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

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