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CERTIFIED INVESTMENT BANKING ANALYST PROGRAM
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Are you ready to embark on an exciting journeyinto the dynamic world of
Investment banking?
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SuccessModule 1: MS Excel
1.Excel Essentials
2.Keyboard Shortcuts
3.Basic formatting skills
4.Setting up print area
5.Filter & Sort the 6.DataApplying Advanced 7.FilterCustom Formatting
8.Conditional Formatting
9.Grouping /Ungrouping the data
10.Cell, Row, Column Freeze
11. Math Functions
a) Sum, Sumif, sumifs
b) Count, Counta
c) Subtotal
d) Sumproduct
e) Round Functions
12.Stat Functions
a)Average
b)Median
c)CAGR
d)Max-Min
e)Large-Small
13.Text Functions
a)Upper
b)Lower
c)Proper
d)Concatenate
e)& Function
f)Text Function
14.Logical Functions
a)If Function
b)Nested IF Function
c)IF OR
d)IF AND OR
14.Lookup Functions
a) V Lookup
b) H Lookup
c) X Lookup
d) Match 15.Function
f) V Lookup with 16.Match
g) Data Validation
17.Date Functions
a) Edate
b) Eomonth
c) Year, Month Date
d) Days, Days 360
Date
18.Advanced Excel
a) Limitation of V Lookup
b) Index Function
c) Index with Match
d) Offset Function
e) Indirect Function
f)Choose Function
g)Text to Columns
h)Pivot Table with Slicers
i)Goal Seek
j)Data Table
k)Scenario Manager
l)Solver
m)Formula Audit
n)Worksheet Protection
o)Capital Budgeting
p)NPV, XNPV
q)IRR, XIRR
19. Charts
a)Column Chart, Line Chart
b)Area Chart, Combo Chart
c) Doughnut, Pie Chart
d) Dynamic Bar Chart
e) Progress Circle Chart
f) Battery Chart
g) Tornado Chart
a)Variance Chart
a)Variance Chart
a)Waterfall Chart
a)Thermometer Char.
Module 2: Financial Statement Analysis
1.Basics of Finance
a) Accounting Process
b) Accounting Equation
c) Financial Statements
d) Interconnection of FS
e) Preparing FS fro Scratch
2.Ratio Analysis
a) Liquidity Ratios
b) Solvency Ratios
c) Profitability Ratios
d) Activity Ratios
e) Market Ratios
3. Case Study
a) Ratio Analysis of a Listed
b) company to analyse the
c) performance and take a decision
Module 3: Financial Modelling
1. Types of Financial Models
2. Attributes of a good financial model
3. International Standards on
4. Financial Modelling (FAST Standards)
5. Applying the FAST Standards.
6. Building Models from Scratch
a) Input Sheet
b) Scenarios
c) Revenue & Cost Schedule
d) Fixed Assets & Depreciation
e) Working Capital Schedule
f) Deferred Taxes
g) Debt with Cash Sweep
h) Financial Statements
i) Dashboard
Module 4: Business Valuations
1.Introduction to Valuations
2.Important Terminologies
a) Valuation Equation
b) Enterprise Value
c) Equity Value
d) Net Debt
e) Why cash is subtracted?
f) Convertible Debt
g) Convertible Preferred Stock
h) ESOPs
g) Free Cash Flows (FCFF /FCFE)
i) Cost of Debt
j) Cost of Equity
k) WACC
3.Relative Valuation
a) Building trading comps
b) Comparable Companies
c) Approach
d) Comparable Transactions
e) Approach
f) Screen companies using
g) database like Capital IQ
h) Using multiples
i) Adjusting Multiples
4.Discounted Cash Flows
a)Computing Free Cash Flows
b) FCFF vs FCFE
d) Computing WACC
e) Risk Free Rate
f) Bottom Up Beta
g) Yearfrac Function
h) R&D Amortisation
i) Adjusting the risk of uncertainty
j) DLOM / DLOC
k) Control Premium
5.Other Advanced Concepts
a) Mergers & Acquisitions
b) Merger Model
c) Accretion/ Dilution Analysis
d) Startup Valuation
e) Bank Valuation
f) Real Estate Valuation
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