CERTIFIED FINANCIAL RESEARCH (CCFR) PROGRAM WITH INTEGRATED INTERNSHIP

COURSE DESCRIPTION

The Professional Certification program offered in collaboration with Moody’s Analytics provides participants with a thorough understanding and applicability of Financial Research


CERTIFICATION AWARDED

On successful completion of the program, you would be awarded the professional certification inCERTIFIED FINANCIAL RESEARCH(CCFR)” by Moody’s Analytics and EduEdgePro.


COURSE COLLATERALS AND HIGHLIGHTS

  • The Program will also provide dual certification in CCFR as well as internship.
  • The Program offers full time paid internship for two months at Copal Amba
  • The course offers a perfect blend of academics and practical approach, which is highly relevant within the ever competitive financial industry
  • The program focuses on imparting expertise and knowledge in the field of Investment Banking, Equity Research, Private Equity and Credit Research, keeping in view the skill-sets that the industry expects and demands
 Fast Facts

 Certified by :
 Moody’s Analytics and EduEdgePro

 Broad Coverage:
  • Introduction
  • Macroeconomics
  • Financial Statement Analysis
  • MS Excel
  • Financial Modelling
  • Valuation
  • Trading Comparables
  • Transaction Comparables
  • LBO Modelling
  • Investment Banking
  • Equity Research
  • Credit Research

Mode of Delivery

Price

Duration
Offline Training
(Classroom)

Rs. 1,25,000 plus
taxes

100 Hours


E-Learning


Rs. 25,000 plus
taxes

50 Hours


Customized In-house
Group Training
Contact us


Customized


  • The course is developed, keeping in mind, the evolving financial industry, requiring individuals to be “job ready” and ensuring productivity from the day they join the organization
  • The content is delivered by EduEdgePro’s faculty that hail from leading universities such as Stanford, NYU, NUS, IIM and IIT and having worked at top financial institutions/banks such as Goldman Sachs, Morgan Stanley, Accenture, First Gulf, Standard Chartered, Credit Suisse and Nomura.
  • The curriculum has been developed in consultation with industry veterans across the globe and Senior Management team of Copal Amba. The program features regular interactions with industry veterans and Senior Management of Copal Amba, providing detailed insights about the industry as over a decade of experience in the financial industry
  • The program aims at developing an understanding of all key products & markets including application of various analysis techniques and insights of financial industry


WHO SHOULD ATTEND

This program is extremely useful for participants who want to build careers as

  • Financial Analysts/Associates
  • Investment Banking Research professionals
  • Equity Research Analysts
  • Credit Analysts
  • Fixed Income Analysts
  • Portfolio Analysts
  • Wealth Management Analysts
  • Private Banking Analysts
  • Financial Advisory Analysts
  • Financial Strategists
  • Derivatives Strategistx
  • Portfolio Analysts
  • Wealth Management Analysts
  • Private Banking Analysts
  • Financial Advisory Analysts
  • Financial Strategists
  • Derivatives Strategistx








DETAILED CURRICULUM

Section 1 - Introduction

This introductory module provides an overview of equity and debt capital market and their instruments, Corporate finance and project appraisal tools, investment banks.

  • Corporate Finance techniques for decision making
  • Corporate Finance techniques for decision making
  • Financial markets overview and its instruments
  • Risk & Return analysis for decision making
  • Equity Capital Markets (ECM)
  • Debt Capital Markets (DCM)
  • Insights into functions of Investment Banks, PE Firms and Equity Research Houses

Section 2 - Macroeconomics

This Module comprehensively discusses key important factors of macroeconomics. It explains the concept of GDP and its impact on Financial Markets.

  • Understanding macro-economics
  • Wealth & management
  • Gross Domestic Product
  • Macro-economic management
  • Impact on financial markets

Section 3 - Financial Statement Analysis

This Module looks to the specifics of financial statements and its construction and interpretation. It also elaborates three concepts of three financial statement and analysis of Ratios and Annual Reports.

  • Importance of Financial statement in analysis
  • Accounting concepts
  • Construction and interpretation of Financial statements
  • Annual report analysis
  • Ratio Analysis
  • Inventory Valuations
  • Depreciation Policies
  • Leases
  • Capitalization vs. Expensing
  • Income Taxes
  • Various sources used for the analysis: SEC Filings, including Annual Reports (10-K) and Quarterly Reports (10-Q)
  • Concepts of the three financial statements: Income statement, balance sheet and cash flow

Section 4 - MS Excel

This Module explains basics of Excel formulae like Vlookup,Hlookup,INDEX and MATCH.It also covers advanced excel tools and its applications and creation of Data Tables, Pivot Tables and Macros.

  • Excel basics (Analyst’s Excel formulae and functions, VLOOKUP, HLOOKUP, INDIRECT, INDEX, MATCH)
  • Advanced Excel tools and their application
  • Model creation and auditing
  • Array functions
  • Graphs and Charts
  • Direct – Indirect linking
  • Pivot table
  • Data tables
  • Macros

Section 5 - Financial Modeling

This Module introduces to the concept of Financial Modelling. It also explains in details as to scheduling Working Capital, Depreciation and Amorization,preparing Income Statement and Troubleshooting.

  • Overview of financial modeling
  • Excel best practices
  • Modeling warm up
  • Key financial statements
  • Working capital schedule
  • Depreciation & Amortization schedule
  • Long-term items (others) schedule
  • Building Income statement
  • Preparing for debt & interest
  • Troubleshooting

Section 6 - Valuation

This Module thoroughly explains difference between Book value and Market value. It also covers DCF valuation and concepts of Excel like WhatIf analysis, Goal seek and creating Data table.

  • Overview of Valuation
  • Differentiating between Book Value and Market Value
  • Discounted Cash Flow Analysis (DCF)
  • Terminal value (Exit Value, perpetuity Growth Method)
  • Cost of capital
  • What if Analysis: Goal Seek, Data Table and Scenario Manager

Section 7 - Trading Comparables

This Module exhaustively covers understanding and calculations of Enterprise value and its multiples like EV/Sales,EV/EBITDA and EV/EBIT.It also explains as to Interpreting output Sheet and Equity value multiples.

  • Industry specific valuations
  • Choosing appropriate peer group
  • Understanding & calculating Equity Value and Enterprise Value (EV)
  • Normalizing earnings
  • Calculating last twelve months (LTM)
  • Adjusting the EV
  • Calculating fully diluted shares outstanding (options & convertibles)
  • Calculating equity value multiples: P/E, P/CF, P/BV, PEG, Dividend Yield
  • Calculating EV based multiples: EV/Sales, EV/EBITDA & EV/EBIT
  • Interpretation of Output sheet

Section 8 - Transaction Comparables

This Modules covers calculations relating to equity value and enterprise value.

  • Choosing appropriate deals
  • Discussing strategic rationale
  • Understanding the regulatory roadblocks/ challenges
  • Control premiums and synergies
  • Calculating equity value and enterprise value (EV)
  • Normalizing earnings
  • Checking and interpreting results

Section 9 - LBO Modeling

This Module extensively covers Global and Indian Private Equity Market.It also explains the Investment process, Deal Structuring and Fund Structure in detail.

  • Introduction to private equity
  • Fund Structure & overview
  • Investment Process
  • Deal Structuring & valuation
  • Global & Indian Private Equity Market

Section 10 - Investment Banking

This Module specializes in the area of Investment banking.The objective of the Module is to explain IPO valuation,Pitch book Building, understanding M&A, Buy-side and Sell-side etc.

  • Company Profiling
  • Stock Performance charts
  • Transaction case studies
  • Book building and benchmarking
  • Understanding the M & A and Private Placement
  • Pitch Book building process
  • Understanding the Sell-side and Buy-side
  • IPO valuation

Section 11 - Equity Research

This Module extensively covers concept of Equity Research.This Modules also teaches application of DCF Valuation Technique,Suggesting buy/sell for company and methods to forecast revenues and cost drivers.

  • Annual Report Analysis – analyst’s disModule of the available information
  • Method to forecast revenues and cost drivers
  • Balance Sheet, Income Statement and Cash Flow adjustments
  • Applying DCF Valuation Technique
  • Building a full DCF model
  • Suggesting BUY/SELL for the company

Section 12 - Credit Research

The final Module deals with Credit Research. It also covers Liquidity Analysis, Indenture analysis, Debt Covenants Analysis and credit Ratios.

  • Credit Research
  • Overview of Credit research
  • Corporate Credit Analysis
  • Financial position from credit perspective
  • Credit Ratios
  • Liquidity Analysis
  • Indenture Analysis
  • Debt Covenants Analysis
  • Headroom Analysis
  • Overview of Structured products

MODES OF DELIVERY

  • CLASSROOM TRAINING
  • E-LEARNING
  • CUSTOMISED IN-HOUSE TRAINING FOR A GROUP

Let us bring our classes to you! Our in-house training are ideal for groups of 10 or more people. We can provide Off-the-shelf training in the form of our classic courses, or we can provide bespoke training, tailored to your organisational goals and objectives. Please contact us for further details