Summary

Learning Outcomes:

Learn about the fundamentals of applied Corporate Finance

• Understanding of the granular unsecured lending market
• Formalise the evaluation methods into a well-structured Business model evaluation framework
• Build deep understanding of various customer segments and key success factors of their business
• Enhance understanding of Bank Statement analysis and Financial Statements

Target Audience:

• Fintech Professionals looking to build MVP for small ticket lending
• Credit Officers, Risk Officers NBFCs including Digital Lenders
• Sales and Relationship teams of NBFCs including Digital Lenders
• Sales and Credit teams of Micro Finance Institutions targeting MSE loans
• Owners of financial intermediary firms/DSA

Course content:

Day 1

Session 1 
Understanding the market dynamics

• Understanding the different Market players and customer segments
• Recent trends in Indian lending market

Session 2

Understanding Business model and gaps

• Why we need a different approach to Unsecured lending?
• Importance of visual evaluation to overcome the gaps in financial evaluation

Day 2

Session 3 
Key Success Factors and Personal Discussion

• Applying the Business Model Analysis Framework to set of cases from different customer segments
• Summarising the Key Success Factors for each business

Session 4

Analysis using Financial documents

• Basics of Financial Statements (Balance Sheet and P &L)
• Using Bank Statement Analysis to determine the key aspects of business model and to identity surrogate indicators of financial performance

Training dates - August 17-18, 2021

Training fees - ₹ 12,000 + applicable taxes