Financial Analysis Prodegree in Collaboration with KPMG

BY
Imarticus Learning

Mode

Online

Duration

4 Months

Fees

₹ 84999

Inclusive of GST

Quick Facts

particular details
Collaborators KPMG
Medium of instructions English
Mode of learning Self study, Virtual Classroom
Mode of Delivery Video and Text Based
Frequency of Classes Weekends

Course and certificate fees

Fees information
₹ 84,999  (Inclusive of GST)

Certificate program in  Financial Analysis Prodegree in Collaboration with KPMG in India fee structure

Fees componentsAmount
Programme feesRs. 84999


Instalments schedule

Fees componentsAmount
Registration Fees
Rs. 10,000
Instalment 1 (Day 0)
Rs. 37,500
Instalment 2 (Day 30)
Rs. 37,499


EMI Options

Fees components
Amount
Registration Fees
Rs. 10,000
Loan Amount
Rs. 74,999 
6-month EMI
Rs. 12,500 
9-month EMI
Rs. 8,334 
certificate availability

Yes

certificate providing authority

Imarticus +1 more

The syllabus

Module 1: Financial Analysis Fundamentals

Understand the foundational concepts and career scope in financial analysis.
  • Introduction to Financial Analysis
  • Financial Analysis Landscape
  • Overview of Careers in Financial Analysis
  • Private Equity Overview
  • Equity Research Overview

Module 2: Excel for Finance

Gain essential Excel skills for data handling and basic financial analysis.
  • Excel Interface, Features, and Terminologies
  • Data Import and Formatting
  • Business Calculations using Excel Functions
  • Sorting, Filtering, and Validation
  • Introduction to Charts and Graphs

Module 3: Fundamentals of Accounting

Develop a strong base in accounting principles and financial statements.
  • Double Entry System & Books of Entry
  • Trial Balance and Accounting Terminologies
  • Financial Statements: Balance Sheet, P&L, Cash Flow
  • Accounting vs. Financial/Managerial Reporting
  • Accounting Standards and Conventions
  • IFRS, Ind AS, its applicability, transitions, case studies

Module 4: Ratio Analysis and Financial Consolidation

Interpret business performance using financial ratios and consolidated reports.
  • Profitability, Liquidity, Solvency, Valuation Ratios
  • DuPont Analysis
  • Limitations of Financial Ratios
  • Preparing Consolidated Statements
  • Specific P&L and Balance Sheet Items

Module 5: Forecasting Techniques

Learn to forecast financial elements based on business models and historical data.
  • Revenue and Opex Forecasting
  • Depreciation & Capex Estimation
  • Modeling Interest and Taxes
  • Forecasting EPS & DPS
  • Non-operating Items Analysis

Module 6: Financial Modelling

Build structured, logical models to analyze business and investment cases.
  • Components of a Financial Model
  • IB-Style Financial Modelling
  • Excel Best Practices and Shortcuts
  • Data Types and Growth Rate Application
  • What-If Analysis and Macros

Module 7: Valuation Methodologies

Execute valuation using discounted cash flows and relative valuation models.
  • DCF: Single/Two/Three Stage Models
  • Dividend Discount & FCFE Models
  • Terminal Value and Growth Rate Estimation
  • Common Valuation Biases and Pitfalls
  • Characteristics of a Good Valuation Report

Module 8: Corporate Strategy and Industry Analysis

Apply strategic frameworks to assess business dynamics and positioning.
  • SWOT and PEST Analysis
  • Porter’s Five Forces
  • BCG Matrix
  • Industry Key Success Factors
  • Case Study: Mahindra & Mahindra

Module 9: Reporting and Data Visualization

Present financial data effectively using Excel and storytelling tools.
  • Pivot Tables and Advanced Excel Formulae
  • Business Charting and Graphing
  • Storytelling with PowerPoint
  • Dashboarding with PowerBI
  • Business Presentation Skills

Module 10: M&A Execution and Deal Structuring

Understand M&A documentation, processes, and strategic synergies.
  • Deal Documentation: Teasers, Term Sheets, SPAs
  • Buy-side and Sell-side Process
  • Valuing Intangible Assets and Synergies
  • Role of Due Diligence in Transactions

Module 11: Equity Research and Report Writing

Perform equity analysis and write detailed research reports for investment decisions.
  • Types and Structure of Equity Reports
  • Business Analysis for Research
  • Forecasting Key Financials
  • Writing Investment Rationale
  • Case Study: Reliance Industries Valuation

Module 12: AI & Automation in Finance

Leverage GenAI and automation tools to streamline financial reporting and modelling
  • GenAI tools such as ChatGPT and Claude to create financial reports
  • Learn Copilot with Excel to efficiently build financial models
  • Automation through Zapier to automate workflows

Instructors

Mr Sumit Rathi

Mr Sumit Rathi
Finance Professional
Freelancer

Other Bachelors, MBA

Mr Somenath Chatterjee

Mr Somenath Chatterjee
Instructor
Freelancer

Ms Sakshi Gour
Associate Director with the CFO Advisory practice, KPMG
Imarticus

Ms Sanjana Pathi
Freelancer
Imarticus

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