Overview of Courses
Our in-depth crash course in accounting helps you learn and master a subject that is critical to the start of your finance career. This is oriented towards finance professionals as opposed to future accountants and as such, the focus is on analysis, proper interpretation and manipulation of accounting numbers to get closer to economics of what’s transpiring. Throw the debits & credits out the door - we take a non-textbook and non-academic approach, instead focusing on how to "cook the books".

Course Modules

Accounting & Financial Statements Intensive Bootcamp

Overview of Courses
Our basic concepts will allow you to learn and gain the fundamental knowledge that you must master before the advanced content. We answer all the rarely answered "WHY" questions - "why do we do this, why do we do that" - instead of answering: "well, just because" or "that's the way it's always been done", we actually clearly and easily explain the logic of why and how not just the what. Whether you are an economics or liberal arts major or a business/finance major looking to summarize the critical 30 pages in that 400 page textbook, our Basic & Fundamental course modules will quickly set the proper foundation for you to excel.

Course Modules

Accounting & Financial Integration

How to Analyze a 10K

Finance 101 - Introduction to Finance

Company Profiles

Company Overview

Overview of Courses
Our core fundamental concepts in finance involve the basic financial modeling and valuation techniques that introduce model building best practices as well as getting used to working efficiently in Excel. After understanding the basic fundamental concepts, the most important building blocks of modeling are introduced as we begin to thoroughly analyze financial statements and their implications. We introduce the underpinnings of fundamental valuation (i.e. DCF analysis) and relative valuation (comps & multiples).

Course Modules

Corporate Valuation Methodologies & Corporate Finance

Basic Financial Modeling + DCF Modeling

Basic Valuation Techniques

Overview of Courses
Take everything to the next level as we build upon the basic & core concepts to cover the fundamental financial modeling concepts that one must be master in order to perform the minimum financial analysis required. We will make you "super-stars" in Excel and modeling techniques by plowing deep into building robust, integrated models and properly analyzing the results of our models.

Course Modules

Advanced Financial Modeling – Core Model

Enhancements to the Core Model – Part 1

Enhancements to the Core Model – Part 2

Segment Build-up & Sensitivity Modeling

Overview of Courses
We dive deeper into the nuances of valuation by understanding the art (not science) of valuation. Build upon your core financial models by integrating and layering on hands-on valuation analysis. Construct standard full-blown DCF analysis, trading & deal comps analysis and summary football field. Dive real deep into the nuances of valuation by ripping apart footnotes and making subjective inputs while balancing objectivity.

Course Modules

Corporate Valuation Methodologies & Corporate Finance

Quick & Dirty Trading Comps

Relative Valuation – Football Field

Complex Trading Comps Analysis

Deal Comps Analysis (Precedent Transactions)

Overview of Courses
Our merger modeling topics introduce critical skills required for understanding how to structure and analyze mergers & acquisitions. After modeling a company’s profits / cash flow and valuing the entity, one must decide what to do with the company in the grand scheme of its strategic alternatives, including a merger or acquisition. We introduce the basics of deal structuring and implications on accretion/dilution to building more involved merger models with the complexity of complicated FASB and IFRS accounting rules.

Course Modules

M&A Deal Structuring

Merger Modeling Basics

Intermediate / Advanced Merger Modeling

Overview of Courses
Our LBO modeling courses introduce critical skills required for properly understanding and quantifying capital structure changes from simple share repurchases to the extreme of a leveraged buyout. The techniques and concepts learned in building proper, robust, dynamic and flexible LBO models are highly valued given the relative difficult nature of setting up, quantifying and articulating the complex relationships and intricacies of the LBO. We clearly convey the complexities involved in understanding the deal structure, sources & uses, refinancing options, credit ratios and the all-important debt sweep.

Course Modules

Leveraged Buyout Overview

Quick & Dirty Basic LBO Model

Advanced LBO Modeling

Overview of Courses
A financial analyst won’t be spending all their time on Excel building financial models, but will be crunching a fair amount of data and creating charts, tables & presentations. From due diligence of analyzing salary rosters and client lists to industry analysis and reports to creating charts and graphs, you will live and breathe Excel, Word & PowerPoint and we will teach you all the best practices of the most important tools.

Course Modules

Excel 2003 => Excel 2007 Transition

Excel Fundamentals for the Finance Professional

Advanced Excel for Data Analysis

Excel Charting & Graphing Techniques & PowerPoint Integration

Overview of Courses
In our Overview of Financial Markets, we introduce the major jargon and finance terminology in finance, from the sell-side to the buy-side and capital markets, from investment banking to sales & trading and research and asset management. In addition, we quantify and dig deep into specific selected topics of interest from the long-term relationship of depreciation and capital expenditures to share repurchase impacts, to cause of circular references in financial models and much more!

Course Modules

Overview of Financial Markets

Treasury Options

D&A and Working Capital

Share Repurchase

Circular Reference

Excel Iterations

Increase / Decrease Decimal

Overview of Courses
Evaluation of private companies, middle market entities and those with very sparse publicly available data take a completely different approach than those of publicly traded companies. Usually, analysis of private companies requires a different approach to modeling than public entities. Instead of focusing just on corporate finance, a deeper more thorough understanding of the private company's operations is required.

Course Modules

Private Company Valuation

Segment Build-up & Sensitivity Modeling

Private Company Pro Forma Modeling

M&A Earnout Modeling

Overview of Courses
Take your modeling skills to an unmatched level: build full-blown, fully-integrated, merger & LBO models that slap together the complete target + acquiror model into the extremely robust merger model. The integrated full-blown LBO model allows the target to be acquired or LBO'ed. This is among the most advanced models out there. Period. End of story.

Course Modules

Complex, Super-Advanced Merger Modeling

Complex LBO Modeling & LBO Model Enhancements

Overview of Courses
Normally, our financial modeling & valuation courses are always prefaced with a caveat: "applies to run-rate, going concern entities, not distressed or restructuring" companies. Why? It's simple - the rules of engagement are completely different for distressed entities that have financial or operational difficulties. Our distressed series will teach you how to model and value distressed companies and securities undergoing restructuring or the bankruptcy process.

Course Modules

Distressed Investing Overview

Distressed Financial Modeling

Overview of Courses
Banks, similar to insurance companies, play by a different set of accounting rules in which the normal approach of building financial models don't apply (such as revenue growth, COGS and SG&A, % of revenue, BS and days outstanding working capital). When it comes to balance sheet based companies, it’s a whole other world out there, so strap in and get ready! But don’t worry, we'll take it easy with a detailed commercial bank industry primer and overview to familiarize ourselves with the new terminology and then tee you up methodically to before diving into the complex stuff.

Course Modules

Bank Industry Primer

Basic Bank Financial Modeling

Intermediate Bank Financial Modeling

Advanced Bank Financial Modeling

Overview of Courses
Insurance companies, similar to banks, play by a different set of accounting rules in which the normal approach of building financial models don't apply (such as revenue growth, COGS and SG&A, % of revenue, BS and days outstanding working capital). When it comes to balance sheet based companies, it’s a whole other world out there, so strap in and get ready! But don’t worry, we’ll take it easy with a detailed insurance industry primer and overview to familiarize ourselves with the new terminology and then tee you up methodically to before diving into the complex stuff.

Course Modules

Insurance Industry Primer

Basic Insurance Company Financial Modeling

Advanced Insurance Company Financial Modeling

Overview of Courses
Real estate takes a different twist from traditional companies in that it doesn't sell or produce any goods. As such, the process of building up the P&L requires a different logic. From quantifying the costs of a development project to the revenue build-up, we explore a master plan for community and condo development to a commercial hotel project.

Course Modules

Real Estate Development – Master Plan

Real Estate Development – Hotel Development

Overview of Courses
Real Estate Investment Trusts take a different life of their own by aggregating all the real estate investments and development projects the REIT manages and owns. The individual line items per property are not as relevant as everything in totality. The process of quantifying construction-in-progress, acquisitions and new development starts on the overall REIT entity to arrive at a solid set of projections is the goal in our REIT module.
NOTE: non-video based course, see Course Info

Course Modules

REIT Modeling

Overview of Courses
Oftentimes, the results of your quantitative, fundamental and relative valuation provides an answer and decision rule, but results in a different (and opposite) action item than the buy-side analyst. The goal of our buy-side series is to get introduced to the psyche of a hedge fund and learn how to think like a buy-side analyst. If you're a buy-side professional, you must master these fundamentals. If you're a sell-side professional, adoption of these techniques will increase the value of the presenter's ideas and result in increased and stronger buy-side relationships.

Course Modules

Hedge Fund – Mechanics & Applications of Long/Short HF