Copal Institute offers ‘Copal Certified Financial Research Program’ which is a six-month full-time program with an integrated internship. The course offers a perfect blend of academics and practical approach, which is highly relevant within the ever competitive financial industry.
 
It includes the following:
  • 16 weeks of classroom training
  • 8 weeks of internship with selected divisions of Copal Amba
  • 100% placement assistance after internship
 
The program focuses on imparting expertise and knowledge in the field of Investment Banking, Equity Research, Private Equity and Credit Research, keeping in view the skill-sets that the industry expects and demands.
The course is developed, keeping in mind, the evolving financial industry, requiring individuals to be “job ready” and ensuring productivity from the day they join the organization.
About the Institution
Copal Amba, a leading third party research and analytics provider, set up the Copal Institute in 2011. The Copal Institute seeks to bridge the gap between job market requirements and available trained workforce by imparting skill-based training to enhance domain-specific knowledge. This will equip job aspirants with the necessary skills sets to get placed as well as succeed at their workplaces.
 
 

Course Curriculum

Part-1.1 Program Introduction
Corporate Finance techniques for decision making 00:00:00
Project appraisal tools like NPV, IRR & discounted payback period 00:00:00
Financial markets overview and its instruments 00:00:00
Risk & Return analysis for decision making 00:00:00
Equity Capital Markets (ECM) 00:00:00
Debt Capital Markets (DCM) 00:00:00
Insights into functions of Investment Banks, Credit research, PE Firms and Equity Research Houses 00:00:00
Part-1.2 Financial Statement Analysis
Importance of Financial statement in analysis 00:00:00
Accounting concepts 00:00:00
Construction and interpretation of Financial Statements 00:00:00
Annual report analysis 00:00:00
Ratio Analysis 00:00:00
Inventory Valuations 00:00:00
Depreciation Policies 00:00:00
Leases 00:00:00
Capitalization vs. Expensing 00:00:00
Income Taxes 00:00:00
Various sources used for the analysis: SEC Filings, including Annual Reports (10-K) and Quarterly Reports (10-Q) 00:00:00
Concepts of the three financial statements: Income statement, balance sheet and cash flow 00:00:00
Part-1.3 Macroeconomics
Understanding the macro-economics 00:00:00
Wealth & management 00:00:00
Gross Domestic Product 00:00:00
Macro-economic management 00:00:00
Impact on financial markets 00:00:00
Part-1.4 Mastering Excel
Excel basics (Analyst’s Excel formulae and functions, VLOOKUP, HLOOKUP, INDEX, MATCH) 00:00:00
Advanced Excel tools and their application 00:00:00
Model creation and auditing 00:00:00
Array functions 00:00:00
Graphs and Charts 00:00:00
Direct – Indirect linking 00:00:00
Pivot table 00:00:00
Data tables 00:00:00
Macros 00:00:00
Part-2.1 Financial Modeling
Overview of financial modeling 00:00:00
Excel best practices 00:00:00
Modeling warm up 00:00:00
Key financial statements 00:00:00
Working capital schedule 00:00:00
Depreciation and Amortization schedule 00:00:00
Long-term items (others) schedule 00:00:00
Building Income statement 00:00:00
Preparing for debt & interest 00:00:00
Troubleshooting 00:00:00
Part-2.2 Trading Comparables
Industry specific valuations 00:00:00
Choosing appropriate peer group 00:00:00
Understanding & calculating Equity Value and Enterprise Value (EV) 00:00:00
Normalizing earnings 00:00:00
Calculating last twelve months (LTM) 00:00:00
Adjusting the EV 00:00:00
Calculating fully diluted shares outstanding (options & convertibles) 00:00:00
Calculating equity value multiples: P/E, P/CF, P/BV, PEG, Dividend Yield 00:00:00
Calculating various multiples 00:00:00
Calculating EV based multiples: EV/Sales, EV/EBITDA & EV/EBIT 00:00:00
Interpreting the Output sheet 00:00:00
Part-2.3 Transaction Comparables
Choosing appropriate deals 00:00:00
Discussing strategic rationale 00:00:00
Understanding the regulatory roadblocks/ challenges 00:00:00
Control premiums and synergies 00:00:00
Calculating equity value and enterprise value (EV) 00:00:00
Normalizing earnings 00:00:00
Checking and interpreting results 00:00:00
Part-2.4 Valuation
Overview of Valuation 00:00:00
Differentiating between Book Value and Market Value 00:00:00
Discounted Cash Flow Analysis (DCF) 00:00:00
Terminal Value (Exit Value, Perpetuity Growth Method) 00:00:00
Cost of Capital 00:00:00
What if Analysis: Goal Seek, Data Table and Scenario Manager 00:00:00
Part-3.1 LBO Modeling
Introduction to Private Equity 00:00:00
Fund Structure & Overview 00:00:00
Investment Process 00:00:00
Deal Structuring & Valuation 00:00:00
Global and Indian Private Equity Market 00:00:00
Part-3.2 Investment Banking
Company Profiling 00:00:00
Stock Performance charts 00:00:00
Transaction case studies 00:00:00
Book building and benchmarking 00:00:00
M&A and Private Placement 00:00:00
Pitchbook building process 00:00:00
Buy-side and Sell-side process 00:00:00
IPO valuation 00:00:00
Part-3.3 Equity Research
Annual Report Analysis – analyst’s dissection of the available information 00:00:00
Method to forecast revenues and cost drivers 00:00:00
Balance Sheet, Income Statement and Cash Flow adjustments 00:00:00
Applying DCF valuation techniques 00:00:00
Building a full DCF model 00:00:00
Suggesting BUY/SELL for the company 00:00:00
Part-3.4 Credit Research
Overview of Credit research 00:00:00
Corporate Credit Analysis 00:00:00
Financial position from credit perspective 00:00:00
Credit Ratios 00:00:00
Liquidity Analysis 00:00:00
Indenture Analysis 00:00:00
Debt Covenants Analysis 00:00:00
Headroom Analysis 00:00:00
Overview of structured products 00:00:00

Reviews

I take this opportunity to thank the faculties and the management of Copal Institute for honing my skills, and helping me achieve my goal. 'Copal Institute' has emerged as a landmark Institute.

The courses are very comprehensive, covering a wide range of aspects of finance industry. It gave me a good exposure to Financial Modeling. Engaging and prominent lecturers not only match the reputation of the brand 'Copal Institute', but the knowledge being passed on is consistently allowing students to meet their career ambitions as a successful finance professional.

Faculties gave me very good guidance and a lot of moral support. It was all worth being in the Copal Institute.

Lalit Gupta

I always suggest that “Copal Institute is the right place for anyone who wants to explore the finance industry.”

It was a “dream come true” for me to get placed in Copal Amba.

When I took admission in Copal Institute, I was a graduate only. I was quite fearful whether I had done the right thing in taking admissions without doing an MBA. When my classes started, I found out that my batchmates were either having 6 years of work experience OR were having an MBA degree. I thought I won’t be able to stand anywhere in comparison to them.

Certificate in Financial Research is a 3 months course, and almost each day a thought crossed my mind “Whether I will be successful or not” and “Will I have to move back without anything”.

The trainers (Prakash Sir, Deepak Sir, Shivani Mam’, Vibha, and Priyanka Mam) have helped me a lot in solving my problems. They have trained me on each and every aspect of the finance industry. The hard work of Copal Institute truly reflects.

Ashish Jain

I would recommend this course to all those who want to excel their knowledge in Investment banking, Equity Research and Credit Research. Copal Institute offers "Excellent Practical Knowledge in Finance".

Hello Friends,

I am Milan Luthra…and I joined Copal Institute (Weekend batch) in December 2012… I did my graduation (B.com) from Delhi University (and only I know how I did that...)

Anyways, I did Certificate in Financial Research course from the Copal Institute.

Talking about the faculty, Mr. Prakash Sumani is one of the best trainers Copal Institute has today as far as dedication, honesty, knowledge and guidance are concerned. Being a graduate, I wanted to have more exposure in finance. Earlier, I hardly had any Excel knowledge, and now I am able to create the financial models on my own.

After the completion of my course, Copal Institute helped me get placed at Copal Amba, one of the best Financial Research companies in India. It also assisted in the placements outside Copal Amba. Few of my classmates got placed in Deloitte, WNS, Ernst & Young and many other financial firms.

Milan Luthra

Copal Institute has an excellent faculty and teaching methodology with emphasis on practical training. Here, I met and interacted with some of the industry’s bright brains.

Everything worked well for me and I am pleased with how things turned out for me. I got placed in Copal Amba, one of the leading Financial Research firms in India. I attended the full time Financial Research program at Copal Institute last year.

I was working as derivative analyst for about 4 years after an MBA in International Business and CFA.

I wanted to move into investment banking research, and was looking for a short term course which would help me build my Financial Research and analysis skills and also give me an insight into day-to-day life of a financial analyst.

Charandeep Singh Kohli

Experience - Good

Learning - Good (I didn’t know most of it before)

Overall - Good

I have successfully been placed with Cians Analytics as an Analyst MIS - Operations.

Highlights

The trainings provided here covers all that is required to enter the KPO industry

Well experienced faculty, who are both interactive and approachable

One can expect to get placed with Copal Amba and the likes but only when required efforts are in place

Active placement cell, that provides a number of job opportunities

Those 12 weeks are still remembered, as if coming back to college, in a class of 16. Being a fresh commerce graduate (2012) always had the idea (suggested by others) that commerce = finance but never knew what finance is. So I took the plunge and enrolled myself.

My expectation out of the Certificate in Financial Research course:

One can expect to master Excel (never knew these big businesses use Excel so extensively)

Learn how to value a business (the EV which one can find on the Bloomberg's website)

Trading and Transaction Comparables (valuation of business)(Here, you will get to make your own model)

Discounted Cash Flow analysis

An insight into as to what Credit Research and Private Equity is

Sector Analysis, Economic Analysis

Relation between finance and economy

Time value of money

Extensive Ratio Analysis

40% of CFA level 1 - covered

Raaghav Bhatia

I am very thankful to Copal Institute and my faculties. Thank you for always being there and guiding me, and even taking extra efforts to clear my basics first before making me understand anything at a higher level.

From the day I joined Copal Institute till the last day, I can proudly say, “that with every session, my knowledge and skills have improved very much, more than what I acquired from my graduation and post graduation courses”.

The main strength of this course is its curriculum and even more important is the teaching faculty, the best I would say. When you have to be the best, you have to learn from the best, and that is what I got from this Institute.

Whether it is my Excel skills or financial knowledge, now I have got a better understanding and a new perspective. Every faculty is quite knowledgeable, as most of them are working in Copal Amba so they share their work experiences and practical knowledge, which has made the course all the more fruitful for me.

Pankaj Arora

Hello Everyone, Copal Institute is one of the best things that happened in my life. The kind of knowledge and training imparted here is unbeatable. I got a chance to be associated with a reputed company like Copal Amba.

I had joined the course “Certificate in Financial Research” in June and the course ended by mid September. I got placed by 25th Sep 2012 in Copal Amba, one of the fastest growing companies in the KPO sector. I will recommend this course to all those who are looking for a bright career in financial analysis and are willing to devote 100% of their time and attention to this training.

Mr. Prakash Sumani is one of the best trainers one can ever come across in his/her life. He is so dedicated for his work. He is always happy to help and guide even after the class is over. The only thing he expects from his students is hard work which is fair enough.

I got what I expected from the course. I believe, I earned much more than what I actually paid. It was a onetime cost but then the benefits that I enjoy are for a lifetime. Before this training, I barely knew anything about Excel, but now I can prepare complex Excel models, all this was possible because of the correct training and guidance. All I can say is any training institute can only guide you; at the end what matters most is your own hard work and dedication.

If you are not giving your 100% then you cannot expect the results to be in your favor.

Neha Sharma

It was a great learning experience at Copal Institute. I got the practical exposure of valuation specially DCF and Relative Valuation technique. All the faculty members have relevant industry experience and are quite helpful.

Training method is excellent. I personally recommend everyone to join the “Certificate in Financial Research” course.

Vidhya Shankar Prasad

Guys who want to make their career in the field of investment banking research; this is a golden opportunity for you...all you need is to make some sincere efforts to learn things.....

Ankur Gupta

The work based knowledge and skills imparted at Copal Institute were wonderful. It gave me a complete understanding of the Financial Statements, Trading Comparables and Transaction Comparables.

The trainings on Advanced Excel and Financial Modeling have helped me increase my skill level.

It has made me ready for a career in the financial industry, with clarity of fundamental concepts of Finance and Accounting.

Raveesh Verma

I will rate joining Copal Institute as one of the best decisions of my life. I have grown at Copal Institute not only in terms of knowledge but also in terms of personality.

Having being well trained at Copal Institute, I feel at par with my team members at Copal Amba in terms of overall knowledge.

This training has helped me realize my dream of working in the field of financial research. The well-structured course content and the style of teaching are a few things that I admire the most about Copal Institute.

I firmly believe that the training and the knowledge imparted by Copal Institute is the best that one could get. The faculty at Copal Institute not only provided me with a platform to learn and understand practical aspects of financial research, but, also prepared me for the future interviews.

We were encouraged to be updated with current economic scenarios and events on a weekly basis, which further enhanced my understanding and knowledge of finance and economy as a whole.

Abhimanyu Agrawal

I take immense pleasure in attesting my association with Copal Institute. It's only due to the strong association and relation that has helped me in achieving the position of a Sr. Analyst in Copal Amba.

Being a part of the Copal Institute, I have learnt almost all the relevant concepts of Investment Banking and feel confident to use my skills in Financial Modeling. I have always received the complete support and cooperation in understanding the course curriculum. It has not only provided me with the theory, but has also helped with the practice sessions on the complete projects.

The course has also covered the soft skills training which has helped me present my projects in a better way. I shall always be thankful to all the trainers and members of the institute who have helped me learn the core dynamics of the industry.

Kaustubh Sharma

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