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Training Calendar

Training Calendar


All our upcoming guest sessions and training sessions for various certifications and executive education programs are listed here. We update this page on a weekly basis and hence recommend you to keep visiting it regularly.

Guest Sessions are exclusively meant for AIWMI Students & Exqualifi Members and have no charges. For Tutorial Sessions, candidates can either sign up for individual programs to attend the respective sessions or become an Exqualifi Member to attend all the sessions in a year completely free of cost. In addition to training sessions, Exqualifi Members also get complimentary access to all AIWMI virtual conferences,knowledge sessions and several other benefits.

For complete details on Exqualifi Membership and the registration process, please visit www.exqualifi.com

Guest Sessions

Day/Date Topic Speakers Time Access Details
Saturday,
3 Oct 2020
Alternative Approach to Credit Risk Analysis Swapnil Pawar,
Founder ASQI
11:00am - 12:00pm
Saturday,
10 Oct 2020
Building a Wealth Management Business Shiv Gupta,
Founder & CEO,
Sanctum Wealth Managemen
11:00am - 12:00pm

Certificate In Financial Modeling (CIFM)

Date Topic Coverage Faculty Time Access Details
Monday,
12 Oct 2020
Introduction and overview

-Trainer and trainee introduction

-Overview of financial model

-Setting expectations

-Methodology: Interactive discussion with participants

Mr. Viswanathan 7:00pm - 9:00pm
Wednesday,
14 Oct 2020
Basic mathematics for financial modeling

-Understanding different types of data

-Understanding different types of variables

-Working with averages, growth rates, proportions, and basis points

Mr. Viswanathan 7:00pm - 9:00pm
Monday,
19 Oct 2020
MS Excel best practices

-Structuring workbook and worksheets

-Naming worksheets

-Delineating between input cells and formula cells

-Working with colour codes

-Working with relative reference vs absolute reference

-Working with range names and tables

Mr. Viswanathan 7:00pm - 9:00pm
Wednesday,
21 Oct 2020
Financial statement analysis for financial modeling

-Role of ratio analysis in financial modeling

-Time series analysis for financial modeling

-Calculating ratios and growth rates

-Limitations of textbook ratios and alternatives

Mr. Viswanathan 7:00pm - 9:00pm
Monday,
26 Oct 2020
Planning a financial model

-Understanding the business model

-Identifying variables and relationship

-Developing model structure using reverse flow charging

-Understanding data dimensions and model architecture

Mr. Viswanathan 7:00pm - 9:00pm
Wednesday,
28 Oct 2020
Revenue modeling

-Understanding the role of business constraints in revenue modeling

-Various levels of revenue modeling

-Demand side modeling

-Production/supply side modeling

-Top-down approach to financial models

Mr. Viswanathan 7:00pm - 9:00pm
Monday,
2 Nov 2020
Modeling operating expenses

-Understanding expense categorisation in India and the resulting challenges in modeling

-Modeling operating expenses

-Modeling changes in inventory

Mr. Viswanathan 7:00pm - 9:00pm
Wednesday,
7 Nov 2020
Advanced mathematics for financial modeling

-Understanding numerical series (arithmetic progression and geometric progression)

-Basic time value of money

-Advanced time value of money concept

-Using numerical series and TVM concepts in financial modeling

Mr. Viswanathan 7:00pm - 9:00pm
Monday,
9 Nov 2020
Advanced MS Excel functions and features

-Working with Boolean values

-Working with IF statements

-Advanced numerical functions and lookup functions

-Financial function in MS Excel

Mr. Viswanathan 7:00pm - 9:00pm
Wednesday,
14 Nov 2020
Depreciation and Fixed Asset schedule

-Understanding a fixed asset schedule

-Comparison between SLM and WDV method for calculating depreciation

-Challenges in SLM modeling and alternatives

-Modeling capex

Mr. Viswanathan 7:00pm - 9:00pm
Monday,
16 Nov 2020
Modeling debt and interest

-Structure of debt schedule

-Modeling debt when limited information is available

-Modeling debt when maturity dates are debt available

Mr. Viswanathan 7:00pm - 9:00pm
Wednesday,
21 Nov 2020
Modeling other P&L line items

-Modeling taxes

-Modeling minority interest and income from associates

-Modeling EPS and DPS

Mr. Viswanathan 7:00pm - 9:00pm
Monday,
23 Nov 2020
Modeling balance sheet

-Balance sheet line items in India and resulting challenges

-Identifying balance sheet items into (i) Fictitious asset/liability (ii) Financial assets/(liability) (iv) Operating assets and liabilities

-Modeling working capital line items

- Modeling provisions including provision for employee benefits

-Modeling equity

Mr. Viswanathan 7:00pm - 9:00pm
Wednesday,
25 Nov 2020
Modeling cash flow statement

-Reorganising cash flow line items

-Modeling cash flow statement under indirect method

-Cash sweep statement: Alternate approach to cash flow statement

-Algebraic approach to handling circular reference in cash sweep statement

Mr. Viswanathan 7:00pm - 9:00pm
Monday,
30 Nov 2020
DCF Valuationt

-Overview of three stage DCF model

-Factors affecting number of stages and tenure of each stage

-Projecting out years (second stage)

-Critical check lists for estimations and projections in DCF

-Calculating cost of capital

-Calculating present values and value of equity shares

-Sensitivity analysis of DCF valuation using data table

Mr. Viswanathan 7:00pm - 9:00pm
Wednesday,
2 Dec 2021
Open house Mr. Viswanathan 7:00pm - 9:00pm

Executive Education-Financial Report Writing

Day/Date Topic Coverage Faculty Time Access Details
Thursday,
15 Oct 2020
Components of an argument

-Understand the various parts of an analytical report such as assertion, premise and conclusion

-Know the significance of presenting the various components in a structured manner to be able to persuade the reader

-Presenting the various components for deductive arguments and inductive arguments

Mr. Viswanathan 7:00pm - 9:00pm
Thursday,
22 Oct 2020
Top-down vs Bottom-up approach

-Understanding pyramid structure and power writing

-Presenting deductive vs inductive arguments

-Knowing the difference between top-down vs Bottom-up approach and when to use what

-Presenting an idea using top-down pyramid

-Presenting an idea using bottom-up pyramid

Mr. Viswanathan 7:00pm - 9:00pm
Thursday,
29 Oct 2020
Gaining the reader’s attention

-Beginning with clear, concise and persuasive opening

-Using bread crumbs to retain the reader’s attention

-Using flags and sign posts

-Ending with powerful conclusion

Mr. Viswanathan 7:00pm - 9:00pm
Thursday,
5 Nov 2020
Enabling skim through of documents

-Writing effective paragraph/slide headings

-Using margin texts in word based reports

-Using pictographs

-Making charts and table easy to understand/interpret

Mr. Viswanathan 7:00pm - 9:00pm
Other key attributes of good writing

-Unity of idea

-Bringing variety using different sentence structures

-Maintaining coherence of idea

Mr. Viswanathan 7:00pm - 9:00pm
Thursday,
12 Nov 2020
Common grammatical mistakes

-Eight rules of comma

-Rules of capitalization

-Using other punctuations such as semi-colon, colon, em-dash and en-dash

Mr. Viswanathan 7:00pm - 9:00pm

Certified Credit Research Analyst (CCRA)

Day/Date Topic Coverage Faculty Time Access Details
Tuesday,
6 Oct 2020
Financial Statement Analysis Mr. Abhijit Chatterjee 7:00pm - 9:00pm
Friday,
9 Oct 2020
Credit Specific Analysis – Banker’s and Analyst Perspective Mr. Abhijit Chatterjee 7:00pm - 9:00pm
Tuesday,
13 Oct 2020
Understanding of Loans and Bonds Mr. Abhijit Chatterjee 7:00pm - 9:00pm
Friday,
16 Oct 2020
Credit Rating- Internal & External (Part 1) Mr. Abhijit Chatterjee 7:00pm - 9:00pm
Tuesday,
20 Oct 2020
Credit Rating- Internal & External (Part 2) Mr. Abhijit Chatterjee 7:00pm - 9:00pm
Friday,
23 Oct 2020
Credit Strategy & Portfolio Management (Part 1) Mr. Abhijit Chatterjee 7:00pm - 9:00pm
Tuesday,
27 Oct 2020
Credit Strategy & Portfolio Management (Part 2) Mr. Abhijit Chatterjee 7:00pm - 9:00pm
Friday,
30 Oct 2020
Credit Monitoring, NPA Management, Enhancement and Securitization (Part 1) Mr. Abhijit Chatterjee 7:00pm - 9:00pm
Tuesday,
3 Nov 2020
Credit Monitoring, NPA Management, Enhancement and Securitization (Part 2) Mr. Abhijit Chatterjee 7:00pm - 9:00pm
Friday,
6 Nov 2020
Credit Risk Models and Regulations (Part 1) Mr. Abhijit Chatterjee 7:00pm - 9:00pm
Tuesday,
10 Nov 2020
Credit Risk Models and Regulations (Part 2) Mr. Abhijit Chatterjee 7:00pm - 9:00pm
Friday,
13 Nov 2020
Understanding and analysis of Corporate Banking Facilities and other financing forms Mr. Abhijit Chatterjee 7:00pm - 9:00pm

Certified Alternative Investment Manager (AIM)

Day/Date Topic Coverage Faculty Time Access Details
Saturday,
26 Sept 2020
Global Commodities Arbitrage – less explored option Mr. Abhishek Bansal (Abans) 7:00pm - 9:00pm
Saturday,
3 Oct 2020
Investor perspective to AIFs TBC 7:00pm - 9:00pm
Saturday,
10 Oct 2020
Relevance of art, collectibles and innovative themes TBC 7:00pm - 9:00pm
Saturday,
17 Oct 2020
Portfolio allocation in AIF – how different is this ballgame? Apurva Sahijwani (Axis Private Wealth)
Satinder Agarwal (Seguro Wealth, Dubai)
7:00pm - 9:00pm
Saturday,
24 Oct 2020
Regulations & Compliance in AIFs TBC 7:00pm - 9:00pm

Certificate In Portfolio Management (CPM)

Day/Date Topic Coverage Faculty Time Access Details
Saturday,
10 Oct 2020
Objectives of Investment Decisions To Be Confirmed 1:00pm - 3:00pm
Saturday,
17 Oct 2020
Financial Markets To Be Confirmed 1:00pm - 3:00pm
Saturday,
24 Oct 2020
Financial Analysis and Valuation To Be Confirmed 1:00pm - 3:00pm
Saturday,
31 Oct 2020
Modern Portfolio theory 1:00pm - 3:00pm
Saturday,
7 Nov 2020
Investment Management To Be Confirmed 1:00pm - 3:00pm

EXECUTIVE EDUCATION-VBA for MS Excel (MS Excel Macro)

Day/Date Topic Coverage Faculty Time
To Be Confirmed Introduction and Overview

- Overview of VBA

- Understanding the VBA environment

- Understanding VBA libraries

- Overview of object, properties and methods

- Understanding subroutines and functions

Mr. Viswanathan To Be Confirmed
To Be Confirmed Input, processing, and storage

- Input commands in MS Excel

- Storing input data in MS Excel or name manager

- Processing data in VBA

- Use of MS Excel functions in VBA

- Storing calculated results in MS Excel

Mr. Viswanathan To Be Confirmed
To Be Confirmed Logical functions

- If.. Then.. Else construct

- Select Case construct

Mr. Viswanathan To Be Confirmed
To Be Confirmed Loops

- For Next construct

- Do Loop Construct

- While Wend construct

Mr. Viswanathan To Be Confirmed
To Be Confirmed Working with code snippets

- Generating code snippets using record macro feature

- Obtaining code snippets online

Mr. Viswanathan To Be Confirmed
To Be Confirmed Creating a complete subroutine

- Identifying the steps

- Identifying conditional steps

- Generating codes

- Modifying codes to suit the need

- External resources helpful for coding

Mr. Viswanathan To Be Confirmed
To Be Confirmed Creating functions

- Understanding the concept of functions

- Private and public functions

- Calling additional functions and sub-routines

- Creating and function to work with MS Excel

Mr. Viswanathan To Be Confirmed
To Be Confirmed Creating and working with user forms

- - Introduction to ActiveX controls

- Various ActiveX controls button

- Reading values in ActiveX control and accepting input using the same

- Adding elements to ActiveX controls manually and automatically

- Hiding and showing ActiveX controls

Mr. Viswanathan To Be Confirmed

EXECUTIVE EDUCATION-Financial Mathematics For Analysis

Day/Date Topic Coverage Faculty Time
To Be Confirmed Introduction to time value of money

- Simple interest vs compound interest

-Understanding present values and future values

-Calculating present value, future value, rate and number of periods

-MS Excel functions for calculating PV, FV, Rate, NPer

Mr. Viswanathan To Be Confirmed
To Be Confirmed Role of time value of money in asset valuation

- Fundamental equation of value

-Real world valuation vs risk neutral valuation

-Role of spot rates in asset valuation

-Valuation of bond with (i) yield to maturity (ii) with spot rates

-Working with forward rates

Mr. Viswanathan To Be Confirmed
To Be Confirmed Working with annuity

-Introduction to annuity

-Mathematical formula for calculating annuity

-MS Excel function to calculate annuity

-Calculating annuity when there are uncertainties

-Modeling growth annuity

Mr. Viswanathan To Be Confirmed
To Be Confirmed Overview of application of time value of money is financial reporting

-Lease accounting

-Investment and debt accounting under IFRS 9 / IndAS 109

-Impairment of assets

-Accounting for employment obigations

Mr. Viswanathan To Be Confirmed
To Be Confirmed Advanced MS Excel to crunch complex numerical series problems

- Creating a consolidated debt schedule when there are several debts taken at different times at different rates and different tenure

- Creating a consolidated depreciation schedule when there are different asset purchased at different dates with different life and salvage value

-Creating debt repayment schedule based for a series of debt

Mr. Viswanathan To Be Confirmed

Executive Education-Finance for Entrepreneurs

Day/Date Topic Coverage Faculty Time
To Be Confirmed Introduction to Finance

-Introduction to Financial Statements

- Key Items, Interpretation

Mr. Himanshu Arora To Be Confirmed
To Be Confirmed Types of Businesses

- Sources of Funds (Types of loans- Short/Long Term)

- Investment opportunities (Short term/Long Term)

Mr. Himanshu Arora To Be Confirmed
To Be Confirmed Key Financial Ratios

- Key Financial Ratios to understand the competition

Mr. Himanshu Arora To Be Confirmed
To Be Confirmed Time Value of Money

- Introduction to FV, PV and other terms.

- Understanding the Economy

- Role of Government in businesses & Recent Govet schemes for Small - Businesses

Mr. Himanshu Arora To Be Confirmed

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