aft's 2-days workshop - the wall street club bits pilani
TRANSCRIPT
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8/12/2019 AFT's 2-Days Workshop - The Wall Street Club BITS Pilani
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earning
Objectives
Learning Key Functions & Utilities, Data Analysis Tools in MS-Excel
Understanding Financial Statements (Balance Sheet, Income Statement and Cash Flow)
Building a Financial model in MS-Excel for evaluation
Overview of the Banking & Financial Services Industry and Career Options in Finance
The Wall Street Club,
BITS, Pilani
DeliveryMode
MS-Excel based cases & exercises on functional needs Building a Financial Model based on a Case Study
Discussion on a Business Model of a real-life Indian Financial Conglomerate
Workshop
Outline
Session 1: MS-Excel
Exploring the MS-Excel screen and effective use of KeyboardShortcuts
Excel Utilities & Tools: Cell Formatting, Custom Formats, Data Protection, Paste Special, Cell &
Range Naming, Views (Freeze-Unfreeze, Group-Ungroup, New Window), Formula Checking,
Function Keys:F2 (Cell Modes); F4 (Cell Referencing), F5 (Go-ToTool), F9 (Evaluating a Formula)
Excel Functions Library: Mathematical (SUMIF(S), SUBTOTAL); Statistical (COUNTIF(S), AVERAGEMAX, MIN); Logical (IF, Nested IF, AND, OR, BooleanLogic); Date (EDATE, EOMONTH); Financia
(PMT, IRR and XIRR, NPV and XNPV); Lookup & Reference (CHOOSE, VLOOKUP / HLOOKUP
(Dynamic VLOOKUP) MATCH, INDEX, OFFSET)
Array Calculations that allow shorter formulas
Data Analysis Toolslike Text-to-column; AdvancedFiltering,DataValidation; What-Ifanalysis
GoalSeek,Solverutility, DataTablesfor sensitivity analysis
Session 2: Corporate Finance Fundamentals
Financial Statements Overview:(a) Income Statement (b) Balance Sheet (c) Cash Flow Statement
Understanding the Linkagebetween Financial Statements
Ratio Analysis:Profitability, Turnover (Efficiency), Leverage, Return, etc.
Session 3: Financial ModelingClassroom Exercise
Best Practices in Financial Modeling,
Preparing Income Statement, Balance Sheet & Cash Flow Statement
Calculations such Historical Trends, Depreciation, Working Capital)
Calculating Financial Ratios, Balancing the Model, Dealing with Circular References
Session 4: BFSI Industry Overview & Career Options in Finance
Understanding the BFSI Industry Structure, i.e. Banks, NBFCs, Insurance, others
Discussion on a Business Model / Structure of a real-life Indian Financial Conglomerate:
o Investment Banking (including Merchant Banking)
o Institutional Sales / Broking (including Equity Research)
o Retail Broking, Asset Management, Wealth Management
Duration:Approx. 12-14 Hour Workshop (over 2 Days) at BITS, Pilani Campus
Requirements:Laptops (At least 1 for every 2 participants) to be arranged by the participants
Fees: Rs. 750/- per participant
2-Days Workshop o
Advanced MS-Excel & Financial Modeling
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