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Desai Finance Academy

Learn the models the professionals use.

Practical, workbook-led training in Excel, financial modelling and investment banking.

  • 300+students trained
  • 4courses
  • Online & in personplus corporate and university programmes
Rhythm Desai teaching a class
Rhythm Desai, CA, in the classroom

Courses and formats

Every course is taught with worked Excel workbooks rather than slides alone.

300+ students trained, across four formats:

Online live classes In-person in Mumbai Corporate training College & university programmes
01

Excel Basics

Navigation, formatting, core formulas and functions, sorting, filtering and simple charts.

02

Excel Advanced

Lookups (XLOOKUP, INDEX-MATCH), pivot tables, conditional logic, data validation and building analysis-ready workbooks.

03

Financial Modelling

Integrated three-statement, valuation and scenario models, built to professional standards.

04

Investment Banking

Markets, valuation, modelling and deal work, end to end. See the module curriculum

Investment Banking

Module curriculum.

Fourteen modules in four phases, taught through worked Excel workbooks and case exercises.

Phase 1

Foundations

  1. 01
    Orientation and introduction to investment bankingHow the industry works, the roles within it and what the programme covers.
  2. 02
    Excel for financeCore and advanced Excel for data handling, analysis and model building.
  3. 03
    Financial reporting and analysisReading financial statements and judging company performance, in two parts.

Phase 2

Markets and corporate finance

  1. 04
    Corporate financeCapital structure, funding decisions and the principles of valuation.
  2. 05
    Equity investmentsStock markets, equity valuation and investment approaches, in two parts.
  3. 06
    Debt and fixed incomeBond markets, debt instruments and how they are priced, in two parts.
  4. 07
    Trading and derivativesDerivative instruments, trading and risk management.
  5. 08
    Asset allocation and portfoliosHow investment portfolios are constructed and balanced.

Phase 3

Analyst and deal skills

  1. 09
    Financial modellingBuilding an equity valuation model from the ground up.
  2. 10
    Mergers and acquisitionsDeal fundamentals, structuring and M&A modelling.
  3. 11
    Equity research and pitch decksWriting a research report and presenting an investment case.

Phase 4

Tools and application

  1. 12
    Power BI dashboardsTurning financial data into clear, interactive dashboards.
  2. 13
    Generative AI for financeUsing prompt engineering to speed up research and analysis work.
  3. 14
    Career readinessSoft skills and interview preparation for finance roles.

Interested in a course or corporate training?

Tell us about your team or programme and we will share options.

Enquire