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Spreadsheet Modelling for Finance

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Duration: 5 days
Timings: 1700hrs -2015hrs
Dates: 3-7 May,2021
Programme Director: Prof. Himanshu Joshi & Prof. Vandana Gupta
Mode: Online
Fees: Rs.10,000 Plus GST @18%

Programme Introduction:

This programme is designed to address the learning requirements for professionals, academics and students of professional courses like CA, CS, CMA, CFA who are engaged in or interested to learn the nuances of essential spreadsheet modelling for Finance. It provides conceptual and practical insights on the basic and advanced excel tools useful for financial modelling such as data table, pivot tables, goal seek, solver, and array functions. In addition, it covers four application areas in finance namely, financial statement forecasting, equity valuation, fixed income analysis, and M&A transactions.

Programme Objective:

  • Understanding the basic and advanced features of MS Excel useful for financial analysis.
  • Understanding how to develop good excel models and debugging them.
  • Developing spreadsheet models for Financial Statement Forecasting, Equity and Business Valuation, Fixed Income Analysis, and M&A Transactions.

Programme Content:

  • Excel features handy for financial analysis and modeling such as pivot table, data table, goal seek, array functions, solver, and in-build finance functions.
  • Skills for building good excel models.
  • Financial statement modeling and forecasting using ‘plugs’ of cash, debt, and target capital structure.
  • Modeling equity and business valuation using discounted cash flow (DCF) method; including valuations for start-ups, financially distressed firms and private firms.
  • Developing spreadsheet models for fixed income analysis- duration, convexity, interest rate immunization, deriving yield curves.
  • Modeling for M&A transactions including standalone valuations of acquirer and target, combined valuation with synergy, evaluating impact of swap ratio with sensitivity analysis; and modeling for Leveraged buy-outs.

Programme Methodology:

Program will be delivered in online mode using real life data and case study for equity and business valuation, financial statement forecasting, yield curve derivation, and M&A transactions. Practice spreadsheets will be provided to the participants before the sessions, and hands on sessions will be conducted.

Target Organizations:

Treasury divisions of commercial banks, investment banks, private equity firms, equity brokerage firms, KPOs, and accounting & finance divisions of private and public sector companies.

Target Participants:

Equity Analyst, Fixed Income Analysts, Middle and Senior Level Managers from Finance and Accounts Divisions, Academics, and students of the Professional Courses like CA, CS, CFA, CMA etc.

Program Faculty:

Prof. Himanshu Joshi
Associate Professor in Finance with FORE School of Management, New Delhi. He holds MBA (Finance) and Ph. D degrees and a ‘Specialist Diploma in Credit Risk Management’ from National University of Singapore. He has been into teaching, training and research for more than 19 years, and has been associated with IIM Rohtak, Indian Institute of Corporate Affairs, Gurugram, and ONGC Academy Dehradun as visiting faculty. He has published research papers in refereed journals and presented research papers in national and international conferences. He has successfully developed and delivered Executive Programs in the area of Spreadsheet Modelling, Financial Analysis using Excel, Enterprise Risk Management, FOREX Risk Management, Pricing of Derivatives, and Strategies for Financial Value Creation. His areas of research include ESG Investments, Global Asset Allocation, Cash Holdings and Firm Performance, Stakeholder Theory Applications in Finance, and Corporate Risk Management.

Prof. Vandana Gupta
Professor in Finance with FORE School of Management, New Delhi. She is PGDM from IIM Ahmedabad, and PhD (Finance) in credit risk. She has 28 years of experience including industry and academics. She has worked with leading corporates as Infosys, ICRA, Religare Securities, Bennet Coleman & Company and Modi Telstra. Her teaching areas include business valuations, financial reporting, credit risk management, project appraisal and financing. She has to her credit several research papers published in national and internal journals, including presenting research works in several national and international conferences. She has conducted Executive programs in Spreadsheet Modelling, Project Financing, Credit Risk Modelling and Finance for Non-Finance.

Corporate Group Discount:

One complimentary nomination for every group of three nominations from the same organization, i.e., 3+1 participants for the fee of 3 participants

For registration/enquiries , please mail to exed@fsm.ac.in or call at 9166085159 (Mukesh) or 9810875278 (Puneet)

Executive Education/MDPs

FORE School of Management has been designing, developing and conducting innovative Executive Education (EE)/ Management Development Programmes (MDPs) for working executives in India for over three decades.