Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.
com +91 99537 29651
School of Finance ARC ARC School of Finance 402, Pearls Business Park Netaji Subhash Place Pitampura, New Delhi-110034 (Adjacent Fun Cinemas) in nvestment anking Progressyour journey to the next level and Enhanceyour potential earnings Reach Us At: (Call): +91 11 6542 2128 (Call):+91-99537 29651 (Email): himanshu@arc-fs.com (Web): www.arc-sof.com The Dream Begins!!! 10 Days Weekend Workshop Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC A Brief Overview Established in 2009, by ex-professionals from McKinsey, Goldman Sachs and Fidelity Provides Corporate Trainings in fields of Investment Banking, Corporate Finance, Finance for Non Finance, and MS-Office Trainings to corporates & educational institutions, and open workshops Seasoned Faculty; Ex-professionals from Goldman Sachs, Fidelity Investments, McKinsey & Co., Times PE, with professional academic backgrounds as CA, CFA, and MBA Snapshot Credentials Certified over 1,200 professionals in + 70 open workshops across India More than 20 corporate clients served Repeat business from almost all clients Consistently High Client Satisfaction Index (always >4 on a scale of 5) Diversified Conglomerates Consultancy Firms Investment Banks and Private Equity Firms Educational Institutions Clients Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC What We Offer Remarkable Career Transformation! Humble Thanks to Team ARC for bringing me back to life. Past Delegate, Joined E&Y ARC provides us the nurtured talent. Its a mutually beneficial association that we have with ARC and wish to nurture this relationship going forward.. HR, A Top Consulting Firm We are happy to empanel ARC for recruitment matters in our investment banking division. The so-far selected candidates have produced sweet fruits. HR, A Leading KPO Firm We are particularly pleased with the fact that a lot of time, effort and money is saved when we hire candidates trained by ARC.. HR, A top Research House We Bridge the gap between - Academic theory & concepts and Real world, on-the-job training Insightful & practical training delivered by industry experts (ex-professionals from Goldman Sachs, Fidelity, McKinsey, Times Private Equity) We Train the Capital Markets Aspirants and Participants We have trained the human resources of investment banks, research house, private equity firms, consultancy firms, brokerage firms, and stock exchanges We have highly talented team with faculty members having +30 man years of investment banking experience We have trained over 400 delegates in open workshops in Delhi, Mumbai, Bangalore, Hyderabad, Pune and Kolkata, apart from +2000 delegates in corporates and top B-schools Personal attention to every delegate with restricted batch sizes Intensive step-by-step classroom training program so understand capital markets and its diversified domains Dynamic, highly practical & interactive training programs with real life case studies Decode Financial jargon and uncover popular misconception Get Certified from ARC School of Finance 100% placement assistance Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC Our Training Platforms Corporate Training College Campus Connect Open-Enroll Workshops Customised On-Site Trainings for new & lateral hires & current professionals Prepare for Your Career and Enhance Job Prospects Open enrollment part time and full time workshops ranging in duration from 2 days to to six weeks Credentials (Partial List) E&Y GMR Group IL & FS Tata Docomo Ludhiana Stock Exchange Credentials (Partial List) IIFT, New Delhi & Kolkatta ICAI, Ludhiana & New Delhi BIMT, Noida Delhi University (FMS, CBS etc.) Credentials (Partial List) 71 workshops completed Workshops in New Delhi, Mumbai, and Bangalore Over 1,200 delegates certified 100% Placement assistance Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC Open Enroll Workshops : Overview Open enrollment workshops ranging in duration from 2 days to 6 weeks Specialized topics designed to foster career advancement Provides a ready platform for professionals interested in refreshing their knowledge and continuing development Provides a ready platform for job seekers interested in starting their career in capital markets / investment banking Covers fundamental and advanced modules Classes held in New Delhi, Mumbai, Kolkatta, Chennai, Hyderabad 85 Open Workshops Completed 1,650 Delegates Certified by ARC WST 91% Placement Record for Fulltime batches 100% Placement Assistance to Participants looking for a start / change Boot Camp 2 Days workshop in Investment Banking, Financial Modeling Finance for Non- Finance, MS-Excel in New Delhi, Mumbai, Kolkatta, Chennai, Hyderabad Weekend Workshops 5 Days and 10 Days workshops in New Delhi for Financial Modeling, Investment Banking, Equity Research Fulltime Workshops 6 Weeks on-the-job training programme for the aspirants looking to break in capital markets / investment banking 100% placement assistance Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC Weekend 10 Days Investment Banking Training Program Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC 45 Number of 10-Days workshops completed in New Delhi 900+ Delegates certified in 10-days workshops 73% 27% Working Non-Working 68% 32% Commerce Non - Commerce Past delegates in 10 days workshop from (Partial list) Bajaj Capital Bank of America Barclays EXL Services HSBC ICICI Bank IDFC India Infoline Macquarie Morning Star Power Finance Reliance Life Insurance RH Agro RR Investors Solitaire Capital Standard Chartered TCS We Bridge the gap between Academic Theory and Concepts & Real World, On-The-Job Application A Brief Overview Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC Programme Structure and Training Methodology Excel Template 1 The program is structured to make the delegates well versed with the fundamentals before moving on to Valuation Basics and Essentials Excel Based Training Presentation and Report Writing Interviews Preparations 15% 55% 20% 10% Excel Learning Financial Statements Ratios Trading Comps Deal / Transaction Comps Financial Modeling DCF Valuation Merger Model Case Studies Company Profiles Equity Research Report Sector Analysis Pitch Book Buy Side Sell Side Mock Interviews with Investment Bankers Resume Preparation Excel Template 2 PowerPoint Template 1 PowerPoint Template 2 Sample Templates we use for training programmes Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC Training modules replicate exactly how it is done by analysts across the Globe Excel training is not a one-time event but an ongoing process throughout the programme Build and create your own financial models Top-down approach for financial statements and analysis Day 1 & 2 (Relative Valuation) Basic Excel Training Different Company Filings Financial Statements Introduction to Valuation Enterprise Value Relative Valuation Adjusted / clean numbers Key multiples Application of multiples Use of Relative Valuation Day 4 Day 5-6-7 (DCF Valuation) Case Study (Real Estate Sector) Ascertaining the Financial Viability and Feasibility of a project Financial Modeling Introductory Model Revenue drivers Forecasting of Financials Preparation of Different Schedules including Fixed Assets, Debt Schedule etc Preparation of Profit &Loss, Cash Flows, Balance Sheet Levered/Unlevered /Adjusted Beta WACC Calculation Free Cash Flows to equity and Firm Terminal Value Sensitivity Analysis Day 8 Day 9 Day 10 Transaction Comps Football Field Analysis Case Study 2 (Hotel Sector) Doing the entire business modeling of the project Case Study Continued. Overview of Pitch Book Mock Interview Day 3 Excel (Including Advanced Excel Simple excel formulas as s SumProduct Functions Multiple usage of Vlook Function Table functions/Array Functions Offset /Making Dynamic charts Programme Contents Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC Basic Financial Concepts Basic Financial Concepts Financial Statements and Ratio Analysis Format: 100% Excel Learn the basic finance concepts that are the backbone of any financial analysis. An understanding of these basic core tools is absolutely critical to mastering any financial or valuation analysis. Concentration is placed on the integration of the financial statements. We answer all the rarely answered "WHY" questions"why do we do this, why do we do that"instead of answering: "well, just because" or "that's the way it's always been done", we actually clearly and easily explain the logic of why and how not just the what. What Delegates learn - What are the different types of company filings in different countries and how to analyse them - What all sources to be used for analysing a company (investors presentations, earnings transcripts etc) - Income Statement, Balance Sheet, Cash Flow Statement defined and importance explained - Relationship between the Income Statement and Cash Flow Statement - Understand how financial statements are inter-related - Overview and explanation of major financial ratios, to assess profitability, liquidity, efficiency - DuPont RoE, Breakup of RoIC (RoIC tree) - Break Even Point, Margin of Safety Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC Trading Comps Relative Valuation Trading Comps Format: 100% Excel Trading comps analysis is the quickest, most widely used valuation methodology, and fundamental part of the core valuation skill set of investment bankers and finance professionals. Build a detailed, thorough trading comps analysis (analysis of selected publicly traded companies) and learn how to properly construct a relative valuation analysis the correct way as well as how to normalize financials for extraordinary items, non-recurring and restructuring charges - Learn the steps required to construct a trading comps analyses (Enterprise Value, Latest Twelve Months, Cleaning Reported Financials, Calculate & Benchmark Multiple) - Impact of Convertible Securities Options, Warrants, RSUs, Convertible Bonds, Convertible Pref. Share - Why Non Controlling Interested is added in calculation of EV? How do we find market value of Non Controlling Interest? - Proper Treatment of Operating and Capital Leases - Different Types of Multiples - EV multiples vs Equity Multiples What Delegates learn - How does the target company fit into the comparable universe? - How to allocate enterprise value between holding and subsidiary companies? - What type of multiple is most appropriate to value the target? - Should we value the target a company at a premium or a discount to the comparable universe? - Why would one company command a higher or lower premium than its direct competitor? - What multiple range should be applied to the target? - WACC Impact on Multiples Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC Transaction Comps Relative Valuation Transaction Comps Format: 100% Excel Transaction / acquisition comps analysis is a variant of comparables valuation. Value of the firm is derived by assessing the value of comparable companies recently acquired. Build a deal comps analysis (analysis of selected acquisitions), similar to trading comps analysis, but froman acquisition context using historical transaction data instead of current market valuation data. - Learn the steps required to construct a deal comps analyses (Enterprise Value, Latest Twelve Months, Cleaning Reported Financials, Calculate & Benchmark Multiple) - Calculate transaction value (purchase price), premiums and multiples in past deals - Difference between transaction value and enterprise value - Difference Between Trading Multiples and Deal Multiples - When to apply for Deal multiples or Trading Multiples for Valuation Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC Financial Modeling and DCF Valuation Financial Modeling & DCF Valuation Format: 100% Excel Excel based Financial Modeling starts with creation of a top-down income statement projection model. Then, construct a basic discounted cash flow analysis on top of your projection model. This Excel-based class provides a non-academic, real-world, hands-on primer to the quantitative and technical aspects of financial modeling. The DCF approach is among the most scientific and theoretically precise valuation methodologies because it relates specifically to the profitability and growth of the business being valued. What Delegates learn - Preparation of a top down income statement based on historical numbers with data flowing to cash flow statement and balance sheet automatically - How to project financials for next 5 years of a company - How to calculate Free cash flows to firm - How to calculate Weighted average cost of capital (WACC) and CAPM (Capital Asset Pricing Model) - Calculation of Terminal Value - How to calculate Present value of forecasted numbers in excel - How to drive Intrinsic value per share; intrinsic value is not the target price per share - Sensitivity Analysis and why it is important Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC MS-Excel Excel Training Format: Excel Delegates are made conversant with MS Excel so that their speed and comfort with excel increases in it and they are comfortable using excel which will be used in Financial Modeling onwards. Delegates are given practical exercises to solve and learn simultaneously What Delegates learn - Mathematical functions: SUM, MAX, AVERAGE, MEDIAN, MIN - Financial functions: PV, FV, RATE, NPV, IRR - Logic Functions: IF, nested IF, CHOOSE, AND, OR - Formatting: fills, copy formulas, paste special - What If Analysis: Goal Seek, Scenario Manager, Data Table - Sorting Data (By Values, By Cell Colour, By Font Colour, By Cell Icons) - Summarizing Data with Pivot Tables by changing value field settings, using pivot option and pivot charts - Protecting and Sharing as protecting cells, worksheets, workbook Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC Feasibility of Project Feasibility Case Study Format: 100% Excel Delegates are taught 2 case studies which are an example of business modeling taken from real time experience in an Investment Bank. They learn how do create business models which describe the rationale of how an organization creates, delivers and captures value. The process of business model construction is part of business strategy of any organization What Delegates learn - How to make Business Models - How to find out key operating matrix, revenue drivers and do future projections - Calculate the IRR from the project - Calculate the financial viability and feasibility of the project - Single variable sensitivity analysis Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC Faculty Our team has exceptional academic and industry background. Professionals are typically CAs and CFAs with multinational exposure across leading investment banks, consulting firms, asset management companies, and private equity firms. Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC Tapan Jindal, a 1st generation entrepreneur having co-founded ARC Financial Services and ARC School of Finance, brings with him rich experience in Corporate Finance, Valuation, Equity Research, Investor Relations Management Services and Fund Raising Activities. ARC School of Finance WST India, corporate training firm dedicated to teaching fundamental financial concepts ARC Financial Services, boutique investment bank focused on SME segment Fidelity Investments, Investment Research iGATE Global Solutions, Investment Research Copal Partners (part of Moody's Corporation) Author - Investment Banking: The Dream Begins Visiting Faculty for Masters in Business Finance programme of ICAI Credentials Chartered Accountancy from The Institute of Chartered Accountants of India Bachelors in Commerce from Panjab University Academic Background Tapan Jindal Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC Manoj Goel, Co-Founder and Director in ARC Financial Services and ARC School of Finance, brings with him diversified and comprehensive experience in Corporate Finance, Investment Banking, Corporate Restructuring including demergers, Cross Border Acquisitions, and Equity Syndication. ARC School of Finance WST India, corporate training firm dedicated to teaching fundamental financial concepts ARC Financial Services, boutique investment bank focused on SME segment Goldman Sachs, largest investment bank Times Private Equity, a private equity arm of Times Group Visiting faculty at ICAI, India, for Investment Banking programmes Credentials Chartered Accountancy from The Institute of Chartered Accountants of India Bachelors in Commerce from Delhi University Academic Background Manoj Goel Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC Himanshu Jain, Co-Founder and Director in ARC Financial Services and ARC School of Finance, brings with him exquisite experience in Strategic & Financial Research, Consulting, Insurance, and Corporate Finance. Co-Founder, ARC School of Finance WST India, corporate training firm dedicated to teaching fundamental financial concepts Co-Founder, ARC Financial Services, boutique investment bank focused on SME segment McKinsey & Co, a Top Consulting Firm ICICI Prudential Life Insurance, as Management Trainer Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes Credentials Chartered Accountancy from The Institute of Chartered Accountants of India Bachelors in Commerce from Panjab University Academic Background Himanshu Jain Certification in I nvestment Banking ARC School of Finance himanshu@arc-fs.com +91 99537 29651 School of Finance ARC Fee (for the Workshop): INR 25,000 + Taxes Days: Saturday & Sunday Time: 10 am to 5 pm Venue Address: 402, Pearls Business Park Netaji Subhash Place Pitampura, New Delhi-34 Reach Us At: (Call): +91 11 6542 2128 (Call):+91-99537 29651 (Email): himanshu@arc-fs.com (Web): www.arc-sof.com