Professional Financial Analyst (PFA)

Develop a Toolkit for Making and Understanding Financials Decisions. Leading with Finance will equip you with an intuitive knowledge of financial principles and enable you to understand the market in which your organization operates, create and assess value, and communicate business decisions to stakeholders. The world now becoming more and more complex. Every day we face challenges every day we have to learn something new. We interact with a lot of people, we interact with complex people with complex situations. Many people get confused, is finance just a tool we have? The organizations have no option but to think about alternate short-term, medium-term, and long-term strategies for their survival and growth. PFA will help you to grow and help, your organization achieves its vision.

  • Module 1: Financial Derivatives
  • Module 2: Financial Statement Analysis
  • Module 3: Financial Modelling (Theory)

Prospective candidates must fulfill the following criteria for admission:
– Bachelor’s degree (with a minimum 2nd class or CGPA 2.00 out of 4.00) in any discipline; and,
– At least 2 (two) years of work experience.

The resource persons for the program comprise Leading practitioners from relevant industries who shall conduct the session.

 
 

On successful completion of each module, participants will be awarded a certificate for the module. Participants completing all three modules will be awarded a Professional Financial Analyst (PFA) from the Academy of Finance and Management Australia (AFMA).

The PFA is a Certification program, not a Membership grade as such after passing the exam there will be no membership fee.

This course covers one of the most exciting and important areas in financial derivatives. Financial derivatives such as forwards, futures, swaps, and options allow a risk manager to mitigate or even eliminate unwanted risks her company is facing, thereby allowing the company to focus on its comparative advantage.

  • Introduction to Derivatives
  • Exchange Trade vs OTC
  • Index Feature
  • Options
  • Swap
  • Interest Rate FRA
  • Currency: Theory, Money Market, FX Swap, Cross Financing Swap

Financial statement analysis evaluates a company’s performance or value through a company’s balance sheet, income statement, or statement of cash flows. By using a number of techniques such as horizontal, vertical, or ratio analysis, investors may develop a more nuanced picture of a company’s financial profile.

  • Segment 1: Introduction and Business Strategy Analysis
  • Segment 2: Accounting Analysis
  • Segment 3: Financial Analysis
  • Segment 4: Valuation Theory & Issues

 

Financial Modelling in Excel refers to tools used for preparing the expected financial statements predicting the company’s financial performance in a future period using the assumptions and historical performance information.

Learning Outcome:

  • Acquire financial modeling skills
  • Discover how to value a company
  • Build Valuation models from scratch

Requirements

  • This course on “Financial Analysis and Financial Modeling using MS Excel” only requires a laptop with the version of Excel 2013 installed on it.

 

For detailed PFA class Fees, Click here.