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2-Day Campus Immersion at iHUB, IIT Roorkee
Learning Format
Online
Live Classes
6 Months
Executive PG
Certification
Campus Immersion
iHUB, IIT Roorkee
EMI Starts
at ₹8,000/month*
3109
1493
24542
The Executive Post Graduate Certificate Program in Financial Analysis with Agentic AI, in partnership with iHUB, IIT Roorkee, is prepared to empower finance professionals and enthusiasts to master contemporary financial decision-making. The program is a blend of traditional financial models and advanced Agentic AI tools that aim to improve forecasting accuracy, strategic investment, and enterprise-wide analysis.
About iHUB DivyaSampark, IIT Roorkee
iHUB DivyaSampark at IIT Roorkee, established under the National Mission on Interdisciplinary Cyber-Physical Systems (NM-ICPS) by the Department of Science and Technology (DST), focuses on fostering innovation in advanced technologies such as AI, ML, and more. The hub plays a pivotal role in technology development, incubation, and startups, particularly in areas like Healthcare,Read More..
Upon the completion of this program, you will:
Benefits for students from Microsoft:
Analyze and interpret financial data through data models to make investment recommendations and accelerate business development.
Examine quantifiable exposure to risks, devise strategies to mitigate the modeled risk, and apply AI-based scenario predictive analytics.
Utilize insights provided by AI to pinpoint portfolio gaps and manage asset performance.
Assist with mergers, capital budgeting, and business valuations using strategic financial knowledge.
Skills to Master
Financial Modeling & Valuation
Forecasting & Budgeting
Agentic AI in Finance
Risk & Portfolio Management
Business & Market Analysis
Power BI & Tableau
Strategic Financial Planning
Corporate Performance Analytics
Legal & Regulatory Compliance
Abhishek, an investment banking professional with more than 12 years of experience in derivatives security operations. He has worked in leading firms like JP Morgan Chase & Co.
Saurabh has 19 years of experience in investment banking. He has worked with Bharat Hindustan Ltd, Tata Motors, Essar Steel, and Sodexo. He specializes in investment banking, funds raising, accounting and budgeting, business planning, costing, and taxation.
A CFA Level 2 candidate, Swaminathan is currently working as a product control specialist at Barclays. He has more than 19 years of experience. Throughout his career, he has worked for esteemed companies like Wipro, HDFC, and Edelweiss Financial Services.
Spreadsheet basics for financial modeling and data analysis.
Master advanced Excel features like pivot tables, VLOOKUP, macros, and dynamic charts.
Use statistical functions and mathematical tools to address real-time finance issues.
Study macro- and microeconomic concepts and their application in financial markets and decision-making.
Understand accounting concepts, principles, and the accounting cycle.
Learn to analyze an organization’s assets, liabilities, and equity structure.
Understand revenues, expenses, and net income for profitability analysis.
Analyze a firm’s liquidity and ability to generate cash.
Apply ratio analysis and trend analysis to measure financial health and performance.
Apply forecasting techniques using historical data and Excel modeling.
Introduction to debt, equity, derivatives, and hybrid instruments.
Master NPV, IRR, annuities, perpetuities, and discounting cash flows.
Learn DDM and relative valuation techniques for equity instruments.
Learn bond pricing, yield curves, duration, and convexity.
Construct equity valuation models using real-time stock data and Excel.
Learn to appraise investment projects with NPV, IRR, and Payback.
Learn about systematic and unsystematic risks, CAPM, and Beta.
Compute WACC and learn how it is applied in project appraisal.
Learn optimal capital structure and the consequences of debt-equity decisions.
Learn modern portfolio theory and optimize portfolios using Excel and Solver tools.
Understand options, futures, forwards, swaps, and hedging strategies.
Study strategic asset allocation and diversification methods.
Study portfolio performance with Sharpe, Treynor, and Jensen indices.
Use evaluation structures to analyze live portfolios and enhance results.
Study valuation as a strategic corporate finance tool.
Do discounted cash flow valuations with FCFF and FCFE methodologies.
Apply EV/EBITDA, P/E, and P/BV ratios for relative valuation.
Investigate startup valuation models under uncertainty and limited information.
Understand how to value managerial flexibility in capital budgeting.
Construct end-to-end valuation models combining DCF and multiples.
Tools to hedge interest rate, FX, and market volatility.
Analyze default probability and exposure at default through AI models.
Comprehend integrated risk frameworks in banks and corporations.
Discover how blockchain, robo-advisors, digital payments, and Agentic AI are transforming finance.
Model VaR, stress testing, and scenario analysis using Excel.
Comprehend the structure, services, and revenue models of IBs.
Examine public issue processes, pricing strategies, and underwriter roles.
Master valuation, due diligence, synergies, and post-merger integration.
Examine long-term infrastructure and industrial project funding structures.
Admission Details
The application process consists of three simple steps. An offer of admission will be made to selected candidates based on the feedback from the interview panel. The selected candidates will be notified over email and phone, and they can block their seats through the payment of the admission fee.
Submit Application
Tell us a bit about yourself and why you want to join this program
Application Review
An admission panel will shortlist candidates based on their application
Admission
Selected candidates will be notified within 1–2 weeks
Total Admission Fee
EMI Starts at
We partnered with financing companies to provide very competitive finance options at 0% interest rate
Financing Partners
Admissions are closed once the requisite number of participants enroll for the upcoming cohort. Apply early to secure your seat.
| Date | Time | Batch Type | |
|---|---|---|---|
| Program Induction | 27th April 2025 | 08:00 PM - 11:00 PM IST | Weekend (Sat-Sun) |
| Regular Classes | 27th April 2025 | 08:00 PM - 11:00 PM IST | Weekend (Sat-Sun) |
As you wrap up the course, you will receive an Executive Post Graduate in Financial Analysis with Agentic AI Certificate from iHUB, IIT Roorkee. The criteria for certification include:
The program is taught by IIT Roorkee faculty through live online sessions and covers the following:
Through this course, you will develop key finance and AI integration skills. These are
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This Executive Post Graduate Certificate Program in Financial Analysis with Agentic AI includes eight in-depth modules, workshops with hands-on practice, and a capstone project that will prepare you for high-growth jobs:
Becoming a Post Graduate in Financial Analysis with Agentic AI opens doors to high-paying and strategic finance careers.
The responsibilities of post graduates in such a position could be:
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We record all our live sessions. Therefore, if you miss any of your live classes, you don’t need to worry, as the recording will be available to you within 12 hours of the session on the learning platform (Intellipaat LMS).
Please note that the course fees are non-refundable. We are committed to supporting you throughout the process to help you achieve your upskilling and professional growth goals.
Yes, Intellipaat certifications are accepted by all top companies.
What is included in this course?
