- 16 weeks of classroom training
- 8 weeks of internship with selected divisions of Copal Amba
- 100% placement assistance after internship
About the Institution
|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|
|Construction and interpretation of Financial Statements||00:00:00|
|Annual report analysis||00:00:00|
|Capitalization vs. Expensing||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|
|Understanding the macro-economics||00:00:00|
|Wealth & management||00:00:00|
|Gross Domestic Product||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|
|Graphs and Charts||00:00:00|
|Direct – Indirect linking||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|
|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|
|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|
|Checking and interpreting results||00:00:00|
|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|
|Deal Structuring & Valuation||00:00:00|
|Global and Indian Private Equity Market||00:00:00|
|Part-3.2 Investment Banking|
|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|
|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|
|Debt Covenants Analysis||00:00:00|
|Overview of structured products||00:00:00|
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.
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.
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".
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.
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.
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.
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
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.
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.
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.
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.....
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.
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.
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.
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