Tuesday, May 31, 2022

FT15 - Day 4 - Fast Track Webinar Series by Dr GKR for IBBI Valuation Exam (SFA) - Batch XV - 31st MAY 2022 - 08:30 AM - Option Valuation

Folks,

Herewith I have given below the link for Batch XV - Day 4 - Presentation made in Fast Track Webinar Series for IBBI Valuation Exam (SFA) on "OPTION VALUATION"

Option Valuation : (Minimum 7 Marks)
  • Option valuation: General principles
  • Option valuation models: Black and Scholes; Black and Scholes Merton option pricing method; Binomial tree method; Monte Carlo simulation
  • Valuation of other financial assets and liabilities: concept of financial and non-financial assets and liabilities; valuation of other instruments like financial guarantees and warranties 
  • Options Basics
  • Factors influencing Option Valuation and on its changes, its impact in Call & Put Valuation
  • Binomial Model; BSM Model
After investing substantial amount of time and Himalayan size of Efforts, Research & Pain; this material is brought out.
Your acknowledgement (with your name, location & contact no) in this blog by few words will be an encouragement for this Hard Work

Link for GKR Material on Valuation of Options (PDF)

Link for GKR Excel Worksheet on Valuation of Options using Binomial Model 

ICAI - Technical Guide on Valuation (PDF) - 2021 Edition

Kindly post your comments, suggestions, queries & review of the webinar session below this post

Happy Reading | Please contact Dr S Dhanapal (96770 22712) / CA Sarpabhushana (98802 22208 / CA K Ramesh (77360 06886) for being part of FT15 WhatsApp group. 

Fast Track Webinar Series - IBBI Valuation Exam (S/FA) - Registration Link Below - FT15 - Day 5 - 1st JUNE 2022 Wednesday - 08:30 am onwards:


Dr GKR
31st MAY 2022
Tuesday












Monday, May 30, 2022

FT15 - Day 3 - Fast Track Webinar Series by Dr GKR for IBBI Valuation Exam (SFA) - Batch XV - 30th MAY 2022 - 08:30 AM - Intangible Assets

Folks,

Herewith I have given below the link for Batch XV - Day 3 - Presentation made in Fast Track Webinar Series for IBBI Valuation Exam (SFA) on "Intangible Assets Valuation"

Syllabus covered in IBBI Valuation Course for

Intangible Assets - (Minimum 5 Marks) 
  • Nature and classification of intangibles
  • Identification of nature of intangible assets: life of asset; based on function; acquired or internally generated; generating cash flow independently or not generating cash flow independently; intangible assets under development and research assets
  • Purpose of intangibles valuation: financial reporting under Ind AS, legal and tax reporting, estate and gift tax, amortization allowance, transfer of standalone intangible assets, transfer of intangible asset as part of transaction, collateral lending, franchises and brand license agreement, insolvency/ bankruptcy
  • Valuation Approaches: excess earnings method; relief-from-royalty method; premium profit method; greenfield method; distributor method; other valuation approaches as applicable; rate of return and discount rate for intangibles
  • Minimum 7 marks | Material to Read: ICAIRVO_VS: 302 IVS: 210 ; IND AS 38 | Technical Guide to Valuation (ICAI) : Page 45 to 61 | Meaning of IA; Measurement, Recognition, Exchange of IA | Types of IA | Income Approach, Cost Approach, Market Approach |Purpose of Valuation of IA

Link for GKR Material on Valuation of Intangible Assets (PDF)

Link for IND AS 38 - MCA (PDF)

Link for GKR Excel Worksheet on Bottom-up Beta - Excel Workbook (XLS)

Link for Technical Guide to Valuation - ICAI (PDF) - Revised Edition 2021

Link for Bottom-up Beta (A focused approach to risk-reward relationship) - Haribhakti Group (PDF)

Link for Global Intangible Finance Tracker (GIFT™) — an annual review of the world’s intangible value - Brand Finance (PDF)

  • After investing substantial amount of time and Himalayan size of Efforts, Research & Pain; this material is brought out. 
  • Your acknowledgement (with your name, location & contact no) in this blog by few words will be an encouragement for this Hard Work

Kindly post your comments, suggestions, queries & review of the webinar session below this post

Happy Reading | Please contact Dr S Dhanapal (96770 22712) / CA Sarpabhushana (98802 22208 / CA K Ramesh (77360 06886) for being part of FT15 WhatsApp group. 

Day 4 - Fast Track Valuation Webinar Series - Registration Link given below - FT15 - 31st MAY 2022 - Tuesday - 08:30 am - 
https://meeting.zoho.in/meeting/register?sessionId=1359196161


Dr GKR
30th MAY 2022
Monday



Sunday, May 29, 2022

FT15 - Day 2 - Fast Track Webinar Series by Dr GKR for IBBI Valuation Exam (SFA) - Batch XV- 29th MAY 2022 - SUNDAY - 09:00 am - Valuation Approaches and Methods

Folks,

Herewith I have given below the link for Batch XV - Day 2 - Presentation made in Fast Track Webinar Series for IBBI Valuation Exam (SFA) on "Valuation Approaches and Methods"

Overview of Valuation - (4 Marks)
  • Meaning of value: Difference between price and value; definition of Value
  • Types of value: fair market value, fair value, intrinsic value, investment value, synergistic value, market value, special value
  • Premise of valuation: going concern and liquidation
  • Purpose of valuation: mergers and acquisitions, strategy evaluation, identification of under and overvalued assets, legal, financial reporting, scope of work
  • Valuation standards (New Topic included)
  • Valuation process: understanding the business; planning and preparation; forecasting company performance; selecting the appropriate valuation model; converting forecast to valuation; applying analytical results in the form of recommendations; conclusions
  • Valuation report and documentation: scope of the work performed, approach adopted, method applied, key inputs used, assumptions made, conclusion(s) of value and principal reasons for any conclusions reached, and date of report, date of valuation
  • Importance of documentation, nature and purpose of documentation, timely preparation of documentation, documentation of valuation procedures performed, assembly of the final documentation, ownership of documentation 

Valuation Approaches - (3 Marks)
  • Cost approach: net asset value and book value, adjusted value, sum of the parts, replacement cost
  • Market approach: quoted market price, price of recent investment and price of recent transaction, relative valuation, concept of multiples, selection of appropriate comparables; adjustments to multiple calculated in accordance to size, lines of operation and geographical areas of operation
  • Income approach: discounted cash flow approach; terminal value; present value; adjusted present value approach; internal rate of return; cash flow analysis- end of year and mid of year conventions; earning capitalization method /yield method; concept of perpetual growth; concept of cost of capital and capitalization rate

  • After investing substantial amount of time and Himalayan size of Efforts, Research & Pain; this material is brought out. 
  • Your acknowledgement (with your name, location & contact no) in this blog by few words will be an encouragement for this Hard Work

Link for GKR Notes / BGM used in Day 2 - FT15 - Webinar

Link for GKR Excel Worksheet used in Day 2 - FT15 - Webinar

Link for International Private Equity and Venture Capital Valuation Guidelines - IPEV (PDF) - December 2018
https://www.privateequityvaluation.com/Portals/0/Documents/Guidelines/IPEV%20Valuation%20Guidelines%20-%20December%202018.pdf?ver=2018-12-21-085233-863&timestamp=1545382360113

Link for International Valuation Standards - IVSC (PDF) - January 2022

Link for CBV Institute Practice Standard No 110 - Valuation Reports (PDF) - June 2009

Kindly post your comments, suggestions, queries & review of the webinar session below this post. Happy Reading | Please contact Dr S Dhanapal (96770 22712) / CA Sarpabhusana (98802 22208) for being part of FT15 WhatsApp group. 


FT15 - Day 3 - 30th MAY 2022 - MONDAY - 08:30 am - Registration Link is given below:


GKR
29th MAY 2022 | Sunday



Friday, May 27, 2022

FT15 - Day 1 - Fast Track Webinar Series by Dr GKR for IBBI Valuation Exam (SFA) - Batch XV - 27th MAY 2022 - MONDAY - 8:30 am

Folks,

Herewith I have given below the link for Batch XV - Day 1 - Webinar Material used in Fast Track Webinar Series for IBBI Valuation Exam (SFA) on "Model Code of Conduct & The Companies (Registered Valuers and Valuation) Rules, 2017"

Professional/Business Ethics and Standards (Applicable Syllabus from 1st June 2020) - 4 to 7 Marks
  • Model Code of Conduct under the Companies (Registered Valuers and Valuation) Rules, 2017: professional competence and due care, independence and disclosure of interest, confidentiality, information management, gifts and hospitality
  • Integrity and fairness, remuneration and costs, occupation, employability and restrictions, business ethics
  • Ethical considerations under terms of engagements: engagement letter, management representation, guidance on use of work of experts, independence and conflict of interest, quality review process of valuers, rights and responsibilities of valuers
  • Chapter XVII - Registered Valuers; The Companies (Registered Valuers and Valuation) Rules, 2017

Link for GKR Webinar Material on Model Code of Conduct & The Companies (Registered Valuers and Valuation) Rules, 2017 (PDF)

Link for GKR MS Excel Worksheet Solutions for Day 1 - Webinar Questions

Link for Valuation Examinations Frequently Asked Questions - IBBI (PDF)
https://www.ibbi.gov.in/uploads/faqs/FAQsonValuationxaminations.pdf

Link for THE COMPANIES (REGISTERED VALUERS AND VALUATION ) RULES, 2017 - updated 13-11-2018 - IBBI (PDF)
https://ibbi.gov.in//webadmin/pdf/legalframwork/2018/Nov/The%20Companies%20(Registered%20Valuers%20and%20Valuation)%20Rules,%202017%20(Upto%2013.11.2018)_2018-11-19%2016:13:01.pdf

Link for IBBI Valuation Syllabus (2020) - IBBI (PDF)
https://www.ibbi.gov.in/SFAsyllabuswef01062020.pdf

Link for IBBI Valuation Syllabus (1st July 2022 onwards) - IBBI (PDF)

Link for IBBI Guidelines on Use of Caveats, Limitations and Disclaimers by the Registered Valuers in Valuation Reports - IBBI (PDF)
https://ibbi.gov.in/uploads/legalframwork/e5e1300db2dd6a8bebe289ba579a7c14.pdf

  • After investing substantial amount of time and Himalayan size of Efforts, Research & Pain; this material is brought out.
  • Your acknowledgement (with your name, location & contact no) in this blog by few words will be an encouragement for this Hard Work
Kindly post your comments, suggestions, queries & review of the webinar session below this post. Happy Reading | Please contact Dr S Dhanapal (96770 22712) / CA Sarpabhusana (98802 22208) CA  for being part of FT15 WhatsApp group. 

FT15 - Day 2 - 29th MAY 2022 - SUNDAY - 09:00 am - Registration Link is given below:

GKR
Friday | 27th MAY 2022