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

Advanced Excel Techniques
Data lookup and retrieval
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

Curating and Perfecting
Communication
others
Strategies for effective negotiation Session
12
Handling difficult conversations
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

Personal Grooming & Interview
Prep - 1
Dressing Etiquette
Introduction
Personal Etiquette and its importance
Session
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

Personal Grooming & Interview
Prep - 2
Types of Etiquette
Basics of Business Etiquette
Do's and Don'ts of C&B Etiquette
C&B Etiquette Rules
C&B Etiquette in practice
Session
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 wecare@imarticus.com.

www.imarticus.org