Comprehensive

Course on
Professional
Investment Research
India’s first ever complete comprehensive computer
based practical course on Advanced Finance

Master Equity Research, Investment banking, Credit Research, Private Equity, Technical Analysis, IPO, Merger & Acquisition ,
Corporate Finance, Professional Valuations and Advanced Financial Modeling in just 4 months

10 practical hand-books written by Corporate Bridge Academy Team of Research Analysts & Investment Banking
Professionals

E-Learning and Online products and textbooks worth Rs.40, 000 absolutely FREE

4 month comprehensive computer based interactive training program

Participants are expected to make an initiating research report & these reports will be evaluated/
graded by expert panel consisting of Equity and Investment Banking Analysts

All First-rated Equity Research Reports by the participants will get published on CBA blog/website
and will be sent to Equity Research Brokerage firms for recruitment and investment solutions.

200 hrs of interactive training

100% placement assistance.

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About the Course: Course Highlights:

The main goal of the course is to enable
students/professionals to enhance their skills in Equity
Research, Investment Banking & Private Equity through
practical examples and exercise. This course illustrates the
fundamentals of techniques used by finance practitioners.
The course also covers excel best practices and efficiencies
that are extremely integral to financial modeling and pre-
requisite for any junior banker / professional or MBA
student. The seminar will also provide a detailed overview
on how to use the financial model to create discounted cash
flow (DCF) analysis.
Valuation techniques used to value a public and private
company
Preparation of pitch books for Buy side/Sell side and
IPOs
How to write equity research reports
Mergers & Acquisitions and Restructuring activities
Private Equity Investments
Learn professional analysis to evaluate historical
and current trends of a company
Effectively forecast trends and performance of the
firm using analyst’s tool like horizontal analysis,
Vertical analysis and Ratio Analysis
Insights to various sophisticated fundamental
valuation tools as used by Buy Side/Sell Side analyst
and Investment Bankers with key focus on DCF,
SOP, Equity and EV Multiples.
Learn complex financial modeling by identifying
and utilizing key business drivers and integrating
them into a three statement forecasting model.
Learn to efficiently build revenue drivers of FMCG,
Retail and Cement sector models
Over 200 hours of training (including 130 hours of
Classroom training)
Decode Financial jargon and uncover popular
misconception
Dynamic, highly practical & interactive training
program with real life case studies
Weekend Program model suitable for all –
professionals or students

Module Finance for Non - Finance Who can attend it?

1
Module Excel and Advanced Excel
 Students
2  CEO / CFO
Module Macro-economics
 Analysts
3  Professionals
Module Financial Statement Analysis
 Investment bankers
4  Fund managers
Module Valuation - Relative Valuation / Discounted Cash  Equity analysts
5 Flows  Equity traders
Module  Equity sales people
Financial Modeling / Research Report Writing
6- 10  Credit analysts
Module  Strategists
Mergers and Acquisitions (M&A)
11  Treasurers
Module  Executive Level Managers
Initial Public Offerings (IPOs)
12
Module Pitch Book Prepration
13
Module Presentation - Research report Initiation
14
Module Introduction to Technial Analysis
15
Module Nuts & Bolts of Private Equity
16
Module Credit Research
17
Module
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Placement Session
Program Structure and Training Methodology.

Presentation and
Basics and Essentials Excel Based Training Introdution Interview Preparation
report writing
20% 40% 10% 10%
20%

Excel and Adv. Excel Trading Comps Company Profiles Private Equity Mock interviews

Financial Stmt Analysis Deal / Transaction Comps Equity Research Report Technical Analysis Resume Preparation

Macroeconomics Financial Modeling Sector Analysis Credit Research Research Report Initiation

Finance for Non-Fin DCF Valuation Pitch Book

Merger Models

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 Basic Excel and Advanced Excel
Financial
Concepts Format: 100% Excel

Forget manuals, Excel is best learned from the wisdom of experienced and expert users. Excel Training will teach you
everything you need to learn to be a professional analyst, even expert Excel user. Save time, yet be more efficient
than you've ever been before with these excellent Excel Training courses.

What will the delegates learn?

Excel Basics – SUMPRODUCT, SUMIF, IF, AND, OR

Advanced Analyst Excel Formulae and functions, VLOOKUP, HLOOKUP, CHOOSE)
Keyboard Shortcuts
Graphs and Charts (Two-axis graphs, Band charts – PE, EV/EBITDA, P/BV, P/Sales, Ratio Charts
Pivot Table
Sensitivity Tables - DATA Tables
Basic Macros

Basic Finance for Non - Finance

Financial
Concepts Format: 100% Powerpoint based

Provides a comprehensive working knowledge of critical financial principles in an easy to follow manner that
will help them make better decisions in their organization. Learn to interpret crucial financial data in ways
that enable them to improve their effectiveness and make a more productive corporate contribution for
value creation. Highly practical course will lead you quickly from the basics through to the more advanced
financial methodologies

What will the delegates learn?

Why Accounting / Finance is important?

The story of Accounting
How to you read profit and loss statements
How to you read the Balance Sheet
Understanding Equity Capital
Analysis of Financial Performance
Time Value of Money Concept
Net Present Value
Payback Concept
Loan Amortization Table

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 Excel Based Ratio Analysis
training Format: 100% Excel

There are many ratios that can be calculated from the financial statements pertaining to a company's performance,
activity, financing and liquidity. Some common ratios include the price-earnings ratio, debt-equity ratio, earnings per
share, asset turnover and working capital.

What will the delegates learn?

Horizontal Analysis / Vertical Analysis / Trend Analysis

Liquidity Measurement Ratios
Operating Performance Ratios
Profitability Indicator Ratios
Cash Flow Indicator Ratios
Debt Ratios
Investment Valuation Ratios

Excel Based Macro-economics

training Format: Excel & Powerpoint

Macroeconomics is designed to give you a thorough understanding of the principles of economics that apply to an
economic system as a whole. Such a course places particular emphasis on the study of national income and price
determination, and also develops your familiarity with economic performance measures, economic growth, and
international economics. This module also provides you with the key macro-economic linkages to equity markets.

What will the delegates learn?

What is Macroeconomics?
Wealth versus Income.
Gross Domestic Product
Armchair View of the Big Five.
Macroeconomic Management – the Key stakeholder’s
Impact on Equity Markets

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 Excel Based Valuations - Discounted Cash Flow
training Format: 100% Excel

It's easy to understand why a faster growing company may deserve a higher P/E or P/S ratio than a slower growing
one, but how do we go about estimating what the absolute value of any company should be? Enter discounted
cash flow (DCF). Valuation methods based on discounted cash-flow models determine stock prices in a different
and more robust way. DCF models estimate what the entire company is worth.

What will the delegates learn?

Professional DCF Forecasting Techniques

Capital Structure Assumptions
WACC Calculations – Beta Assumptions
Terminal Value Concept – Perpetuity Growth Method & Transaction M&A Method
Sensitivity Table of Intrinsic value with Growth and WACC

Excel Based Valuations - Relative Valuation

training Format: 100% Excel

In relative valuation, the value of an asset is compared to the values assessed by the market for similar or
comparable assets. Relative valuation is much more likely to reflect market perceptions and moods than
discounted cash flow valuation. This can be an advantage when it is important that the price reflect these
perceptions as is the case when the objective is to sell a security at that price today (as in the case of an IPO)
investing on “momentum” based strategies. The multiples frequently used are Price to Earnings, Price to Cash
Flows, EV to EBITDA, EV to EBIT etc. The discussion theme in this module is how to calculate the multiple and
selectively apply them in different sectors.

What will the delegates learn?

Calculate the Standardized multiple and

Correctly apply them in different sectors.
Compare the standardized value for any differences between the firms that might affect the multiple, to
judge whether the asset is under or over valued

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 Excel Based Financial Modeling
training Format: 100% Excel

Financial modeling is the task of building an abstract representation (a model) of a financial decision making
situation. This is a mathematical model designed to represent (a simplified version of) the performance of a
financial asset or a portfolio, of a business, a project, or any other investment. Financial modeling is a general
term that means different things to different users; the reference usually relates either to accounting
applications, or to quantitative finance applications. While there has been some debate in the industry as to the
nature of financial modeling - whether it is a tradecraft, such as welding, or a science, the task of financial
modeling has been gaining acceptance and rigor over the years

What will the delegates learn?

Introduction to Modeling
Projection Schedules
Forecast Balance Sheet, Income Statement and Cash Flows
Debt Schedule Issues
Sector Specific Financial Modeling
Valuation Sensitivity using DATA Tables
Concept of Circularity
Cash Sweep Formula

Excel Based Research report writing

training Format: 100% Powerpoint

Improve the oral and written communication, English language within the broad parameter of finance,
correct email etiquettes, writing emails to clients, simple and to the point mail, write news flash and how
to make, small summaries of global conference calls and investors meet

What will the delegates learn?

Communication skills:
Email etiquettes:
Writing news flash:
Writing research notes:
Writing maintenance reports:
Making of an initiation coverage report

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 Excel Based Mergers and Acquisitions
training Format: 100% Excel

This module provides a broad overview of corporate mergers and acquisitions, an understanding of the
conceptual framework and a review of empirical evidence. The course covers the M&A process, the historic
pattern of mergers and acquisitions activity, financial, strategic, economic and managerial perspectives on M&A,
paths to create value through mergers, fundamentals of the deal transaction, antitrust regulation, the bid process
and post merger integration.

This session focuses on the mergers and acquisitions process, the basics of deal structures and covers the main
tools and analysis that Investment bankers use. Session start with common structural issues, crucial merger
consequence analysis, structures, methodologies and accelerates by creating a merger model.

What will the delegates learn?

Common structural issues in a transaction

Review of various deal considerations and deal structuring options (cash vs. stock)
Merger consequence analysis including accretion / dilution and financial implications of a deal
How to sensitize financial projections and the financial impact on a transaction
Merger consequence analysis including accretion / dilution and financial implications of a deal
Delegates build a fully functional accretion / dilution model that accounts for different structures.

Powerpoint IPOs
Based
Training Format: 100% Powerpoint

Introduces participants to the IPO process in the Indian Market Overview on various capital raising avenues
available to companies and how companies should gear up for the IPO process. Concepts of IPO valuations,
marketing and underwriting will be explained in detail. Roles of various Market Intermediaries and the IPO legal &
due diligence process.

What will the delegates learn?

Capital Raising Avenues

Gearing up for IPO Process
Investment Bankers & Other Market Intermediaries
IPO Process – Book Building & Fixed Price
Due Diligence
Valuation & Regulatory Environment
IPO Marketing
Underwriting of Issues

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 PowerPoint Pitch Book Preparation
Based
training Format: 100% Powerpoint

The delegates have learnt all about sectors, industry, financial modeling so far. What is the next step? Ultimately,
it all boils down to making sales. So, delegates have to learn how to pitch to prospective clients and how the
knowledge gained so far is ultimately applied. Session starts with discussing about pitch book contents and ends
with a real time case study of preparation of a pitch book in an independent template.

What will the delegates learn?

How to prepare a pitch book (Buy side, Sell side) and what all is covered in the same
What all discussions take place during a pitch and how these are addressed
A real time practical assignment is given to the delegates for them to prepare a pitch book
Key Differences between a General Pitch Book and a Deal Pitch Book

Powerpoint Technical Analysis

Based
Training Format: 100% Powerpoint

Understand the basic technical analysis strategies to make the right decision at the right time. Familiarize yourself
with professional online trading strategies and methodologies to formulate a day trading plan. Highly practical
course will lead you quickly from the basics through to the more advanced technical analysis

What will the delegates learn?

Basic assumptions of Technical Analysis

Fundamental analysis versus technical analysis
Dow Theory
Support and resistance levels
Time frame selection
Risk management strategies
Channels Trading
Exponential Moving Averages
Bollinger Bands Theory

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 Powerpoint Private Equity
Based
Training Format: 100% Powerpoint

The course starts with Learning of Private Equity market, their roles and perspectives. The course covers different
approaches to the analysis of companies and understanding when and how to apply what method. It is a highly
practical course that will lead quickly from the basics through to deal structuring methodologies. Emphasis is
placed on delegates gaining practical, hands-on experience of the various valuation techniques used by private
equity players.

What will the delegates learn?

Introduction to Private Equity

Fund Structure & overview
Investment Process
Deal Structuring
Valuation
Fund Manager’s Perspective
Global Private Equity Market
Indian Private Equity Market

Powerpoint Credit Research

Based
Training Format: 100% Powerpoint

The investor base for bonds continues to grow at an unprecedented pace as institutions shift from equities to fixed income,
and increasingly to credit. Moreover, the structural shift from bank lending to debt capital market borrowing continues
apace. The role of rating agencies and an understanding of how they rate the financial strength of a borrower has therefore
never been more important. This module will provide you with an unprecedented insight into corporate credit analysis and
the methodologies used by international rating agencies.

What will the delegates learn?

Determine the operating and financial strength of a specific borrower,

Understand the credit risks inherent in a wide range of corporate debt instruments, and rank the default risk of that
borrower
Perform fundamental credit risk analysis and cash flow modeling
Debt structure analysis.
Understand the rating criteria of Corporate Debt

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Our Added Benefits
Added benefits Corporate Bridge Cost
E-learning Access FULL ACCESS
Excel Video Library Included with the course Rs. 5,000
Accounting Included with the course Rs. 4,000
Valuations Included with the course Rs. 5,000
Financial Modeling Included with the course Rs. 9,000
Corporate Finance Included with the course Rs. 3,000
Text Books Included with the course
Equity Research Handbook Included with the course Rs. 3,000
Investment Banking Handbook Included with the course Rs. 1,000
Private Equity Handbook Included with the course Rs. 1,000
Technical Analysis Included with the course Rs. 1,000
Accounting Handbook Included with the course Rs. 1,000
Finance for Non Finance Included with the course Rs. 1,000
Economics Handbook Included with the course Rs. 1,000
Placement Handbook Included with the course Rs. 1,000
Credit Research Handbook Included with the course Rs. 1,000
Excel Shortcuts Handbook Included with the course Rs. 500
Excel Handbook Included with the course Rs. 500
Flash Cards Included with the course Rs. 500
Formula Cheat Sheets Included with the course Rs. 500
Placement & Grooming Session Included in the course Rs. 1,000

Benefits:
IIT and IIM venture
Certification from Corporate Bridge Academy
Placement assistance & online job search exclusive for finance @ www.cbjobs.in
Live case studies and excel based training
Online Products & Textbooks worth Rs. 40,000/- absolutely free with the course.
Personal attention to every delegate
Weekend Program model suitable for all – professionals or students
Intensive step-by-step classroom training program to understand capital markets
Dynamic, highly practical & interactive training program with real life case studies
Decode financial jargon and uncover popular misconception
Over 200 hours of training.
Be Competitive and differentiate yourself in the world of competition

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Program Directors:
Mr Dheeraj Vaidya
(IIT Delhi, IIM Lucknow)
Mr. Gaurav Singh
(IIT Delhi, IIM Calcutta)
Kholi Kayideni –
(IIT Delhi, IIM Ahmedabad)
D. Balasubramaniam
(AIM Manila)
S. Premananda
(IIT Delhi, IIM Calcutta)
Mohit Tyagi – ( IIT Delhi)
Advisory Board
Dr. T. R. Madan Mohan
(ex Prof. IIM Bangalore &
Managing Partner, Browne &
Mohan)
Prof. Prashant Mishra
(PGP Chairman, IIM Calcutta)
Prof. B. K. Mohanty
(IIM Lucknow)
Prof. Pranay K Swain
(IIM Calcutta)
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Experience with JP Morgan Chase, CLSA in the field of equity
research and investment banking and has trained 2000+ students
and professionals.
Worked as an equity analyst with JP Morgan. After an eventful and
fruitful stilt with JP Morgan, he started to manage his own
management firm. He started ‘RIR Pvt Ltd. – Think Equity’.
One of the prime accomplishments is the research project which he
completed under the guidance of Prof. P. R. Shukla, who is a lead
author of IPCC and a noble prize winner. Has also worked with HP
Corp, and Hinduja Group.
Has 15 years of experience in multiple disciplines such as consulting,
corporate finance, strategy advisory and PE evangelism.
Co-founder of the premier educational institution ‘The School of
Mathematics’, Kota, Jaipur. He was a part of Business Banking Group
in YES Bank. Also, trained 1000+ students for IIT JEE, CAT, and CET
One of the best tutors for mathematics, and quantitative analysis.
Also, has trained several thousand students for IIT JEE, AIEEE, and
CAT. He is also the founder of ‘IITians Bay’
Dr. Madan Mohan, is the managing partner of Browne & Mohan and
is based out of Bangalore, India. Prior to this he was Director
(Consulting), India, South Asia and Middle East, Frost & Sullivan from
Jan2006 to Feb2008.
Prashant Mishra is an expert and an authority in the field of
marketing and research. He has been critically contributing not just
to the knowledge base of the corporate world but also has been
providing consulting in the area of Marketing Management, Research
and consulting. He is an MBA and a Ph.D from Devi Ahilya University
(formerly known as Indore University).
Research and Teaching is the academic's activism, a way to intervene
with the world. This is what defines B K Mohanty. His quest not only
for assimilation of knowledge but also dissemination of it has made
him carve out a niche for himself in the academic diaspora. He was
conferred the Ph.D by IIT Kharagpur and today is a highly respected
faculty at IIM Lucknow.
Pranay Kumar Swain is a renowned professor in IIM Calcutta. A Ph.D
from IIT Kanpur, his commitment to excellence, his integrity and his
passion to take on new challenges makes him a truly unique
Our Corporate & Institutional Partners

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 E-Learning
portal
Free Online Access

Welcome to Corporate Bridge Academy’s new e-Learning portal. The portal is designed for the students and
professionals who undergo various training programs with Corporate Bridge Academy. The company provides
various training programs such as CFA level I,II & III, FRM level I & II, Equity Research, Investment Banking,
Excel and Adv Excel. With the best interactive video and audio quality the portal gives hands on practice to the
users and provides a brief explanation about each and every lesson that is included.

When the user goes on the URL http://elearning.corporatebridge.net. The user gets the first login page,
which you can see in the above diagram. The users will be given a user id and password as a default, which
once the user logins, they have the access to change the password of their choice.

When the user clicks on a particular lesson, the lesson dashboard appears on the screen, as you see on the
above diagram. The lesson has features such as

1. Start lesson – Starts the lesson

2. Lesson information – Gives information about the lesson

3. Glossary – Gives the glossary of the lesson

4. Reports – Gives the report for the lesson

5. Forum – This feature give the users an access to participate in the forum and share their ideas.

Material option

It also has a Material option which gives the user to access the material that has been associated with the
lesson such as soft copy, practice sheets, test papers etc.

Project Option

Project option includes any project for the user that needs to be completed in a stipulated time.

Announcements

Announcements are the information from the Corporate Bridge Academy for the web admin

The user can also export the report in the form of excel sheet or PDF format by clicking on the icon placed on
the top right corner of the user information page.

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 E-Learning
portal
E-Learning Snapshots

Login page of the e-learning

portal

User dashboard

Lesson index and their

completion status

Individual lesson
dashboard i.e. glossary,
tests, projects etc

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Actual excel video
snapshot included in
the e-learning portal

Videos with special effects

And step by step process

With animations, you can

actually enjoy the video and
learn great functions and
charts

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 Our other range of services
CFA Level I, II, III
FRM Level I, II
Fundamental Analysis
Stock Market Analysis
Risk Management
Derivatives
Corporate finance
Private Equity
Structured Finance
Valuations
Financial Modeling

Excel Excel Templates

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 Contact Us
Corporate Bridge Academy, 318, Sagar Tech Plaza, Andheri Kurla Road, Near Sakinaka Junction,

Andheri East, Mumbai, India

Email: trainings@corporatebridge.net, info@corporatebridge.net,

Website: www.corporatebridge.net, www.cbacademy.in, www.cbjobs.in

www.corporatebridge.net | www.cbacademy.in | www.cbjobs.in
Tel: Mumbai: 022 -32225058, 9222287738, Pune: +91 8080041415, Delhi: +91 9873609875