Finance Management Training

INTRODUCTION

Finance industry is evolving every day and so is the demand for professionals with updated knowledge and expertise. Finance professionals are, therefore, moving towards re-skilling and there are many international governing bodies that validate this attempt by introducing different financial management certifications. Globally recognized bodies in finance industry such as CFA Institute and Global Association of Risk Professionals (GARP) offer the CFA and the FRM charters respectively. Finance professionals who attain CFA, FRM or Financial Modeling credentials experience better job prospects and opportunities in the professional world. Simplilearn offers training for CFA® certification, FRM® certification and Financial Modeling using Microsoft Excel.

Popular Finance Management Courses

CFA® Level I Training
Finance Management Training

CFA Level I exam is the first level of qualification under the CFA certification program offered by the CFA Institute. Ideal for finance professionals working or entering in the investment field and banking sector, CFA Level I training can be availed by professionals who want to increase their expertise and marketability in the finance domain. Simplilearn's CFA Level I training program includes CFA Level I classroom training, online CFA training course and live Virtual Classes (LVC) coupled with CFA Level I practice tests.

Financial Modeling with MS Excel Training
Finance Management Training

Financial Modeling training involves modeling of various projects on finance including Mergers and Acquisitions and Corporate valuation modules. Other application based modules covered in Financial Modeling with MS Excel training includes excel techniques such as its in-built functions, VBA coding, charting and Dash-boarding which are used in different modeling applications. Simplilearn's financial modeling course is accredited by EXIN, an internationally recognized examination institute.

FRM® Part 1 Training
Finance Management Training

FRM Part 1 exam is the first level of qualification in the FRM certification program. By qualifying FRM Part 1 exam, one can showcase their expertise on Quantitative Analysis, Foundations of Risk Management, Financial Markets and Products, and Valuation and Risk Models. Simplilearn's FRM Part 1 training program includes classroom training, online FRM training course and Live Virtual Classes (LVC) coupled with practice tests.

Chartered Financial Analyst® (CFA) Certification Program

The CFA charter is the most respected and globally recognized designation in the finance profession. CFA certification is offered by the CFA Institute to successful candidates who qualify in the CFA exams. CFA certification program includes three levels of exams: CFA Level I, CFA Level II and CFA Level III.

Eligibility

  • Four years of qualifying investment work experience
  • Become a member of CFA Institute
  • Pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct
  • Apply for membership to a local CFA member society
  • Complete the CFA Program (qualify all 3 levels of CFA exam)

Career Benefits

  • A self-study format and program focused on Investment knowledge allows professional to earn CFA Charter without requiring to quit their job
  • CFA charter demonstrates mastery of a broad range of investment skills providing one passport to a competitive career in the fast-evolving world of investment and global finance
  • Employers recognize the CFA charter as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals.
  • Earning CFA charter will provide you global credibility and recognition for borderless mobility in the financial world
  • CFA has become a definitive standard by which employers today measure the competence, integrity, and dedication of serious investment professionals
  • With CFA program one will join an elite group of 90,000 respected investment professionals working in over 130 countries. Access to their collective expertise, networks, and resources is an invaluable asset

Who Should Pursue

CFA program is suitable for

  • Investment professional who wants to enhance his professional abilities,
  • Career changers (non-investment professionals) to gain broader professional expertise and to make a career change into the investment profession
  • Students who want to enter the finance or investment profession

CFA Exam Pre-requisites

Before registering for the CFA Level 1 exam the candidates must fulfill following exam pre-requisites:

  • Have a bachelor's (or equivalent) degree or be in the final year of your bachelor's degree program at the time of registration or have four years of professional work experience (does not have to be investment related) or have a combination of professional work and college experience that totals at least four years.
  • Have a valid international travel passport (required for enrollment and exam registration)

Exam Structure

CFA Exam has three levels which need to be passed sequentially in order to gain CFA Charter. Level I exam is scheduled in June and December (first Saturday) and Level II exam is scheduled only in June (first Saturday) every year. One can register for only one exam at a time. Each exam is conducted in two sessions (morning and afternoon) with duration of 3 hours each session.

 

Exam Focus

Question Format

No. of Questions

Level I

Basic knowledge focused on investment tools along with some analysis

Multiple Choice Questions

240

Level II

Analysis along with application

Item-sets Multiple Choice Questions in vignette style

120

Level III

Focuses on synthesizing concepts and analytical methods for applications in portfolio management

50% Essay-type

50% Item-set Multiple Choice Questions

60

Exam Topic Coverage

Topic Area

Level I

Level II

Level III

Ethical and Professional Standards (total)

15

10

10

Quantitative Methods

12

5-10

0

Economics

10

5-10

0

Financial Reporting and Analysis

20

15-25

0

Corporate Finance

8

5-15

0

Investment Tools (total)

50

30-60

0

Equity Investments

10

20-30

5-15

Fixed Income

12

5-15

10-20

Derivatives

5

5-15

5-15

Alternative Investments

3

5-15

5-15

Asset Classes (total)

30

35-75

35-45

Portfolio Management and Wealth Planning (total)

5

5-15

45-55

Exam Fee Schedule

For June 2014 Exam (in US $)

 

First deadline
25 September 2013

Second deadline
12 February 2014

Final deadline
12 March 2014

First time enrolment fee

Deadline over

$440

$440

Exam Registration Fee

Deadline over

$800

$1,170

Total

Deadline over

$1,240

$1,610

Calculator Usage

Only two calculator models are authorized for use during CFA Program exams:

  • Texas Instruments BA II Plus (including BA II Plus Professional)
  • Hewlett Packard 12C (including the HP 12C Platinum, 12C Platinum 25th anniversary edition, 12C 30th anniversary edition, and HP 12C Prestige)   

Source: cfainstitute.org

Financial Risk Manager (FRM®) Certification Program

FRM certification offered by Global Association of Risk Professionals (GARP®) is one of the most popular credentials among Risk Management Professionals. FRM certification exam is offered in two levels: FRM Part 1 and FRM Part 2. Candidates need to qualify both the levels of exam in order to become FRM holder.

Benefits of FRM Designation

  • Differentiates one from peers, providing competitive advantage with colleagues, clients and prospective employers
  • Gives opportunity to network with best finance risk professionals in the world, (an elite group of over 26,000 FRMs from 110 countries)
  • Opens up career opportunities to become Chief Risk Officer, Senior Risk Analyst, Head of Operational Risk, and Director, Investment Risk Management etc.
  • Strong fundamentals in risk management and adherence to the highest levels of ethical conduct that increases FRMs reputation in the job market

Eligibility Criteria

There are no educational or professional prerequisites to sit for either part of the FRM Exam. However to get FRM certified one needs to show a minimum of two years professional full-time work experience in the area of financial risk management or another related field including, but not limited to: trading, portfolio management, faculty academic, industry research, economics, auditing, risk consulting, and/or risk technology

A candidate has 5 years from the date of passing the FRM Exam to have work experience verified. If one fails to provide this information within the 5 year time frame, then he will be required to retake the FRM Exam in order to become a Certified FRM.

Who Should Pursue

FRM program is suitable for

  • Finance risk professional who wants to enhance his professional abilities
  • Career changers (non-risk professionals) to gain broader professional expertise and to make a career change into the finance risk profession
  • Students who wants to enter the finance risk profession

FRM Exam Format

It is pencil and paper exam, conducted in two parts, twice a year in May and November.

 

Duration

Format

Session

FRM Part I

4 hours

100 Multiple Choice Questions

Morning

FRM Part II

4 hours

80 Multiple Choice Questions

Afternoon

A candidate can sit for individual part or both the parts in a single day. But he must have passed in Part 1 to get his Part 2 exam graded. There is no negative marking.

FRM Exam Topic Areas

FRM Part I cover fundamental concepts required in financial risk profession

Exam Topics

Weightage in Exam

Quantitative Analysis

20%

Fundamentals of Risk Management

20%

Financial Markets and Products

30%

Valuation and Risk Models

30%

FRM Part II topics help candidates to apply the concepts learnt in Part I

Exam Topics

Weightage in Exam

Market Risk

25%

Credit Risk

25%

Operational Risk

25%

Risk Management and Investment Management

15%

 Current Issues in Financial Markets

10%

Exam Results

Exam results are pass/fail and are released via email approximately six weeks after the Exam is administered. Candidates are provided with quartile results that enable them to see how they scored on specific areas relative to other candidates.

Fees Schedule for May 2014 Exam (in US $)

 

Enrolment Fee

Exam Fee

Total Fees

Early Registration (1st Dec 2013 - 31st Jan 2014)

US $300

US $350

US $650

Standard Registration (1st Feb 2014 – 28th Feb 2014)

US $300

US $475

US $775

Late Registration ( 1st Mar 2013 – 15th Apr 2014)

US $300

US $650

US $950

Calculator Usage

Only following calculators are approved in the FRM exam

  • Texas Instruments BA II Plus (both versions), including the BA II Plus Professional
  • Hewlett Packard 10B II, 10B II+,20B
  • Hewlett Packard 12C (including the HP 12C Platinum and the Anniversary Edition)

Financial modeling is the process of creating mathematical models which help in financial decision making. Financial modeling is something that businesses and managers plan on how much to invest, which project or asset to invest in, and even whether to invest at all. and more such details. Financial modeling has application in the areas of Investment banking, equity research, credit rating, project finance, mergers and acquisitions and corporate finance.

Simplilearn’s financial modeling course is accredited by EXIN, an internationally recognized examination institute.

Objective

  • Provide understanding on usage of advanced MS Excel tools and techniques in financial analysis and decision making
  • Analyze future forecast and sustainability of business or project based on historical data
  • Provide understanding on business data, and decision making for given business situation
  • Knowledge on how much to invest, which project or asset to invest in, and even whether to invest at all etc.

Who should attend?

  • Professionals working in financial service industry, investment banking, project management, corporate finance and treasury, real estate industry, accounting and finance department, equity research, business planning and strategy
  • Any aspirants interested to work for financial service industry, investment banking, business planning and strategy
  • Also candidates pursuing engineering or commerce graduation, CA, CFA, CS, FRM

Course Pre-requisites:

There are no eligibility criteria for this course.

However, having knowledge on fundamentals of finance and excel basic skills is advised.

STRUCTURE

Simplilearn’s Financial Modeling with Excel course is four day classroom training, scheduled over two weekends. The training provides in-depth knowledge on below topics –

Module 1 Module 2
Module 1A: Valuation modeling Module 2A: Macros for financial modeling
Part 1 – Introduction to valuation modeling Part 1 – Introduction to the use of macros
Part 2 –How to value a company? Part 2 – Dynamic use of macros and advanced concepts
Module 1B: Project finance modeling Module 2B: Adv. excel functions for financial modeling
Part 1 – Profitability analysis Part 1 – Spreadsheet data manipulation
Part 2 – Capital usage and diversification Part 2 – Using excel built-in functions
Module 1C: Mergers and Acquisitions (M&A) modeling Module 2C: Adv. charting and dash-boarding techniques
Part 1 – Advanced company valuation Part 1 – Using charts in Excel
Part 2 – Debt & equity structures Part 2 – Using tables and automatic formatting

EXAM

Simplilearn conducts an online exam after completion of training. On successful completion of this exam, participants will be provided with certificate of excellence in financial modeling with MS excel.

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