Spot Light

Training Calendar

Guest Sessions

Day/Date Topic Speakers Time Access Details

Financial Modeling

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

Financial Report Writing

Day/Date Topic Coverage Faculty Time
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

Credit Research & Analyst

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

Alternative Investment

Day/Date Topic Coverage Faculty Time Access Details
Saturday,
10 Oct 2020
AIF Regulations Ms. Sharda Balaji Managing Partner, Novojuris 11:00pm - 12:00pm Available In Member Login
Saturday,
17 Oct 2020
Portfolio allocation in AIF – how different is this ballgame? Apurva Sahijwani (Axis Private Wealth)
Satinder Agarwal (Seguro Wealth, Dubai)
11:00pm - 12:00pm Available In Member Login
Saturday,
24 Oct 2020
Regulations & Compliance in AIFs TBC 11:00pm - 12:00pm Available In Member Login

Portfolio Management

Day/Date Topic Coverage Faculty Time Access Details
To Be Confirmed Objectives of Investment Decisions To Be Confirmed 1:00pm - 3:00pm Available In Member Login
To Be Confirmed Financial Markets To Be Confirmed 1:00pm - 3:00pm Available In Member Login
To Be Confirmed Financial Analysis and Valuation To Be Confirmed 1:00pm - 3:00pm Available In Member Login
To Be Confirmed Modern Portfolio theory 1:00pm - 3:00pm Available In Member Login
To Be Confirmed Investment Management To Be Confirmed 1:00pm - 3:00pm Available In Member Login

VBA for MS Excel (MS Excel Macro)

Day/Date Topic Coverage Faculty Time Access Details
Nov 26, 2020 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 08:00 PM Available In Member Login
Dec 3, 2020 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 08:00 PM Available In Member Login
Dec 10, 2020 Logical functions

- If.. Then.. Else construct

- Select Case construct

Mr. Viswanathan 08:00 PM Available In Member Login
Dec 17, 2020 Loops

- For Next construct

- Do Loop Construct

- While Wend construct

Mr. Viswanathan 08:00 PM Available In Member Login
Dec 24, 2020 Working with code snippets

- Generating code snippets using record macro feature

- Obtaining code snippets online

Mr. Viswanathan 08:00 PM Available In Member Login
Jan 7, 2021 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 08:00 PM Available In Member Login
Jan 14, 2021 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 08:00 PM Available In Member Login
Jan 21, 2021 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 08:00 PM Available In Member Login

Financial Mathematics For Analysis

Day/Date Topic Coverage Faculty Time Access Details
Nov 25, 2020 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 08:00 PM Available In Member Login
Dec 2, 2020 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 08:00 PM Available In Member Login
Dec 9, 2020 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 08:00 PM Available In Member Login
Dec 16, 2020 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 08:00 PM Available In Member Login
Dec 23, 2020 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 08:00 PM Available In Member Login

Finance for Entrepreneurs

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

-Introduction to Financial Statements

- Key Items, Interpretation

Mr. Himanshu Arora To Be Confirmed Available In Member Login
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 Available In Member Login
To Be Confirmed Key Financial Ratios

- Key Financial Ratios to understand the competition

Mr. Himanshu Arora To Be Confirmed Available In Member Login
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 Available In Member Login

Risk & Compliance

Day/Date Topic Coverage Faculty Time Access Details
Nov 27, 2020 CRC Session 1- Introduction to Financial Markets Mr. Himanshu Arora 07:00 PM Available In Member Login
Dec 4, 2020 CRC Session 2- Financial Derivatives & Risks Involved Mr. Himanshu Arora 07:00 PM Available In Member Login
Dec 11, 2020 CRC Session 3- Risk Avoidance using Derivative Strategies Mr. Himanshu Arora 07:00 PM Available In Member Login
Dec 18, 2020 CRC Session 4- Risk Management 07:00 PM Available In Member Login
Jan 1, 2021 CRC Session 5- Risk Measurement 07:00 PM Available In Member Login
Jan 8, 2021 CRC Session 6- Corporate Governance & Corporate Risk Management 07:00 PM Available In Member Login
Jan 15, 2021 CRC Session 7- Risk Management for Banking Sector 07:00 PM Available In Member Login
Jan 22, 2021 CRC Session 8- Financial & Regulatory Structure 07:00 PM Available In Member Login
Jan 29, 2021 CRC Session 9- Intermediary Specific Regulations 07:00 PM Available In Member Login

Financial Planning & Advisory

Day/Date Topic Coverage Faculty Time Access Details
Nov 28, 2020 FPA Session 1- Introduction to Financial Planning Mr. Nand Gangwani 04:00 PM Available In Member Login
Nov 29, 2020 FPA Session 2 - Insurance Mr. Nand Gangwani 07:00 PM Available In Member Login
Dec 5, 2020 FPA Session 3- Investments Mr. Nand Gangwani 04:00 PM Available In Member Login
Dec 6, 2020 FPA Session 4- Risk Mr. Nand Gangwani 07:00 PM Available In Member Login
Dec 12, 2020 FPA Session 5- Return Mr. Nand Gangwani 04:00 PM Available In Member Login
Dec 13, 2020 FPA Session 6 - Asset Allocation Mr. Nand Gangwani 07:00 PM Available In Member Login
Dec 19, 2020 FPA Session 7- Tax Planning ( Part 1) Mr. Nand Gangwani 04:00 PM Available In Member Login
Dec 20, 2020 FPA Session 8- Tax Planning ( Part 2) Mr. Nand Gangwani 07:00 PM Available In Member Login
Dec 26, 2020 FPA Session 9- Retirement Planning Mr. Nand Gangwani 04:00 PM Available In Member Login
Dec 27, 2020 FPA Session 10- Estate Planning Mr. Nand Gangwani 07:00 PM Available In Member Login

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