Course Overview
Explore the intricacies of financial analysis and modeling in this comprehensive course (Part B). From dissecting Balance Sheets and Cash Flow Statements to delving into advanced topics such as Valuation, LBO Models, and Ethical Responsibilities, participants will gain practical insights and skills crucial for informed decision-making in finance.

Course Content:

1. Balance Sheet:

• Understanding the structure and components of a Balance Sheet.
• Analyzing assets, liabilities, and equity.
• Practical examples of interpreting a company’s financial position through the Balance Sheet.
• How to create Cash Flow Statement.

2. Cash Flow Statement:

• Comprehensive overview of the Cash Flow Statement.
• Operating, investing, and financing activities.
• Importance of cash flow analysis in assessing a company’s liquidity.
• Creation of Cash Flow Statement.

3. Common Size Statement:

• Explanation of Common Size Statement and its benefits.
• How to prepare and interpret a Common Size Statement.
• Comparing financial statements using common size analysis.
• How to create Common Size P&L and Balance Sheet.

4. Corporate Action:

• Definition and types of corporate actions.
• Impact of corporate actions on financial statements.
• Analyzing the implications of dividend, market price of stock & number of share.

5. Ratio Analysis:

• Importance of ratio analysis in financial evaluation.
• Liquidity, profitability, leverage, and efficiency ratios & more.
• Interpreting ratios to make informed financial decisions.

6. Revenue Model:

• Types of revenue models in business.
• How to create and analyze a revenue model.
• Application of revenue models in forecasting and decision-making.

7. Capex Model:

• Understanding capital expenditure and its significance.
• Creating a Capex model for investment decisions.
• Evaluating the impact of Capex on financial statements.

8. Quarterly Data:

• Analysis of quarterly financial data.
• Seasonal trends and their impact on financial performance.
• Utilizing quarterly data for strategic decision-making.

9. Forecasting:

• Techniques for financial forecasting.
• Forecasting revenue, expenses, and cash flow & more.
• Practical exercises in building and validating financial forecasts.

10. Valuation:

• Overview of various valuation methods (DCF, comparable company analysis, etc.).
• Applying valuation techniques to assess the fair value of a company.
• Real-world examples of valuation in investment decisions.

11. Research Report Preparation:

• Components of a research report.
• Structuring and presenting financial analysis in a research report.
• Writing effective recommendations and conclusions.

12. Investment Banking Concept & Roles:

• Introduction to investment banking and its functions.
• Roles and responsibilities of investment bankers.
• Overview of the investment banking process.

13. Private Equity Research:

• Understanding private equity and its role in the financial market.
• Conducting research for private equity investments.
• Evaluating private equity opportunities and risks.

14. LBO Model:

• Leveraged Buyout (LBO) concept and process.
• Building and analyzing an LBO model.
• Assessing the financial feasibility of LBO transactions.

15. Time Value of Money:

• Principles of time value of money.
• Present value, future value, and discounting.
• Application of time value of money in financial decision-making.

16. Ethical Responsibility of Investment Professionals:

• Understanding ethical considerations in finance.
• Code of conduct for investment professionals.
• Case studies on ethical dilemmas in investment.

17. Conclusion:

• Recap of key concepts covered in the course.
• Emphasis on the practical application of financial analysis and modeling skills.
• Overview of career opportunities in finance and investment.