Greetings from iVidya Learning & Financial Solutions!!

 We would like to introduce ourselves as India’s premier finishing school (eLearning) in the field of Finance & Research.

 We offer specialized classroom and online courses in the field of Equity Research, Financial Modeling, Derivatives Analysis, Stock Trading in Indian Financial Markets , Financial Statement Analysis, Corporate Finance, Financial Markets, NCFM / NISM Certificates, CFA© L1 / L2, Technical Analysis, Advance Excel, VBA for Excel, along with placement assistance in the field of Financial Research & Analysis. Our students are working with financial research Firms, KPO, Equity Research Houses and Derivative & Hedge Funds at different levels across India.

Brief Summary : 
 

This programme is designed to meet the challenges faced by professionals who need financial knowledge in their day-to-day work. It also fulfills the educational need for those who aspire to get conversant and proficient on financial topics.

This programme provides managers with a basic understanding of financial management. It demonstrates how to read and understand key elements of financial statements and reports, such as balance sheets, income statements and cash flow statements.

This programme provides an understanding of the basic concepts of accounting and finance to managers from a non-finance background.

It gives insights on how financial data is used to make business decisions, while understanding its financial implications. In addition, the ability to interpret financial information helps to understand resource acquisition and allocation, and communicate more effectively with the firm's financial managers.

Topics Covered:

• Introduction to Financial Statements
• Profit & Loss Statement Analysis
• Balance Sheet Analysis
• Cash Flow Analysis
• Costing Decisions
• Financial Analysis

Targeted Audience : 
 

Middle level executives working in marketing, operations, materials, human resource and other non-finance areas of companies, who are desirous of understanding the basics of finance.

Students of non-commerce streams or those who want to gain comprehensive understanding about finance to improve their career prospects or to pursue professional courses in accounting or finance.

Benefits :

Seek a broad, yet comprehensive understanding of financial tools and analytical methods to make better business decisions

Recognise the use and characteristics of a balance sheet

Recognise the use and characteristics of an income statement

Identify a Cash Flow statement and how to use it

Recognise the use and characteristics of the notes to financial statements

Theory and practical knowledge about accounting and finance topics, case-studies, real-life examples, mastery test, etc.

COURSE PREREQUISITES

• Basic knowledge of MS Excel
• Good knowledge in Finance
• Laptop
•  

COURSE DETAILS

• Course duration 50 Hours
• Course schedule Saturdays and Sundays
• Course fee INR 20,.Plus . @.)
• (Group discount available)

PEDAGOGY

The basic approach is to learn by doing. The training will be imparted through interactive sessions with

extensive use of real world Excel models. Course delivery will be through:

• Live Excel Models
• Whiteboard

Course materials will be made available and would include:

• Course notes
• Excel Spreadsheets with models

Session1: Macro Economics & Financial System

- Macroeconomics and Microeconomics;  Function of Financial Markets - Structure of Financial Markets - Debt and Equity Markets - Primary and Secondary Markets - Exchanges and Over-the-Counter Markets - Money and Capital Markets - Function of Financial Intermediaries − How Important Are Financial Intermediaries Relative to Securities Markets

-Comparison Financial Market Instruments, Money Market Instruments, Money Market Rates, Capital Market Instruments

− Regulation of the Financial System.

- Business as an Economic entity - difference between firm, partnership and company (both public and private companies). Memorandum and Articles of Association. Concept of trading and manufacturing - value creation.

Session2: Financial Statement Analysis

- What is Finance? What is accounting? What are Financial Statements? Balance Sheet, P & L Account, Cash Flow, How to read Financial Statements?

- Appreciate the key underlying accounting concepts used in the preparation of financial statements

- Understanding financial strengths and weaknesses, Financial Ratio Analysis, Liquidity versus Profitability, Overtrading, under capitalization

- Understand the main components of a typical set of financial statements or annual report

- Extensive discussions on common shares, preference shares, debentures, hybrid instruments like convertibles, warrants,  money market instruments like CPs, bank financing, factoring, forfeiting, bill discounting etc.

- Discussion on authorized capital, subscribed capital, issued capital, paid up capital etc.

Session3: Basics of Excel

- Time Value of Money (PV, FV, PMT, RATE)

-Advance Filter, Shorting, Whats-if Analysis

- Custom formatting in Excel

• Creating Layout
• EMI base case
• Excel shortcuts

- Referencing Framework in Excel

- Prepare Loan Mortgage Table

- V-Look up, H-Look up

- Pivot Table

Session4: Income Statement, Balance Sheet, Cash Flow Statement and Working Capital Management.

- Introduction to Income Statement

- Understand Revenue recognition

- Comprehend Income Statement of NTPC

- Understanding Balance Sheet

- Comprehend Balance Sheet of NTPC

- Exercise on Balance Sheet

- Understanding Cash Flow Statement

- Comprehend Cash Flow Statement of  NTPC

- Working Capital Management - Cash, Receivables, Inventories, Loans and Advances, Suppliers Management, Understand the cash operating cycle and what affects a company’s cash flow

- Manage the cash operating cycle

Session5: Costing (Cost of Capital)

- Know the different categories of costs which exist and their implication on costing

- Understand costing concepts, and apply them in making business decisions

-Cost of Equity Capital (Ke)

-Cost of Debt Capital (Kd)

-WACC (Kc)

- Comparative analysis of various sources of funds, competitive advantages and disadvantages.

Session7: Budgeting, Forex and Taxation

- Have an appreciation of budgeting and the effects of foreign exchange movements and taxation on financial decisions

Session8:  Investment Appraisal Tools (Corporate Finance)

- NPV and IRR

- NPV Profile and Crossover Rate

- Free Cash Flow to Firm and Equity

- Dividend Discount Model

- Relative Valuation-Trading and Transaction Multiples

- Understand apply the payback period, net present value and internal rate of return methods of project appraisal in decision making

- Understand briefly the concepts of shareholder value, gearing and weighted average cost of capital