$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-
Trender Pro 2.0 Indicator – Base Camp Trading$69.00Trender Pro 2.0 Indicator – Base Camp TradingUpdate 21 Sep 2022All Levels
Have yourself the ultimate tool and device that can aid you in the process of obtaining winning trades from the market with Trender Pro 2.0 Indicator by Base Camp Trading.
Add to wishlist -
The Feathers Weight – Feibel Trading$72.00The Feathers Weight – Feibel TradingUpdate 30 Jul 2022
As easy to learn as the price of an ounce of gold, The Feathers Weight course provides a trading system that is simple while being effective. The Feathers Weight is an effective trading strategy with a fully rule-based system. With every movement of our indicators, you’ll know when to make a trade and when not to trade.
Add to wishlist -
Voodoo Strategy Live Trading – Simpler Trading$36.00
$45.00Voodoo Strategy Live Trading – Simpler TradingUpdate 21 Sep 2022All LevelsVoodoo Strategy Live Trading by Simpler Trading shares a deep dive into the tool and its application to real-world trading. The recorded live trading sessions with trading experts bring reality to the theory instruction.
Add to wishlist -
Step By Step Guide to Selling on eBay In 2023 – Successwithecom$20.00
$169.00Step By Step Guide to Selling on eBay In 2023 – SuccesswithecomUpdate 15 Oct 2023eBay offers a perfect platform for success, regardless of your prior business experience. It’s an incredible opportunity to harness the internet’s potential for additional income. We’ll equip you with the skills and expertise you need.
Add to wishlist -
Triple Squeeze Pro ELITE – Simplertrading$120.00
$997.00Triple Squeeze Pro ELITE – SimplertradingUpdate 26 Mar 2024John’s “Triple Squeezes” strategy, introduced only once, is a rare yet timeless method crafted to detect significant movements.
Add to wishlist -
GAP/VWAP Fail by Scott Pulcini Trader$34.00
$349.00GAP/VWAP Fail by Scott Pulcini TraderUpdate 15 Jul 2022GAP/VWAP Fail by Scott Pulcini Trader sheds light on how to adapt GAP/VWAP setup to stock and futures trading for the consistency of trading profitability.
Add to wishlist
Reviews
There are no reviews yet.