What Is Financial Modelling? Course Eligibility, Syllabus, Duration & Fees - The Wall Street School (2024)

Financial modelling is the stepping stone for any project execution or business action. A business organisation uses financial modelling to build a financial plan from scratch or restructure and remodel an existing financial model.

Purpose of Financial Modelling

A Financial Modelling Analyst creates a full-proof plan for short-term and long-term business goals. The analyst identifies new opportunities, works on previous data and makes predictions and forecasts for the business.

Financial modelling and valuation are essential for businesses and are gaining popularity globally, with job aspirants in the finance industry seeking financial modelling certification to boost their careers. As per the U.S Bureau of Labor Statistics, there is a growth projection of 9% from 2021 to 2031 in the overall employment of Financial Analysts.

Importance of Financial Modelling

Whether a startup or a global enterprise, every business organisation is cautious when making a critical business decision. Businesses use financial modelling to estimate the impact of the business decision on the company’s costs and revenue generation.

Financial modelling is a highly adaptable tool that caters to the diverse needs of different stakeholders based on their respective roles and requirements.

• The resource is valuable for investors, top-level executives, bankers, and financial analysts.
• It empowers them to conduct comprehensive financial analyses.
• It enables them to make well-informed business decisions.

Learn what is financial modelling and get details about financial modelling course, eligibility, subjects, fees & duration. Also, check the career opportunities available after completing the FMVA programme.

Financial Modelling Certificate Course

With increasing demands for financial modelling professionals across industries, online financial modelling courses are gaining popularity worldwide. Aspirants can take short-term certificate courses, diploma courses or full-time degree courses in financial modelling and valuation.

Short-term certificate courses are the most popular choice among most candidates. While some of these courses are self-paced, others have a time limit. Most of these short-term certificate courses span 6 weeks.

The WallStreet School offers a comprehensive Financial Modelling and Valuations Certification Course. The programme also offers training for candidates looking to make a career in finance, particularly in corporate finance, investment banking and equity research. The training makes the candidate job-ready.

• The practical training is designed to prepare students for employment opportunities.
• The faculty members have extensive experience working with major investment banks.
• The training material is concise and up-to-date and includes real case studies and discussions.
• The fee structure allows you to pay only 40% of the fees upon enrollment and the remaining 60% upon successful job placement.
• The Wall Street School provides transparent placements, shares contact details of previously placed candidates and provides 100% placement assistance.
• There are flexible batch options, with both full-time and weekend modes available.

Candidates are awarded the prestigious financial modelling certification upon course completion. Lucrative financial modelling jobs and career opportunities are the primary reasons why the financial modelling course is sought-after globally.

Who Should Do Financial Modelling?

Candidates with aspirations to advance their career in finance, particularly in investment banking, equity research, or corporate finance. Prior knowledge of finance is not necessary to join a full-time training programme. Our FMVA programme comprising 75% freshers and 25% individuals with 1-3 years of work experience, come from diverse backgrounds, including:

• CAs / CA Students (30%)
• MBAs / CFA’s / CFA Pursuing Students (27%)
• Engineers (18%)
• Graduates (18%)
• Other Working Professionals (7%)

FMVA Eligibility Criteria

Financial Modeling is a beneficial skill in the finance industry, and no specific educational qualifications are required to learn financial modelling. However, understanding finance, accounting, and Excel skills can be helpful. If you want to understand the eligibility criteria, you can Book Interview to understand if the course suits you.

Some general prerequisites and recommendations to get started with financial modelling:

1. Basic Finance & Accounting Knowledge: A fundamental understanding of financial concepts such as financial statements and valuation methods is helpful.
   2. Excel Proficiency: Excel is the primary tool used for financial modelling. It is a part of the syllabus, and basic familiarity with Excel can be helpful.
   3. Industry Knowledge: If you plan to specialise in financial modelling for a specific industry (e.g., real estate, hospitality, infrastructure, technology etc.), having relevant industry knowledge will be beneficial.

Please note that financial modelling can be a vast field with various applications, such as project finance, company valuation and budgeting, mergers and acquisitions, and equity research. Tailor your learning and practice to the specific area of financial modelling that interests you the most.

Ultimately, the best way to become proficient in financial modelling is through a combination of self-study, online courses, practical experience, and continuous learning to stay updated with industry trends and best practices.

Financial Modelling Syllabus

The majority of the financial modelling courses syllabus covers the following topics:

• Intermediate-level Excel for financial modelling
• Analysis of Financial Statements
• Financial Ratios
• Business Finance
• Equity Research Modeling
• Corporate Finance
• Portfolio Management
• Financial Market

The certification programme offered by The Wall Street School is divided into modules covering critical financial modelling aspects. Some of the modules include:

Module 1 – Basic to Intermediate Excel
Module 2 – Advanced Excel & PowerPoint
Module 3 – Basic and Advanced Finance Concepts

Module 4 –Fully dynamic financial model with forecasting of three financial statements and schedules
Module 5 – Financial Feasibility Study/Business Modelling for various sectors
Module 6 – Comparable Company Analysis
Module 7 – Precedent Transaction Analysis
Module 8 – Discounted Cashflow Valuation

Module 9 – Football Field Analysis

Module 10 – Pitchbook

Module 11 – Merger Model
Module 12 – Leveraged Buyout
Module 13 – Mock Interviews and Resume Edits

Financial Modelling Course Duration and Fees

The duration of the financial modelling course varies depending on the student’s choice of programme. For the certificate programme, the duration ranges from a minimum of 1 day to a maximum of three months. The course offered by The Wall Street School extends from six weeks to two and a half months.

Duration: 6 weeks

In the 6 weeks duration course, candidates get 180+ hours of study, and the timing for the class is 9.00 am to 03.00 pm from Monday to Friday. On enrollment, the financial modelling fee for this course is INR 45,000 + GST.

Duration: 2 ½ months

The 2.5-month weekend option comes with 120 hours of study. The classes are held only on weekends (Saturday and Sunday) from 09.00 am to 02.30 pm. For this course, the fee is INR 42,000 + GST.

Financial Modelling Jobs

The finance market is dynamic, continually presenting fresh job opportunities. Individuals with a financial modelling certification can access job opportunities offering attractive compensation packages.

Listed below are some typical finance modelling jobs:

1. Financial Modelling Analyst: Financial Modelling Analysts use financial management skills and knowledge to prepare financial models, typically using Excel spreadsheets. These professionals have comprehensive knowledge of finance concepts, accounting principles, and Excel tools, enabling them to assess the potential impact of financial decisions on a company’s future projections.
2. Investment Bankers: Investment Bankers play a crucial role in facilitating various finance-related transactions such as capital raising via debt or equity, mergers and acquisitions, valuation of companies, corporate restructuring etc.
3. Equity Research Analysts: Equity Research Analysts conduct detailed research on different companies and industries. They give their unbiased opinion to investors about a specific company or industry based on their in-depth research.
4. Credit Analysts: A Credit Analyst’s key responsibility is to assess the credit risk of any debt-related transaction. They access the creditworthiness of individuals, corporates, and entities looking to raise debt from banks and institutions. Credit Analysts work in various financial institutions such as banks, investment banks, rating agencies etc.
5. Financial Consultant: Financial Consultants are the go-to professionals for financial planning and wealth management advice. The majority of such consultants are independent professionals. Large business organisations often hire consultants to meet specific financial goals such as fundraising through debt and equity, business restructuring, financial feasibility of proposed new ventures etc.
6. Finance Manager: A Finance Manager’s responsibility entails maintaining and keeping track of cash inflows and outflows in an organisation, maintaining adequate liquidity in the business, raising funds to meet short-term and long-term finance needs of the business, and investing excess funds to maximise return for stakeholders, etc.
7. Financial Planner: Financial Planners are certified money management professionals, organisations and individuals. The planner suggests suitable investments to the client by analysing the risk tolerance and goals of the business or individual.

Apart from these job profiles, one can pursue other profiles after completing a financial modelling and valuation course. These include Risk Analysts, Finance Associates, Financial Advisors and so on.

Conclusion

Taking up a financial modelling course opens up many job avenues for aspirants looking to make a career in the finance industry. A candidate becomes proficient in various finance-related subjects after achieving a financial modelling certification. With surging demands for financial modelling jobs, many institutes offer these finance courses to interested candidates.

Visit The WallStreet School India for more details on the Financial Modelling and Valuations course. Access perks like 100% placement assistance, experiential learning, expert guidance, and more!

FAQs

• What qualifications should a candidate have to enrol for a financial modelling course?

Candidates should have a graduate and above degree, preferably in commerce and finance, to pursue a financial modelling course.

• What is the average base salary for financial modelling jobs?

The average base salary for financial modelling jobs ranges from INR 6,00,000 to INR 10,00,000 per annum for a fresher.

• Does financial modelling certification help in career development?

Financial modelling is critical for almost all finance-related jobs, including investment banking, equity research, credit analysis or risk management. In all finance-related jobs, you must deal with large volumes of frequently changing financial data, necessitating integrated and dynamic financial models.