Certificate Program on Equity Research

Program

To provide an understanding of:

  • Understand your legal and regulatory obligations
  • Acquire a knowledge of the MLRO/NO role in practice
  • Gain essential perspective on the broader agenda of financial crime
  • Understand how to put in place a risk-based customer due diligence regime
  • Identify where risk-based requirements end and mandatory requirements begin
  • Explore the challenge of managing the whole AML/CTF process
  • Day 1
    1. Financial Statement Analysis 2. Basic and Advanced Valuations
    Understanding Financial Statements
  • Profit and Loss Statement
  • Balance Sheet
  • Funds Flow Statement
  • Introduction to Valuation and its relevance, Important concepts required in valuation, cost of equity, beta, market premium, risk free rate, and forward rates, each element to be actually computed by participants

    Case Study on projections with hands-on study on computers
    3. Financial Modeling 4. Advantage Excel
    Spreadsheets for Designing Financial Loans and Repayment Schedule Learn about powerful inbuilt functions in excel that helps you to save time and work efficiently

    Day 2
    1. Financial Statement Analysis 2. Basic and Advanced Valuations
    Understanding Financial Statements
  • Profit and Loss Statement
  • Balance Sheet
  • Funds Flow Statement
  • Dividend Approaches to Valuation – Cost based methods, Comparative Methods, Cash Flow discounting methods. Computing cost based methods. Computing cost based method for case study company
    3. Financial Modeling 4. Advantage Excel
    Spreadsheets for Loan Amortisation Learn about powerful inbuilt functions in excel that helps you to save time and work efficiently

    Day 3
    1. Financial Statement Analysis 2. Basic and Advanced Valuations
    Understanding Financial Statements
  • Profit and Loss Statement
  • Balance Sheet
  • Funds Flow Statement
  • Cash flow discounting method continued including sensitivity analysis and expected value

    Case Study extension to cash flow discounting method continued including sensitivity analysis and expected value
    3. Financial Modeling 4. Advantage Excel
    Use of Spreadsheets for Sensitivity analysis Learn about powerful inbuilt functions in excel that helps you to save time and work efficiently

    Day 4
    1. Financial Statement Analysis 2. Basic and Advanced Valuations
    Understanding inconsistency in financials and their adjustments Comparative Valuation methods - PE, EV to EBITDA and other multiples to be computed by participants of case study company
    3. Financial Modeling 4. Advantage Excel
    Financial Modelling for Project Appraisal Learn about powerful inbuilt functions in excel that helps you to save time and work efficiently

    Day 5
    1. Financial Statement Analysis 2. Basic and Advanced Valuations
    Impact of corporate actions on financials Putting it all together and determining clusters from where to extract value
    3. Financial Modeling 4. Advantage Excel
    Modelling financial statements Learn about powerful inbuilt functions in excel that helps you to save time and work efficiently

    Day 6
    1. Financial Statement Analysis 2. Basic and Advanced Valuations
    Interpretation & application of different ratios Comparative Valuation methods - PE, EV to EBITDA and other multiples to be computed by participants of case study company
    3. Financial Modeling 4. Advantage Excel
    Valuation Models Learn about powerful inbuilt functions in excel that helps you to save time and work efficiently

  • Senior Executives from Banks
  • Corporate Executives
  • Banks
  • Treasury Managers
  • Insurance Companies
  • New/recently-appointed NOs
  • Compliance officers
  • Internal auditors
  • Financial crime and risk officers
  • Capital Market Intermediaries
  • Students and Investors
  • Basic accounting knowledge is required.

  • Each session is supported by ample excel driven practice examples and take home assignments.
  • Classroom cum Case based methodology is used.
  • 6 day program
    10:00 am to 5:30 pm

    Rs. 22,500.00 + Applicable Taxes per participant inclusive of tuition fees, reference material and (morning / evening) refreshments only.

    For further details regarding contents,
    E-mail: training@bseindia.com