$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
-
Advanced LBO Modeling – Wall Street Prep$67.00$399.00Advanced LBO Modeling – Wall Street PrepUpdate 21 Sep 2022AdvancedAdvanced LBO Modeling by Wall Street Prep presents a complete walkthrough of how to build a complicated LBO model from scratch. It covers the fundamentals and advanced concepts through instructions on the whole process.
Add to wishlist -
Stockbee – November 2021 Bootcamp$50.00$600.00Stockbee – November 2021 BootcampUpdate 18 Jul 2022November 2021 Bootcamp – Stockbee shares with you the best tips in every aspect to become a professional trader with higher earnings and less risk-taking. Once mastering the course, you will be equipped with proven frameworks to win the consist profits without counting the costs of pitfalls.
Add to wishlist -
Options Flow Secrets – Simplertrading$200.00$1,797.00Options Flow Secrets – SimplertradingUpdate 26 Dec 2023In an exclusive training, John Carter and Henry Gambell unveil the integration of SpotGamma with proven strategies. Don’t miss this opportunity to secure exclusive training from industry experts. Buy now.
Add to wishlist -
Trading with Price Ladder and Order Flow Strategies – Axia Futures$29.97$1,000.00Trading with Price Ladder and Order Flow Strategies – Axia FuturesUpdate 28 Jun 2022The Trading with Price Ladder and Order Flow Strategies course will keep you ahead of the game combining timely, relevant and actionable content with dynamic live presentations led by recognized industry experts to equip you with advanced insights, patterns and strategies. This is a must-take for anyone who wants to get started with hedging strategies in futures betting.
Add to wishlist -
Breaking Down The Riffs – Natalie Weiss$34.00$347.00Breaking Down The Riffs – Natalie WeissUpdate 07 Mar 2023Breaking Down The Riffs by Natalie Weiss is designed to help singers at all levels improve their vocal skills, gain confidence in their ability to execute complex riffs, and add more creativity and flair to their performances.
Add to wishlist -
Top Trade Tools – Rocket Profit Multiplier – Indicator & Masterclass$99.00$997.00Top Trade Tools – Rocket Profit Multiplier – Indicator & MasterclassUpdate 18 Jul 2022Rocket Profit Multiplier: Indicator & Masterclass by Top Trade Tools shares coherent instructions on the best practices of applying technical tools to real trading. So, you can draw valuable insights for the development of viable strategies.
Add to wishlist
Reviews
There are no reviews yet.