Fundamentals of Personal Risk Management, Life Insurance Planning and Cover Assessment, Emergency/Contingency Fund Planning, Retirement Planning Framework, Retirement Corpus Estimation, Developing Pension Plans for corporate clients Tool 4: Life Insurance Requirement Calculator: Financial modelling with Excel to estimate the appropriate insurance cover based on income, liabilities, dependents, future obligations and financial goals. Tool 5: Contingency Fund Calculator: Development of a financial planning model to determine the required emergency/contingency fund based on household expenses, income stability and risk factors. Tool 6: Retirement Corpus & Retirement Planner: Calculation of required retirement corpus by incorporating current age, retirement age, life expectancy, current expenses, inflation, expected return and post-retirement income requirements. Tool 7: Pension Plan: Development of a corporate pension planning model incorporating rate of return, contribution period, maturity value, annuity, pension income and relevant withdrawal/surrender considerations. Case Study: Atal Pension Yojana

Corporate Finance, Understanding Financial Statements and Interlinkage, Performance Analysis of Profit & Loss Statement, Balance Sheet and Cash Flow Statement, Comparative and Common-size Financial Statements, Key Financial Ratios and DuPont analysis, Capital Budgeting, Cost of Capital, Financial Forecasting (Y/Y Growth, CAGR) and Financial Projections, AI integration in Financial Analysis and Modelling Tool 8: Profit & Loss Analysis & Forecasting Model with AI: Development of an Excel model for historical analysis, trend identification, assumptions and forecasting of revenues, expenses and profitability. Tool 9: Balance Sheet Forecasting Model with AI: Development of an integrated model for analysing and forecasting major balance sheet components using appropriate financial assumptions and drivers. Tool 10: Cash Flow Analysis & Forecasting Model with AI: Development of a model for analysing operating, investing and financing cash flows and forecasting future cash positions. Tool 11: Beta Calculation and WACC Assessment: Development of an excel-based model for calculation of Beta and assessment of weighted average cost of capital.

Business Model Development, Identification of Revenue and Cost Drivers, Estimation of Initial Investment, Working Capital Requirements, Operating Assumptions, Preparation of Projected Financial Statements, Profitability and Return Analysis (NPV, IRR, XIRR), Project Evaluation Tool 12: Business Plan Development and Analysis Tool 13: Project Evaluation and Analysis

Introduction to Investment Banking, Due Diligence and DCF Valuation, Analysis of Historic Performance, Estimating Cost of Capital, Forecasting Performance, Assessment of WACC, Estimating Terminal Value, Calculation of Enterprise Value (EV), Calculating Intrinsic Value of shares, Assessment of over and under valuation. Tool 14: DCF Model/ Due Diligence: Development of an integrated Excel-based Financial Model for DCF Valuation (with AI)/ Due Diligence for IPO valuation/ Merger and Acquisition / Equity Research.

Introduction to Market Multiples & Comparable Valuation Equity Valuation Multiples: P/E (Price/ Earning), P/B (Price/Book Value), and P/FCFF (price of Free Cash Flow to Firm). Enterprise Valuation Multiples: EV/EBITDA, EV/ Sales, EV/ BV. Tool 15: Analysis of Comparable Companies based upon P/E, P/B, P/FCFF, EV/EBITDA, EV/Sales & EV/BV Multiples.