Financial Modelling Program With AI
A Financial Modelling course is suitable for a wide range of academic students, but it is particularly beneficial for those with interests or backgrounds in finance, commerce, and business-related fields where financial analysis and decision-making play a critical role. The course is most relevant for students who aim to understand how businesses forecast performance, evaluate investments, manage finances, and support strategic planning through structured financial models.
Advanced Excel for Financial Modelling
- Workbook, Worksheet, Workspaces, Row C Column Settings
- References (Relative, Absolute, Mixed), Consolidation of Sheets
- Sorting and Filtering Data, Advance Filter
- Autofill, Autocorrect, Autoformat, Working with Charts
- If And Analysis, What if Analysis, Goal Seek, Solver, Scenarios
- H Lookup, V Lookup, X Lookup, Importing and Exporting Data
- Data Validation, Power Query, Power Pivot , Pivot Table, Pivot Chart
Excel Functions
- Logical Functions: (if, Nested if, AND, OR, NOT, XOR, False, True etc)
- Statistical Functions: ( Average, COUNTIF, MAX, MIN, Count, Countblank, etc)
- Data Base Functions: (DSUM, DMAX, DMIN, DCOUNT, etc)
- Math C Trignomatry Functions: (Rand, Round, MOD, SUMIF, LCM etc)
- Information functions: Cell, Error, Isnumber, Iseven, Istext, Type,
- Date and Time Functions: (Date, Day, Now, Today, Month, Year, Time, etc)
- Improve productivity and accuracy in Excel using AI (ChatGPT)
Purpose: transforms raw financial data into dynamic, flexible, and decision-ready financial models.”
Accounting & Financial Foundation
- Financial Statements (IS, BS, CF)
- 3-Statement relationship
- Accrual vs Cash
- Depreciation C amortization
- Working capital management
- Provisions C reserves
Project: ✔ Analyze real company financials ✔ Statement linkage in Excel
Understanding Practical Accounting Terms (Tally/Busy)
- Basics of accounting, Ledger Posting, Bill wise details , Cost center, Allow Invoice
- Multiple Godown, Maintain stock categories, Integrated account and Inventory
- Use tracking number, Ratio Analysis, Profit and Loss statement, Balance Sheet, etc.
Financial Modelling Structure & Standards
- Model architecture
- Input–Calculation–Output separation
- Assumptions sheet
- Control checks
- Formatting C documentation standards
Project: ✔ Create a professional model template ✔ Add automated checks
Forecasting & 3-Statement Financial Model
- Revenue forecasting methods, Expense C cost modelling
- Fixed vs variable costs, Working capital forecast
- Capex C depreciation schedule, Loan, interest C repayment schedule
- Cash flow projections, Automatic statement linking
Project: Fully dynamic 3-Statement Financial Model
CVP Analysis & Business Decision
Objective: Support management decisions
- Contribution margin C P/V ratio
- Break-even analysis
- Margin of safety
- Operating C financial leverage
- Make vs Buy C pricing decisions
Project: ✔ CVP Excel models ✔ Case-based decision analysis
Valuation Modelling
Objective: Investor-ready valuation skills
- Time value of money, FCFF C FCFE
- Discounted Cash Flow (DCF), Terminal value, WACC calculation
- Comparable company analysis, Enterprise vs equity value
Project: ✔ DCF valuation model ✔ Sensitivity analysis on valuation
Capital Budgeting & Investment Analysis
Objective: Project C investment evaluation
- NPV, IRR, Payback, PI, Capital structure impact
- Project finance basics, Risk-adjusted returns
Project: ✔ Investment appraisal model ✔ Decision dashboards
Power BI (for Financial Modelling s Analytics)
Objective: Convert financial models into interactive dashboards
- Power BI Desktop, Power BI Architecture
Data Extraction and Transformation
- Connecting to various data sources (Excel, SQL Server, Web, APIs, )
- Data Sources in Power BI Desktop, Query Editor In Power BI
Data Analysis Expression (DAX)
- Common DAX Functions, Aggregation Functions
- Logical Functions, Date C Time Functions, Filter Functions
Data Visualization
- Visualization Charts in Power BI
- Matrixes and Tables, Slicers and Map Visualizations
- Shapes, Text Boxes, and Images, Custom Visuals
Power BI Reports and Dashboards
- Creating C Configuring a Dashboard
- Building reports by combining visualizations
- Power BI Service, Power BI Paginated Reports
- Sharing Reports and Dashboards
Power BI Security and Administration
Power BI Integration
- Integrating Power BI with Excel
AI Features in Power BI
Projects:
✔ Convert Excel financial model into Power BI,
✔ Profit s Loss Dashboard
✔ Cash Flow C KPI dashboards
✔ Management-ready reports
Automation s Integration Using VBA
VBA Structure
- Excel Developer Tab overview, Recording C editing Macros
- VBA Editor (VBE) interface, Modules, Procedures C Functions
- Creating Macro-Enabled Files (.xlsm)
VBA Syntax s Programming Fundamentals
- Variables C Data Types, Constants, Comments
- Operators (Arithmetic, Logical, Comparison), Option Explicit
Control Structures
- If…Then…Else, Select Case,
- For…Next Loop, For Each…Next, Do While / Do Until
Working with Excel Objects (Object Model)
- Application, Workbook, Worksheet, Range, Cells, Rows, Columns
- ActiveWorkbook vs ThisWorkbook, With…End With
Commonly Used VBA Methods s Properties
- .Value, .Text, .Formula, .Copy, .PasteSpecial, .Clear, .ClearContents,
- .ClearFormats, .Select, .Activate, .Find C .Replace, .End(xlUp), .Offset, .Resize
Working with Cells s Data
- Dynamic Ranges C Last Row/Column, Data Validation via VBA
- Remove Duplicates, Looping through cells C ranges, Sorting C Filtering
Working with Worksheets s Workbooks
- Add, Delete, Rename Sheets, Protect / Unprotect Sheets
- Open, Close, Save Workbooks, Hide / Unhide Sheets
User Interaction
- MsgBox C InputBox, UserForms (Forms, Controls, Events)
- Buttons C Shape Controls, Custom Dialog Boxes
Error Handling s Debugging
- On Error Resume Next, On Error GoTo, Print
Working with Arrays s Collections
- Static C Dynamic Arrays, Split Function, Collections vs Arrays
Events Programming
- Workbook Events and Worksheet Events (Open, BeforeClose, etc)
- Worksheet Events (Change, SelectionChange etc)
Automation in VBA
- Automating reports, VBA with Pivot Tables C Charts
- Email automation (Outlook), File handling (Dir, FileSystemObject)
Real-World Projects (Practical)
- Automated MIS Reports, Invoice / Billing Automation
- Financial Modelling Automation, Dashboard Automation
DMAT s Portfolio Modelling
- Introduction to Capital Markets, Types of securities held in DMAT
- How shares are bought C sold
- Portfolio Valuation C Performance Analysis
- Basic Understanding of Capital Gains
- Short-term vs long-term capital gains
- An Intro to Tax impact on investment returns
Capstone Project s Presentation
Final Project
✔ End-to-end Financial Model
✔ Forecasting + Valuation
✔ Power BI Dashboard
✔ Scenario C sensitivity analysis
✔ Management / Investor presentation
Why Choose This Course
Financial Planning program helps professionals to translate financial information into actionable insights for planning, valuation, budgeting, and strategic decision-making.
- Master financial statements & business finance
- Build professional, dynamic financial models
- Analyze profitability, cash flows & performance
- Make smarter decisions using what-if analysis
- Forecast growth for planning & valuation
Frequently Asked Questions
Students from commerce, finance, management backgrounds and working professionals can join this course.
You can work as Financial Analyst, Business Analyst, Investment Analyst, or MIS Reporting Analyst.
Yes, AI tools are used to improve productivity, analysis, and financial modelling efficiency.
You can enroll by contacting us or visiting the institute.
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