Flagship Program

SOCF’s Financial Modeling and Valuation Program is structured as a live program that deals with the basic and advanced concepts of Finance.
The entire program spans over a period of 8 weeks with 40+ hours of content that transpires into you becoming a confident financial analyst that can work in different fields of finance. The Course Curriculum is given below
Become an Excel Power User
    Sub Topics
  • Understanding the Ribbon
  • Learning Excel shortcuts and getting 3x faster
  • Getting hand on experience with various Excel functions
  • Learning to use financial functions
  • Understanding why pivot table is your friend in analyzing large data sets
  • Working with charts in Excel
  • Scenario and sensitivity analysis
  • Getting used to working with excel macros
  • Introduction to VBA and how VBA can become a Part of your daily excel working
  • Learning unknown life-simplifying tricks in excel
  • Auditing an excel sheet, and much more
Getting acquainted with PowerPoint
    Sub Topics
  • Working with slide master, understanding shortcuts
  • How to get creative in PowerPoint
  • Understanding the importance and tricks to align your slides as well as contents within a slide
  • Working with maps
  • Working with shapes and connector lines
  • Learning transitioning and slideshow effects
  • The importance of the notes section and presenter view
  • Learning cool effects in PowerPoint that makes you look like a pro-user
  • Common formatting mishaps and how you can avoid them
  • Increasing the speed of working with PowerPoint with suggestions from industry experts and trainers and much more
Financial Statement Analysis
    Sub Topics
  • Understanding the three statements and how to read them
  • Skimming an annual report within an hour
  • Learning how the three statements are connected with each other
  • Learning the art of preparing and analysing ratios
  • Building the financial statements for a fictitious business
  • Learning to prepare your personal financial statements
  • Understanding EBITDA vs adjusted EBITDA
  • Cash vs non-cash expenses
  • Why is Cash Flow statement the king of three statements, and much more.
Financial Modeling
    Sub Topics
  • Starting with getting a theoretical understanding of why we build financial models
  • proceeding with building a financial model for a real company in a step-by-step manner
  • learning the best practices of building a financial model
  • building a model from scratch vs updating a financial model
  • learning the importance of developing a storyboard in your mind
  • summarizing your financial model
  • learning the trick to balance your balance sheet in less than 10 minutes
  • learning the art of making assumptions that are close to reality
  • learning how to tackle and answer important interview questions, and much more
Discounted Cash Flow
    Sub Topics
  • Learning the concept of Free Cash Flow and Discount Rate
  • Learning different ways to calculate and arrive at these parameters
  • Learning different ways of arriving at your terminal value and why is it so important in ascertaining your company’s valuation
  • Building blue-sky
  • Red-sky scenarios in your model
  • Avoiding common mistakes
  • Learning to format your model appropriately, and much more
Relative Valuation
Trading Comparables and Transaction Comparables (Precedent Analysis)
    Sub Topics
  • Understand scenarios under which this method is more suitable than absolute valuation methods like DCF and Leveraged Buy Out
  • Learn the art of selecting peers
  • Visiting the filings, and spreading the financials
  • Learning how databases help you in getting things done faster
  • Avoiding common mistakes in the analysis
  • Learning to be comprehensive in data sourcing, and much more
Leveraged Buy Out
    Sub Topics
  • Understanding the importance of incorporating leverage or debt into your model
  • Understanding how to read an existing model
  • Starting with building an LBO model for a real-life company
  • Understanding different debt structures and the precedence in which they are paid
  • Learning the importance of cash sweep, sources and uses of funds
  • Pro-forma balance sheet adjustments and getting widely comfortable with one of the most dreaded forms of valuation
Football Field Analysis
    Sub Topics
  • Making inferences from your model
  • summarizing it using a football field,
  • presenting it professionally
  • learning the art of professional writing

Bonus lectures are conducted bi-monthly that include but are not limited to M&A modeling, Pitch Deck Preparation, Research Report writing, LinkedIn profile Optimization, elucidating EBITDA, major news analysis, financial statements manipulations, etc.

We also provide 1 on 1 Coaching. For more details, please get in contact with our team