COPAL INSTITUTE S ONLINE CERTIFICATE COURSES From the leading player in Financial Services outsourcing industry

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1 Institute Nurturing Professionals in Banking and Finance COPAL INSTITUTE S ONLINE CERTIFICATE COURSES From the leading player in Financial Services outsourcing industry

2 Certificate in Online Finance Courses Course Details About the Course Duration: Valuation Modeling 200 Hours Equity Research 120 Hours Credit Research 100 Hours Financial Modeling 200 Hours Private Equity 80 Hours Advanced Financial Modeling for Investment Banking 200 Hours 24x7 Online Access* to Course Material and Video Tutorials Prerequisites: Reading comprehension, desire to learn financial and accounting concepts Good understanding of Finance recommended Recommended qualifications CFA/FRM/CA/MBA, B.Sc./B.Com./B.A. or any other graduate degree Application process: Online Enrollment Forms Copal Institute offers a number of online courses in Financial Research that can be accessed after enrolling for the relevant package. Each course package has been specifically designed keeping in mind the individual need of the learner. The courses offer a perfect blend of theoretical and practical approach. They include real-life case studies and different scenarios to help the learners get a hands-on experience in finance modules. Courses are quite interactive and the advanced concepts are explained in easy to understand language. The content is interactive, engaging and the instructions are quite easy to follow. It involves dynamic navigation system for easy and intuitive browsing. These online courses will bring the learning experience right into your mailbox. Final Assessments The assessments have been prepared and validated by highly-skilled faculties with extensive industry experience. Most of the faculty members have global exposure in the field of Investment Banking, Equity Research, Private Equity and Credit Research. *Access is valid for 6 Months

3 Major verticals in Financial Research Investment Banking (IB) Corporate Finance Merger and Acquisition Advisory Underwriting Sales Institutional Sales Private Client Service/HNI Trading Research Equity Research (ER) Sector / Industry coverage (such as Telecom, Oil & Gas, Banking, etc) Company Reports Credit Research (CR) Rating Corporate Corporate Bonds SME Ratings Government Securities Bank Loans Other Instruments Credit Analysis Interest Rate Analysis Sector / Industry Research Private Equity (PE) Funding Private Placements Buyouts

4 Course Structure Online Modules Package 1: Valuation Modeling (200 Hours) Module 1: Overview of Valuation Modeling Why do we value companies? Differentiating between Book Value and Market Value Understanding Equity Value vs. Total Enterprise Value (TEV) Understanding the three Generally Accepted Valuation Methodologies Qualitative factors in valuation management quality Module 2: Comparable Company Analysis Choosing appropriate Peer Group Calculating Equity Value and Enterprise Value (EV) Normalizing earnings Calculating Last Twelve Months (LTM) Adjusting the Enterprise Value (EV) Calculating Fully Diluted Shares Outstanding (Options & Convertibles) Equity Value Multiples: P/E, P/CF, P/BV, PEG, Dividend Yield Calculating various multiples Module 3: Comparable Transaction Analysis Choosing appropriate deals Discussing the strategic rationale Regulatory roadblocks/challenges Control premiums, synergies Calculating Equity Value and Enterprise Value (EV) Normalizing earnings Calculating Last Twelve Months (LTM) Checking and interpreting results Module 4: Discounted Cash Flow (DCF) Analysis Terminal Value (Exit Value, Perpetuity Growth Method) Discount Rate (Cost of Debt, Cost of Equity, CAPM) Sensitivity Analysis (TABLE Function) Equity Value Multiples: P/E, P/CF, P/BV, PEG, Dividend Yield Full DCF Model

5 Course Structure (Contd.) Package 2: Equity Research (120 Hours) Providing an overview of Equity Research Explaining the purpose for conducting Fundamental Analysis and analyzing the different approaches in detail Performing the Industry Analysis with the help of various tools such as SWOT Analysis, Life Cycle model, and Michael Porter s Five Forces model Calculating the various Equity Value Multiples Understanding and Performing Sum of the Parts Analysis Describing the different Asset Based Valuation Techniques used by the companies Providing an overview of Valuation Modeling Understanding and completing DCF Analysis Understanding and conducting the Annual Report Analysis Getting familiar with the Footnotes Package 3: Financial Modeling (200 Hours) Module 1: Overview of Financial Modeling Providing an overview of Financial Modeling Identifying the new features available in Excel 2007 Explaining the procedure to get started with Excel Basics Explaining the procedure to get started with Advanced Excel Stating the technique, design, business and industry knowledge required in financial modeling Describing the purpose of using Financial Model and stating its application by different users Module 3: Working with Advanced Excel Working with Advanced Worksheet Functions Creating Views and Using Goal Seek and Solver Using Excel to manage Lists Managing Pivot Tables Working with Charts Working with Templates Getting familiar with Auditing Features Formatting the cells Learning about other Excel Features Inserting Formatting and Deleting objects; Reviewing; Proofing Tools Module 2: Getting Familiar with Excel Basics Getting familiar with the Excel Moving Around the Cells and Entering Information Working with Formulae and Functions Understanding the File Operations Moving and Copying the Data Formatting Working with Names Working with Multiple Sheets Printing Manipulating Large Worksheets Sorting & Subtotaling Data Customizing Excel Module 4: Preparing a Financial Model Overview of Financial Modeling Excel Best Practices Modeling Warm Up Understanding the Key Financial Statements Building Financial Statements Building Depreciation Schedule Building Amortization Schedule Module 5: Discounted Cash Flow (DCF) Analysis Terminal Value (Exit Value, Perpetuity Growth Method) Discount Rate (Cost of Debt, Cost of Equity, CAPM) Sensitivity Analysis (TABLE Function) Equity Value Multiples: P/E, P/CF, P/BV, PEG, Dividend Yield Preparing Full DCF Model

6 Course Structure (Contd.) Package 4: Credit Research (100 Hours) Providing an overview of Credit Research Explaining how the valuation of bonds are done Providing an overview on risks involved in bond investment Understanding and explaining the interest rate sensitivity of a bond Describing the yield curves Understanding and explaining the Credit Analysis in detail Understanding and performing Securitization Package 5: Private Equity (80 Hours) Providing an overview of Private Equity Explaining how the Private Equity Funds are done Providing an overview on risks involved in bond investment Understanding and explaining the PE Deal Lifecycle Describing the Valuation of Portfolio Companies Understanding and explaining the Fund Returns in detail Package 6: Advanced Financial Modeling for Investment Banking (200 Hours) Module 1: Working with Advanced Excel Working with Advanced Worksheet Functions Creating Views and Using Goal Seek and Solver Using Excel to manage Lists Managing Pivot Tables Working with Charts Working with Templates Getting familiar with Auditing Features Formatting the cells Learning about other Excel Features Inserting Formatting and Deleting objects; Reviewing; Proofing Tools Module 3: Comparable Company Analysis Choosing appropriate Peer Group Calculating Equity Value and Enterprise Value (EV) Normalizing earnings Calculating Last Twelve Months (LTM) Adjusting the Enterprise Value (EV) Calculating Fully Diluted Shares Outstanding (Options & Convertibles) Equity Value Multiples: P/E, P/CF, P/BV, PEG, Dividend Yield Calculating various multiples Module 2: Getting Familiar with Investment Banking Providing an overview of Investment Banking Understanding and differentiating between different types of Pitchbooks Stating the different profiles involved in building Pitchbooks Understanding and analyzing the different case studies Understanding and providing the Industry Overview Describing Buy Side vs. Sell Side of Investment Banking Understanding and describing the different research techniques involved in Investment Banking Module 4: Comparable Transaction Analysis Choosing appropriate deals Discussing the strategic rationale Regulatory roadblocks/challenges Control premiums, synergies Calculating Equity Value and Enterprise Value (EV) Normalizing earnings Calculating Last Twelve Months (LTM) Checking and interpreting results

7 Course Structure (Contd.) Module 5: Discounted Cash Flow (DCF) Analysis Terminal Value (Exit Value, Perpetuity Growth Method) Discount Rate (Cost of Debt, Cost of Equity, CAPM) Sensitivity Analysis (TABLE Function) Equity Value Multiples: P/E, P/CF, P/BV, PEG, Dividend Yield Full DCF Model Module 6: LBO Modeling Understanding and providing an Overview of LBO Modeling Stating the key participants involved in LBO Modeling Identifying the key characteristics of an LBO Candidate Understanding and explaining how the LBOs generate Returns Understanding and explaining how the Leverage is used to Enhance Returns Describing the Primary Exit / Monetization Strategies Understanding and describing the LBO financing structure Performing the steps involved in LBO Analysis Course Assessment and Opportunities Evaluation during the program Online Coursework Interactive CYUs Home Work Assignments Project Submission Final Assessment Requires passing score of 60% or more Opportunities Individuals will learn marketable skills which will help them find jobs across the Financial Services industry Value addition on resume Will help in building expertise in financial and valuation modeling

8 Contact Hours: 11 am 7 pm IST (Monday to Friday) Address: Copal Institute, Ground Floor, Vatika Atrium, Sector-53, DLF Golf Course Road, Gurgaon Institute Phone: , , , Website: queries@copalinstitute.com Follow us on: Nurturing Professionals in Banking and Finance