Certificate Program in Financial Analysis and Planning

100% Job Assistance Master In Certification in Applied Finance 0-3 Years of Work Experience

Level Up Your Finance Career with Edification Union’s Certification in Financial Analysis & Planning

At Edification Union, we don’t just teach finance — we transform passionate learners into industry-ready finance professionals.

Our Certification in Financial Analysis & Planning is a power-packed, career-focused course that blends deep conceptual understanding with practical, job-ready skills. Designed by industry veterans and delivered through an interactive, real-world curriculum, our certification equips you with the analytical tools, financial modeling expertise, and strategic mindset demanded by global finance roles.

Whether you aim to crack into investment banking, master valuation, or lead corporate financial strategy — this is your launchpad to success.

Program Highlights

Interview Guarantee

This program comes with a interview guarantee which offers you a chance to interview with top-tier organisations

Learn Job-Relevant Skills

Equip yourself with essential skills such as financial statement analysis, modeling, and valuation, equity research, and transaction execution, alongside Excel and PowerPoint.

Learn by Doing

Our program uses the recent in learning engagement solutions, such as simulation tools that allow learners to experience live happenings at the workplace.

Career Assistance

Our career related services include resume development, profile enhancement, career mentorship, interview preparation workshops and one-on-one career counselling to ensure you land the right interview opportunities.

Capstone Project

Extract all your learning into a capstone project that will allow you to integrate your learnings for a live problem statement that a professional would have to solve in a safe, simulated environment.

Experiential Learning

Apply what you have learned with real-world projects and solve business problems and case studies specially formulated by our industry partners.

Who Should Enroll in This Program?

Aspiring Finance Professionals

looking to build a strong foundation in financial analysis, planning, and modeling.

Career Switchers

from other domains (engineering, tech, marketing, etc.) looking to break into the high-demand world of finance.

Graduates and Postgraduates

from commerce, business, or finance backgrounds (B.Com, BBA, MBA, CA, CFA aspirants) wanting to specialize in core finance.

CFA®, FRM®, or CFP® Candidates

who want hands-on exposure and deeper conceptual clarity to support their certifications.

Working Professionals

seeking to upskill, switch to finance roles, or add financial modeling and valuation to their resume.

Program Director

I am associated with the investment banking industry for over 16 years now, have worked with a couple of reputed investment banks so far in my professional career journey such as Bank of America, Citibank, NatWest Markets, Société Générale, and currently working with Citi group for over 2 years.

have over 10 years of corporate training experience, I have been a domain trainer while working with Bank of America and Citibank and NatWest Markets. I have also been associated with Imarticus learning as a trainer for over 4 years and have successfully run CIBOP (Certified Investment Banking Operations Professional) and other financial banking batches for Imarticus learning organization.

I have been imparting trainings on financial topics such as Financial markets, Equity, Fixed Income, Derivatives and other financial products, Corporate Action, Reconciliation, Asset Mgmt., Collateral Mgmt., Risk Mgmt. and Financial Regulations etc.

Best Wishes
Amit Bhadoria

Program Objective

This certification at Edification Union is designed to:

Develop a solid understanding

Develop a solid understanding of financial accounting, corporate finance, and financial statement analysis.

Equip learners with hands-on skills

Equip learners with hands-on skills in Excel, financial modeling, forecasting, and business valuation.

Provide deep exposure to investment banking

Provide deep exposure to investment banking, M&A, equity research, and portfolio management tools.

Foster analytical thinking

Foster analytical thinking, strategic decision-making, and a real-world approach to solving financial problems.

Make students industry-ready

Make students industry-ready with interview prep, resume building, case studies, and placement support.

Program Curriculum

Module 1: Excel & Accounting Essentials

Learning Outcomes

Apply basic Excel functions, perform statistical analysis
and demonstrate knowledge and application of data
visualization techniques
Develop effective communication and personal branding skills while understanding the importance of etiquette and goal-setting in professional environments
Comprehend accounting principles, create financial statements, and apply ratio analysis using real-world case studies

Excel Essentials

Basics of Excel

Filtering, Sorting, References,
Drop down list,
Conditional formatting,
Upper case, lower case, concatenate, sumif, count if

Advanced Excel Techniques

Statistical analysis with excel
Data Lookup and Retrieval Data Validation
with Excel
What-if anaylsis
Leveraging chat GPT for effective excel

Data Visualization in Excel

Data Visualization Techniques
Types of graphs and use of each graph

Soft Skills

Soft Skills Foundation

Ice Breaker
Self - Introduction
Elevator Pitch
Goal Setting (SMART GOALS)
Time Management
Activities on the EP, GS, and TM

Honing Communication

Recalling Grammar Concepts
Building Vocabulary
Language Skills

Module 2: Corporate Finance, Financial Modelling, Forecasting And Analysis

Learning Outcomes

Apply the concepts of Time Value of Money and learn discounting and non-discounting methods for effective capital
budgeting
Build robust financial models using Excel or other software tools, incorporating financial statements, projections,
assumptions, and scenarios, and develop an understanding of model design principles and best practices.
Master creating and delivering effective financial presentations using PowerPoint

Corporate Finance, Financial Modelling, Forecasting and Analysis

Time Value of Money

PV, FV, Annuity
Growing Perpetual annuity
Loan amortisation schedule

Capital Budgeting

Discounting and non discounting methods
Capital Budgeting - NPV, IRR

2-Case study
Financial Viability analysis

Ratio Analysis
Ratio analysis and case study using
real world examples

Soft Skills

PowerPoint

Understand how to create effective
financial presentations using PowerPoint

Art of Presentation

Effective Presentation Skills
Planning and organizing presentations
Delivering effective presentations
Using visual aids and other presentation
tools

Module 3: Business Valuation - Absolute & Comparables

Learning Outcomes

Understand and apply various financial valuation techniques, including DCF and CAPM, and master correlation, covariance, and ratings-based approaches
Build robust financial models using Excel or other software tools, incorporating financial statements, projections,
assumptions, and scenarios, and develop an understanding of model design principles and best practices.
Master creating and delivering effective financial presentations using PowerPoint

Business Valuation

Time Value of Money

Concept of valuation -Relative & Absolute
valuation
Understanding DCF technique
Terminal Value
Perpetual Growth method, Exit multiple
method
Consolidated and standalone results
Concept of minority interest

Concept of Valuation

WACC
CAPM model
ERP - Historical and predictive model
Beta - Bottom up beta and regession beta
Covariance
Correlation
Market weights
Cost of debt
Ratings based approach

Case study
Financial Viability analysis

Soft Skills

Mastering Personal Brand

Identifying your unique strengths and skills
Developing your personal brand statement
Creating a personal brand roadmap
Identifying relevant social media platforms
Creating a professional online profile
Developing a content strategy for online
presence
LinkedIn Challenge

Exam

Students will create a financial acquisition
model on a industry of their choice
They will give a presentation of their model
and will be graded on their technical and
presentation skills

Module 4: Financial Products And Markets

Learning Outcomes

Understand the characteristics of equities, bonds, forwards and futures in the financial market.
Master the usage, pricing, and risk factors associated with options and swaps in various market scenarios.
Understand and apply essential business etiquette in successful interview scenarios

Business Valuation, Financial Products and Markets

Capital Market Products

Equities and Bonds

Derivatives

Forwards & Futures
Options & Swaps

Soft Skills

Personal Grooming & Interview Prep - 2

Types of Etiquette
Basics of Business Etiquette
Do's and Don'ts of C&B Etiquette
C&B Etiquette Rules
C&B Etiquette in practise
Answering Common Questions
Behavioural and Competency Based
Interviews
Grooming and Group Discussion
Cracking an interview
Sample and Mock Interviews

Module 5: Data Visualization And Data Management

Learning Outcomes

Demonstrate proficiency in using PowerBI for financial data analysis and visualization.
Apply SQL commands, functions, and join techniques for effective data management
Organize and manage financial data efficiently using learned database manipulation techniques.