I3c Course Presentation

July 2008 Address (H.O) : 477,Udyog Vihar Phase III Gurgaon (Haryana) -122001, India Branch office : Epicenter, 2nd floor, law college road Pune - 411004 Tel : +91 020 41223168/ +91 9766498350 Website : www.i3c.in Email : [email protected]

This document is solely for the use of client personnel. No part of it may be circulated, quoted, or reproduced for distribution outside the client organization without prior written approval from i3 Consulting. 0

i3Fin is a i3 Consulting venture to prepare aspirants for the financial industry i3 i3 Consulting Consulting Pvt. Pvt. Ltd. Ltd. Started Started in in August August 2006 2006 by by ex-McKinsey ex-McKinsey & & Evalueserve Evalueserve employees, employees, the the company company offers offers aa broad broad spectrum spectrum of of services services ranging ranging across across Risk, Risk, Marketing, Marketing, Finance Finance & & Strategy. Strategy.

i3Fin Background

i3Fin is a venture started by i3C promoters to impart practical training to students & finance professionals alike

Services offered

Training related to financial analysis, financial modeling, equity derivatives, equity valuation, risk analysis & quantitative analysis

Faculty

Infrastructure

Experienced professionals from diverse backgrounds ranging across consulting, trading, investment banking, derivatives & analytics from companies like McKinsey, Morgan Stanley, Karvy, GE capital, Man Financial & Daiwa securities Adequate Infrastructure for practical training.

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Contents

Why Us? What we offer? - Program A: Financial Readiness Program - Program B: Modeling Readiness Program - Program C: Analytics Readiness Program

Who are the faculty?

i3Fin streamlines theoretical knowledge with practical application, enabling candidates to build upon the core competencies • Practical insights from industry practioners - Modules made keeping in mind industry requirements - Trainers from diverse backgrounds like IB, Analytics etc.

• Decoding commonly used Jargon. - Acquaintance & Simplification of financial jargon.

• Real time case studies - Opportunity to work on live projects related to capital markets with companies - E.g.: Live Strategy application for derivatives markets

• Validating Theoretical concepts

Gives one a headstart in the Financial Sector

- Understanding application of theoretical concepts.

• Best practices in deliverables - Understanding client needs. - Creating client ready deliverables.

• Personalized attention and adequate infrastructure support - Healthy Student faculty ratio of 20:1 for personalized attention - Adequate infrastructure with 2:1 student computer ratio and fully equipped lab for modeling

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i3Fin bridges the gap between academic inputs & industry requirements to prepare the candidates for corporate opportunities

Academics

Industry Requirement

Feedback sessions

Understanding individual requirements at regular intervals and conducting one to one feedback session

Career counseling

Helping one to understand domains within the financial sector and providing guidance for career opportunities

Mock Interviews

Mock interviews will be conducted after each module and corrective measures shall be suggested.

Placement assistance

Assistance in placing suitable candidates for the right job

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Contents

Why Us? What we offer? - Program A: Financial Readiness Program - Program B: Modeling Readiness Program - Program C: Analytics Readiness Program

Who are the faculty?

The course is aimed at making students ready in the fields of analytics, Investment Banking, Treasury operations, Broking & financial services

Objective

Course description

Who should attend

Program A Financial Readiness Program

Program B Modeling Readiness Program

Program C Analytics Readiness Program

45 Hrs

30 Hrs

30 Hrs

To provide a comprehensive overview of industry practices and make the candidate ready for the financial sector

Application of financial concepts covering areas like valuation, business analysis & projections through excel built models

To enable candidates to apply quantitative techniques for analysis thereby preparing them for the analytics industry

A comprehensive program comprising equity, debt, commodity, derivatives , wealth management & financial modeling

A program comprising economic, industry & company research supported by data analysis and making structured models in Excel

A comprehensive program covering statistical concepts using SPSS & Excel for marketing & Risk Analysis

Commerce graduates, MBAs, CFAs, CFPs, CAs & working professionals from broking & KPO.

MBA finance, CFAs, CAs & working professionals from broking & KPO.

B.Sc/M.Sc statistics/maths, Engineering graduates & professionals from analytics industry.

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Contents

Why Us? What we offer? - Program A: Financial Readiness Program - Program B: Modeling Readiness Program - Program C: Analytics Readiness Program

Who are the faculty?

Financial Readiness program prepares one for the financial services, analytics & investment banking industry.

Note: Each module will be of 9 hours duration & have relevant case studies.

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Financial Readiness Program – for Finance & Non- Finance Candidates Module1 - Objective • Introduction to capital markets • Prepares one for a career in the equity markets.

Capital markets • Introduction to Equity and Debt markets • Primary • Secondary • Intermediaries • Mechanics of Live Trading • Intraday • Delivery • Valuation • Basic equity valuation • Bond • Technical Analysis • Principles • Indicators • Case Study

Module 2 - Objective

Module 3 - Objective

• Introduction to commodity markets • Prepares one for a career in the commodity markets.

• Introduction to derivatives • Prepares one for a career in the equity derivatives markets.

Commodities

Derivatives

• Introduction to Commodities • Types of commodities • Drivers • Intermediaries • Forward & Futures Market • Hedging • Speculation • Arbitrage • Relevant Data • Economic data, macro indicators • Industrial data • Price projection • correlation & regression • Technical Analysis • Principles • Indicators • Case Study

• Introduction to Derivatives • Forwards • Futures • Options • Swaps • Pricing of • Futures • Options • Black Scholes binomials • Strategies for • Arbitrage • Futures & Options Straddle, Strangle, Butterfly, Synthetics etc. • Risk Management • Hedging techniques

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Financial Readiness Program… contd Module 4 - Objective

Module 5- Objective

• Introduction to Wealth management • Prepares one for a career in Financial services markets.

• Introduction to financial modeling • Prepares one for a career in the field of analytics & I-banking.

Wealth management • Introduction to Wealth Management • Asset classes • Risk Vs Return • Financial planning • Portfolio models • CAPM • LPP • Markowitz • Risk Analysis of Mutual Funds • Sharpe Ratio • Sortino Ratio • Treynor Ratio • Financial planning • Asset allocation based on risk profile • Emerging asset classes

Financial Modeling • Introduction to Modeling • Fundamentals of finance • Financial Modeling • Excel Basics • Shortcuts • Common functions • Formatting • Charts • Building a Financial Model • Structuring a problem in Excel • DCF model • Types of Financial Models • Predictive • Market estimation • Business planning

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Contents

Why Us? What we offer? - Program A: Financial Readiness Program - Program B: Modeling Readiness Program - Program C: Analytics Readiness Program

Who are the faculty?

The Modeling Readiness Program equips participants with the finer skills required to excel in the field of investment research.

Note: 30 hour Program

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Modeling Readiness Program Module 1 - Objective • Introduction to Business Research and application of techniques.

Business Research • Economic Research • Demographics • GDP • Cycles • Economic indicators • Industry research • Key drivers • Cost factor • Forecasting • Company Research • Ratio Analysis • Forecasting Key metrics • Impact Analysis • Result Analysis • Databases & Mining Techniques • Introduction to Databases • Key websites, journals & magazines • Techniques

Module 2 - Objective • Introduction to financial modeling • Prepares one for a career in analytics & I-banking.

Financial Modeling • Introduction to Modeling • Fundamentals of finance • Financial Modeling • Excel Basics • Shortcuts • Common functions • Formatting • Charts • Building a Financial Model • Structuring a problem in Excel • DCF model

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Contents

Why Us? What we offer? - Program A: Financial Readiness Program - Program B: Modeling Readiness Program - Program C: Analytics Readiness Program

Who are the faculty?

Analytics Readiness Program will enable participants to interpret statistical and quantitative concepts and apply them to solve day to day problems

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Analytics Readiness Program Module1- Objective • Introduction to basic concepts & their uses • Building blocks of quantitative analysis

Statistics & Economic Concepts • Introduction to basic statistical concepts • Measure of central tendency • Measures of dispersion • Distributions • Correlation and Regression • Introduction to basic economics concept • Demand and supply • Price elasticity of demand • Measures of GDP • Inflation • Purchasing power parity

Module 2 -Objective • Introduction to marketing analytics • Supports quantitative analysis

Quantitative Analytics • Tools and techniques used for marketing analytics • SPSS • Segmentation techniques • Tools and techniques used for risk analytics • SAS • Regression techniques • Introduction to popular Tools • Popular tools • Basic SPSS • Basic SAS

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Contents

Why Us? What we offer? - Program A: Financial Readiness Program - Program B: Modeling Readiness Program - Program C: Analytics Readiness Program

Who are the faculty?

Faculty Profile Ashish Khude – Trainer ( Valuation & Financial Modelling)

• Ashish has over five years of experience in Investment banking. Currently Working as an investment advisor as in Daiwa Securities.

• Worked as Manager Global Management for ICICI Bank in Investment Banking Divison. • Worked for Morgan Stanley India as research analyst where he was analyzing global companies using Financial Modeling

• Ashish is an engineering graduate from COEP and done his MBA (Finance) from Jamnalal Bajaj, Mumbai.

Abhijit Singh - Trainer ( Derivatives & Capital Markets)

• Abhijit has over six years of experience in various areas related to Derivative research, Commodities market & Forex markets.

• Abhijit worked as a business management at Karvy equity broking Ltd. Where he lead a team of 15 analysts handling online and offline equity trading. Before joining Karvy he has also worked with Motilal Oswal Securities and Man Financial where he was managing portfolios of high net worth individuals.

• He has also lead various research projects around market risk for various securities portfolio including market VAR, estimating volatilities using EWMA Model, GARCH Models, derivatives trading strategies

• Abhijit has done his Masters in Business Administration from Pune University 18

Faculty Profile Abhishek Gupta – Trainer ( Valuation & Risk Modelling)

• Abhishek has over seven years of experience in the Analytics industry and is currently working as Managing Director i3 Consulting pvt. Ltd.

• He is the founder member of the Analytics Centre of Competence for McKinsey. Under his leadership, the team has grown from 4 to 50 in just 2 years.

• Worked for one year with GE, where he has extensively worked on account management, customer acquisition and debt consolidation for their credit card portfolio at GE. He also developed the MIS for the credit card portfolios.

• He holds a degree in Masters of Business Administration with specialization in Finance and Marketing from BIM Trichy. He has a Bachelors degree in Mathematics. Sandeep Uppal - Trainer ( Valuation & Financial Modeling)

• Sandeep has over seven years of experience in Finance with expertise in capital markets currently is managing Director at i3 Consulting pvt. Ltd.

• He has worked for four years with McKinsey and is the founder member of the Analytics Centre of Competence for McKinsey. Under his leadership, the team grew from 4 to 50 in just 2 years.

• He is a Chartered Accountant (CPA Equivalent) from the Institute of Chartered Accountants of India and a Certified Information Systems Auditor from the Information System Audit & Control Association, Illinois and has a Bachelors degree in Business.

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Faculty Profile Shireen Ali – Trainer ( Statistical Modeling)

• Shireen has over three years of experience in the Analytics industry with Mckinsey & Co. in the area of risk analytics, predictive modeling and segmentation strategies.

• She has worked with banks across South East Asia and Europe to build risk assessment models for their retail portfolios by understanding drivers of default risk in the consumer finance industry. She has also worked on insurance fraud and devising collection strategies for telecom firms in South America

• Shireen has done her Masters in Economics from JNU Delhi. She is an economics graduate from Presidency College, Calcutta.

Ranita Basu Ray– Trainer ( Statistical Modeling)

• Ranita has over three years of experience with Mckinsey & Co. in the area of marketing analytics and consumer behavior.

• She has worked extensively with Retail banks in South East Asia on market entry, product launch strategies and cross selling opportunities by understanding target customer behavior. Her work in marketing also included promotion strategies for telecom firms in US and evaluating promotion effectiveness for a US retail client.

• Ranita has done her Masters in Economics from JNU Delhi. She is an economics graduate from Calcutta University 20