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FATP - Financial Analyst Training Program


  • Overview
  • Modules
  • Training Features
  • Job Prospects
  • Eligibility
  • Duration/Fee

Financial Analyst Training Program [ FATP ]

Financial Analyst Training Program is a 3 Month program focus on skill development in the Financial Sector. The program motto is to bridge the GAP between industries and academics and to building a strong base of Fundamental of Finance and their implementation in the current market scenario. FATP focus on developing the Financial skill set of a candidate so that he/she can provide accurate and data-based information on Company's Profitability, Stability and Liquidity.

Learning MS Excel as an "Analytical Tool" and its practical application of advanced functions, user-defined functions, and tools for real-time analysis. Participants of the program learn to make dynamic financial models and make a valuation of Securities using different valuation methods like(DDM, DCF, Regression, Residual Mode..) from scratch. This program is highly practical in nature and participants are given solved examples and case studies for conceptual understanding. On the completion of Program participants able to manage various aspect of a company's Financial or their own Business Financial as a "Financial Analyst", who can make well-informed decisions, Write Reports and Monitor Financial Movements.
The Program includes classroom and online teaching with video support, Case Study, Placement and Certification which is globally accepted and is accredited by DAC (Dubai Accreditation Centre, Dubai) and IAF Multilateral Recognition Arrangement (MLA) at the end.

Skeleton Of FATP Program

Basic Excel Advance Excel Macro & Micro Economics Concept
Corporate Finance Building Financial Statements on Excel Analyzing Financial Statements
Financial Market(Indian & Global) Financial Modeling Equity Valuation
E-I-C Framework Mergers & Acquisition Derivatives and Bond Analysis

Finishing Touch

 

VERBAL ABILITY SPEAKING LISTENING WRITING ENGLISH GRAMMAR
Cloze tests Structure of Self Introduction Listening Audio & Repeating Essay Writing Tenses
Foreign word usage Group Discussion Listening Audio & Writing Email Etiquettes Verb
One word substitute JAM (more than 200 topics)   Picture Composition Writing Preposition
Ordering of Sentences Newspaper Reading   Paragraph Formation Adjectives
Spotting Errors Finance News Discussion     Determiners
Antonyms Public Speaking Skills     Adverb
Synonyms       Noun
Verbal Analogies       Conjunction
Sentence Correction       Articles
Sentence Formation       Homonyms
Idioms and Phrases       Reading Comprehension
HR Interview Questions with Answers
Aptitude and Reasoning Preparation
Body Language (Gestures)
Certification

Module 1 Excel: Fundamentals

Fundamentals



  • The Excel Dashboard
  • The Ribbon
  • Quick Access Toolbar
  • Formula Bar
  • Basic Navigating And Editing
  • Customize Excel
  • Connecting Workbooks
  • Sharing And Protecting
  • Arithmetic Function
  • Maths Functions
  • Date & Time Functions
  • Text Functions

Advance Excel



  • Advance subtotal
  • Data consolidation
  • Sumif and sumiffs
  • Countif&countiffs
  • Index
  • Offset
  • Vlookup Hlookup & Index Match
  • if Loop & Nested if
  • And & Or Loops
  • Error Handling In Excel
  • Isnumber & Iserror
  • Pivot Tables
  • Advanced Charting In Excel
  • Dynamic Charts
  • Mis Creation Form Raw Data
  • Creating User defined Functions

Module 2 Investment Banking Overview

Overview of Investment Banking (IB)

Types of Investment Banking (IB) Transactions

  • Takeovers(Merger & Acquisition)/Corporate Restructuring
  • Leverage Buyouts
  • Raising Short Term & Long Term Loan
  • Pitch Book Preparation
  • League Tables

Types of Investment Bank (IB)



  • Boutique Investment Banks
  • Middle Market Focus
  • Product Focus
  • Structure of Investment banking (IB)

Module 3 Financial Markets

  • Understanding Indian & Global Markets
  • Regulators in Indian Markets and Global Markets
  • Data picking from NSE , BSE and Global Markets
  • Understanding Financial Intermediaries ( Brokers, Dealers and Investment Banks)
  • Primary Market
  • Fund Raising In Primary Market
  • IPO & Price Discovery Mechanism For IPO
  • FPO, Right Issues & OFS
  • Fixed Price and Book Building Process for IPO
  • Secondary Markets
  • Role Of Secondary market
  • Products in Secondary Market
  • Players In secondary Market
  • Global Stock Exchanges and their Indices
  • BSE & NSE Indices and Calculation Methodology
  • Trading process and settlements Cycle
  • Demat and Live Trading Sessons
  • Margin Trading & Short Sell Mechanism
  • Understanding the Financial Websites and Data Picking
  • FOREIGN CAPITAL ISSUANCE:- ADR and GDR
  • Alternate Investment Products
  • Mutual Funds
  • REITS
  • Venture Capital Funds
  • NCD's
  • ETF

Module 4 Corporate Finance

Process Of Capital Budgeting
Principals Of Capital Budgeting
Project Evaluation Scenarios





  • Net Present Value
  • Internal rate Of Return
  • Payback Period
  • Discounted Payback Period
  • Accounting Rate Of return Profitability Index
  • Break Even Point
  • Cost – Volume –Profit Analysis

Cost Of Capital



  • Cost Of Equity Capital (Ke)
  • Cost Of Fixed capital (Kd)
  • Cost Of Preferred Capital (Kp)
  • Weighted Average Cost Of Capital

Understanding leverage



  • Degree Of Operating Leverage
  • Degree Of Financial Leverage
  • DOL
  • Effect Of leverage on NI and ROE

Beta



  • Leveraged and Unleveraged beta
  • Methods to calculate beta
  • CAPM
  • DDM
  • Bond Yield + Risk Premium
  • Understanding Country Risk premium

Optimal Capital Budget



Module 5 Economy Industry Company Framework

Economy Analysis

  • Understanding Macro & Micro Variables
  • In-dept. Analysis Of GDP, Inflation & Unemployment
  • Effect of Macro Economic Factors on Financial Markets
  • Global Events Tracking and Discussion
  • Understanding Fiscal & Monetary Policy
  • Economy Data picking form MOSPI,IMF, WTO ,Fred, OCED & Other Sites

Industry Analysis

  • Industry Types and Classification
  • Industry Life Cycle
  • Decoding Industry Jargons
  • Internal & External factors for different Industries
  • Porter Five Force Model
  • Participants can pick any Industry of their choice and make Industry Report

Company Analysis

  • Participants can pick any Company of their choice from Industry selected
  • Understanding the revenue mix for the company
  • MD&A Analysis
  • Management Overview
  • Major Products and Services
  • SWOT analysis
  • Sensitivity to Industry & Economy Cycles
  • Demand & Supply Analysis
  • Company Profiling as Project Submission

Module 6 Financial Statement Analysis

Accounting Definition
Accounting Concepts & Conventions
Accounting Cycle
Understanding Auditors Notes and Management Discussion
Steps in Financial Statement Analysis
Regulating Authorities (Indian and Global Markets)
Filing In Global Markets (SEC Filing)
In-depth Analysis of Income Statement

  • Revenue Recognition Methods
  • Expense Recognition
  • Step by Step building Income Statement
  • Depreciation Methods
  • Operating and Non-Operating Income
  • Revenue & Expense Recognition
  • Income Tax
  • Long term Lease
  • Minority Interest

Balance Sheet



  • Asset
  • Liabilities and
  • Share Holders Equity

Cash Flow Statement



  • Direct Method
  • Indirect Method

Ratio Analysis



  • Liquidity Ratios
  • Solvency Ratios
  • Profitability Ratios
  • Activity Ratios
  • Market Ratios &
  • Valuation Ratios
  • Du Pont & Extended DuPont Analysis
  • Credit Ratios & Altman Z Score

Inventory Valuation Methods



  • LIFO
  • FIFO
  • Weighted Average Cost Method

Module 7 Financial Modeling & Equity Valuation

Projection Of Variables



  • Bottom Up & Top Down Forecasting
  • Statistical Methods for Forecasting (Exploration, Causative and Judgmental techniques)
  • Identifying Key Performance Indicators for Projection
  • Time Series Analysis
  • I. Long Term Trend
  • II. Seasonality Factor
  • III. Cyclical factors
  • IV. Short Term Fluctuations
  • Financial Statements Modeling
  • Utilizing Excel Internal Functions ( Forecast, Growth, Linest) to Build Dynamic Models
  • Regression Based E-I-C projection with Excel
  • Model sensitivity with change in variables
  • Data Picking form Database and Spreading technique for building Financial Statements
  • Creating Control Panel for variables
  • Schedulers Building ( Depreciation, Tax, Interest, Dividend Projection)
  • DSO , DIO & DPO for Balance Sheet
  • Handling Circular references and Creating On/Off Switch

Equity Valuation



  • Valuation Approach
  • I. The Net Asset Approach
  • II. The Income Approach
  • III. The Market Approach

Relative Valuation Methods



  • I. Price Multiples ( P/E, P/S , P/BV, P/CFO, P/EBITA, P/EBITDA)
  • II. Enterprise Value Multiples ( EV/EBIDTA, EV/EBIT, EV/Sales, EV/CFO)
  • III. Industry Specific Multiples ( EV/Ton, ARPU, ARPM etc)
  • IV. Industry Specific Multiples ( EV/Ton, ARPU, ARPM etc)

Discounting Cash Flow Analysis



  • i. Dividend Discount Model
  • ii. FCFE and FCFF Calculation & Valuation
  • iii. Discounting Factor ( Ke, WACC)
  • iv. Beta Calculation (Levered & Unlevered)
  • v. Terminal Value Calculation
  • vi. Understand Gordon Growth Model
  • Sensitivity Analysis for the Model
  • Monti Carlo Simulation

Module 8 Derivative Analysis

  • Global Derivatives Market
  • Indian Derivative Market
  • Future Contracts
  • Forward Contracts
  • OTC & Exchange traded contracts
  • Options
  • Option Payoff Charts In Excel
  • Option Valuation
  • FRA's
  • Margin's( MTM concept)
  • WIENER Process and Itô lemma
  • Black Scholes-Morton Model
  • Understanding the option Greek's

Module 9 Understanding Fixed Income Securities

  • Bond Basics
  • Types of Bonds
  • Interest Rates and Term Structure OF Bonds
  • Risk Associated With Bonds
  • Bond Valuation
  • Duration , Modified Duration & Convexity
  • Bond Thermos
  • Bond Functions in Excel and their uses

Module 10 Mergers & Acquisitions

  • Mergers & Acquisition Overview
  • Corporate Restructuring
  • Reasons for M&A
  • Types Of M&A
  • Mechanism Of M&A
  • M&A Process ( Buy Side & Sell Side Process)
  • Accretion / Dilution Analysis

Module 11 Finishing Touch

  • Daily Economic Discussion
  • Weekly And Montly Test on Interview Patterns
  • English Communications & Grammer Excersise
  • Reasoning & Aptitute Training
  • Resume Writing
  • Interview Q&A
  • GD & GAM
  • Presentation Skill
  • Placements
  • Certifiaction

Training Features

  • Training by Certified / Experienced Trainers
  • Implementation of Theoretical Learning in Practical Scenario
  • Daily News Paper Reading Session
  • Daily Stock Tracking Session /Dummy Trading
  • Soft Skill Classes
  • E-Material + E-Library
  • Assignments + Presentation + Mock Interviews
  • Companies Specific Interview Q & A Preparation
  • CV writing
  • WIFI Campus
  • Certification & Placement Assistance in Financial sector
  • Unlimited study support to "n" number of FATP Batches
  • 100% Placement Track Record in Financial Sector

Who Can Join us

  • Finance Professionals MBA, CFA ,ICWAI,CA,CS,CFP
  • Aspirants who want to bridge their career gap .
  • Graduates and Post -Graduates who want to bridge the gap between Academics and Industry,
  • B.Tech (Fresher) Present Year Passout
  • Working professionals (0-15 ) years Experience, who want to switch their career to Finance Research & Analysis Sector or
  • Fresher's who want to build the strong base in finance before getting into job
  • Candidates prepairing for CFA Exam will get stronger base on finance .
  • Start-up or Entrepreneur wants to learn fundamental finance concepts

Duration & Mode



FATP Training Modes
Mode Duration & Fee
ClassRoom / Online Regular 3 Months (Monday to Thursday )
ClassRoom / Online Weekend 5 Months (Sat & Sun)
Only Sunday Batch 6 Months ~ 25 Sundays


Fee - INR 50,000/- (Including all Taxes)
Payment Modes : Cheque / Cash/ Credit Card / Online Transfer
Fee Includes



Discount Packages






  • Students rejoining after one year from the date of registrtion will get 50% Discount on current fee.

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