Tech in Finance - 1
(40 hours)
- To help students learn the tech skills, which will enable them to extract more insights from financial data, develop financial models, create visuals, improve reporting, make data-driven decisions, and thrive in a data-driven finance world.
- To link academia with industry requirements and make the students job ready from day one.
Course outcomes
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At the end of the course, students should be ready to use MS Excel, Tableau, Power BI, and AI to create dashboards and visual presentations, analyse financial statements, and build models for valuation, M & A, LBO, Real Estate, Start Up and Project Finance.
COURSE SYLLABUS:
Objective:
- To learn the basic finance functions in MS Excel
Coverage:
Use of Finance Functions: PV, FV, PMT, PPMT, IPMT, NPER, RATE, NPV, XNPV, IRR, XIRR, MIRR, CUMPRINC and CUMIPMT, Preparation of Loan Amortization schedule, Return & Risk - Systematic Risk (Beta) & Unsystematic Risk calculation through Mean, Variance, Covariance, Slope and Regression, Portfolio Optimization, Value At Risk (VaR)
Objective:
- To prepare the business plan for a new entity from the scratch through budgeting method
Coverage:
Business Plan - Qualitative Information, Assumptions, Preparation of Budgets - Sales & Collections, COGS, Inventory & Purchases, Employee Costs, Operating Expenses, Cash, and Projected Income Statement, Balance Sheet & Cash Flow Statement
Objective:
- To find out the intrinsic value of a company / share using DCF & Relative Valuation methods
Coverage:
Assumptions, Using GenAI inputs in Modelling, Projections – Income Statement, Balance Sheet & Cash Flow Statement, NOPAT & FCFF, DCF & Relative valuation - Trading & Transaction comps, Triangulation, Sensitivity & Scenario Analysis
Objective:
- To know the EPS Accretion / Dilution
Coverage:
Assumptions, Purchase Price calculation, Sources & Uses of cash, Goodwill, Projected Income Statement, Balance Sheet & Cash Flow Statement, Schedules, EPS Accretion or Dilution and Scenario Analysis
Objective:
- To assess the viability and returns of large capital investment projects based on forecasts of costs, revenues, debt structuring and equity returns over the life of the project
Coverage:
Assumptions, Modelling for Construction, Operation & Amortization, Projections of Financial Statements – Income Statement, Balance Sheet & Cash Flow Statement, Ratios – IRR, Interest coverage & DSCR