Wall Street Prep – Basic Package
Description of Wall Street Prep – Basic Package
In this course, you will develop a 3-statement model completely from scratch, inputting historical data and assumptions to project out financial statements using step-by-step instruction on selecting, locating, and developing appropriate projection drivers. At completion, you will have developed a complete and comprehensive three-statement model using various supporting schedules. By the end of the course, trainees will gain skills that lay the foundation for many other modeling methodologies.
What will you learn in Wall Street Prep – Basic Package?
Excel shortcuts and functions frequently used in financial modeling
Excel settings and formatting best practices for financial modeling
Creating model plugs via the revolver and cash sweep
Dealing with circularities in the model
Building a fully integrated 3-statement model using established forecasting and schedule conventions
Balancing the model and inserting automated checks
Perform sensitivity & scenario analysis
How to efficiently check models for errors, accuracy and integrity
Content:
Chapter 1: Overviewopen
Chapter 2: Financial Modeling Best Practicesopen
Chapter 3: Preparing for the Case Studyopen
Chapter 4: The Income Statementopen
Chapter 5: Forecasting the Balance Sheet: Working Capitalopen
Chapter 6: Long Term Assets & Liabilitiesopen
Chapter 7: Debtopen
Chapter 8: Balance Sheet Equityopen
Chapter 9: The Cash Flow Statementopen
Chapter 10: The Model Plugs: Revolver & Cashopen
Chapter 11: Earnings Per Shareopen
Chapter 12: Finishing Touchesopen
Chapter 13: Deeper Dives
