Corporate Mentors Driven · ISO Certified
Finance Leadership
Programs
Master Equity Research, Financial Modeling & Quantitative Finance with corporate mentors from top investment banks, asset management firms & hedge funds. Go from classroom to corner office.
Live Financial Modeling
Corporate Mentors
ISO-Certified
Placement Support
2K+
Students Enrolled
IIMs, IITs & Top B-Schools
IIMs, IITs & Top B-Schools
40+
Successful Cohorts
Across all Finance Tracks
Across all Finance Tracks
96%
Referral Rate
Student Satisfaction
Student Satisfaction
Portfolio Performance
LIVE
HDFC Bank
NSE: HDFCBANK
+2.4% ▲
Infosys
NSE: INFY
-0.8% ▼
Reliance Ind.
NSE: RELIANCE
+1.7% ▲
ISO Certified · Corporate-accepted credentials · Letter of Recommendation
Choose Your Track
Select Your Finance Specialization
01
Corporate Mentors
Live sessions & career exposure
02
Live Projects
Real-world experiential learning
03
Placement Readiness
Resume, interviews & career support
Track 1 · Equity Research & Financial Modeling
Certified Equity Research & Financial Modeling Analyst
Learn to build institutional-grade financial models, decode annual reports, perform DCF valuations, and write equity research reports, just like analysts at top investment banks and research desks.
01
MS Excel Foundations
Tools & Spreadsheets
Excel Overview: Best Practices & Core Concepts
Data Management, Formulas & Functions for Finance
Pivot Tables, Charts & Financial Dashboards
Shortcuts, Efficiency Tools & Audit Trail Best Practices
02
Equity Research & Investment Banking Overview
Foundations
Introduction to Valuation Techniques & Use Cases across Core Finance Profiles
Understanding 3-Statement DCF Modeling & Model Architecture
Structure of a Financial Model in Detail
Industry Analysis & Revenue Drivers across Sectors
How to Read & Decode a Company's Annual Report
03
Forecasting Financial Statements
Modeling
Understanding Income Statement & Balance Sheet (Current & Non-Current Assets/Liabilities)
Forecasting Income Statement & Balance Sheet, Revenue Drivers by Industry
Expense Drivers, CAPEX Schedule & Working Capital Schedule
Debt Schedule, Interest Calculations & Circular References
04
DCF Valuation & Discount Rates
Core Valuation
Concept of Equity and CAPM (Capital Asset Pricing Model)
CAPM in Detail, Computing Beta using Regression Analysis
Risk-Free Rate, Equity Risk Premium & Data Sources
Computation of Cost of Capital (WACC)
Understanding FCFF and FCFE
Concept of Enterprise Value & Intrinsic Value Calculation
Terminal Value, Terminal Growth Rate & Sensitivity Analysis
05
Relative Valuation & Financial Ratio Analysis
Comparable Comps
Concept of Comparable Comps and Trading Multiples
Understanding Valuation Multiples (EV/EBITDA, P/E, P/B, EV/Sales) by Industry
Different Financial Ratios, Liquidity, Profitability, Leverage & Efficiency
Performing DuPont Analysis on Real Companies
How to Build an Equity Research Report using MS-Word
06
Self-Paced Live Project
Applied Learning
Individual Submission of Assigned Financial Model on a Real Company
Write a Full Equity Research Report, Buy/Sell/Hold Recommendation
Project Review & Feedback Phase with Corporate Mentor
Separate Live Project Completion Certificate issued upon successful submission
07
Placement Preparation & Career Readiness
Job Readiness
Resume Building & LinkedIn Profile Mentorship for Finance Roles
Acing Group Discussions (GD) for Finance Companies
Acing Personal Interviews (PI) for ER, IB & Asset Management Roles
Company & Role-Specific Interview Preparation Assistance
Finance Technical Question Bank & Mock Interview Practice
Track 2 · Portfolio Manager & Quantitative Finance
Certified Portfolio Manager – Quantitative Finance
Dive into portfolio construction, risk management, quantitative strategies, and derivatives. Build the skills to thrive in asset management, hedge funds, and algorithmic trading desks.
01
Portfolio Management Fundamentals
Foundations
Introduction to Corporate Mentors, Program Structure & Career Landscape
Asset Classes, Equities, Bonds, Commodities, Real Estate & Alternatives
Understanding Fund Types, Mutual Funds, PMS, AIF, Hedge Funds & ETFs
Investment Philosophy, Styles (Growth vs Value) & Mandates
Regulatory Environment, SEBI, AMFI & Portfolio Compliance Basics
02
Modern Portfolio Theory & Asset Allocation
MPT & Allocation
Markowitz Portfolio Theory, Mean-Variance Optimization
Efficient Frontier, Capital Market Line & Sharpe Ratio
Strategic vs Tactical Asset Allocation
Factor Investing, Value, Momentum, Quality & Low Volatility Factors
Correlation, Diversification & Portfolio Construction using Excel
03
Risk Management & Quantitative Techniques
Risk & Quant
Types of Risk, Market, Credit, Liquidity, Concentration & Operational
Value at Risk (VaR), Parametric, Historical & Monte Carlo Methods
Stress Testing & Scenario Analysis for Portfolios
Beta Management, Hedging Strategies & Drawdown Controls
Quantitative Risk Metrics, Sortino Ratio, Max Drawdown, Calmar Ratio
04
Fixed Income & Derivatives for Portfolio Managers
Instruments
Bond Pricing, Duration, Convexity & Yield Curve Analysis
Credit Ratings, Spread Analysis & Fixed Income Portfolio Construction
Introduction to Derivatives, Futures, Options, Swaps & Forwards
Options Greeks (Delta, Gamma, Theta, Vega) & Hedging with Options
Portfolio Hedging Strategies using Index Futures & Put Options
05
Quantitative & Algorithmic Investment Strategies
Algo & Quant
Introduction to Quantitative Finance & Factor Models (Fama-French 3-Factor)
Technical Analysis for Quantitative Strategies, Momentum, Mean Reversion
Backtesting Frameworks & Strategy Evaluation Metrics
Introduction to Python/Excel-based Screening & Backtesting
Smart Beta & Systematic Strategy Design Basics
06
Self-Paced Live Project, Portfolio Construction
Applied Learning
Build a Multi-Asset Portfolio from Scratch using Real Market Data
Apply MPT, Risk Metrics & Allocation Frameworks on Actual Securities
Prepare a Portfolio Review Report with Buy/Sell/Hold Recommendations
Project Review & Detailed Mentor Feedback Session
Separate Live Project Completion Certificate issued on successful completion
07
Placement Preparation & Career Readiness
Job Readiness
Resume Building & LinkedIn Optimization for Portfolio Management & Quant Roles
Technical Interview Prep, Derivatives, Risk, Portfolio Theory Questions
Group Discussions & Personal Interviews for AMCs, Hedge Funds & NBFCs
CFA & NISM Exam Orientation & Preparation Tips
Company-Specific Preparation, Mirae, HDFC AMC, Motilal Oswal, Kotak & more
Program Structure
How the Program Works
A proven 3-phase journey that takes you from zero finance background to placement-ready professional in 2–4 weeks.
Phase 01
Corporate Mentors Sessions
Mentorship · Career Exposure · Industry Understanding
Learn directly from finance professionals & IB practitioners
Gain clarity on career paths, ER, IB, AMC, Hedge Fund & More
Understand real-world workflows, deliverables & tools
Build analytical & financial communication skills
Participate in case-based finance discussions & sector analysis
Phase 02
Live Project for Experiential Learning
Financial Models · Equity Reports · Portfolio Projects
Build real financial models on live listed companies
Write a complete equity research report with buy/sell thesis
Develop skills in DCF, comps, portfolio construction & risk models
Present findings to a mentor jury & get professional feedback
Earn a separate Live Project Certificate on completion
Phase 03
Placement Mentorship & Career Readiness
Resume · Interview Prep · Placement Support
Build finance-focused resumes & LinkedIn profiles
Prepare for GDs, case studies & technical finance interviews
Company-specific prep for Big 4, IB firms, AMCs & NBFCs
Earn ISO-certified program certificate (corporate accepted)
Get a Letter of Recommendation based on performance
Why Skilled Sapiens Finance
What Makes Our Finance Programs Different
Built by corporate finance professionals for students who want to do real finance, not just study it.
Taught by Practitioners, Not Just Professors
Every session is led by active professionals from investment banks, AMCs, equity research desks & hedge funds who bring real deal experience to the classroom.
Build Real Financial Models on Live Companies
You don't just learn theory, you model real listed companies, perform DCF valuations, and write equity research reports that belong in your placement portfolio.
ISO-Certified Credentials Corporates Accept
Our certifications are ISO-certified and recognized by hiring teams at top finance firms. Pair that with a strong live project, and your CV stands out in any finance placement.
Weekend Batches with Maximum Flexibility
Weekend live sessions on Zoom, on-demand doubt sessions, recorded lectures, and a personal program coordinator, so your MBA schedule never clashes with deep learning.
End-to-End Placement Mentorship
Resume building, GD-PI prep, finance technical Q&A, and company-specific preparation for Goldman Sachs, JP Morgan, Motilal Oswal, HDFC AMC, Big 4 and more.
Live Project Certificate + Letter of Recommendation
Walk away with verified project experience, a separate live project certificate, verified CV points, and a Letter of Recommendation from your corporate mentor, all placement gold.
What You'll Walk Away With
Program Outcomes
Everything you need to land a finance role and grow into it.
Institutional-Grade Financial Modeling Skills
Build 3-statement DCF models, comparable comps & portfolio models on real companies.
Publishable Equity Research Report
A full ER report with investment thesis, financial model & valuation, ready for your portfolio.
Strategic Finance & Analytical Mindset
Think like a sell-side analyst or fund manager, structured, data-driven, and commercially aware.
Placement-Ready in 4 Weeks
Resume, LinkedIn, GD-PI preparation, and company-specific coaching, all included.
🏆 What You'll Receive
ISO-Certified Program Certificate
Nationally & corporately recognized. Adds weight to your resume immediately.
Live Project Completion Certificate
Certificate of Work Experience for up to 1 month of corporate live project work.
Verified CV Points
Mentor-verified project experience you can confidently discuss in any interview.
Letter of Recommendation
Performance-based LOR from your corporate finance mentor, a rare placement differentiator.
Career Outcomes
Roles You Can Target After This Program
Our alumni have secured roles at some of the most respected names in finance. Here's where this program can take you.
Equity Research Analyst
Motilal Oswal, ICICI Securities, Kotak, Edelweiss
Investment Banking Analyst
Goldman Sachs, JP Morgan, Morgan Stanley, Avendus
Portfolio Analyst / PMS
Mirae Asset, HDFC AMC, UTI, Nippon India
Financial Analyst – FP&A
Big 4, MNCs, FMCG Companies, Startups
Derivatives & Risk Analyst
ICICI Bank, Axis Bank, Hedge Funds, NBFCs
Quantitative Analyst / Quant
Citadel, D.E. Shaw, Two Sigma, Edelweiss Quant
Credit Analyst – Banking
HDFC Bank, SBI, Standard Chartered, Kotak Mahindra
M&A / Strategy Analyst
Big 4 Advisory, Corporate Strategy Teams, PE Funds
International Finance Roles
Global Banks, Sovereign Funds, International IB
Program Timeline
Your 4-Week Learning Journey
A structured week-by-week roadmap that balances live mentorship, deep learning, and hands-on project work.
W1
Week 1Induction & Core Domain Workshops
Kick off with a mentor induction session. Begin domain-specific workshops: Excel fundamentals, finance landscape, and first framework modules with corporate mentors.
W2
Week 2Advanced Modules + Live Project Briefing
Deep-dive into valuation, portfolio construction, or quantitative techniques. Receive your live project brief and begin self-paced work on a real company or dataset.
W3
Week 3CV Building & Placement Workshops Begin
Start placement mentorship: CV building, LinkedIn optimization, how to answer resume-based interview questions, and HR/technical round preparation. Continue live project.
W4
Week 4Final Placement Prep + Project Submission
Complete and submit your live project for mentor review. Wrap up mock interview sessions, campus placement conversion strategies, and receive your certificates & LOR.
All sessions on Zoom · Scheduling is flexible · Recordings provided for every session ·
Programcoordinator@skilledsapiens.com | WhatsApp: 7417691944
Limited Cohort Seats
Start Your
Finance Career
Journey Today
Join 2,000+ students from IIMs, IITs & top B-Schools who have transformed their careers with Skilled Sapiens Finance Programs. Mentored by real professionals from investment banks & AMCs. ISO-certified credentials that corporates actually accept.
ISO-Certified Program
2,000+ Alumni
96% Referral Rate
Placement Support
Weekend Batches
Questions? Email Programcoordinator@skilledsapiens.com or WhatsApp at 7417691944
FAQs
Frequently Asked Questions
Everything you need to know about the Finance Leadership Program, from structure to certificates.
General
Not at all! The programs are designed for MBA students and working professionals from any background who want to break into finance. We start from fundamentals (Excel, financial statements) and build up to advanced valuation and portfolio techniques. Beginners are very welcome.
The Equity Research & Financial Modeling track focuses on fundamental analysis, building DCF models, reading annual reports, and writing ER reports. It's ideal for aspirants targeting sell-side ER, IB, or FP&A roles. The Portfolio Manager – Quantitative Finance track covers portfolio construction, risk management, derivatives, factor investing, and quantitative strategies. It's best for those targeting AMCs, portfolio management services, hedge funds, or algorithmic trading desks.
The total duration is 2–4 weeks depending on the track selected. Live training sessions are scheduled on weekends with preferred time slots, so they don't conflict with your MBA classes or work schedule. All live sessions are on Zoom, and all recordings are shared with enrolled students.
Absolutely, and we encourage it for students serious about a comprehensive finance career. Many students do the Equity Research track first and then the Portfolio Manager track. Contact your program coordinator for combo pricing and scheduling options.
Phase 1 · Corporate Mentor Sessions
Yes, all our mentors are active or recently active professionals from top finance firms including investment banks, equity research desks, AMCs, private equity and hedge funds. They bring live deal experience, actual research models, and practical placement insights directly to your sessions.
Phase 1 is all about building real finance intuition under direct mentorship. Sessions cover live domain-specific workshops, equity research, portfolio construction, and quantitative finance, led by working professionals. You'll understand real-world workflows, deliverables, career paths (ER, IB, AMC, Hedge Funds), and participate in case-based discussions and sector analyses that mirror actual finance desk practices.
The program includes multiple live weekend sessions spanning Weeks 1 and 2, starting with a mentor induction, followed by domain workshops covering all curriculum modules. Every session is recorded and shared, so you never miss out due to scheduling conflicts. You also have access to separate on-demand doubt-clearing sessions with your program coordinator.
Phase 2 · Live Project
The Live Project is the centrepiece of Phase 2. You are assigned a real listed company (or a live portfolio dataset for the Quant track) and asked to independently build a full financial model, write an equity research report with a buy/sell/hold recommendation, or construct a multi-asset portfolio, depending on your track. This mirrors exactly what analysts do on day one at investment banks and AMCs. The project is self-paced and submitted for mentor review and feedback.
Yes, and this is a key differentiator of our program. Upon successful completion and submission of your live project, you receive a separate Live Project Completion Certificate that is equivalent to 1 month of corporate work experience. This is distinct from the training completion certificate and specifically recognises your hands-on project work. Recruiters at top finance firms value this credential because it demonstrates real applied skills, not just classroom attendance.
Yes. After submission, your project goes through a structured mentor review and feedback phase. You receive detailed, professional feedback on your financial model, research report or portfolio, covering analytical approach, accuracy, presentation quality, and real-world applicability. This feedback session is invaluable for placement interview preparation because you can speak confidently about your own work.
Phase 3 · Placement Mentorship
While we do not guarantee placements (no ethical program does), we provide comprehensive placement mentorship including resume & LinkedIn building, GD-PI preparation, company-specific coaching, networking guidance, and a strong portfolio of credentials to maximise your placement probability. Our 96% referral rate reflects the quality of the support.
Phase 3 is a dedicated placement readiness sprint. It includes:
- Resume & LinkedIn profile building specifically tailored for finance roles
- GD & Case Study preparation for finance company selection processes
- Technical interview preparation, covering core valuation, derivatives, portfolio theory, and company-specific questions
- Mock interview sessions with industry-aligned Q&A banks
- Company-specific prep for top employers like Goldman Sachs, JP Morgan, HDFC AMC, Motilal Oswal, and Big 4 advisory firms
Yes, a performance-based Letter of Recommendation is issued by your corporate finance mentor at the end of the program. This is based on your engagement, project quality, and overall performance across the program. An LOR from an active finance professional carries significant weight during campus placements and lateral job applications.
Certificates & Credentials
You will earn two separate certificates upon completion:
1. ISO-Certified Program Completion Certificate, Issued upon completing all training modules and live sessions. This is a nationally recognised, ISO-certified credential accepted by corporate hiring teams across investment banking, AMCs, equity research desks, and Big 4 firms.
2. Live Project Completion Certificate, This is the standout credential of our program. Issued separately upon successful submission and review of your live project, it certifies real-world financial analysis experience equivalent to 1 month of corporate work. Recruiters specifically value this because it proves hands-on skill, not just theoretical knowledge.
1. ISO-Certified Program Completion Certificate, Issued upon completing all training modules and live sessions. This is a nationally recognised, ISO-certified credential accepted by corporate hiring teams across investment banking, AMCs, equity research desks, and Big 4 firms.
2. Live Project Completion Certificate, This is the standout credential of our program. Issued separately upon successful submission and review of your live project, it certifies real-world financial analysis experience equivalent to 1 month of corporate work. Recruiters specifically value this because it proves hands-on skill, not just theoretical knowledge.
Nurturing Futures!!
Join our consulting Leadership Program and get access to multiple live classes from Industry experts, free courses, curated compendiums, doubt sessions, networking events, job opportunities, and many more.
- Excel best practices & concepts – Easy to Medium Level
- Analyzing Data
- Scenario Analysis
- Introduction to financial modelling and use cases across profiles
- Building core statements and supporting schedules
- Troubleshooting the model
- Building drivers
- Structure of a Financial Model
- Revenue Drivers
- Expense Drivers
- Non-Current Asset Drivers
- Working Capital and Other Assets and Liabilities
- Debt Schedule
- Capex Schedule
- Understanding 3- Statement Linkage
- Making a Deal Ready Model
- FCFF & Reverse DCF
- Demand driver, supply factors and pricing
- Industry classification
- Overview of Valuation
- Valuation Drivers
- Understanding Valuation Approaches
- Trading Comparable and Relative Valuation
- Trading comparables analysis
- Precedent transaction comparable
- Discounted cash flow analysis
- Dividend discount model
- Sum-of-the-parts valuation
- Holding company valuation
- Terminal Value and Sensitivity Analysis
- Analyzing the multiples
- Overview of equity research role
- Developing research insights
- Drafting equity research reports
- Resume Building & Profile building
mentorshi - Acing Group Discussions (GD)
- Acing Personal Interviews (PI)
- Company specific interview preparation assistance
1 Month Live Project Experience in Equity Research & Financial Modeling domain
About our module!!
What You will get ?
- Live Corporate Expert Sessions
- Recorded Sessions For Revision
- Applied Corporate Live Project
- Corporate Case Studies Based on Real Situations
- On-Demand 1-1- Doubt Session
- Access To our Skilled Community
- Personal Placement Preparation Mentorship
- Live Project Certificate
- Industry Accepted LOR
- Program Completion Certificate
- Exclusive E-books & Compendiums for Domain Knowledge
Popular Certifications!!
Financial Analyst Leadership Program
A comprehensive program for three core finance roles: Investment Banking, Equity Research, Credit Rating
A curated learning path from basic of accounting to building final deliverables
Complimentary access to live webinars, Case studies, 1-1 mentorship, Live project
Financial Modeling Leadership Program
Step-by-Step three statement financial model building
Revenues & cost drivers for multiple industries
Complimentary access to live webinars, PDFs, Case studies, 1-1 mentorship sessions, Corporate live project etc.
Investment Banking + Equity Research Leadership Program
Gain insights on investment banking role & deliverables
Understand and build core equity research models & reports
Complimentary access to live webinars and live project, 1-1 mentorship sessions, PDFs, Case studies, etc.
Flagship
Finance Leadership Program - FLP
Rs
6499
Learn from industry mentors JP Morgan, Deloitte, Nomura, EY, etc. in small cohorts of 10 students via live sessions & case studies
Schedule 24*7 Doubt clearing session with your assigned mentor after joining our programs!
our Students Feedback
It was a fantastic session! Mr. Varun's journey on branding and the different subtleties of working in the FMCG sector were fascinating to hear about. I learned a lot of technical information as well as the entire product lifecycle. I hope he does more of these sessions in the future.
Akshat Kaitwar
IIM Udaipur
Everyone should join Skilled Sapiens and take control of their professions, in my opinion. There's no need to reinvent the wheel when you can easily figure out how to define career goals, finalize a career action plan, or use mentors as a sounding board for your action plan.
Vivek Yadav
IIM Shillong
Skilled Sapiens will assist you in determining what you truly desire and how it relates to your professional objectives. It will assist you in determining what you can achieve and what options are available based on your selected parameters. Take a chance; it could completely transform your life.
Shivani
IMT Ghaziabad
The sessions helped me to clarify my career objectives and the steps I needed to take to accomplish them. After completing the program, I am much more clear-headed, and I immediately began trying to get into my desired B-School, job, and career.
Naman Arora
IIM Raipur
It's a fantastic initiative to enable individuals engage with industry professionals and gain firsthand insights from them. Skilled Sapiens has a fantastic team of mentors, and anyone interested in stepping into a new career or learning the intricacies of any subject should give it a shot.
Ashwani
IIFT Delhi
Our Success Stories!!
We have helped our mentees in cracking the best opportunities across consulting, tech, product, finance, consumer, manufacturing & startups based roles
Frequently Asked Questions
What is Skilled Sapiens?
- Skilled Sapiens is a community supported by IIM and IIT alumni to mentor and guide college students in their career & professional growth. The goal of this community is to provide a ” Personal Mentor” who will support and guide students in getting placements by improving their juniors’ soft and technical abilities.
- All of the mentors in this community are either working professionals at top MNCs or have successfully launched their businesses. We aim to provide one-on-one personal mentoring and hand-holding to all the members of our community until they are placed in their dream company. We also provide entrepreneurial guidance to our students who wish to establish their businesses while pursuing their educational degrees.
- Our Mentor will be lifelong partners who will always be there for our community members when they need guidance and assistance. In B-schools, we want to create an informal mentor-mentee environment with the help of this initiative.
How does this personal mentorship program works?
- Self-evaluate your profile & check domain knowledge. If you need structured mentorship & guidance in your placement preparation, then go with skilled sapiens.
- Enroll & join our community & tell us your requirements & expectations. Start learning via personalized & customized mentorship sessions & Modules.
- Get your profile credentials. Interact with our mentors Schedule calls with your mentors & other learners Get curated modules & sessions Learn & become skilled Sapiens.
- Successfully get placed into your dream company/role. You can also request on-demand sessions.
What will be the qualifications of the mentors?
We have a pool of mentors with varied experience and qualifications (IIT & IIM alumni). We will assign the best suitable mentors for you based on the details filled you in the application form at registration
How can I connect with my mentors?
After enrolling in any of our courses, you will be given options to choose domain experts. You can schedule regular/ weekly meetings with them, and also, there will be an option to email 24*7. You can also ask for additional sessions before any interview.
How can I become a mentor at your platform?
You need to register with us with your LinkedIn profile. After successful verification of your details, you will receive access to our portal.
How does Skilled Sapiens ensure the quality of service?
Skilled sapiens initially filter by thoroughly reviewing their profile with the help of the industry expertise and post that we also have a process of mentor rating after each service we take suggestions from you and based on which we keep the check on the quality.
I am an entrepreneur, how this platform can be helpful for me?
This Platform has multiple consultants to guide the entrepreneurs in different phases of start-ups; entrepreneurs can get their idea verified before launching. Entrepreneurs can also learn various start-ups basics and expert-level knowledge through our multiple Entrepreneurship and start-up-related courses.
We mentor our students to start their start-ups before even passing out from their respective colleges. We coach our students to establish their businesses. We provide our students with personalized mentorships in MVP testing, market research, team building, product development, sales, marketing, and other areas to help them become successful generational entrepreneurs.
I am a B-School Student, how this platform can be helpful for me?
We have specifically designed modules that would be key to Placements and SIPs. These modules are created by the industry experts, which included all the major questions asked in the domain interview. Apart from this, you can also learn different courses to boost your course knowledge.
Also, we provide paid consulting & other domain live projects in top MNCs or growing/funded startups to our community members.