Become a Certified Financial Analyst
BIA is offering you a unique opportunity to learn Financial Analysis & Modelling with hands-on training from expert faculty and mentors from the industry.
This course familiarizes participants with Financial Analysis skills like Excel, Advance Excel, Financial Modelling and Forecasting, Financial Management and Corporate Finance, Report Writing, Presentation Skills, and Interview Preparation.
To summarize the course enhances 3 important skill sets like, 1) Conceptual Knowledge wherein you will have expertise in Financial Statements; Financial Management and Ratio Analysis; Valuation Methods. 2) Practical Skills like Excel, Advance Excel, Financial Modelling, Report Writing, Presentation skills. 3) Functional Skills like Critical Thinking, Analytical Skills, Decision Making.
Our unified mode of delivery allows students the flexibility to attend the sessions online or in-class. This unique delivery methodology ensures that your learning is not affected by the lockdown.
Advance Excel and Applications:
o Formatting of Excel Sheets
o Data Filter and Sort
o Charts and Graphs
o Table formula and Scenario building
o Lookups: VLOOKUP
o Pivot tables
o How to Use Hyperlinks
o Use of Excel Formula Function
o Advanced Modelling Techniques
Introduction to Financial Management and Financial statement analysis:
o Introduction to Financial Statement Analysis
o Financial Reporting Mechanics
o Understanding Income Statement, Balance Sheet, Cash Flow Statement
o Financial Analysis Techniques
o Inventories, Long-Lived Assets
o Non-Current Liabilities
o Financial Statement Application
o Ratio analysis of industries
o Du point Analysis
o Peer to peer analysis
o Preparation of Financial Analysis report on an industry
Financial Management & Corporate Finance:
o Time value of money
o Long term financing
o Cost of capital
o Measure of Leverage
Project Finance Modelling:
o Why Project evaluations
o Stages of Project
o Construction & development phase
o Funding during investment phase
o Life of project; decision making
o Cash flow waterfall
o Resolving circular reference
Financial Modelling and Forecasting:
o Prepare Financial Statement
o Analyse Revenue and Costs
o Forecast Revenues, Costs, Debt etc
o Project Future Financial Statements
o Performa Adjustments, Compute Margins/Ratios
o Valuation- Discounted Cash Flow Method (DCF), Others
o Prepare Presentation Sheet, Company Overview, Sector Overview
Report Writing & Sector Overview
o Report Writing: Based on Financial Modeling
o Overview of different sectors such as retail, telecom, IT, Oil & Gas etc
Robotics engineer, Tinkernut and Developer. Bridging the gap between machine learning and robotics as a Sr. Project Technical Assistant at e-Yantra, IIT Bombay.
Data Scientist with a demonstrated history of working with Analytics Industry. Skilled in implementing Machine Learning & Artificial Intelligence algorithms.
Data Scientist at Spinnaker Analytics. Worked in predictive analysis and visualization, with clients from various sectors including insurance, retail and e-commerce.
Ashwin Malik Meshram
Managing Director of a US-based machine learning company, specializing in algorithm development for financial services. IIT Bombay alumnus.
VP of Product and Implementation at a US-based machine learning and artificial intelligence company. Majored in Physics from Tufts University.
Sr. Data Scientist at an analytics firm. More than 5 yrs of experience working with insurance and retail clients. IIM graduate.
Co-leading the Financial Literacy Initiative at Boston Private Industry Council. Member of Young Professional Council at Boston Children’s Museum. CFA® charter holder.
CEO of a predictive analytics and artificial intelligence company based out of Boston. Ex-Partner at Oliver Wyman.
Data Science Consultant at a US-based artificial intelligence company with 15+ years of experience. Data Science mentor and trainer.