Slide 1: Corporate Bridge Academy CBA)
Corporate Bridge Academy Presents Computer Based Comprehensive Program On
“Equity Research”
(Classroom & Online)
Agenda & Modules
Corporate Bridge Academy’s (CBA) Benefits
IIT–IIM Faculty from JPMorgan, CLSA India, Goldman, Sachs, CRISIL etc. Placement Assistance to the participants by Corporate Bridge Academy. Courses grounded in case studies, spread sheets, and real-life examples. Highly effective Hands-on intuitive training approach. Skilled instructors with years of directly relevant realworld Experience.
Module 1 - Mastering Excel (Classroom) Module 2 – Financial Statement Analysis (Online) Module 3 – Macroeconomics (online) Module 4 – Valuations (Classroom) Module 5 – Trading Comps (Classroom) Module 6 – Transaction Comps (Class) Module 7 – Financial Modeling (Generic Model – Classroom) Module 8 - Financial Modeling (Asian Paints - Classroom)
Module 9 – Financial Modeling (ITC – Online)
Who should attend?
Be trained on powerful inbuilt functions in excel that helps you to save time and work efficiently Get 7 books of Equity Research by the experts from IIT and IIM Get access to various online mock tests, quizzes, question bank and presentations of all modules absolutely free of cost
Investment bankers Fund managers
Equity analysts Equity traders Equity sales people Credit analysts Strategists Treasurers Executive Level Managers Students
Slide 2: Course Highlights
Learn professional analysis to evaluate historical and current trends of a company. Effectively forecast trends and performance of the firm using analyst’s tool like horizontal analysis, vertical analysis and ratio analysis. Insights to various sophisticated fundamental valuation tools as used by buy side/sell side analyst and investment Bankers with key focus on DCF, SOP, DC Equity and EV Multiples. Learn complex financial modeling by identifying and utilizing key business drivers and integrating them into a three statement forecasting model. Learn to efficiently build revenue drivers of a few Sectors.
“ Learning
CBA Team Members
is not compulsory...neither is Survival
W. Edwards Deming
Module 1: Mastering Excel (Self Study)
Excel Basics ( Analyst’s Excel Formulae And functions, VLOOKUP, HLOOKUP, CHOOSE) Graphs and Charts (Two-axis graphs, Band charts – PE, EV/EBITDA, P/Sales, Ratio charts. Pivot Table DATA Tables Macros
”
Module 2: Financial Statement Analysis (Self Study)
Ratio Analysis – Liquidity Analysis, Common size statements, Internal liquidity analysis, Operating / Risk / Growth Analysis, DuPont
Dheeraj Vaidya (IITD, IIML) D. Balasubramaniam (AIM Manila) Gaurav Singh (IITD, IIMC) S. Premananda (IITD, IIMC) K. Kayideni (IITD, IIMA) Bharat Rathi (IIMI) Kavish Sarawgi (IIML) 40+ faculties from IIT-IIM (ExJP Morgan, Ex-CLSA, ExGoldman Sach, Ex- Morgan Stanley, Ex- CRISIL etc.)
analysis - Return on equity /, Risk analysis Inventory Valuations Depreciation Policies Leases Capitalization vs. Expensing Income Taxes
Module 3: Macroeconomics (Self Study)
What is Macro-economic? Wealth & Management Gross Domestic Product Macro-economic Management o o o o Inflation Interest Rates Commodities Exchange Rate
Module 4: Valuations (Classroom)
Discount cash flows Terminal Value (Exit Value, perpetuity Growth Method) Discount Rate (cost of debit, cost of Equity, CAMP) Sensitivity Analysis (TABLE Function) Equity value multiples: P/E, P/CF, P/BV, PEG, Dividend Yield Asset based valuation, Sum of parts, Mergers and acquisitions comparables, Replacement cost method, Qualitative factors in valuation - management quality
Impact on Equity Markets
Slide 3: Module 5: Trading Comps (Class room)
Gathering information Choosing appropriate peer group Calculating equity value and enterprise Value (EV) Normalizing earnings Calculating last twelve months (LTM) Adjusting the enterprise value (EV) Calculating fully diluted shares outstanding (options & convertibles) Equity value multiples: P/E, P/CF, P/BV, PEG, Dividend Yield Calculating various multiples
Module 7: Financial Modeling (Class room)
Hands-on working along with the Instructor Overview of Financial Modeling Excel Best Practices Modeling Warm Up Key Financial Statements Working Capital Schedule Depreciation schedule Amortization Schedule Long term Items (Others) Schedule Building Income Statement Shareholder’s Equity Schedule Shares outstanding Schedule Preparing for Debt & Interest Trouble Shooting Completing the financial Model.
E-learn Equity Research @ your convenience (fees Rs. 7,000 included in the classroom training)
Get access to various mock tests in order to analyze your performance. Projects will be assigned to all the users, which need to be completed in stipulated time. Download your performance reports both in excel and PDF format. Get 7 books of Equity Research from IIT and IIM Access to online forums to participate in the discussion of the particular module. High quality videos with step by step explanation of the topics. For Students who want to prepare on
Module 6: Transaction Comps (Class room)
Gathering information Choosing appropriate deals Discuss strategic rationale Regulatory roadblocks/challenges Control premiums, synergies Calculating equity value and enterprise Value(EV) Normalizing earnings Calculating last twelve months (LTM) Checking and interpreting results Other Valuation Approaches Asset based valuation, Sum of parts, Replacement cost method, Qualitative factors in valuation - management
Module 8: Financial Modeling Asian Paints - Quick Model (Class room)
(The objective is to make a real quick model when we require a quick analysis of a company) Annual Report Analysis - analyst’s dissection of the available information Quick method to forecast revenues and cost drivers Balance Sheet, Income Statement and Cash Flow adjustments Applying DCF Valuation Technique Suggesting BUY/SELL for Asian Paints 100+ page step by step excel handout guide on Asian Paints
their own, we provide a complete study package, which includes presentations (for all subjects), Question Banks (2500 + Online Topic wise Questions) Mock tests on individual chapters Fees Rs 7,000 (Including Taxes) (which is included in the classroom training)
Module 9: Financial Modeling ITC - Indepth Analysis (Self Study)
(The objective is to do an in-depth analysis of annual reports, dissecting various segments and coming up with most up-to date and correct analysis of the company.) Annual Report Analysis - analyst’s dissection of the available information Professional revenue segment Projections (FMCG, Cigarette, Hotel, Agriculture) Modeling the Cost Drivers for different segments Valuations using Sum of Parts, DCF and Relative Valuation Techniques Suggesting BUY/SELL for ITC 170+ page step by step excel handout guide on ITC Financial Modeling
Slide 4: About Corporate Bridge Academy (CBA)
Corporate Bridge Academy is a global full-service training firm, providing instructor-led training and e-learning services to professionals from top investment banks and financial institutions. Our training programs have attracted working professionals from top notch firms like J.P.Morgan, Citi group, RBS, LIC, Reliance capital, Nomura, ICICI Securities, HDFC Securities, CRISIL etc. to name a few. We also conduct in-house training for firms like CLSA India, JP Morgan, Capvent India etc. Candidates of Corporate Bridge have been preferred by firms like ICICI Direct, Share Khan, Adventity, Accenture, CARE Ratings, KR Choksey, SMC etc. for employment. Corporate Bridge has conducted training programs and seminars at IIM Lucknow, IIM Indore, IIT Delhi, IIT Kanpur, MDI Gurgaon, FMS Delhi, NITIE, NMIMS, BSE etc. and many more.
Contact Us
Corporate Bridge Academy Mumbai - 318, A wing, Sagar Tech Plaza, Sakinaka Junction,AndheriKurla Road, Andheri (E) Mumbai. 400072. Telephone: 92222 87738, 92222 87739, 92232 33569, 022 - 3222 5058/ 5062 Corporate Bridge Academy Pune: A-105, 5th floor, Shreenath Plaza Sant dyaneshwar Paduka chowk Off Ferguson College Road, Shivaji Nagar, Pune – 411005. Telephone: 92232 33650, 92232 33659 Email: training@corporatebridge.net training@cbacademy.in Website: www.cbacademy.in
Advisory Team (CBA)
Dr. T. R. Madan Mohan (Ex Prof. IIM Bangalore & Managing Partner, Browne & Mohan) Prof. B. K. Mohanty (IIM Lucknow) Prof. A.K. Mishra (IIM Lucknow) Prof. Pranay K Swain (IIM Calcutta) Romil Pant (National Head, Future Capital Financial Services)
Testimonials
“Excellent material, content and rigor! Excellent rigor!” Bimal, ICICI Bank (IIT Delhi, IIM Calcutta) “You have taken the team to the 'bridge' that they needed to cross and have showed them how” Souba, Capvent Private Equity India
Slide 5: www.cbacademy.in
Registration – Equity Research
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Disclaimer
Corporate Bridge Training reserves the right to alter any part of the published programme or faculty. In the event of course cancellation by Corporate Bridge due to unforeseen circumstances, Corporate Bridge limits its liabilities to refunding the tuition fee of the course. Fee includes tuition and documentation. Delegates are responsible for their own flights and accommodation. An invoice will be sent upon receipt of registration form
Policies and Procedures
Participants, who cancel or don't attend, are liable to pay the full course fee and no refund will be given. Also, the fee cannot be transferred to any other batch Smoking, drinking, eating, chewing gum etc. is strictly prohibited inside the campus. The institute reserves the right to expel a student on account of indiscipline or misconduct.
Data Protection
Corporate Bridge handouts, PPT’s, Tests, Excel Worksheets or any other material for training must not be duplicated or reproduced in any form. No part may be stored in any retrieval system. It must not be transmitted by any means, whether photocopying or recording, electronic or mechanical without the prior written permission of Corporate Bridge Academy. Making copies of any portion for any purpose other than your own is a violation of Indian copyright laws.
