Post Graduate in Financial Statement Analysis- Henry Harvin®

Name: Introduction To Post Graduate in Financial Statement Analysis- Henry Harvin® | Henry Harvin
Uploaded: 2023-09-15 15:29:35
Description: Gear up your career in the competitive field of Finance | Gain expertise in financial statement analysis | Learn essential skills for analyzing financial statements effectively and making informed decisions

Course 1: CFSA- Certified Financial Statement Analysis Course
Module 1
- Introduction to Accounting and Financial Statement
- Why do we need Accounting
- Importance and need for Book keeping
- Purpose of Financial Analysis
- Types of Analysis
- Need of Financial Reports
Module 2
- Understanding Financial Statements
- Nature & objectives of Financial Statements (P&L, balance sheet,cash flow)
- Uses & Limitations of Financial Statements
- Understanding, Income Statement
Module 3
- Financial Statement Analysis
- Tools and techniques of financial statement analysis
- Cash flow statement
- Sources of financial information
Module 4
- Report Preparation of Financial statement Analysis
- Types of business combinations
- Consolidated financial statements
Module 5
- Balance Sheet Analysis and Ratio Analysis
- Balance Sheet Breakdown
- Balance Sheet Ratio Summary
- Component to Ratio Analysis
- General Ratio
- Funding Gap
- Working Capital
Module 6
- Income Statement Analysis
- Break down of income statement
- Vertical analysis
- Horizontal analysis
- Sources of benchmarking
- Depreciation concepts
- Amortization
Module 7
- Cash Flow Statement
- Understanding cash flow statement
- Operating activities
- Investing activities
- Financing activities
- Cash flow analysis
- Understanding convertible securities
- Understanding non-convertible securities
Module 8
- Rate of Return Analysis
- Comparative Statement
- Common Size Statement
- Du-Pont Analysis
- Inter-company transactions and profit confirmations
- Minority interest
- Consolidated net income
- Consolidated retained earnings
Course 2: Financial Modeling Course
Module 1
- MS Excel Tips
- Understanding and creating a Financial Model template
- Case: Formatting the data, summarizing, and creating a presentable format
- Formatting the imported file with text to columns
- Getting the relevant information from a string of data using Left, Trim
- Converting text to numerical using text to columns
- Using referencing framework (usage of $) to effectively use formulas
- Summarize the sum of sales with Pivot Tables
- Converting data into a tabular format
- Identify high-profit sales using conditional formatting
Module 2
- Financial Statement and Ratios Analysis
- Introduction to Financial Statement Analysis</ li>
- Financial Reporting Mechanics,
- Understanding Income Statement, Balance Sheet, Cash Flow Statement
- Financial Analysis Techniques
- Inventories, Long-Lived Assets
- Non-Current Liabilities
- Financial Statement Application
- Ratio analysis of Industries
- Du point Analysis
- Peer to peer analysis
- Preparation of Financial Analysis report on an industry
Module 3
- Financial Management and Corporate Finance
- Time value of money
- Long term financing
- Cost of capital
- Measure Of Leverage
Module 4
- Project Finance Modeling
- Why Project evaluations
- Stages of project
- Construction & development phase
- Funding during investment phase
- Costs during the investment phase
- Life of project; decision making
- Cash flow waterfall
- Resolving circular reference
Module 5
- Equity Research Modeling
- Prepare Financial Statement
- Analyze Revenue and Costs
- Forecast Revenues, Costs, Debt, etc.
- Project Future Financial Statements
- Performa Adjustments, Compute Margins/Ratios
- Valuation- Discounted Cash Flow Method (DCF), Others
- Prepare Presentation Sheet, Company Overview, Sector Overview
Module 6
- Financial Reporting Writing
- Report Writing: On the basis of Financial Modeling,
- Overview of different sectors such as retail, telecom, IT, Oil & Gas, etc.
Module 7
- Modeling Practise
- Data Collection and Data Structuring
- Preliminary Scrutiny of the Data and Information
- Understand the Business Model and Operating Model
- Modeling the Historical Statement
- Modeling Assumptions for Future Action
- Modeling Revenue Build-up – projecting the future revenues
- Modeling Cost Build-up – projecting the future cost
- Modeling the Asset Schedule
- Modeling the Depreciation Schedule – Book and Income Tax Depreciation
- Comparing the Valuation Summary using Different Parameters on a football field
- Performing Sensitivity/Scenario Analysis
- Performing Valuation using DCF (FCFF and Enterprise Value) and Comparable Analysis (Relative Valuation)
- WACC and Cost of Equity Analysis
- Modeling the Financial Statements, Ratio Analysis
- Modeling Retained Earning Schedule
- Modeling Paid Up Capital and Share Premium Account
- Equity Modeling – Equity Infusion
- Modeling Impact of Accumulated Losses, Current Tax and Deferred Tax on Tax Payable
- Tax Modeling, MAT, and MAT credit
- Working Capital and Term Loan Modeling – Debt Infusion
- Quiz Module 7
Module 8
- Miscellaneous Practice
- Data Collection from Public Sources
- Understanding the Business Profile of the Company
- Modeling Revenue and Expenses Drivers
- Modeling Income Statement
- Modeling Implied EBITDA
- Balance Sheet Projections
- Cash Flow Statement Projection
- Performing Valuation and Sensitivity Analysis
- Calculating Enterprise Value and Implied Market capitalization
- Quiz Module 8
Course 3: Data Analytics in Finance with Python Course
Module 1: Introduction to Data

This module introduces data as a commodity and describes its significance, value and potential.

Data sources
- Variables, features and observations
- Today's Industrial Revolution
- Structured Data vs Unstructured Data
- Ownership, rights, legislation and privacy
- Big Data and the four Vs
Module 2: Introduction to Python

A brief introduction to object-oriented programming and the Python programming language.
- What is Python?
- Why is Python so prevalent?
- Why use Python in Finance?
- Why use Python over Excel?
Module 3: Python Programming I

Get detailed training on how to code in Python.
- Python’s Syntax
- Collections
- Strings
- Operators
- Conditional statements and Loops
- Functions: User Defined Functions
- Modules: writing simple python programs, sharing code, importing code
Module 4:Data Analysis with Python

Unlock the true power of Python for data analytics using state-of-the-art, specialized libraries.
- Python libraries
- Numerical Computing
- Introduction to Data Analysis
- Data Wrangling
- Data Visualization utilizing packages such as Matplotlib
- Plotting time-series data
Module 5: Financial Data Analysis with Python

In this module, participants will enhance their data analysis skills in Python by learning the fundamental techniques used in financial analytics.
- Connecting to data sources using and API and web scraping
- Correlation
- Advanced measures of distance
- Linear regression (OLS)
Module 6: Machine Learning with Python

Gain an understanding of how to apply modern machine learning algorithms to solve problems and answer questions in finance.
- Introductory concepts
- Model evaluation
- Supervised learning
- Unsupervised learning

Course 4: IFRS Course

IFRS No.	Name of IFRS
Introduction to IFRS
IAS 2	Inventories
IAS 7	Statement of cash flows
IAS 8	Accounting policies, changes in accounting estimates and errors
IAS 10	Events after the reporting period
IAS 12	Income taxes
IAS 16	Property, plant and equipment
IAS 23	Borrowing costs
IAS 27	Separate financial statements
IAS 36	Impairment of assets
IAS 37	Provisions, contingent liabilities and contingent assets
IAS 38	Intangible Assets
IFRS 9	Financial instruments for corporates
IFRS 9	Financial instruments for banks
IFRS 10	Consolidated financial statements
IFRS 13	Fair value measurement
IFRS 15	Revenue from contracts with customers
IFRS 16	Leases

Course 5: Advance Excel Training Course
Module 1: Introduction to MS Excel
- Advantages of using MS Excel & Various purpose to use Excel
- Understanding of Workbook, Worksheet, columns, rows & Cells
- Ribbon & Tabs
- Quick access bar, Formula bar, Name bar, Status bar
- Keyboard Shortcuts & Navigation while using large data
- Different Use of Mouse
- Insert Comment
Module 2: Working With Tables
- Advantage of Converting data into tables
- Structured formula
- Use of Slicers
- Dynamic Range
Module 3: Understanding Cell References
- Absolute Reference
- Relative Reference
- Mixed Reference
- 3D Reference
Module 4: Basics Functions of Excel
- Text to Column
- Flash Fill
- Auto Fill
Module 5: Sorting Data
- In Ascending & Descending Order
- Sort with Text, Numbers & Date
- Sort with formatting (Cell, Color, Font Color)
- In Multiple Order
- In Custom Order
Module 6: Filtering Data
- Applying Filters by text, numbers, or date on the Data
- Advanced Filter: Setting up Criteria to Filter the data
- Applying Complex Criteria
- Clearing the existing criteria
- Use Wildcard characters in Filter Criteria
Module 7: Data Consolidation/ Basics of Formula/ Functions
- Form multiple Sheets
- Form multiple Files
- Understanding Syntax, Intellisense, Suggestion box & optional argument
- Basic Calculations & BODMAS Rule
- Calculate Square, cube & Raise Number to Power
Module 8: If Functions and Test Functions
- Simple If
- Combination of If with OR, AND & NOT
- Nested If Function
- LEN, TRIM, LEFT, RIGHT, MID, FIND, SEARCH, CONCATENATE, UPPER, LOWER, PROPER
- REPLACE, SUBSTITUTE, SEARCH, FIND
Module 9: Working With Dates, Countifs, and Sumifs
- Date & Time Formula
- COUNTIF, COUNTIFS, SUMIF, SUMIFS
Module 10: Lookup and information Functions
- Lookup Functions - VLOOKUP. HLOOKUP. LOOKUP
- Disadvantage / Limitations of Vlookup
- Reference Functions - MATCH INDEX
- Simple XLookup
- Exact Match
- Approx Match
- Nested XLookup
- Case Sensitive Xlookup
- Multiple Answer column Xlookup
- Lookup Repeating Value (Using Filter)
Module 11: Using Named Ranges
- Defining and Using Range Names
- Using Named Ranges in Functions
Module 12: Data Validation
- By Numbers, Text Length, Date, List (dropdown)
- Input Message and Error Message
- Dependent Data Validation
- Dynamic Dropdown range with Table
Module 13: Dynamic Array Formula
- Spilled Ranges & use of #
- Sort
- Sort by
- Unique
- Filter
- Sequenc
- Ifs
Module 14: Using Conditional formatting
- Applying Conditional Formatting
- Applying Multiple Rule Sets
- Creating Custom Rule Sets
- Viewing and Managing Rules
- Clearing Custom Rules
Module 15: Macros (only Recording, non VBA)
- Displaying the Developer Tab
- Review and Purpose of Macros
- Where to Save Macros
- Absolute and relative record
- Running macros: Assigning to Quick Access Toolbar, shapes
- Pictures and keyboard shortcuts
- Macro recording with charts & sorting Data
- Alter the recorded code
- User-Defined Function (UDF)
- use pre built VBA code
Module 16: Summarizing Data With Pivot Tables
- Creating Pivot Tables
- Rearranging Pivot Table Data
- Modifying Pivot Table calculations
- Drill-Down
- Filtering the Pivot data
- Summarizing Values by Sum. Count. Average. Max. and Product
- Show Values As % of Grand Total, % of Column Total, % of Row Total
- Grouping Fields
- Creating Calculated Column(s) in Pivot
- Creating Calculated Item(s) in Pivot
- Showing and Hiding the Grand Totals
- Refreshing data in pivot table
- Changing the scope of data source
Module 17: Working With Slicers
- Inserting and Using a Slicer
- Renaming the Slicer
- Changing Slicer Settings
- Formatting a Slicer
- Clearing the Slicer
Module 18: Power Pivot / Power Query
- Enable PowerPivot
- Understand Import Data, Transform data, Data Model to create a report
- Use Load, Load to & Transform Data
- Use of Power query to record steps for all files from a folder
- Add column, Update Column with Text, Numbers, & date
Module 19: Charts
- Selecting data
- Formatting your Chart
- Understanding Different Types of Charts
- Combo Chart
- Creating Custom chart types
- Use of Secondary Axis
- Using Trend Line in Charts
Module 20: Other Topics
- Format Painter
- Freeze Pans
- Removing Duplicates
- Transposing Data
- Paste Special
- Print Settings
- Custom Formatting
Module 21: Excel Dashboard
- Objective to Create Dashboard
- Create Pivot Table & Charts
- Design Dashboard
- Use Macro to Automatically Refresh all when row data is changed or new data is added
Module 22: Protecting and Security
- Password Protect workbook (file) for open & modify
- Password Protect Sheet
- Password protect workbook structure (Review => protect Sheet)
- Allow Edit Range with password
Module 23: Mail Merge
- Understand Mail Merge