Financial Modelling and Analysis Course | Here’s Everything You Need to Know - upGrad Campus

Financial Modelling and Analysis Course | Here’s Everything You Need to Know

November 13th, 2023

Financial Modelling and Analysis Course | Here’s Everything You Need to Know

Explore the Comprehensive Financial Modelling Course

  1. Significant Advantages of the Financial Modelling and Analysis Course
    1. Making Informed Decisions
    2. Improved Analytical Skills
    3. Career Opportunities
    4. Investor Confidence
    1. Section-1 Financial Analysis
      1. Finance Fundamentals
      2. Excel and Statistics
      3. Fundamentals of Financial Analysis
      4. Ratio Analysis
    2. Section-2 Budgeting, Forecasting and Valuation
      1. Financial Analysis and Budgeting
      2. Forecasting
      3. Valuation and Corporate Strategy
      4. Mergers and Acquisition (M&A) and Investment Banking
      5. Equity Research
    3. Section-3 Building a Financial Model
      1. Financial Modelling
      2. Financial Plan Deep Drive
      3. Using AI for Financial Modelling and Analysis
      4. Financial Modelling Tools and Software
    4. FAQs
      1. What distinguishes this market-leading financial analysis course from others?
      2. How can I succeed in the financial modelling and analysis course?
      3. How many sessions will be there in the course?
      4. Is a placement offered once I complete the course?What Will You Learn in the Financial Modelling and Analysis Course?

    Welcome to our comprehensive Financial Modelling and Analysis Course! Whether you are a finance professional looking to enhance your skills or someone eager to enter the world of financial analysis, this course is designed to provide you with a solid foundation and advanced knowledge in financial modelling.

    Significant Advantages of the Financial Modelling and Analysis Course

     Advantages of the Financial Modelling and Analysis Course

    Making Informed Decisions

    Understanding financial models empowers you to make informed and strategic decisions. By analyzing historical data and projecting future scenarios, you gain valuable insights into potential risks and opportunities.

    Improved Analytical Skills

    Our course focuses on enhancing your analytical skills through hands-on experience with financial data. You'll become proficient in using analytical tools, Excel, and statistical techniques to interpret financial information.

    Career Opportunities

    The demand for professionals skilled in financial modelling is ever-growing. Completing this course opens doors to various career opportunities in finance, investment banking, equity research, and more.


    Read Also: Why A Financial Modelling and Analysis Course Is Your Key Career Starter?

    Investor Confidence

    Building solid financial models increases investor trust and confidence, which is critical in securing funding and financial backing.


    Related : Excel at Financial Modelling and Analysis with Our Step-by-Step Guide

    What Will You Learn in the Financial Modelling and Analysis Course?

    The course has three sections, each offering detailed information that allows you to enhance your knowledge and create a financial foundation.

    Section-1 Financial Analysis

    Financial analysis is the foundation of sound decisions in business and finance. You must first go through its fundamental components to understand this complex area.

    1. Finance Fundamentals

    Financial analysis is understanding the fundamental concepts of finance. This module begins with the fundamentals of finance, preparing you to dive into the world of financial analysis. You will gain knowledge on finance terms, various financial sources along with a case study.

    2. Excel and Statistics

    Excel and statistics proficiency is necessary for doing in-depth financial analysis. This program includes hands-on Excel instruction, where you will learn how to properly organise and handle financial data. Statistics allows you to understand data precisely, which is essential in financial analysis.

    3. Fundamentals of Financial Analysis

    After establishing a robust foundation in finance and Excel, you’ll move on to the core of financial analysis. You will learn about accounting principles and how financial statements work.

    4. Ratio Analysis

    A fundamental financial analysis component, ratio analysis allows you to assess a company’s performance and financial health. This module delves into profitability, liquidity, solvency, and efficiency ratios. You will learn to navigate these ratios to come up with sound outcomes.

    Section-2 Budgeting, Forecasting and Valuation

    A thorough financial understanding of budgeting, forecasting, and valuation is vital. This course has been designed to take you on a complete, authentic, and detailed path through many of these financial components that can help drive business success.

    1. Financial Analysis and Budgeting

    Financial analysis is the foundation of good budgeting. The financial modelling and analysis course will teach you how to analyse financial data, understand cost and break-even analysis, and use it to construct future-oriented budgets. Budgeting skills are essential for individuals and businesses since they help with financial control and goal achievement.

    2. Forecasting

    The foundation of financial planning is accurate forecasting. In this module, you dive into forecasting approaches, allowing you to forecast financial trends, manage risk, and find opportunities.

    3. Valuation and Corporate Strategy

    Valuation determines the appropriate value for assets, business, or investments. This module will teach valuation techniques and how they apply in practice through a real-world case study.

    4. Mergers and Acquisition (M&A) and Investment Banking

    Learn about the function of investment banks in the financial sector, including their engagement in mergers, acquisitions and corporate finance transactions. Learn about the tactics and financial analysis used in M&A transactions, which are necessary skills in today’s corporate landscape.

    5. Equity Research

    Immerse yourself in equity research, where you will learn how to evaluate and analyse equities.

    Section-3 Building a Financial Model

    This section of the financial modelling and analysis course delves into the complexities of financial modelling and introduces financial planning, AI tools, and software.

    1. Financial Modelling

    At the core of this course is a comprehensive examination of financial modelling. You will learn how to create a mathematical representation of financial problems, which will help you to make data-driven predictions and educated judgments.

    2. Financial Plan Deep Drive

    With this module, you will analyse and comprehend existing models, learning to critically evaluate their assumption, mechanisms, and room for growth. This deep drive offers you the knowledge and tools to create accurate models.

    3. Using AI for Financial Modelling and Analysis

    The course does not limit itself to traditional methodologies; it teaches how AI may help improve financial modelling and analysis. You will understand you can utilise GANs (Generative Adversarial Networks) for financial forecasting in an ethical fashion.

    4. Financial Modelling Tools and Software

    To thrive in financial modelling, you must have the correct tools. This course will introduce you to various software and tools to help you with the modelling process. You will learn how to use spreadsheet tools, PowerBI and Tableau to optimise your models.

    With financial modelling certification, you can apply to several job roles like investment banking analyst or associate, financial analyst, risk analyst, private equity analyst, and equity research analyst.

    3 Projects of Financial Modelling And Analysis That Will Boost Your Resume

    3 Resume-Boosting Financial Modeling Projects


    In this course, after every section, you will get practical experience to test your understanding and help you enhance your study power.

    1. Analysis of Financial Statements

    Financial statements are a significant source of financial data. Here, you will go through the company’s financial statements, understand the overall health of the company and make decisions.

    2. Forecasting and Valuation

    In this project, you will learn about the budgeting process involved in setting up financial goals, use forecasting methods to predict the financial outcomes and understand the approaches to determine the Economic Value of the business.

    3. Building Financial Model

    This project provides learners with information about the process of developing financial models to evaluate the value of an asset or organisation such as Mindalco Industries.


    With these projects, you will better understand the financial concept and give yourself a practical test to enhance your resume. This financial modelling course with placement also enables various career possibilities with well-known firms such as Goldman Sachs, IBM, Airtel, and Myntra.


    Also Read: Financial Forecasting vs. Financial Modelling: What’s the Difference?

    Strengthen Your Financial Expertise Today

    Financial modelling and analysis courses provide critical skills for making informed decisions, from learning valuation methodologies to grasping the complexities of budgeting and forecasting. With each component, you receive crucial information, allowing you to navigate the financial environment confidently and accurately.

    Enroll in a Job-ready Program in Financial Modelling and Analysis with upGrad Campus to elevate your financial analysis abilities. Seize opportunities in the dynamic finance sector that await your skillful grasp.

    FAQs

    1. What distinguishes this market-leading financial analysis course from others?

    Our financial modelling and analysis course stand out due to its comprehensive curriculum, hands-on approach, and emphasis on practical skills. You'll gain in-depth knowledge, hands-on experience with real-world projects, and the ability to apply financial concepts in various scenarios.

    2. How can I succeed in the financial modelling and analysis course?

    To succeed in the course, it's crucial to actively engage in the learning process. Attend all sessions, complete assignments on time, and participate in practical projects. Practice using financial modelling tools and software, and seek help from instructors or peers when needed.

    3. How many sessions will be there in the course?

    The course is structured into multiple sessions, covering different modules and topics. The exact number of sessions may vary, but you can expect a comprehensive learning experience with a balance of theoretical concepts and practical application.

    4. Is a placement offered once I complete the course?

    Yes, we provide placement assistance upon successful completion of the financial modelling and analysis course. Our dedicated placement cell works closely with leading firms to connect our graduates with exciting career opportunities in finance, investment banking, and related fields.

Disclaimer: The success of job placement / interview opportunity depends on various factors including but not limited to the individual's qualifications, experience, and efforts in seeking employment. Our organization makes no guarantees or representations regarding the level or timing of job placement / interview opportunity. Relevant terms and conditions will apply for any guarantee provided by upGrad.

Add a Comment