Resource Person:

Md. Nafeez-Al-Tarik , CFA, FRM

&

Khairul Bashar

About Resource Persons: Md. Nafeez-Al-Tarik is the lead resource per-

son who is responsible for course construction

& training, right from conceptualization, bro-

chure designing, content creation to delivery.

He is well supported by Mr. Khairul Bashar who

has experience in both Private and Public Equity

Valuation. Mr. Bashar is also a CFA Level III Can-

didate for 2017. He currently works in City Bro-

kerage Limited.

If you have further queries please feel free to

contact:

Email: nafeezfin11du@gmail.com

Voice: 01916566265 or 01841831183

Address

57/8 Shahjalal Plaza, West Panthapath,

Exact opposite lane of Prime Bank (Firoz

Tower) and adjacent to Ananda Bazar Shop

4th Floor

Please call after 6 pm.

**Certificates will be provided to the

participants

Financial Modeling Masterclass (A 4-Day Course)

“Learning is Contagious”

Who should attend the course?

Business and Financial Analysts

Investment and Corporate Bankers

Finance Staff and Accountants

Risk Manager

Any person who deals with financial

analysis.

Prerequisite for the Candidates

Candidates need to have basic

understanding about financial

statements

Basic idea about discounting and

compounding

Candidates need to have very basic idea

about MS Excel.

Candidates need to bring their laptop.

MS Excel (2010/2013/2016) need to be

installed with Windows PC. Mac is not

Preferred.

Inception: 8th October, 2016

Timing : 12:00 Pm—03:00 Pm

Fee for the Course: BDT 6,000

How to Register: You need to pay

the fee before the course by

depositing money to the following

account and then sent the copy of

the deposit slip via E-mail.

Deadline for Registration:

October 06, 2016

Account Detail:

MD NAFEEZ AL TARIK

A/C No: 2401790012001;

The City Bank Limited

A/C Name: Md. Nafeez-Al-Tarik

Branch: Gulshan Avenue

Learning is Contagious

Professional Finance Studies

YOUR LOGO HERE

Teaching Style

Inspirational tuition from expert

practitioners who use real examples in the

classroom to bring the course to life.

Flexibility

Courses are structured in modules to allow

maximum flexibility for candidates.

Class Sizes

Class size is relatively small, enhancing the

level of support available to each candidate

inside the classroom.

Materials

PFS deploys significant resources in

producing up-to-date materials that provide

an intuitive understanding of financial

modeling.

DAY 1 (Oct 08, 2016; 12:00-03:00 PM)

Md. Nafeez-Al-Tarik , CFA, FRM

Part 1: Principles

Basics of Financial Modeling and Financial

Statements

Techniques for building better financial

models.

Critical Outputs of financial model.

One-off model V Template Model

Do’s and Don’ts when building model

Part 2: Tools for Building Financial Model

2.1 Naming

Creating, Editing and Deleting Name

Creating static and Dynamic Name Ranges

using Functions

Using names in structuring dynamic

Financial Models

2.2 Database Functions

Static Vlookup & Hlookup

Dynamic Vlookup & Hlookup

Index functions

Match Functions

Combining Index, Match, Lookup

functions in structuring dynamic financial

models

Offset functions

Data Validation

Choose Function

Sumif, Sumifs, Averageif, Average ifs

Conditional Formatting

DAY 3 (Oct 22, 2016; 12:00-03:00 PM)

Khairul Bashar Part 5: Equity Valuation and Modeling

General Modeling Convention for

Valuation

Top Down Forecasting

Modeling Top line

Preparing Common Size Statements

Forecasting the financial statements

Building up Discount rates

Absolute Vs Relative Valuation

Forecasting and Valuing Public Companies

Forecasting and Valuing Private

Companies

Scenario Analysis Vs Sensitivity Analysis

DAY 4 (Oct 29, 2016; 12:00-03:00 PM)

Md. Nafeez-Al-Tarik , CFA, FRM Part 6: Pivot Table

Build Pivot Table from Database

Analyze and Display Data

Pivot charts

Excel Get PIVOTDATA Function

Excel PIVOT Tables Year on Year Change

Excel PIVOTTABLE Group Data

Pivot Table Calculated Field

Pivot Table Magic Tricks with Slicers

Part 7: Modeling Dashboards

What is dashboard?

Making Excel Dashboards

Dashboard from DSE Market and Sector

Data

Dashboard on Sales Performance

DAY 2 (Oct 15, 2016; 12:00-03:00 PM)

Md. Nafeez-Al-Tarik , CFA, FRM

2.3 Excel Shortcut Keys

Learn how effectively shortcuts can be

used to enhance excel productivity.

Part 3. Capital Budgeting & Valuing

Bonds

Building static Amortizing schedule of

Mortgage

Building dynamic Amortizing schedule of

Mortgage

Evaluating investments by NPV & IRR

criteria

Computing NPV and IRR when cash flows

are received at irregular intervals.

Valuing Bonds

Calculating Durations of Bonds

Part 4. Other Tools

If and Nested If functions

Iferror, Iserror functions

Evaluating Formulas

Trace Precedents

Trace Dependents

Sorting and Filtering

Advanced Filtering

Dynamic Charts using Table

Benefits of using Excel Table Features

Professional Finance Studies

“Learning is Contagious”