$33.00 $199.00
Basic Package by Wall Street Prep teaches you the crucial basics to build a 3-statement model from scratch. The best practices and a standard process will be what you can expect through 13 chapters of this course.
Course Overview
Basic Package by Wall Street Prep presents the process of building a 3-statement model from A to Z. Through this course, you can input historical data and assumptions about financial statements to develop an efficient model. It serves as a solid foundation for financial statement modeling.
Course Outline
Chapter 1: Overview
- Introduction
- Excel Settings for Modeling
- Keyboard Shortcuts
- The Boost Excel Add-In
Chapter 2: Financial Modeling Best Practices
- Formatting Conventions
- Modeling Best Practices
- Naming, Linking & Deleting Cells
- Model Structure
Chapter 3: Preparing for the Case Study
- Gathering Documents for Modeling (the “PIB”)
- Apple Case Study Introduction
Chapter 4: The Income Statement
- Modeling the Historical Income Statement, Part 1
- Modeling the Historical Income Statement, Part 2
- Introduction to Forecasting
- Segment-Level Revenue Forecasting
- Operations Forecasting
Chapter 5: Forecasting the Balance Sheet: Working Capital
- Inputting the Historical Balance Sheet
- Working Capital Forecasting & Roll-Forward Mechanics
- Accounts Receivable, Part 1
- Accounts Receivable, Part 2
- Inventory
- Accounts Payable
- Accrued Expenses & Deferred Revenue
Chapter 6: Long Term Assets & Liabilities
- Intangible Assets
- Modeling Intangible Assets
- PP&E
- Modeling PP&E
- Other Balance Sheet Assets
- Modeling Other Current Assets
- Deferred Tax Assets
- Deferred Tax Liabilities
- Other Liabilities
- Modeling Deferred Taxes & Other Balance Sheet Items
Chapter 7: Debt
- Debt
- Modeling Debt
Chapter 8: Balance Sheet Equity
- Capital Stock
- Modeling Capital Stock
- Treasury Stock
- Modeling Treasury Stock
- Retained Earnings and OCI
- Modeling Retained Earnings
- Modeling Other Comprehensive Income
- Linking Schedules Back to the Balance Sheet
Chapter 9: The Cash Flow Statement
- Cash Flow Statement Introductions
- Review: The Cash Flow Statement
- Cash From Operations
- Modeling Cash from Operations
- Cash From Investing & Other Financing Activities
- Modeling Cash from Investing & Other Financing Activities
- The Lemonade Stand
Chapter 10: The Model Plugs: Revolver & Cash
- Understanding the Role of the Revolver in Financial Models
- Modeling the Revolver
- Modeling Interest Income
- Dealing with Circularities in Financial Models
Chapter 11: Earnings Per Share
- EPS
- Modeling EPS
Chapter 12: Finishing Touches
- Integrity Checking & Balancing the Model
- Sensitivity Analysis Using Data Tables
- Scenario Analysis
Chapter 13: Deeper Dives
- Depreciation Waterfall
What Will You Learn?
- Effective Excel shortcuts and functions in financial modeling.
- Best practices of Excel settings and formatting in financial models.
- The creation of model plugs via the revolver and cash sweep.
- How to handle circularities in the model.
- How to develop a fully integrated 3-statement model through the established projecting and schedule conventions.
- How to balance the model and insert automatic checks.
- How to conduct powerful sensitivity and scenario analysis.
- How to detect errors, accuracy, and integrity of models.
Who Is This Course For?
Basic Package by Wall Street Prep is for those who are interested in making a financial model for banks and want to build up a strong base of fundamentals.
Wall Street Prep
Please Login/Register if you want to leave us some feedback to help us improve our services and products.
RELATED COURSES
VIEW ALL
-
Reading The Tape Class Sessions – Compassfx$12.00$99.00Reading The Tape Class Sessions – CompassfxUpdate 03 Jun 2024Learn to Trade Successful and Failed Auctions, Identifying Liquidity and Understanding Volume and Price.
Add to wishlist -
Options Mastery #6: Butterfly – Rise2Learn$50.00$499.00Options Mastery #6: Butterfly – Rise2LearnUpdate 15 Jul 2022All LevelsOptions Mastery #6: Butterfly by Rise2Learn presents the fundamentals of Butterfly and a collection of its effective strategies. So, you have a wide range of selections to deal with different trading circumstances!
Add to wishlist -
Dan Sheridan Package 14 courses$366.00$4,995.00Dan Sheridan Package 14 coursesUpdate 29 Jun 2022Dan Sheridan Package 14 Courses provides you with the chance to stand on the shoulders of the giant Dan Sheridan. This package includes all the courses hosted by Dan to teach you how to earn steady profits in options trading in the most organized and effective way.
Add to wishlist -
AFM Proprietary One Core Program – Asia Forex Mentor Academy$109.00$940.00AFM Proprietary One Core Program – Asia Forex Mentor AcademyUpdate 05 Sep 2022All LevelsAsia Forex Mentor Academy’s AFM Proprietary One Core Program is designed for traders of all levels who want to improve their abilities and become more lucrative.
Add to wishlist -
Introduction To Fundamental Investing – Invictus Research$65.00$600.00Introduction To Fundamental Investing – Invictus ResearchUpdate 07 Mar 2023All LevelsSeven 25–50 minute videos serve as an introduction to how to conduct business and security analysis like a professional analyst. essential details for anyone considering a career in investment research. Financial statement analysis, competitive analysis, market opportunity assessment, management quality assessment, and valuation are all included in the content.
Add to wishlist -
All – Access – T. Harv Eker$49.00$599.00All – Access – T. Harv EkerUpdate 15 Jul 2022All LevelsThis course provides you with the comprehensive curriculum of how to earn money from the pursuit of passion. The passion for what you are doing will get you through the tough conditions and boredom as well as the difficulties that might hold you back.
Add to wishlist
Reviews
There are no reviews yet.