FDD Masterclass | Master Financial Due Diligence with Real Case Studies
Financial Due Diligence Masterclass

Become A Financial Due Diligence Expert

No Prior FDD Experience Required
Real World Case-Studies
4.68 / 5 Rated Masterclass

Duration

20 Hours 

Course Validity

6 Months | 1.5 Times

Certified Course

Completion Certificate

Experienced Instructor

CA Shivam Palan + Other FDD Industry Experts

Empower Your Career With Financial Due Diligence Masterclass

Informed Decision Making

FDD enables confident decision-making through precise financial analysis, reducing risks and identifying opportunities effectively.

Risk Mitigation

By scrutinizing financial records, FDD identifies liabilities, ensuring smoother transactions and safeguarding investments.

Strategic Insights for Growth

FDD equips professionals with deep financial insights, enabling them to make data-driven strategic decisions that fuel business growth and long-term success.

Ready for Core Finance Roles

FDD guides investors in crafting strategic investment plans, aligning decisions with objectives for optimal returns.

Efficient Due Diligence

In M&A, FDD streamlines due diligence, expediting processes and facilitating informed decision-making.

Building Trust

Thorough FDD builds stakeholder trust by validating financial information, instilling confidence in partnerships and transactions.

Register Now @ ₹1999 ₹4999

Meet Your Trainer

shivam-sir

Hello there, I am CA Shivam Palan.

 Ex-EY | 5+ Years of Experience 

"Teaching isn't just a profession for me—it's a passion. As a Chartered Accountant with hands-on experience in mid-tier firms, Big 4 giants, and startups, I’m excited to share the knowledge I’ve gained over the years. I’ve been privileged to mentor over 70,000 aspiring CAs, with more than 20,000 now thriving in their careers. My mission is simple: to help shape India’s finance industry, one student at a time.

In this FDD Masterclass, you'll master the FDD process, learn to spot red flags in Profit & Loss accounts and Balance Sheets, and analyze EBITDA, net debt, and equity bridge calculations. You'll also interpret KPIs across various sectors.

I'll guide you through advanced FDD concepts, including employee identification, inventory valuation, and working capital quality, helping you develop a strong analytical mindset. This course isn't just about theory— it's designed to equip you with real-world FDD skills that will make a tangible difference in your finance career."

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Subscribers

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Students

Masterclass Curriculum

Download Curriculum

Lecture 1

Basics of Financial Due Diligence (FDD)

Begin your journey with a strong foundation in FDD, covering its scope and core principles. Analyze basic case studies to understand how FDD works in real scenarios.

  • Introduction to FDD fundamentals
  • Scope of FDD and its applications
  • Case Study Analysis: Calculation of EBITDA & financial details

Lecture 2 

Building an Analytical Mindset & Approach

Develop the mindset needed to identify red flags and perform due diligence effectively. Learn through practical case studies.

  • Case Study 1: How to identify fake employees
  • Case Study 2: Techniques to inflate the value of closing stock

Lecture 3

Advanced Concepts of FDD

Delve into advanced FDD concepts with a focus on price and volume variance.

  • EV to Equity Bridge: Understanding value reconciliation
  • Price & Volume Variance Analysis: Learn with real-world data sets

Lecture 4

Understanding Ratio Analysis

Master the art of ratio analysis to evaluate financial statements and company performance.

  • Introduction to Ratio Analysis
  • Reading Financial Statements (FS) effectively

Lecture 5

Understanding Adjusted EBITDA (Quality of Earnings)

Explore the concept of adjusted EBITDA and quality of earnings, with emphasis on intangible asset adjustments.

  • Quality of Earnings & its Adjustments
  • Intangible Asset Cost Adjustments in EBITDA

Lecture 6

Understanding Net Debt, Net Cash & Debt-like Items

Gain a comprehensive understanding of net debt adjustments and its implications in FDD.

  • Net Debt Analysis & Adjustments
  • Processing Fee Adjustments in Net Debt

Lecture 7

Understanding Quality of Working Capital

Learn the importance of working capital quality and how it impacts due diligence assessments.

  • Detailed working capital analysis
  • Key adjustments for quality assessment

Lecture 8

Key Performance Indicators (KPIs) Tools for FDD

Discover essential KPIs for various sectors and how to find industry research reports.

  • KPIs for Different Sectors (Service, Manufacturing, E-commerce, etc.)
  • Industry Research Techniques

Lecture 9

Top 10 Firms Case Study Solving

Develop your skills with real case studies, simulating scenarios from top firms.

  • Multiple Case Studies on P&L, Balance Sheet Adjustments
  • Analysis of Base Data for multiple years

Lecture 10

Reading FDD Reports

Learn how to interpret professional FDD reports and understand real-world examples.

  • KPMG FDD Report Analysis
  • Case Study on Byju’s Financial Performance

Lecture 11

Resume Guidance for FDD Careers

Get practical tips on how to position your FDD skills on your resume and highlight your expertise.

  • Resume optimization for FDD roles
  • Effective keywords for FDD

Lecture 12

Session with Industry Expert & Mock Interview

Participate in a live mentor session and prepare for real-world interviews with mock interview practice.

  • Mentor-led insights on FDD
  • Mock interview experience

Lecture 13

Important Interview Questions & Case Studies

Prepare for interviews with in-depth case study discussions and common interview questions.

  • Interview questions on Quantity Increase, Salary Analysis, and Fixed Assets
  • Understanding Constant Currency Analysis
Register Now @ ₹1999 ₹4999

Who is this Masterclass for?

workshop-for-img

CA

For CA Finalists, CA Inter Articles, and Qualified CAs with <2 years' experience.

B.Com / BBA

Essential skills for roles like Finance Analyst or Risk Analyst in auditing and compliance.

MBA / M.Com

Strengthen your FDD capabilities for career progression.

Register Now @ ₹1999 ₹4999
certificate

Level up your career with CA Monk’s
Industry- Recognized Certification.

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Let's Recap

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Financial Due Diligence Masterclass

  • Proficiency in FDD principles and methodologies.
  • The ability to apply audit concepts to real-world scenarios.
  • Skills in evaluating and prioritizing FDD risks effectively.
  • Understanding of materiality and its impact on financial statements.
  • Ability to assess and test internal controls for financial integrity.
  • Knowledge of various FDD methods and their applications.
  • Crafting comprehensive audit reports that effectively communicate findings.
Register Now @ ₹1999 ₹4999

FAQ

Still have any questions?

If you have any doubts or queries, feel free to reach out to us by shooting us an email at support@camonk.com or by calling us at +91-9022720882.

  • No specific background is required. Whether you're a finance professional, business student, or simply interested in financial due diligence, this course is designed to accommodate learners of all levels.

  • The course is self-paced, allowing you to progress at your own speed. On average, students complete the course within [X weeks/months], but you're free to adjust the pace according to your schedule.

  • Yes, upon successfully completing the course, you'll receive a certificate of completion to showcase your newfound expertise in financial due diligence.

  • There are no prerequisites for this course. However, basic familiarity with Microsoft Excel is recommended. Throughout the course, we'll utilize Excel functions for data analysis. Access to Excel or similar spreadsheet software is necessary to complete certain exercises.

  • Once you enroll, you'll gain access to our online learning platform, where you'll find all course materials, including video lectures, reading materials, and assignments. You can access the platform from any device with an internet connection, allowing for flexible learning anytime, anywhere.

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