OVERVIEW

As the global economy and business demands evolve, organisations are now seeking well-defined frameworks to withstand uncertainties and leap towards growth. In this light, the role of finance professionals has become more extensive than ever. They must operate with a strategic viewpoint, industry-ready financial knowledge, and prudence to help accelerate business profitability and growth.

The Professional Certificate Programme in Financial Analysis and Financial Management from the Indian Institute of Management, Kozhikode (IIM Kozhikode) will help you amass the necessary financial knowledge to take your career a notch higher. From the basics of finance and accounting to advanced concepts in risk management and corporate valuations, this certificate programme, delivered via interactive live online sessions, will help you employ a variety of financial strategies and frameworks. On successfully completing the programme learning journey, you will improve your financial decision-making skills and problem-solving ability while being eligible for the prestigious IIM Kozhikode Executive Alumni Status.

KEY BENEFITS

  • Build a strong foundation in financial analysis and management
  • Understand and apply basic accounting principles and analyse financial statements to forecast financial performance
  • Gain a sound understanding of financial instruments and markets
  • Implement standard financial models in Excel
  • Understand the role financial markets play in the economy and how financial instruments work in various asset classes
  • Identify the multiple dimensions of financial risks and cost of capital, along with its impact on the required rate of returns
  • Show how financial and strategic decisions can be analysed using valuation models
  • Explore advanced financial concepts like financial derivatives, risk management and corporate valuation to lead organisational decisions

CERTIFICATE

Professional Certificate Programme in Financial Analysis and Financial Management - Certificate Click to view certificate

GET PROGRAMME INFO?

  • STARTS ON

    29 December 2020

  • DURATION

    10 Months
    (Live Online Sessions
    Every Sunday: 3:30 PM to 6:30 PM)

  • PROGRAMME FEE

    INR 1,51,000 + GST

Who is this Programme For

The financial landscape is changing rapidly, and businesses across geographies want to gear up with industry-ready skilled finance professionals at the forefront.


This programme is beneficial for:


  • Early-career professionals keen to transition from their existing field into various finance roles
  • Mid to senior-level managers in finance and chartered accountants who want to expand their knowledge in advanced financial tools
  • Business leaders and consultants interested in developing a strategic mindset to analyse financial statements and make sound financial decisions
  • Small business owners and entrepreneurs who want to utilise time-tested financial management techniques to smoothly manage and expand their businesses
  • ELIGIBILITY - Graduate/ Diploma Holders (only 10+2+3) in any discipline from a recognised university. Minimum 1 year of work experience. Prior exposure to MS Excel is preferred

Programme Modules & Faculty

syllabus

  • Introduction to Financial Management
  • Excel Basics and Applications
  • Introduction to Financial Accounting
  • Balance Sheet, Income Statement & Cash Flow Statement
  • Financial Statement Analysis
  • Cost Analysis & Cost Allocation
  • Management Accounting
  • Financial Instruments & Markets – I & II
  • Time Value of Money – I & II
  • Risk & Return – I & II
  • Stock Valuation, Bond Valuation & Interest Rate Risk
  • Financial Market Microstructure
  • EMH and Trading Strategies
  • Portfolio Performance Evaluation
  • Alternative Investments
  • Working Capital Management & Cash Budgeting
  • Financial Forecasting
  • Capital Budgeting
  • Capital Structure Theories
  • Valuation of Levered Firms
  • Forwards and futures
  • Options & Option Pricing
  • Stock Index Derivatives
  • Introduction to Financial Risk Measurement & Management
  • Market Risk Analysis
  • Credit Risk Analysis
  • Manging International Risks
  • Operational Risk, Economic Capital & RAROC
  • Corporate Valuation – DCF Methods
  • Corporate Valuation – Relative Valuation Real Option Valuation
  • Valuation of Banks & Financial Institutions
  • Valuation of Early-stage Firms & Start-ups
  • Merger Valuation & Deal Arithmetic

PROGRAMME FACULTY

Prof. Jijo Lukose P. J., PhD (Programme Director)
Prof. Jijo Lukose P. J., PhD (Programme Director)

Associate Professor,

Finance, Accounting and Control

Prof. Jijo has a PhD from the School of Management, IIT Bombay and has an M.B.F. from Cochin University of Science and Technology. His research interests include empirical corporate finance and empirical asset pricing. Prof. Jijo has designed and conducted training programmes for banks and financial institutions including World Bank, ICICI Bank, Bank of America, CRISIL, Ashok Leyland Finance and Reserve Bank of India amongst others.

Prof. Balagopal Gopalakrishnan, PhD (Programme Director)
Prof. Balagopal Gopalakrishnan, PhD (Programme Director)

Assistant Professor,

Finance, Accounting and Control

Prof. Balagopal Gopalakrishnan has a PhD in Finance and Accounting from the Indian Institute of Management Ahmedabad and an MBA in Finance from the S P Jain School of Global Management. His research interests include banking, financing of firms, and international finance. Dr Gopalakrishnan brings with him nearly eight years of international corporate experience in domains such as risk management and data analytics.

Teresa Chiao (Eruditus Global Faculty)
Teresa Chiao (Eruditus Global Faculty)

Managing Director,

Opsis Capital

Teresa graduated Summa Cum Laude from UCLA and received her MBA from the Wharton Business School. She has previously worked in the Technology, Media and Telecom Investment Banking Group at Deutsche Bank in San Francisco and Bank of America Merrill Lynch in Hong Kong.

Glenton Davis (Eruditus Global Faculty)
Glenton Davis (Eruditus Global Faculty)

Senior Business Development and

Strategy Manager, Microsoft

Glenton leads Microsoft’s global strategic partnerships, mergers, acquisitions, and venture investments that accelerate growth. Glenton began his career at J.P. Morgan, where he was an Investment Strategist for the Chief Investment Officer of J.P. Morgan Global Asset & Wealth Management.

Marie-Lys Leschiera (Eruditus Global Faculty)
Marie-Lys Leschiera (Eruditus Global Faculty)

President,

ML2 Formation & Conseil, France

Drawing from her intensive exposure to international business and finance, Marie-Lys brings a practical and industry-oriented approach to her mentoring, through the use of custom-made cases, exercises and management simulation games.

Dave Poritzky (Eruditus Global Faculty)
Dave Poritzky (Eruditus Global Faculty)

CEO,

Envista Strategies LLC

Dave spent almost a decade as part of the leadership team at Bloomberg New Energy Finance (BNEF), a leading advanced-energy research and data firm that was acquired by Bloomberg L.P.

Note: This is a tentative list, and the confirmed global faculty will be shared closer to the programme commencement.

Programme Fee

Dates Length Location Tuition Fees
December 29, 2020 10 Months Live Online Sessions
Every Sunday: 3:30 PM to 6:30 PM
INR 1,51,000 + GST
Deadline Application Fee
Round 1 Oct 21, 2020 INR 1,500 + GST
Round 2 Nov 20, 2020 INR 2,000 + GST
Round 3 Dec 21, 2020 INR 2,500 + GST
Remarks Instalment Amount
Booking Amount Within 7 days post selection INR 26,000 + GST
Instalment 1 Jan 6, 2021 INR 50,000 + GST
Instalment 2 Apr 6, 2021 INR 45,000 + GST
Instalment 3 Jul 6, 2021 INR 30,000 + GST

Student Loan Details

Loan Amount Available Tenure (months) EMI
INR 1,69,271 36 INR 6,434
No cost EMI plan
INR 1,78,180 (Full Fee with GST)
Available only for 9 months INR 19,798

Note:

  • The above EMI’s are indicative. The EMI’s offered by each of the loan providers might vary from the above figures, depending upon tenure and loan amount to be disbursed.
  • Other EMI tenures available (Months):
    Propelld: 12/18/24/30/36/42/48
    Eduvanz: 12/24/36/48

Please visit Students Loans and Financing for details on how to avail a student loan.

SYSTEM REQUIREMENTS

SYSTEM REQUIREMENTS TO ATTEND A LIVE ONLINE CLASSES
This programme includes live online classes. To attend a live online class you will need to have a PC/Laptop/Mac with

  • Speakers and microphone: built-in or a USB plug-in or wireless Bluetooth
  • Webcam: built-in or USB plug-in
  • Processor: with Dual Core 2Ghz or higher (i3/i5/i7 or AMD equivalent)
  • RAM: 4 GB or higher
  • OS: Either MacOS 10.7 or higher OR Windows 8 or higher
  • An internet connection: Minimum bandwidth of 3.0 Mbps (up/down)
  • Browser: IE 11+, Edge 12+, Firefox 27+, Chrome 30+
  • Zoom software client installed on your PC/Laptop/Mac

We use the Zoom software application to conduct live online classes. Zoom works on a variety of PCs/Laptops/Mac systems and also on phones and tablets. You can join your live online class from a phone or tablet if it supports the Zoom client. We recommend that you attend classes from a PC/Laptop/Mac.