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Professional Certificate in

FINANCIAL
MODELING AND VALUATION

Live Online 18 Hours One Month

Develop financial models for forward looking projections
Designed for roles across (back-office, middle-office, and front-office) finance functions
Delivered by senior industry professionals over the weekends

PROGRAM OVERVIEW

This hands-on program equips professionals with practical skills in financial modeling, and valuation using spreadsheets. Designed for roles across back-office, middle-office, and front-office finance functions, the curriculum progresses from foundation in MS Excel to advanced modeling techniques.
Participants will learn to build financial models using historical financial data, forecast future performance, and apply valuation methods such as DCF and comparable. From the sector-specific case studies in BFSI, Energy and Infrastructure, the program provides a practical perspective to the participants. Whether you're advising clients, managing funds, or structuring deals, this program delivers the tools and know-how to create models, analyse, and communicate financial insights effectively.

PROGRAM HIGHLIGHTS

Learn to build financial models in Excel: Acquire hands-on skills in building interactive financial models using advanced Excel functions and tools.
Analyse Financial Statements: Develop a foundation in interpreting and evaluating financial statements to uncover financial health of a business.
Apply valuation techniques in practical scenarios: Use DCF, comparable, and sensitivity analysis to value companies and assess investment opportunities.
Model Complex Projects: Develop integrated models for complex projects including NPV, IRR, and interest capitalization in industries like manufacturing, energy and BFSI among others.
Create Interactive Dashboards: Design Excel dashboards with slicers, sparklines, and dynamic visuals to present financial insights effectively.
Sector-Specific Applications: Apply modeling skills across manufacturing, energy and BFSI sectors for targeted investment analysis.

PROGRAM OUTLINE

Key Excel functions:

String, OFFSET, GOAL SEEK, DATA TABLE
Referencing ($ usage), linking sheets/ files
Custom formatting, Macros

Excel tips for model efficiency

Hands-on : Create a financial model using Excel for break-even analysis for an Infrastructure company using historical data in public domain

Understanding business and operating models

Financial statements:

Historical data creation
Assumptions and forecasting

Data collection and structuring

Hands-on : Analyse financial statements for a BFSI company using public data sources such as annual reports and investor presentations.

Revenue and cost build-up
Asset and depreciation schedules
Working capital, debt, equity modeling
Tax and cash flow projections

Hands-on : Build model future financials for an energy company (Include assumptions for tariff growth, capex, and debt infusion)

Cost of Equity (CAPM), Net cost of debt, WACC
DCF (FCFF, enterprise value)
Comparable company analysis
Sensitivity and scenario analysis

Hands-on : Perform valuation of a technology / healthcare company using DCF & comparable analysis (Run sensitivity analysis on commodity price changes)

Integrated financial models
NPV and IRR basics
Modeling delays and circular logic
Interest during construction

Hands-on : Case Study: Build a project valuation model for a renewable energy project (Include flexible cash flow timing and interest capitalization)

EPC and Capex schedules
Project P&L and asset schedule
GANTT chart for tracking
Excel dashboard creation

Hands-on : Create an interactive dashboard for a BFSI company’s financial KPIs Including pivot charts, slicers, sparklines, and dynamic titles

Mock Tests to help you prepare for certification examination

LEARNING OUTCOMES

By the end of the program, participants will be able to :

Use Excel formulas & tools to build and analyse a financial model.
Model future financials including revenue, costs, and cash flows.
Apply DCF and comparable to value a company and test scenarios.
Build a project model with NPV, IRR, and interest capitalization.
Integrate financials into a dashboard with dynamic Excel visuals.

Learning Outcomes

RESOURCES FOR PARTICIPANTS

Participants will gain access to templates in financial modeling:

👨‍💼

Corporate Finance Managers :
Excel-based forecast models for company’s future financial position.

🏦

Investment Bankers :
Deal structuring checklists and valuation frameworks for investment-related transactions.

📊

Portfolio Managers :
Allocation strategies and financial dashboards for integrating funds into diversified portfolios.

💼

Fund Managers :
Due diligence templates and risk modeling tools for evaluating various investment opportunities.

Sector-Focused Applications :

Explore how financial modeling can be applied through industry-specific financial models and valuation techniques:

🏦

Banking & Financial Services :
Use financial dashboards and scenario analysis to enhance client portfolio strategies.

💰

Private Equity & Venture Capital :
Apply forecasting and valuation models to forecast the financial health of a company.

🏢

Technology & Startups :
Build financial models to support early-stage funding.

🏭

Manufacturing & Infrastructure :
Develop project valuation models to attract capital through investments.

TARGET AUDIENCE

This program is designed for a diverse set of professionals and aspirants involved in financial modelling, investment analysis, and fund structuring:

Finance Professionals & Analysts working in corporate finance, treasury risk, portfolio management and similar roles who aim to deepen their analytical and modeling capabilities.
M&A, VCs & Investment Bankers seeking to practice deal structuring, accurate valuation techniques, and strategic transaction advisory.
Fund Managers planning to launch or manage investment vehicles across various stages of the startup lifecycle.
Students in the final year of professional programs such as MBA, CA, CMA, and similar courses, aiming to enhance their employability.

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PROGRAM FEE

₹20,000 /-

+ Taxes

Fee includes:

Live Sessions, Hands-on Activities & Assessment
Session’s Recording
NAL Academy Premium Digital Courses on

Contact NAL Academy For corporate pricing and nominations

gen_pdp@nse.co.in

+91 80805 33088

+91 74189 54716

Email NAL Academy

Apply for
Special Scholarships

Women’s Initiative for Growth and Success

Target Audience

Scholarship for Armed Forces Executives

Target Audience

*Disclaimer: Terms & Conditions apply on all scholarship benefits. NAL Academy reserves the right to revise, suspend, or withdraw the scholarship scheme at its sole discretion.

Certificate

The Professional Certificate of Completion will be awarded to participants upon securing 60% or above in the final assessment.
Participants who score less than 60% in the final assessment or do not attempt it, will receive a Certificate of Participation in the
program name without the Professional Certificate Badge.

About NAL Academy

NAL Academy Limited is a wholly-owned subsidiary of the National Stock Exchange of India Limited (NSE).

NAL Academy enables the next generation of BFSI and FinTech professionals to acquire industry-aligned skills – through capacity-building programs and certification courses, powered by an online examination and certification system. The courses are well-researched and carefully crafted with inputs from industry professionals.

NAL Academy works closely with reputed universities and institutions across India in building a competent workforce for the future of BFSI and FinTech. NAL Academy also promotes financial education as an essential life skill among youngsters – a contribution towards financial inclusion and wellbeing.

DISCLAIMERS

It is clarified that NAL Academy does not, in any manner whatsoever, assure, warrant, guarantee, or promise any job/ placement/ advancement to any Participant.
Under no circumstances, NAL Academy, and its partners shall be held responsible/ liable for failure on the part of the Participants to pass / successfully clear the interview process or the requirements to successfully secure a job.
Any form of reproduction, dissemination, copying, disclosure, modification, distribution, and or publication of this material is strictly prohibited.
All the courses are administered by the NAL Academy Ltd. and its partners. The participants need to complete certificate criteria independently to be eligible for the respective certificates. The course content/ outline mentioned herein is indicative and may be modified by NAL Academy or its partners in the best interest of the participants.
Participants will be granted access to course on the digital platforms of NAL Academy and its partner.
Registration Fees paid by the candidate shall not be refunded under any circumstances after the classes have commenced.
In case the registered candidate wishes to cancel the registration for the program, he/she is required to inform NAL Academy via a written request or an Email within 2 working days prior to the commencement of the program. If the refund request is approved, the candidate will be refunded 90% of the total course fees paid for the respective program.
The course is for educational purpose only. It is further clarified that NAL Academy does not, in any manner whatsoever, assure, warrant, guarantee, or promise any Profits/Gains from the market. Market risk is always applicable.
NAL Academy reserves the right to modify or reschedule class dates and timings at its sole discretion in the event of unforeseen circumstances or exigencies.