Finance professionals usually have to operate with large volumes of quantitative data. However, the key to effectively handle such data is the ability to organize and construct the data meaningfully to render useful information to senior management for decision making. This entails creation of strong and dynamic financial models facilitating precise and efficient analysis of past data and appropriate projection of financial performance.
The programme also covers financial market training with technical analysis. Markets such as derivatives, currency and commodity will be trained to the participants which makes them market ready and they will be able to trade in financial market independently. Also participants will be able to build robust and well-structured financial model which is important to achieving accurate valuation analyses and facilitates appropriate strategic decisions.
Investment (Training Charges): 94,999 INR
Highlight
This programme focuses on practical applications of methodologies for long-term investment and value creation. The programme includes Finance, Accounting, and Excel skills to represent financial statements and investment analysis. Financial Modeling is one of the widely sought after skills in the finance industry no matter whether you are a working professional or an enthusiastic investor.
This programme will cover modeling through excel to create their own financial models exactly from scratch. Participant will also learn about stock market, derivatives market, currency (Forex) market, commodity market as well as technical analysis and will be able to trade professionally in stock market.
Content
- First Module (Trading the Stock Markets)
- Working with Numeric Data in Excel
- Entering Date Values in Excel
- Working with Cell References
- Creating Basic Formulas in Excel
- Relative Versus Absolute Cell References in Formulas
- Understanding the Order of Operation (BODMAS)
- Working with Basic Excel Functions
- Adjacent Cells Error in Excel Calculations
- Using the AutoSum Command
- Moving and Copying Data in an Excel Worksheet
- Inserting and Deleting Rows and Columns
- Moving and Copying an Excel Worksheet
- Merging and Centering Cells
- Using Conditional Formatting
- Working with Charts in Excel
- Working with an Excel List
- Excel List Functions
- Excel Data Validation
- Importing & Exporting Data
- Working with Functions in Excel
- Using Excel's IF() Function
- Excel's IF() Function with a Name Range
- Nesting Functions with Excel
- Nesting Excels AND() Function within the IF() Function
- Using Excel's COUNTIF() Function
- Using Excel's SUMIF() Function
- Using Excel's IFERROR() Function
- Working with Excel's Lookup Functions
- Microsoft Excel VLOOKUP() Function
- Microsoft Excel HLOOKUP() Function
- Microsoft Excel INDEX() Function
- Microsoft Excel MATCH() Function
- Microsoft Excel INDEX() and MATCH() Function Combined
- Microsoft Excel INDEX() and MATCH() Function Combined Continued
- Creating a Dynamic HLOOKUP() with the MATCH() Function
- Working with Excel's Text Based Functions
- Using Excel's LEFT(), RIGHT() and MID() Functions
- Using Excel's LEN() Function
- Using Excel's SEARCH() Function
- Using Excel's CONCATENATE() Function
- First Module (Trading the Stock Markets)
- Basic of Stock Market
- Indian Financial System
- Facts about Global & Indian Equity Market
- Mechanism of Security Market
- Indian Securities Market
- Trading Psychology
- Understanding the Index (NIFTY / SENSEX)
- Participants & Exchanges
- Market Index, Depository & Mutual Funds
- Structure of Demat account
- Trades and Brokerage Calculation
- Trading Platforms (BEST, ODIN, NEAT)
- Live Practical Trade on real live funds
- Trading Methodology
- Script Selection
- Basic Fundamentals for Traders
- Structure of Trading Membership
- Second Module (Trading the Derivatives Market)
- What are Derivatives Products
- Types of Derivative Products
- Derivatives Market – History & Evolution
- Indian Derivatives Market
- Participants of derivatives Market
- Key drivers of derivatives trading
- Understanding Forwards
- Understanding Futures
- Understanding Options
- Trading Index with derivatives
- Hedging through derivatives
- Understanding the movement of Derivatives
- Understanding Greeks
- Trading Methodology
- Option Greeks
- Futures & Options Trading Strategies
- Clearing & Settlement of Derivatives
- Money Management in Derivatives Trades
- Third Module (Research with Technical Analysis)
- Introduction of Technical Analysis
- Understanding the Market Makers and its Manipulation
- Efficient Market Hypothesis
- Charts Introduction (Types Of Charts)
- Candle Stick Theory
- Support & Resistance
- Flags & Pennants
- Pattern & Formations
- Trend & Trend Lines
- Gap Theory
- Complete Indicator Study
- Moving Average & Implications
- Price & Volume Analysis
- Indicators Study (All)
- Momentum Oscillators
- What Is Fibonacci Numbers
- Pivot Points Calculations
- DOW Theory
- Elliot Wave Theory
- Fibonacci Retracements & Extensions
- Trading Psychology & Tricks
- Technical Report Writing
- Hands on Training on different stock charting software
- Fourth Module (Forex International)
- Introduction to the world of Forex Markets
- What is FOREX & Why to Trade FOREX
- Introduction to Currency / Forex Markets
- Relationship & Difference b/w FOREX & Currency
- Participants of FOREX Market
- Understanding Currency / Forex Derivatives
- Understanding FOREX Derivatives
- Hedging Through FOREX
- Concept of Interest Rate Parity
- Appreciation and depreciation of Currency
- Pricing Currency Futures
- Key Drivers of Currency
- Impact of Currency on Economy
- Trading in Currency
- The Bid Ask Spread
- Leverages & Margins in FOREX
- Risk Management
- Clearing & Settlements
- Trading, settlements & Margin systems
- Fundamental factors affecting the foreign currencies Like -:
- GDP
- Foreign Trade
- Balance
- Remittances (Inward / Outward etc.)
- Remittances (Inward / Outward etc.)
- Swing Trading Strategy
- Scalping Forex Strategy
- Money & Risk Management (the base of all investments)
- Trading Psychology
- FOREX Trading Strategies with options
- Understanding Pay off Graphs
- Fifth Module (Commodity Trading)
- Introduction to the world Commodity Markets.
- Introduction to Indian Commodity Markets.
- Understanding Commodity/ Derivatives
- Indian Commodity Exchange
- Trading in Different types of Commodities
- Trading in Commodity
- Risks In Commodity Trading
- Physical Delivery of Commodity
- Hedging Through Commodity
- Pricing Commodity Futures
- Key Drivers of Commodity
- Impact of Commodity on Economy
- Clearing & Settlements
- Regulatory Framework
- Brokerage Calculations
- Trading, settlements & Margin systems
- Fundamental factors affecting the Commodity Trading
- Money & Risk Management.
- Trading Psychology.
- Futures & options Trading Strategies
- Sixth Module (Financial Modeling)
- Financial skills:
- Basics of Time Value of Money
- Preparing loan amortization schedule and related calculations
- Capital budgeting and its techniques.(NPV, IRR, Payback Period)
- Long term financing
- Cost of capital
- Measure Of Leverage
- Financial Modeling & Valuation
- Introduction to Financial Statement Analysis
- Understanding Income Statement, Balance Sheet, Cash Flow Statement
- Financial Analysis Techniques
- Non-Current Liabilities
- Financial Statement Application
- Financial statement analysis using ratios(Profitability, Activity, solvency, Liquidity)
- Fundamental analysis of securities DDM
- Dividend and its payout policies (Constant Dividend, Constant Pay-out, Residual Approach, Share Repurchase).
- Relative valuation (Justified and trailing ratios, EV/EBITDA approach)
- Risk and return calculations using standard deviation
- Concept of capital structure and cost of capital
- CAPM MODEL
- Sharpe Model
- Treynor Model
- Jenson Alpha
- WACC and Cost of Equity Analysis
- Performing Valuation using DCF
- Calculating Portfolio Risk
Objective
- Understanding and Interpreting Financial Modeling and Financial Statements
- Become an Excel expert and professional stock market trader
- Learn how to build rational and sound Financial Models
- Acquire an in-depth knowledge of the mechanics of company valuation
- Trading in financial markets
- Consolidating financial statements to present a unified output
Benefits
- Evaluating & investing Financial Statement
- Confidently trading in financial markets with technical research
- Understand the concepts, products and investments in STOCK market.
- Understand the concept of Futures & Options Trading.
- Learn how to trade in derivative, commodity, currency (forex) market.
- Learn when to buy/sell a stock, commodity and currency.
- Live trading research on live charts with interpretation.
- Various case studies on Financial Modeling
Financial Modeling &