Course Overview
This program is designed to build a strong foundation in financial concepts and progress toward real-world financial decision-making, analysis, and management skills. The course emphasizes practical application, case studies, tools (Excel), and live financial projects in the final phase.
Course Duration
3 – 4 Months (Beginner to Industry-Ready)
Learning Outcomes
By the end of this course, learners will:
- Understand core financial concepts and terminology
- Analyze financial statements confidently
- Perform budgeting, forecasting, and investment analysis
- Use Excel for financial modeling
- Make data-driven financial decisions
- Work on real-world financial case studies and projects
Module-Wise BreakdownModule 1: Fundamentals of Financial Management (Week 1–2)
Objective: Build strong base
- Introduction to Finance & Financial Management
- Scope and Importance of Financial Management
- Types of Finance (Corporate, Personal, Public)
- Financial Goals & Decision-Making
- Time Value of Money (TVM)
- Present Value (PV), Future Value (FV)
- Discounting & Compounding
Practical:
- Basic financial calculations
- Simple interest vs compound interest exercises
Module 2: Financial Statements & Analysis (Week 3–4)
Objective: Understand and interpret financial data
- Income Statement, Balance Sheet, Cash Flow Statement
- Key Financial Terms (Assets, Liabilities, Equity, Revenue, Profit)
- Ratio Analysis:
- Liquidity Ratios
- Profitability Ratios
- Efficiency Ratios
- Introduction to Financial Reporting Standards
Practical:
- Analyze real company financial statements
- Ratio calculation using Excel
Module 3: Costing & Budgeting (Week 5–6)
Objective: Learn cost control and planning
- Types of Costs (Fixed, Variable, Semi-variable)
- Cost-Volume-Profit (CVP) Analysis
- Break-even Analysis
- Budgeting Techniques:
- Operational Budget
- Cash Budget
Practical:
- Create budget models in Excel
- Break-even calculator
Module 4: Financial Planning & Forecasting (Week 7–8)
Objective: Build forecasting ability
- Financial Forecasting Methods
- Revenue & Expense Projection
- Working Capital Management
- Cash Flow Planning
Practical:
- Forecast sales and expenses using Excel
- Cash flow simulation
Module 5: Investment & Capital Budgeting (Week 9–10)
Objective: Evaluate financial decisions
- Investment Decision Concepts
- Capital Budgeting Techniques:
- Net Present Value (NPV)
- Internal Rate of Return (IRR)
- Payback Period
- Risk vs Return Analysis
Practical:
- Investment analysis case study
- NPV & IRR models in Excel
Module 6: Financial Markets & Instruments (Week 11)
Objective: Understand external financial ecosystem
- Types of Financial Markets:
- Equity Market
- Debt Market
- Financial Instruments:
- Shares, Bonds, Mutual Funds
- Basics of Stock Market
Practical:
- Stock analysis (basic level)
- Portfolio simulation
Module 7: Financial Tools & Excel for Finance (Week 12)
Objective: Industry-ready skill
- Excel Basics for Finance
- Financial Functions:
- PMT, NPV, IRR
- Data Analysis Techniques
- Dashboard creation
Practical:
- Financial model building
- Budget + forecast dashboards
Module 8: Real-Time Projects & Case Studies (Final Phase)
Objective: Industry exposure (most important)
Live Project Options:
- Company financial analysis (real company data)
- Business budget planning for a startup
- Investment evaluation project
- Personal financial planning model
Deliverables:
- Financial report
- Excel-based models
- Presentation
Teaching Methodology
- Concept + Practical (70% Practical Focus)
- Case studies (global companies)
- Excel-based hands-on sessions
- Weekly assignments
- Final live project
Recommended Tools
- Microsoft Excel
- Google Sheets
- Financial datasets (public sources)
Ideal Target Audience
- Commerce / Management students
- Beginners in finance
- Entrepreneurs / startup learners
- Non-finance professionals entering finance roles
✅ How this aligns with your Planck Epoch style
- Strong foundation → matches your training philosophy
- Heavy practical + Excel → aligns with industry expectation
- Real data projects → as you prefer for final phase
- Beginner-friendly but scalable → fits your internship structure
Pay: ₹1,000.00 - ₹4,000.00 per month
Work Location: In person
