$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-
The Norden Method Red Jacket Mastery Course$350.00
$3,500.00The Norden Method Red Jacket Mastery CourseUpdate 28 Jun 2022IntermediateThe Red Jacket Course: The Norden Method will show you how to trade the market more safely and consistently. With clear tools for analyzing the financial landscape, and armed with the information about where to look for trading opportunities, there’s no way you cannot succeed.
Add to wishlist -
Nq Full Order Flow Course – Scott Pulcini Trader$79.00
$797.00Nq Full Order Flow Course – Scott Pulcini TraderUpdate 27 Jun 2022NQ Full Order Flow Course by Scott Pulcini Trader deep-dives into how to trade Nasdaq futures to gain the highest trading profitability with fewer risks.
Add to wishlist -
Master Trader Program 2021 – Mark Minervini$349.00
$4,995.00Master Trader Program 2021 – Mark MinerviniUpdate 07 Jul 2022Master Trader Program 2021 by Mark Minervini provides the roadmap to the huge success of stock trading and investment through leveling up your techniques.
Add to wishlist -
TRADING NFX Mentorship$60.00
$500.00TRADING NFX MentorshipUpdate 26 Dec 2023Building the next generation of traders.It is our mission to continue helping people, who have no prior experience, to start exploiting this skill to earn over 5 figures a month by trading NFX.
Add to wishlist -
SI (STOP/ICEBERG) Indicator Trading Setups and Educational Course – Scottpulcinitrader$86.00SI (STOP/ICEBERG) Indicator Trading Setups and Educational Course – ScottpulcinitraderUpdate 29 Jun 2022All Levels
SI (STOP/ICEBERG) Indicator Trading Setups and Educational Course provides you with five very clear & precise trade setups Scott uses on daily basis to avoid bad trades and become a profitable trader.
Add to wishlist -
Line In The Sand – Trick Trades$29.00Line In The Sand – Trick TradesUpdate 27 Oct 2022All Levels
Line In The Sand by Trick Trades shows you the best techniques and proven strategies to enhance your day trading skills. So, you can gain higher profits without taking high risks!
Add to wishlist
Reviews
There are no reviews yet.