function/Usage of IF function/Table functions/Pivot Tables/IRR Calculation
Cell Referencing/Iterative calculations etc
Interest functions as EMI calculator/ Sum if, Count if, Sumifs
Multiple usage of Vlook Function
Array functions /Date Function
Rebasing tools in excel, Multiple Ifs functions
Sensitivity analysis
Statistical functions as Correlation, Regression
Data cleaning functions/Offset Functions
School of Finance
Feasibility of Project
Feasibility Case Study
Format: 100% Excel
Delegates are taught 2 case studies which are an example of business modeling taken from real time experience in an Investment Bank.
They learn how do create business models which describe the rationale of how an organization creates, delivers and captures value. The
process of business model construction is part of business strategy of any organization
How to make Business Models
How to find out key operating matrix, revenue drivers and do future projections
Calculate the IRR from the project
Calculate the financial viability and feasibility of the project
Single variable sensitivity analysis
School of Finance
Faculty
School of Finance
CA. Tapan Jindal
Tapan Jindal
A 1
st
generation entrepreneur
having co-founded
ARC Financial Services and
ARC Academia,
brings with him rich
experience in
Corporate Valuation, Equity
Research, Investor Relations
Management Services and
Fund Raising Activities.
Employment Experience
ARC Academia WST India, corporate training firm dedicated to teaching fundamental financial
concepts
ARC Financial Services, boutique investment bank focused on mid cap and small cap companies
Fidelity Investments, iGATE Global Solutions, Moodys Corporation
Credentials
Authored Investment Banking: The Dream Begins
Amongst the youngest authors in the history of ICAI, for his book on Auditing for CA intermediary level
Visiting faculty for Masters in Business Finance programme of ICAI
Education
Chartered Accountancy from The Institute of Chartered Accountants of India
Bachelors in Commerce from Panjab University
School of Finance
CA. Manoj Goel
ARC Academia, corporate training firm dedicated to teaching fundamental financial concepts
Goldman Sachs, largest investment bank
Times Private Equity, a private equity arm of Times Group
Credentials
Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes
Education
Bachelors in Commerce from Delhi University
Manoj Goel,
Co-Founder and Director in
ARC Academia,
brings with him diversified
and comprehensive
experience in
Corporate Finance,
Investment Banking,
Corporate Restructuring
including demergers, Cross
Border Acquisitions, and
Equity Syndication
School of Finance
CA. Himanshu Jain
Himanshu Jain,
Co-Founder and Director in
ARC Academia,
brings with him exquisite
experience in
Strategic & Financial
Research, Consulting,
Insurance, Corporate Finance
and Private equity funding.
ARC Academia, corporate training firm dedicated to teaching fundamental financial concepts
McKinsey & Co, a Top Consulting Firm
ICICI Prudential Life Insurance, as Management Trainer
Credentials
Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes
Part of the research team for Business Book Granularity of Growth by McKinsey & Co.
Education
Bachelors in Commerce from Panjab University
School of Finance
tapan@arc-academia.com
+91 98 1834 6801
+91 11 6542 2128
Fee: INR75,000 (Inclusive of taxes)
Days: Monday to Friday
Time: 10 a.m. to 5 p.m.
Register With Us at
Venue Address:
402, Pearls Business Park
Netaji Subhash Place
Pitampura, New Delhi
School of Finance

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