Week 1: Foundations of Corporate Finance & Financial Statements

📚 Topics to Cover:
· Goals of Corporate Finance
· Role of Financial Managers
· Understanding Financial Statements (Balance Sheet, Income Statement, Cash Flow
· Financial Statement Analysis (Ratios & Trends)
📌 Free Learning Resources:
https://www.khanacademy.org/economics-finance-domain/core-finance
https://www.youtube.com/@corporatefinanceinstitute
📄 Financial Statements Guide (Harvard Business School)
🔍 Practice:
Analyze a company's annual report (download from a company’s website)
Use Excel for ratio analysis
Week 2: Time Value of Money & Capital Budgeting
📚 Topics to Cover:
Present & Future Value
Discounting & Compounding
Annuities & Perpetuities
Net Present Value (NPV)
Internal Rate of Return (IRR)
📌 Free Learning Resources:
https://www.khanacademy.org/economics-finance-domain/core-finance
https://www.investopedia.com/
📖 CFI - Free Corporate Finance Course
🔍 Practice:
Use an online NPV/IRR calculator
Solve real-life capital budgeting problems
Week 3: Risk, Return & Capital Structure
📚 Topics to Cover:
Expected Return and Variance
Capital Asset Pricing Model (CAPM)
Beta & Market Risk
Weighted Average Cost of Capital (WACC)
Debt vs. Equity Financing
📌 Free Learning Resources:
https://www.khanacademy.org/economics-finance-domain/core-finance
 📄 WACC Explained (Corporate Finance Institute)
 🎥 CAPM & Beta (MIT OpenCourseWare)
🔍 Practice:
Calculate WACC for a company using real data
Find Beta of a stock on Yahoo Finance

Week 4: Valuation, Bonds, and Stocks

📚 Topics to Cover:
Bond Valuation
Stock Valuation Models (Dividend Discount Model)
 Dividend Policy Decisions
📌 Free Learning Resources:
https://www.youtube.com/@corporatefinanceinstitute
📄 Valuation Guide (Harvard Business School)
🔍 Practice:
Compare different stocks' valuation methods
Calculate bond yields using Excel

Week 5: Working Capital Management & M&A

📚 Topics to Cover:
Cash, Inventory & Accounts Receivable Management
Short-Term Financing Options
Mergers & Acquisitions (Valuation & Synergies)
📌 Free Learning Resources:
https://www.investopedia.com/
🎥 M&A Explained (Harvard Online)
🔍 Practice:
Analyze a recent M&A deal

Week 6: Financial Strategy, Corporate Governance & Case Studies

📚 Topics to Cover:
Forecasting Financial Statements
Sustainable Growth Rate
Corporate Governance & Ethical Considerations
📌 Free Learning Resources:
Corporate Governance Guide (OECD)
https://www.wallstreetprep.com/
🔍 Practice:
Build a basic financial forecast in Excel
Write a case study on a corporate finance decision

Free Certification Courses

🏆 Get a Free Certificate in Corporate Finance:
https://www.coursera.org/learn/financial-markets-global
 Corporate Finance Course - Corporate Finance Institute (CFI)
 Finance for Everyone - edX (University of Michigan)
Corporate Finance Essentials - Coursera (IESE Business School)
me Statement, Cash Flow Statement)
1 Introduction to Corporate Finance (2-3 Days)
1️⃣

Definition & Importance of Corporate Finance

Role of CFO & Finance Team in a Company
Corporate Finance vs. Investment Banking
Financial Decision-Making Process

2️⃣Financial Statements & Ratio Analysis (5-6 Days)

Understanding the Income Statement, Balance Sheet & Cash Flow Statement
Financial Ratio Analysis (Liquidity, Profitability, Leverage, Efficiency)
Common Size Financial Statements
Working Capital Management

3️⃣Time Value of Money & Capital Budgeting (5-6 Days)

Present Value & Future Value Concepts

Net Present Value (NPV) & Internal Rate of Return (IRR)
Payback Period & Profitability Index
Capital Budgeting Decision-Making

4️⃣Cost of Capital & Capital Structure (5-6 Days)

Weighted Average Cost of Capital (WACC)

Debt vs. Equity Financing
Capital Structure Theories (MM Proposition)
Dividend Policy & Share Buybacks

5️⃣Valuation & Mergers & Acquisitions (M&A) (5-6 Days)

Discounted Cash Flow (DCF) Valuation

Comparable Company Analysis & Precedent Transactions
M&A Deal Structuring & Due Diligence
Leveraged Buyouts (LBO)

6️⃣Risk Management & Corporate Governance (5-6 Days)

Types of Business & Financial Risks

Hedging Strategies & Derivatives
Corporate Governance & Ethical Considerations
Regulatory Compliance & Sarbanes-Oxley Act
📊 Excel Templates

1. Financial Statement Analysis Template (Pre-built ratios, trend analysis)

2. DCF Valuation Model (Discounted Cash Flow Analysis)
3. Capital Budgeting Model (NPV, IRR, Payback Period Calculator)
4. WACC Calculator (Weighted Average Cost of Capital)

📖 Case Studies

Apple’s Capital Structure – Debt vs. Equity decisions

Tesla’s Financial Statements – Profitability & Growth Analysis
Amazon’s Acquisition of Whole Foods – M&A Deal Evaluation
2008 Financial Crisis & Lehman Brothers – Risk Management Lessons

📝 Practice Questions

1. Ratio Analysis: Calculate liquidity, profitability, and leverage ratios for a given company
2. NPV & IRR: Evaluate an investment project and determine whether it should be accepted
3. Capital Structure Decision: Compare debt vs. equity financing options
4. Valuation Case Study: Perform a basic DCF analysis for a hypothetical company
Industry-Level Corporate Finance Case Studies with Datasets

Here are real-world corporate finance case studies with industry-specific data:

1️⃣Banking & Finance: "JPMorgan Chase's Capital Allocation Strategy"

🏦 Case Focus:

How JPMorgan allocates capital across different business segments

Impact of interest rate changes on profitability
Stress testing & risk management in banking

📂 Dataset Includes:

JPMorgan's annual financial performance (revenue, profit, capital allocation)

Loan portfolio breakdown & risk exposure
Interest rate sensitivity analysis

2️⃣Technology: "Apple's Share Buyback & Dividend Policy"

🍏 Case Focus:

Why Apple prefers share buybacks over dividends

Effect on stock price & investor confidence
Capital structure impact post-buyback

📂 Dataset Includes:

Apple’s share buyback trends (past 5 years)

Stock price performance vs. buyback announcements
Dividend payout history & financial ratios

3️⃣Automobile: "Tesla’s Capital Structure & Debt Financing Decisions"

🚘 Case Focus:

Tesla’s mix of equity & debt financing

Impact of convertible bonds on shareholder dilution
Cash flow management in a capital-intensive industry
📂 Dataset Includes:

Tesla's debt-to-equity ratio over time

Bond issuance details & market reaction
Cash flow & profitability trends

4️⃣Retail & E-Commerce: "Amazon’s Acquisition of Whole Foods"

🛒 Case Focus:

Financial rationale behind Amazon’s Whole Foods acquisition

Impact on Amazon’s profitability & retail strategy
Integration challenges & synergy realization

📂 Dataset Includes:

Amazon’s pre- & post-acquisition revenue & profitability

Whole Foods’ market share before & after acquisition
Acquisition valuation & synergy estimates

5️⃣Energy & Commodities: "ExxonMobil’s Capital Expenditure & Oil Price Volatility"

⛽ Case Focus:

How ExxonMobil adjusts capital spending based on oil prices

The impact of crude oil volatility on financial performance
Investment strategies in oil exploration & refining

📂 Dataset Includes:

ExxonMobil's capital expenditure trends

Historical oil price data vs. profit margins
Sensitivity analysis of oil price fluctuations
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Week 1: Introduction to Financial Modeling & Excel Skills
📚 Topics to Cover:

Overview of Financial Modeling

Types of Financial Models (DCF, M&A, LBO, Budgeting, etc.)
Best Practices in Financial Modeling
Essential Excel Functions:
IF, VLOOKUP, INDEX-MATCH, OFFSET
Financial Functions: NPV, IRR, PMT
Data Validation & Conditional Formatting
Scenario & Sensitivity Analysis

📌 Free Learning Resources:

🎥 Excel for Financial Modeling (Corporate Finance Institute)

📖 Excel Basics for Finance (Wall Street Prep)
📄 Financial Modeling Best Practices (Harvard Business Review)

🔍 Practice:

Build a simple spreadsheet model with basic financial functions

Perform scenario analysis on sales growth assumptions

📅 Week 2: Financial Statements & Revenue Forecasting

📚 Topics to Cover:

Understanding the Income Statement, Balance Sheet, and Cash Flow Statement
Linking Financial Statements (Three-Statement Model)
Historical Data Analysis & Trend Analysis
Revenue Forecasting Techniques
Growth Rate Method
Market Research-Based Forecasting
Seasonality Adjustments

📌 Free Learning Resources:

🎥 Understanding Financial Statements (Khan Academy)

📄 How to Forecast Revenues (Investopedia)
📖 Three-Statement Financial Model (Corporate Finance Institute)

🔍 Practice:
 Forecast revenue for a real company using historical data
Link an income statement to a balance sheet manually

📅 Week 3: Expense Forecasting, Working Capital & Debt Schedule

📚 Topics to Cover:

Forecasting Operating Expenses

EBITDA Calculation & Analysis
Working Capital Management (Inventory, Payables, Receivables)
Debt Schedule & Interest Expense Forecasting

📌 Free Learning Resources:

🎥 Working Capital Management (Harvard Online)

📖 Debt Schedule Modeling Guide (Wall Street Prep)
📄 Expense Forecasting (CFI)

🔍 Practice:

Create a simple working capital model in Excel

Forecast debt repayment schedule for a company

📅 Week 4: Discounted Cash Flow (DCF) Valuation

📚 Topics to Cover:

Free Cash Flow (FCF) Calculation

Weighted Average Cost of Capital (WACC)
Terminal Value Estimation (Gordon Growth & Exit Multiple Methods)
Sensitivity & Scenario Analysis

📌 Free Learning Resources:

🎥 DCF Valuation Explained (CFI)

📖 WACC & Discounting Techniques (Investopedia)
📄 Step-by-Step DCF Guide (Harvard Business School)

🔍 Practice:

Build a simple DCF model using a real company’s financials

Calculate sensitivity of valuation based on different discount rates
📅 Week 5: Valuation Techniques & Mergers & Acquisitions (M&A) Mo
📚 Topics to Cover:

Comparable Company Analysis (CCA)

Precedent Transaction Analysis
Enterprise Value (EV) vs. Equity Value
Merger Structures (Stock, Cash, Debt)
Synergies & Accretion/Dilution Analysis

📌 Free Learning Resources:

🎥 Valuation & M&A Explained (Harvard Online)

📄 Comparable Company Valuation Guide (CFI)
📖 M&A Case Studies (Wall Street Prep)

🔍 Practice:

Perform a valuation for a publicly traded company

Analyze an M&A deal and estimate synergies

📅 Week 6: Advanced Financial Modeling & Real Case Studies

📚 Topics to Cover:

Building a Full Financial Model from Scratch

Leveraged Buyout (LBO) Modeling Basics
Budgeting & Forecasting Models
Real Estate & Industry-Specific Models

📌 Free Learning Resources:

🎥 Advanced Financial Models (Khan Academy)

📖 LBO Modeling Guide (Investopedia)
📄 Budgeting & Forecasting Techniques (Harvard Business School)

🔍 Practice:

Build a full-fledged financial model for a startup or real company

Perform an LBO analysis with debt repayment schedules
🏆 Free Financial Modeling Certifications
If you're looking for free certification in financial modeling, check out these options:

1. CFI – Financial Modeling & Valuation Analyst (FMVA) Free Intro Course

🔗 Corporate Finance Institute (CFI)

Includes: Intro to Financial Modeling, Excel for Finance, Three-Statement Modeling

2. Coursera – Financial Modeling (University of Pennsylvania, Wharton)

🔗 Coursera
Includes: Hands-on Excel exercises, business case studies

3. edX – Financial Analysis for Decision Making (Babson College)

🔗 edX
Includes: Excel-based case studies, corporate finance applications

4. Wall Street Prep – Free Financial Modeling Course

🔗 Wall Street Prep

Includes: Excel modeling, three-statement modeling

🔍 Final Notes

✅ Master Excel & Financial Modeling Techniques

✅ Build DCF, M&A, and LBO Models
Debt Schedule
isitions (M&A) Modeling

e Studies
1️⃣Introduction to Financial Modeling (2-3 Days)

What is Financial Modeling?

Applications in Investment Banking, Equity Research & Corporate Finance
Overview of Financial Modeling Tools (Excel, Google Sheets, Python)

2️⃣Excel & Spreadsheet Mastery (5-6 Days)

Excel Shortcuts & Formulas (INDEX-MATCH, IF, LOOKUP, etc.)

Data Validation, Conditional Formatting, Pivot Tables
Goal Seek, Data Tables, and Scenario Analysis
Macros & VBA Basics for Automation

3️⃣Financial Statements & Ratio Analysis (6-7 Days)

Understanding Income Statement, Balance Sheet & Cash Flow

Common Size Financial Statements
Key Financial Ratios (Profitability, Liquidity, Solvency, Efficiency)
Forecasting Financial Statements

4️⃣Three-Statement Financial Model (7-8 Days)

Linking Income Statement, Balance Sheet & Cash Flow

Revenue & Expense Forecasting
Debt & Interest Schedule Modeling
Working Capital & Depreciation Forecasting

5️⃣Discounted Cash Flow (DCF) Valuation (5-6 Days)

Time Value of Money & Discount Rate

Forecasting Free Cash Flow (FCF)
Calculating Net Present Value (NPV) & Internal Rate of Return (IRR)
Terminal Value & Sensitivity Analysis

6️⃣Mergers & Acquisitions (M&A) & LBO Modeling (5-6 Days)

Valuation in M&A Deals

Accretion/Dilution Analysis
Leveraged Buyout (LBO) Modeling
Case Study on Real M&A Deals

7️⃣Sensitivity & Scenario Analysis (3-4 Days)

Best-Case, Base-Case, Worst-Case Scenarios

Monte Carlo Simulation
Risk Assessment in Financial Models
Templates

📊 Three-Statement Financial Model:

Download Three_Statement_Model.xlsx

📈 DCF Valuation Model:

Download DCF_Valuation_Model.xlsx

💰 LBO & M&A Analysis:

Download LBO_MNA_Analysis.xlsx

📉 Scenario & Sensitivity Analysis:

Download Sensitivity_Analysis.xlsx

Case study

📊 Apple’s Financial Model (3-statement model)

📈 Tesla’s DCF Valuation (Discounted Cash Flow Analysis)
💰 Amazon’s M&A Analysis (Whole Foods Acquisition)
📉 Lehman Brothers & 2008 Crisis (Risk & Sensitivity Analysis)
Week 1: Introduction to Capital Markets & Financial Instruments

📚 Topics:

Overview of Capital Markets

Primary vs. Secondary Markets
Equities & Bonds

📌 Free Learning Resources:

🎥 Capital Markets Course (Khan Academy)

📖 Investopedia: Introduction to Capital Markets

🔍 Practice:

Follow market trends using Bloomberg or Yahoo Finance

Week 2: Stock Markets & Trading Mechanisms

📚 Topics:

Major Stock Exchanges & Indices

IPO Process & Underwriting
Market Participants

📌 Free Learning Resources:

🎥 Stock Market Basics (CFI)

📄 How IPOs Work (Investopedia)

🔍 Practice:

Track stock prices and analyze recent IPOs

Week 3: Bond Markets & Derivatives

📚 Topics:

Bond Valuation & Yield Curve

Credit Ratings & Risk
Futures & Options

📌 Free Learning Resources:

 🎥 Bond Valuation (Khan Academy)
📄 Options & Futures Explained (Investopedia)

🔍 Practice:

Study a recent bond issue & analyze its yield

Week 4: Forex & Investment Vehicles

📚 Topics:

Forex Markets & Currency Trading

Mutual Funds & ETFs
Hedge Funds & Private Equity

📌 Free Learning Resources:

🎥 Forex Trading (Investopedia)

📖 ETF & Mutual Funds Guide (CFI)

🔍 Practice:

Compare different ETFs & analyze their performance

Week 5: Regulations, Trading Strategies & Risk Management

📚 Topics:

Insider Trading & Market Manipulation

Fundamental & Technical Analysis
Algorithmic Trading

📌 Free Learning Resources:

🎥 Trading Strategies (Khan Academy)

📄 SEC & Market Regulations (Investopedia)

🔍 Practice:

Identify technical trading patterns in a stock

Week 6: Real-World Applications & Case Studies

📚 Topics:

Financial Crises & Lessons Learned

Tesla, Facebook & Alibaba IPOs
Portfolio Management Simulation

📌 Free Learning Resources:

🎥 Market Crashes & Lessons (Harvard Business School)

📖 Investment Case Studies (Wall Street Prep)

🔍 Practice:

Build a mock portfolio & track performance

🏆 Free Capital Markets Certification Programs

1. CFI – Capital Markets & Securities Analysis

🔗 Corporate Finance Institute (CFI)

📜 Includes: Capital markets structure, trading mechanisms, investment strategies

2. Coursera – Global Financial Markets (Yale University)

🔗 Coursera
📜 Includes: Market psychology, investment trends, trading models

3. edX – Financial Markets & Instruments (IIM Bangalore)

🔗 edX
📜 Includes: Stock markets, bond markets, derivative pricing

4. NSE India – Free Capital Markets Certification

🔗 NSE Academy
📜 Includes: Indian capital markets, regulatory framework, trading strategies

🎓 Free Resources for Learning & Certification

📚 Courses & Study Materials:

✅ Corporate Finance Institute (CFI) - Capital Markets Course
✅ Khan Academy - Capital Markets
✅ Coursera - Financial Markets by Yale (Free Audit)
✅ EDX - Capital Markets Courses

📜 Free Certification Options:

🎓 New York Institute of Finance (NYIF) - Free Capital Markets Courses
🎓 Bloomberg Market Concepts (Free for Students)

Would you like case studies or datasets to practice? 🚀

Introduction to Capital Markets (2-3 Days)

What are Capital Markets?

Primary vs. Secondary Markets
Money Market vs. Capital Market
Key Players: Retail Investors, Institutional Investors, Market Makers
Role of Capital Markets in Economic Growth

2️⃣Financial Instruments & Securities (4-5 Days)

Equities (Stocks, Preferred Shares)

Fixed Income (Bonds, Debentures, Treasury Bills)
Derivatives (Futures, Options, Swaps)
Alternative Investments (REITs, Commodities, Private Equity)

3️⃣Stock Markets & Trading (3-4 Days)

Major Stock Exchanges (NYSE, NASDAQ, LSE, NSE, BSE)

Stock Market Indices (S&P 500, Dow Jones, NIFTY 50)
IPO Process & Underwriting
Market Participants: Retail Traders, Institutional Investors, Brokers

4️⃣Bond Markets & Interest Rates (3-4 Days)

Understanding Bonds: Coupon, Maturity, Yield

Yield Curve & Credit Ratings (Moody’s, S&P, Fitch)
Government Bonds vs. Corporate Bonds
Interest Rates & Their Impact on Bond Prices

5️⃣Derivatives & Risk Management (4-5 Days)

Futures & Options Trading

Hedging Strategies (Using Derivatives)
Margin Trading & Leverage
Speculation vs. Risk Management

6️⃣Forex Markets (2-3 Days)

Currency Trading & Exchange Rate Mechanisms

Central Bank Policies & FX Markets
Major Currency Pairs (USD, EUR, JPY, GBP)
Forex Hedging & Carry Trade

7️⃣Mutual Funds, ETFs & Portfolio Management (3-4 Days)

Mutual Funds vs. Exchange-Traded Funds (ETFs)

 Hedge Funds & Private Equity
Asset Allocation & Portfolio Diversification
Passive vs. Active Investing

8️⃣Capital Market Regulations & Compliance (2-3 Days)

Role of SEC, FINRA, SEBI, FCA, etc.

Insider Trading & Market Manipulation
Anti-Money Laundering (AML) & KYC Regulations
Corporate Governance in Capital Markets

9️⃣Market Analysis & Trading Strategies (4-5 Days)

Fundamental vs. Technical Analysis

Trading Indicators & Chart Patterns
Algorithmic & High-Frequency Trading
Behavioral Finance & Market Psychology

🔟 Case Studies & Real-World Applications (5-6 Days)

Major Market Crashes (2008 Crisis, Dot-Com Bubble)

Case Studies on IPOs (Tesla, Alibaba, Facebook)
Interest Rate Decisions & Their Impact
Portfolio Management Simulation
case studies with datasets for hands-on practice in capital markets, covering:

📊 Stock Market Analysis (Apple & Tesla stock data)

📈 Bond Yield & Pricing (Corporate & Government Bonds)
💰 Options & Futures Trading (Hedging Example)
📉 Market Risk Analysis (Portfolio VaR Calculation)
📌 Industry-Level Capital Market Case Studies with Datasets

Here are real-world industry case studies with data-driven insights:

1️⃣Banking & Finance: "Lehman Brothers Collapse & 2008 Financial Crisis"

📉 Case Focus:

The role of mortgage-backed securities (MBS)

Liquidity crisis and capital market impact
Stock price volatility before and after collapse

📂 Dataset Includes:

Lehman Brothers stock price (2006-2008)

CDS spreads and bond yields
Market index (S&P 500, Dow Jones) performance

2️⃣Retail & E-Commerce: "Amazon’s Stock Split & Investor Sentiment"

🛒 Case Focus:

How Amazon’s stock split affected capital markets

Institutional vs. retail investor response
Trading volume and stock volatility

📂 Dataset Includes:

Amazon stock price data (pre & post split)

Trading volume trends
Sentiment analysis (buy/sell trends)

3️⃣Automotive: "Tesla’s Convertible Bonds & Capital Raising Strategy"

🚘 Case Focus:

Why Tesla issued convertible bonds instead of equity

Impact of capital structure on stock valuation
Risk of dilution for existing investors
📂 Dataset Includes:

Tesla’s bond yield and stock price correlation

Debt vs. equity financing comparison
Market reaction to bond issuance

4️⃣Telecom & Technology: "AT&T-Time Warner Merger & Market Reaction"

📡 Case Focus:

Why AT&T pursued vertical integration

Stock price movement before & after deal approval
Regulatory hurdles and antitrust concerns

📂 Dataset Includes:

AT&T and Time Warner stock performance

S&P 500 media sector index data
Acquisition premium & valuation model

5️⃣Energy & Commodities: "Oil Price Crash & Capital Market Effects"

⚡ Case Focus:

How oil price fluctuations impact energy companies

Correlation between crude oil prices and stock market performance
Effect on bond yields and investment strategies

📂 Dataset Includes:

WTI crude oil price data (historical)

Energy sector ETF performance
Oil company stock returns vs. market returns
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Week 1: Introduction & Financial Statements Analysis

📚 Topics:

Introduction to Financial Analysis

Income Statement, Balance Sheet, Cash Flow Statement
Statement of Changes in Equity

📌 Free Learning Resources:

🎥 Financial Statements Course (Khan Academy)

📖 Investopedia: Financial Statements Guide

🔍 Practice:

Download a company’s financial report and analyze its structure

Week 2: Ratio Analysis & Performance Metrics

📚 Topics:

Liquidity, Profitability, Solvency, and Efficiency Ratios

Importance of Ratio Analysis in Financial Decision-Making

📌 Free Learning Resources:

🎥 Ratio Analysis (Corporate Finance Institute - CFI)

📄 Financial Ratios Explained (Investopedia)

🔍 Practice:

Calculate key financial ratios from real company reports

Week 3: Valuation Techniques & Investment Analysis

📚 Topics:

Discounted Cash Flow (DCF) Valuation

Enterprise Value (EV), EBITDA, & Market Multiples
Net Present Value (NPV) & Internal Rate of Return (IRR)

📌 Free Learning Resources:

 🎥 Valuation Course (Khan Academy)
📄 DCF Analysis & Valuation (Investopedia)

🔍 Practice:

Perform a simple DCF valuation on a stock

Week 4: Forecasting, Budgeting & Financial Modeling

📚 Topics:

Revenue & Expense Forecasting

Capital Expenditure (CapEx) vs. Operational Expenditure (OpEx)
Building Financial Models in Excel

📌 Free Learning Resources:

🎥 Financial Forecasting (CFI)

📄 How to Build a Financial Model (Investopedia)

🔍 Practice:

Create a basic financial model in Excel

Week 5: Risk Management & Business Performance Analysis

📚 Topics:

Financial Risk Management & Hedging Strategies

Return on Investment (ROI) & Payback Period
Capital Structure Optimization

📌 Free Learning Resources:

🎥 Risk Management Basics (Khan Academy)

📄 How Companies Manage Risk (Investopedia)

🔍 Practice:

Analyze how a company manages financial risk

Week 6: Real-World Case Studies & Applications

📚 Topics:

Financial Analysis of Companies (Apple, Tesla, Amazon)

Bankruptcy & Turnaround Analysis (Lehman Brothers, Enron)
Economic & Market Trends Impact

📌 Free Learning Resources:

🎥 Case Studies in Finance (Harvard Business School)

📖 Investment Case Studies (Wall Street Prep)

🔍 Practice:

Perform financial analysis on a company of your choice

🏆 Free Financial Analysis Certification Programs

1. CFI – Financial Analysis Fundamentals

🔗 Corporate Finance Institute (CFI)

📜 Includes: Financial statements, ratio analysis, forecasting

2. Coursera – Financial Analysis for Decision Making (University of Illinois)

🔗 Coursera
📜 Includes: Financial performance measurement, risk assessment

3. edX – Financial Analysis & Decision Making (IIM Bangalore)

🔗 edX
📜 Includes: Budgeting, investment decisions, financial planning

4. Harvard Online – Financial Analysis & Valuation for Strategic Decision Making

🔗 Harvard Business Online

📜 Includes: Real-world financial analysis & corporate valuation

🎓 Free Resources for Learning & Certification

📚 Courses & Study Materials:

✅ Corporate Finance Institute (CFI) - Financial Analysis
✅ Khan Academy - Financial Statements & Ratios
✅ Coursera - Financial Analysis for Decision Making (Free Audit)
✅ EDX - Financial Analysis Courses

📜 Free Certification Options:

🎓 Corporate Finance Institute (CFI) - Free Financial Analysis Course
🎓 Harvard Online - Free Finance & Accounting Course
sion Making
Introduction to Financial Analysis (2-3 Days)

What is Financial Analysis?

Importance of Financial Analysis in Business & Investments
Types of Financial Analysis: Vertical, Horizontal, Ratio Analysis
Financial Data Sources (SEC Filings, Annual Reports, Financial Statements)

2️⃣Financial Statements & Their Interpretation (5-6 Days)

Income Statement (Profit & Loss Statement)

Balance Sheet (Assets, Liabilities, Equity)
Cash Flow Statement (Operating, Investing, Financing Activities)
Statement of Changes in Equity

3️⃣Ratio Analysis & Financial Metrics (4-5 Days)

Liquidity Ratios (Current Ratio, Quick Ratio)

Profitability Ratios (Gross Margin, ROE, ROA)
Solvency Ratios (Debt-to-Equity, Interest Coverage)
Efficiency Ratios (Asset Turnover, Inventory Turnover)

4️⃣Valuation Techniques & Investment Analysis (4-5 Days)

Discounted Cash Flow (DCF) Analysis

Price-to-Earnings (P/E) Ratio & Market Multiples
Enterprise Value (EV) & EBITDA Valuation
Net Present Value (NPV) & Internal Rate of Return (IRR)

5️⃣Financial Forecasting & Budgeting (5-6 Days)

Revenue & Expense Forecasting

Capital Expenditure (CapEx) vs. Operational Expenditure (OpEx)
Scenario & Sensitivity Analysis
Building Financial Models in Excel

6️⃣Business Performance Analysis (4-5 Days)

Break-even Analysis
Return on Investment (ROI) & Payback Period
Variance Analysis & Key Performance Indicators (KPIs)
Industry Benchmarking & Peer Comparisons

7️⃣Risk Management & Financial Decision Making (4-5 Days)

Identifying Financial Risks (Market, Credit, Liquidity, Operational)

Hedging & Risk Mitigation Strategies
 Cost of Capital & Weighted Average Cost of Capital (WACC)
Capital Structure Optimization

8️⃣Case Studies & Real-World Applications (6-7 Days)

Financial Analysis of Real Companies (Apple, Tesla, Amazon)

Bankruptcy & Turnaround Analysis (Lehman Brothers, Enron)
Financial Statement Fraud Detection (WorldCom, Wirecard)
Economic & Market Trends Impact on Financial Analysis
📊 Financial Statement Analysis (Apple Inc.) 📌 Industry-Level Financial Analy
📈 Ratio Analysis & Benchmarking (Tesla vs. Ford)
💰 DCF Valuation (Amazon Stock Valuation) Here are real-world financial analysis ca
📉 Credit Risk & Default Probability (Corporate Bond Analysis)

1️⃣Banking & Finance: "Goldman

🏦 Case Focus:

Comparative analysis of financial perfo

Key financial ratios (ROE, ROA, NIM, C
Investment banking vs. wealth manag

📂 Dataset Includes:

Financial statements (Income Stateme

Key financial ratios comparison
Profitability trends over 5 years

2️⃣Technology: "Apple vs. Micro

💻 Case Focus:

Profitability & growth comparison of t

Earnings per share (EPS) & Price-to-Ea
Free cash flow analysis & valuation mo

📂 Dataset Includes:

Revenue, profit, and cash flow data ov

Market capitalization & stock price tre
P/E ratio, EPS, and valuation metrics

3️⃣Automobile: "Tesla’s Profitab

🚘 Case Focus:

Tesla’s revenue vs. profitability trends

Gross margin analysis (Automotive vs.
Debt-to-equity & capital structure ass
📂 Dataset Includes:

Tesla’s financial statements for past 5

Segment-wise revenue & profit trends
Cash flow & debt structure breakdown

4️⃣Retail & E-Commerce: "Amazo

🛒 Case Focus:

Comparison of e-commerce vs. brick-a

Inventory turnover, working capital, a
Cash flow efficiency and future growth

📂 Dataset Includes:

Revenue, operating margin, and net p

Inventory turnover & working capital t
Free cash flow & capital expenditure d

5️⃣Energy & Commodities: "Exxo

⛽ Case Focus:

How oil price volatility impacts ExxonM

Gross margin, net margin, and return
Capital expenditure trends and sustain

📂 Dataset Includes:

Crude oil price vs. ExxonMobil’s reven

CAPEX, dividend payout, and free cash
Debt ratios and risk exposure
try-Level Financial Analysis Case Studies with Datasets

real-world financial analysis case studies with industry-specific data:

ng & Finance: "Goldman Sachs vs. Morgan Stanley – A Comparative Financial Analysis"

ative analysis of financial performance

ncial ratios (ROE, ROA, NIM, Cost-to-Income)
ent banking vs. wealth management strategies

l statements (Income Statement, Balance Sheet, Cash Flow)

ncial ratios comparison
ility trends over 5 years

nology: "Apple vs. Microsoft – Financial Performance & Valuation"

ility & growth comparison of two tech giants

s per share (EPS) & Price-to-Earnings (P/E) ratio trends
h flow analysis & valuation models

e, profit, and cash flow data over 5 years

capitalization & stock price trends
o, EPS, and valuation metrics

mobile: "Tesla’s Profitability Analysis – Is It Sustainable?"

evenue vs. profitability trends

argin analysis (Automotive vs. Energy division)
-equity & capital structure assessment
financial statements for past 5 years
t-wise revenue & profit trends
w & debt structure breakdown

& E-Commerce: "Amazon vs. Walmart – A Retail Giant Showdown"

ison of e-commerce vs. brick-and-mortar financial models

ry turnover, working capital, and profitability metrics
w efficiency and future growth outlook

e, operating margin, and net profit over 5 years

ry turnover & working capital trends
h flow & capital expenditure data

y & Commodities: "ExxonMobil’s Profitability Amid Oil Price Fluctuations"

price volatility impacts ExxonMobil’s financials

argin, net margin, and return on capital employed (ROCE)
expenditure trends and sustainability of dividends

il price vs. ExxonMobil’s revenue & profit trends

dividend payout, and free cash flow analysis
tios and risk exposure
"
Week 1: Introduction & Risk Identification

📚 Topics:

Overview of Risk Management

Types of Risks & Risk Management Process
Risk Identification Techniques

📌 Free Learning Resources:

🎥 Risk Management Basics (Khan Academy)

📖 Investopedia: Introduction to Risk Management

🔍 Practice:

Identify risks in a real-world business case

Week 2: Risk Assessment & Measurement

📚 Topics:

Qualitative vs. Quantitative Risk Assessment

Risk Measurement & Probability Models
Value-at-Risk (VaR) & Stress Testing

📌 Free Learning Resources:

🎥 Value-at-Risk (VaR) Explained (CFI)

📄 How to Conduct a Risk Assessment (Investopedia)

🔍 Practice:

Calculate VaR for a stock portfolio

Week 3: Financial Risk Management & Hedging Strategies

📚 Topics:

Market Risk, Credit Risk & Liquidity Risk

Hedging Techniques (Derivatives, Options, Swaps)

📌 Free Learning Resources:

 🎥 Hedging Strategies (Khan Academy)
📄 Understanding Derivatives & Risk Management (Investopedia)

🔍 Practice:

Analyze a company’s risk exposure in its financial reports

Week 4: Enterprise Risk Management & Compliance

📚 Topics:

COSO ERM Framework

Basel Accords & Financial Regulations
Anti-Money Laundering (AML) & KYC Compliance

📌 Free Learning Resources:

🎥 ERM & Basel III (CFI)

📄 AML & KYC Compliance Guide (Investopedia)

🔍 Practice:

Review a bank’s risk management policies

Week 5: Operational & Strategic Risk Management

📚 Topics:

Cybersecurity & Supply Chain Risks

Business Continuity Planning (BCP)
Corporate Governance & Fraud Risk

📌 Free Learning Resources:

🎥 Corporate Governance & Risk (Harvard Business School)

📄 BCP & Disaster Recovery Guide (Investopedia)

🔍 Practice:

Evaluate risk management strategies in a company’s annual report

Week 6: Real-World Case Studies & Risk Mitigation Strategies

📚 Topics:

2008 Financial Crisis & Lessons Learned

Risk Management in Banks (JP Morgan, Goldman Sachs)
COVID-19’s Impact on Business Risk

📌 Free Learning Resources:

🎥 Case Studies on Financial Crises (Harvard Business Online)

📖 Wall Street Prep: Risk Management Case Studies

🔍 Practice:

Research and analyze a recent risk management failure

🏆 Free Risk Management Certification Programs

1. CFI – Risk Management Fundamentals

🔗 Corporate Finance Institute (CFI)

📜 Includes: Risk identification, assessment, mitigation

2. Coursera – Financial Risk Management (University of Geneva)

🔗 Coursera
📜 Includes: Market risk, credit risk, risk modeling

3. edX – Risk Management in Banking (Columbia University)

🔗 edX
📜 Includes: Basel regulations, credit risk, stress testing

4. NSE Academy – Free Risk Management Certification

🔗 NSE Academy
📜 Includes: Financial risk, operational risk, enterprise risk

🎓 Free Resources for Learning & Certification

📚 Courses & Study Materials:

✅ Corporate Finance Institute (CFI) - Risk Management
✅ Khan Academy - Financial Risk Management
✅ Coursera - Risk Management Courses (Free Audit)
✅ EDX - Risk Management Programs

📜 Free Certification Options:

🎓 GARP - Risk Management Basics (Free Resources)
🎓 CFI - Risk Management Course (Free Access)
Introduction to Risk Management (2-3 Days)

Definition & Importance of Risk Management

Types of Risk (Financial, Operational, Strategic, Compliance)
Risk vs. Uncertainty
Risk Management Process

2️⃣Identifying & Assessing Risk (4-5 Days)

Qualitative vs. Quantitative Risk Assessment

Risk Identification Techniques (SWOT, PESTEL, Risk Registers)
Risk Measurement (Probability, Impact, Exposure)
Value-at-Risk (VaR) & Stress Testing

3️⃣Financial Risk Management (5-6 Days)

Market Risk (Equity, Interest Rate, Currency, Commodity Risk)

Credit Risk (Default Risk, Counterparty Risk)
Liquidity Risk (Funding & Market Liquidity)
Hedging Strategies (Derivatives, Options, Futures, Swaps)

4️⃣Enterprise Risk Management (ERM) & Regulatory Compliance (5-6 Days)

COSO ERM Framework

Basel Accords (Basel I, II, III)
Solvency II & IFRS 17 (Insurance Risk)
Anti-Money Laundering (AML) & Know Your Customer (KYC)

5️⃣Operational & Strategic Risk Management (4-5 Days)

Supply Chain & Cybersecurity Risks

Fraud Risk & Internal Controls
Business Continuity Planning (BCP) & Disaster Recovery
Corporate Governance & Ethical Risks

6️⃣Risk Mitigation & Decision-Making Strategies (5-6 Days)

Risk Avoidance, Reduction, Sharing, Retention

Scenario Planning & Sensitivity Analysis
Risk Appetite & Risk Tolerance
Key Risk Indicators (KRIs) & Early Warning Systems

7️⃣Case Studies & Real-World Applications (6-7 Days)

2008 Financial Crisis & Lessons Learned

Enron & Corporate Fraud Case Study
Risk Management in Banks (JP Morgan, Goldman Sachs)
COVID-19 Impact on Risk Management
Days)
case studies or datasets would you like? Here are a few more options I can prepare:

📊 Hedging Risk with Derivatives (Options & Futures Strategy)

📈 Fraud Risk Analysis (Detection of Financial Fraud)
💰 Stress Testing for Banks (Economic Downturn Scenarios)
📉 Cybersecurity & Operational Risk (Data Breaches & Impact Analysis)

Industry-Level Risk Management Case Studies:

1
1️⃣ Banking Sector – "2008 Financial Crisis & Risk Management Failures"

Analysis of Lehman Brothers, Citigroup & Bank of America

Impact of subprime mortgage defaults on credit & liquidity risk
Stress testing & capital adequacy ratios

2️⃣ Retail & E-commerce – "Fraud Detection & Risk in Online Payments"

Case study on Amazon & PayPal

Credit card fraud risk detection using transaction data
Chargeback rates & fraud prevention techniques

3️⃣ Energy Sector – "Oil Price Volatility & Hedging Strategies"

Case study on ExxonMobil & BP

Impact of oil price fluctuations on financial risk
Derivatives (futures & options) as hedging tools

4️⃣ Technology & Cybersecurity – "Data Breaches & Financial Risks"

Case study on Facebook (Cambridge Analytica), Equifax & Yahoo

Impact of cybersecurity breaches on financial risk & reputation
Regulatory fines & operational risk mitigation

5️⃣ Pharmaceutical Industry – "Regulatory Risk & Compliance in Drug Development"

Case study on Johnson & Johnson, Pfizer & Moderna

FDA approvals, drug recalls & financial impact
Risk mitigation in R&D investments
Drug Development"
Week 1: Introduction & Financial Markets Overview

📚 Topics:

Overview of Investment Banking

Role of Investment Banks
Equity & Debt Markets

📌 Free Learning Resources:

🎥 Investment Banking Basics (Khan Academy)

📖 Investopedia: Introduction to Investment Banking

🔍 Practice:

Research top investment banks and their major deals

Week 2: Financial Statement Analysis & Valuation

📚 Topics:

Income Statement, Balance Sheet, Cash Flow Statement

Key Financial Ratios & Performance Metrics
Discounted Cash Flow (DCF) Valuation
Comparable Company & Precedent Transaction Analysis

📌 Free Learning Resources:

🎥 Financial Statements Course (CFI)

📄 Valuation Techniques (Investopedia)

🔍 Practice:

Perform DCF analysis on a real company

Week 3: Mergers & Acquisitions (M&A) Basics

📚 Topics:

M&A Process & Deal Structuring

Accretion/Dilution Analysis
Synergies & Valuation Adjustments
Leveraged Buyouts (LBO) & Private Equity Strategies
📌 Free Learning Resources:

🎥 M&A Fundamentals (CFI)

📄 Leveraged Buyout Guide (Investopedia)

🔍 Practice:

Analyze a recent M&A deal and its impact

Week 4: Capital Raising & IPO Process

📚 Topics:

IPO Process & Investment Banking Role

Debt Issuance & Syndicated Loans
Underwriting & Secondary Offerings

📌 Free Learning Resources:

🎥 IPO Process Explained (CFI)

📄 How Companies Raise Capital (Investopedia)

🔍 Practice:

Review a company’s IPO filing (S-1)

Week 5: Financial Modeling & Deal Structuring

📚 Topics:

Three-Statement Financial Model

M&A & LBO Models
Scenario & Sensitivity Analysis

📌 Free Learning Resources:

🎥 Financial Modeling for Investment Banking (Wall Street Prep)

📄 Excel Financial Modeling (CFI)

🔍 Practice:

Build a simple financial model in Excel

Week 6: Risk Management & Regulatory Compliance

📚 Topics:

Basel Accords & Capital Requirements

SEC Regulations & Compliance
Risk Management in Investment Banking

📌 Free Learning Resources:

🎥 Financial Risk Management (CFI)

📄 Investment Banking Regulations (Investopedia)

🔍 Practice:

Research a recent SEC fine or regulation change affecting banks

Week 7-8: Case Studies & Real-World Applications

📚 Topics:

Facebook IPO Case Study

Tesla’s Stock Offerings Case Study
Disney-Fox Merger Case Study
2008 Financial Crisis & Investment Banks

📌 Free Learning Resources:

🎥 Harvard Business School Case Studies

📄 Investment Banking Case Studies (Wall Street Prep)

🔍 Practice:

Write an analysis on a major financial deal

🏆 Free Investment Banking Certification Programs

1. CFI – Investment Banking Fundamentals
🔗 Corporate Finance Institute (CFI)
📜 Includes: Valuation, M&A, Capital Raising

2. Coursera – Investment Banking (University of Illinois)

🔗 Coursera
📜 Includes: Financial Modeling, IPOs, M&A

3. edX – Financial Markets & Investment Banking (Columbia University)

🔗 edX
📜 Includes: Market Mechanics, Trading, Risk

4. NSE Academy – Investment Banking Certification

🔗 NSE Academy
📜 Includes: Debt & Equity Markets, M&A

🎓 Free Resources for Learning & Certification

📚 Courses & Study Materials: ✅ Corporate Finance Institute (CFI) - Investment Banking
✅ Khan Academy - Finance & Capital Markets
✅ Coursera - Investment Banking Specialization
✅ EDX - Investment Banking Programs

📜 Free Certification Options: 🎓 CFI - Investment Banking Certification

🎓 Coursera - Free Audit Options (No Certificate)
🎓 Wall Street Prep - Free Resources
1️⃣Introduction to Investment Banking (2-3 Days)

What is Investment Banking?

Roles & Functions of Investment Banks
Investment Banking vs. Commercial Banking
Key Players in the Industry (Goldman Sachs, JPMorgan, Morgan Stanley)

2️⃣Financial Markets & Instruments (4-5 Days)

Equity Markets (Stocks, IPOs, Secondary Offerings)

Debt Markets (Bonds, Fixed Income, Credit Markets)
Derivatives (Options, Futures, Swaps)
Alternative Investments (Private Equity, Hedge Funds, Venture Capital)

3️⃣Financial Statement Analysis & Valuation (5-6 Days)

Understanding Income Statement, Balance Sheet, Cash Flow Statement

Key Financial Ratios (Liquidity, Profitability, Leverage, Efficiency)
Discounted Cash Flow (DCF) Valuation
Comparable Company Analysis (Trading Comps)
Precedent Transactions Analysis

4️⃣Mergers & Acquisitions (M&A) (5-6 Days)

M&A Process: Deal Structuring, Due Diligence, Negotiations

Accretion/Dilution Analysis
Synergies & Valuation Adjustments
Leveraged Buyouts (LBO) & Private Equity Strategies

5️⃣Capital Raising & Underwriting (5-6 Days)

Initial Public Offerings (IPO) Process

Follow-On Offerings, Private Placements & Secondary Offerings
Debt Issuance & Syndicated Loans
Role of Investment Banks in Fundraising

6️⃣Financial Modeling & Deal Structuring (6-7 Days)

Building Financial Models in Excel

Three-Statement Financial Model
LBO Model & M&A Model
Scenario & Sensitivity Analysis

7️⃣Risk Management & Regulatory Compliance (4-5 Days)

Basel Accords & Risk-Based Capital Requirements

 SEC Regulations, FINRA, Dodd-Frank Act
Anti-Money Laundering (AML) & Know Your Customer (KYC)
Stress Testing & Capital Adequacy

8️⃣Case Studies & Real-World Applications (6-7 Days)

Case Study: Facebook IPO

Case Study: Tesla’s Stock Offerings
Case Study: Disney-Fox Merger
Case Study: 2008 Financial Crisis & Investment Banks
📊 Mergers & Acquisitions (M&A) Analysis – Financials of a real-life M&A deal
📈 IPO Valuation Case Study – Company financials, pricing strategies & underwriter analysis
💰 LBO (Leveraged Buyout) Analysis – Private equity buyout modeling
📉 DCF & Valuation Model – Forecasting cash flows & valuation

📊 Industry-Level Case Studies:

1️⃣ 🏦 Banking & Finance – "JP Morgan & Bear Stearns 2008 Crisis Merger"

How Bear Stearns’ financial troubles led to a forced merger

M&A valuation, discount rate, and debt restructuring

2️⃣ 🛒 Retail & E-Commerce – "Amazon’s Acquisition of Whole Foods"

How Amazon used M&A to enter the grocery industry

Synergies, deal financing, and market impact

3️⃣ 🚘 Automotive – "Tesla's Capital Raising & Convertible Bonds"

How Tesla raised billions through debt and equity

IPO, secondary offering, and bond issuance analysis

4️⃣ 📡 Telecom & Technology – "AT&T-Time Warner Acquisition"

A deep dive into a $85 billion media merger

Valuation multiples, regulatory risk, and financing

5️⃣ ⚡ Energy & Utilities – "ExxonMobil’s Oil & Gas Acquisitions"

M&A strategies in volatile commodity markets

Oil price impact, risk hedging, and financial modeling