Top Financial Modeling Courses

最受欢迎的Excel建模课程

If you have knowledge in accounting and finance but do not know how to apply this knowledge in a real-world scenario, or want to be more prepared when it comes to acing thoseinvestment banking (IB)andprivate equity (PE)interviews, then these courses are for you.

Love to Learn the Top Financial Modeling Courses

The following financial modeling courses offered bybob平台提现规则(WSO)将教您如何从与行业标准相提并论并磨练您的分析技能的构建惊人的Excel模型。每门课程都将重点放在特定领域或技能上,这些领域或技能将涵盖您在行业中尽最大努力所需的一切。这些课程是:

  1. Financial Statement Modeling Course
  2. Excel Modeling Course
  3. 折现现金流(DCF)建模课程
  4. 估值建模课程
  5. Mergers & Acquisitions (M&A) Modeling Course
  6. Leveraged Buyout (LBO) Modeling Course

This article will go through each of these six courses and provide an overview of what will be taught, a summary of the first few modules, and what financial topics they concentrate on. In addition to this, there will also be a summary of theb0b体育app下载 , which offers all six courses at a discounted price as we believe the courses are most effective when used in combination with each other.

这些课程提供的技能在现实世界中尤为重要,在这种情况下,此类模型提供的估值会影响数百万甚至数十亿美元的交易。

Financial statement modeling course

Sincefinancial statementsare the basis of every decision in the finance world, it is crucial to know how to model for them. Therefore, this course contains over sixty videos, nine modules, and five hours' worth of video lessons. The first module is a simple introduction to theFinancial Statement Modeling Course, such as what topics will be covered, what you will get out of the course, and instructions for setting up and getting ready.

The other eight modules contain the content of the course, and they are:

1. Fundamental Concepts

该模块包含15个视频课程,以解释建立三台财务模型时的最佳实践。它包括在模块末尾的练习和视频解决方案,以确保您有一个良好的基础可以继续。涵盖的一些主题包括:

  • Excel shortcuts and hotkeys
  • Formatting best practices
  • Formulas
  • Comments
  • Designing for convenience and designing to prevent errors

2. The Income Statement

In this module, we use five video lessons to introduce you to theincome statement (IS)and how to account for historical and projected figures for a realistic use case by using the actual financials of Nike, Inc.

Sample income statement

3. Working Capital

In this module, seven video lessons introduce you to the balance sheet and critical working capital accounts so that you don't miss any steps linking up your statements, some of which are:

4. Bonus Module

The three video lessons in this module help you build out a more advanced model, including lessons on a detailed revenue build-up, a sensitivity analysis and macros in the context of Nike, Inc, and a final answer key with the full 3-statement financial model for Nike, Inc.

下面的视频课程走过去revenue build-up:

Financial Statement Modeling Course

Everything You Need To Master Financial Statement Modeling

To Help you Thrive in the Most Prestigious Jobs on Wall Street.

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Excel modeling course

Excel spreadsheets are the primary tool for analysts, so this course is a must-have if you want to break into the finance industry. It has over 105 videos, ten modules, and five hours' worth of video lessons.

The first three modules are a simple introduction to theExcel Modeling Course,然后是一个简短的指南,其中包含八个视频,内容涉及如何使用Hotkeys和Ribbon等组件来导航Excel,最后,通过提示,技巧和最佳实践(例如各种快捷方式)和使用CTRLVS。提高Excel效率的更长模块,并使用CTRL VS。alt。

1. Excel格式

In this module, we use eight video lessons to expand upon the best practices in earlier modules to learn:

  • Conditional formatting
  • Custom number formatting
  • Default formats and some other formatting tips

它还包括具有积极基准测试的练习和视频解决方案,以确保您一直练习,直到您非常有生产力为止。

2. Excel数学功能

This module contains nine video lessons to help explain anchoring as well as basic and advanced math functions that will come up frequently on the job. It also includes an exercise at the end with a video solution so you can see how an actual investment banker uses these in the real world.

Excel建模模板

3. Excel logic and data functions

The thirteen video lessons in this module dive into some of the more complex and foundational functions used throughout financial modeling. They include:

  • IF and Nested IF statements
  • ISERROR
  • Information Functions
  • 和更多…

We wrap up this module with another challenging exercise.

4. Excel scenarios, data tables, and auditing

In this module, there are seven video lessons exploring data tables, naming cells, formula auditing, and scenarios so that you can take your Excel modeling to another level. This module also includes another timed benchmarking exercise.

Here is a five-minute video from the course about data tables:

Excel Modeling Course

您需要掌握Excel建模所需的一切

To Help you Thrive in the Most Prestigious Jobs on Wall Street.

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DCF modeling course

Discounted cash flow (DCF)是重视公司的最重要方法之一。DCF建立模型是通过估计所有未来现金流入和流出的总价值而创建的,然后将其打折以找到当今的价值。要了解有关此评估技术的更多信息,我们有一个DCFmodel training free guidearticle that explores the concept.

OurDCF建模课程contains more than 75 lessons and five hours of video lessons. The first module is the usual introduction to the course, which is followed by modules that introduce you to whatDCFis and the fundamentals of this valuation method, including:

  • P&L terminology used inDCFvaluation
  • 找到相关信息以预测自由现金流
  • Unlevered vs. levered free cash flow
  • And much more!

1. DCF-大局

In this module, fifteen video lessons go over the theory and logic behind valuation before we put this knowledge into practice with a Nike case. Here, you learn about:

  • The valuation roadmap
  • 内在估值和相对估值之间的差异
  • The conceptual framework for company value

我们用涵盖的主题和计算摘要完成了模块。

2. WACC overview

This module uses eight video lessons to cover calculating the Weighted Average Cost of Capital (WACC) and its implications on valuations.

Sample capital structure

3.从未来现金流量的NPV中获取股价

The thirteen video lessons in this module cover how to derive a company's share price from thenet present value (NPV)of future cash flows. They cover topics like:

  • Bridging from enterprise value to equity value in aDCF
  • Additional贸易comps考虑因素
  • Calculating the dilutive impact from options and warrants

After completing these steps, you will get the final output of aDCFmodel.

4. Enterprise value & equity value practice

This module contains ten video lessons that explore企业价值(EV)andequity value, a bit more in-depth by applying the knowledge we gained so far across several practice exercises.

Here is a video from the course providing an introduction to these two concepts:

DCF Modeling

Everything You Need To Master DCF Modeling

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Valuation modeling course

Valuationis the process of quantifying the worth of a company or asset by placing a cash value on it. It is widely used in finance, especially by analysts ininvestment banking (IB)andprivate equity (PE)firms.

TheWSO估值建模课程has over 170 courses with over ten exercises and real use cases, using companies like Google, LVMH, Nike, and many other reputable brands as examples to go through.

The course structure will be predominantly focused on tradingcompsand precedent transactions. Before this, there will be an introductory module to the course, followed by an overview of valuation as well as a lesson onEV和权益价值,所有这些都将涵盖以下主题:

  • The valuation thought process across use cases
  • The market value of equity vs. book (accounting) value of equity
  • Enterprise value and equity value multiples

1. Trading comparables introduction

There are twenty video lessons in this module where we will take you on a deep dive into tradingcomps。通过它,您将获得:

  • A review of key concepts like P&L terminology used in valuation
  • An in-depth focus on common enterprise value and equity value multiples
  • Opportunity to solidify your skills to apply these concepts with the help of a couple of practice examples, with real-life company filings and data.

2. Trading comps: The setup

This module uses 22 video lessons to do a much deeper dive into setting up tradingcomps。First, we cover a step-by-step process for buildingcomps, then give you a walkthrough of an excel-based tradingcompstemplate, and finally set the foundation for our case study with a real company.

Setting up trading comps

3. Precedent transactions introduction and setup

These two modules on precedent transactions contain twenty video lessons that provide an overview of the theory behind these transactions and explore the process of setting up a precedent transaction analysis using a step-by-step process. There are two examples to help students better understand the analysis, which involves topics like:

  • Selecting a peer group
  • Locating relevant financial information
  • Spreading key financial metrics
  • Benchmarking a peer group, and more.

4. Spreading real firms

为了展示如何传播公司,我们潜入分析四家真正的公司和六个现实的收购,这些公司通过83个视频课程在11个模块中涵盖。贸易compsare built out for the companies, and transactioncomps分布供收购,每次都进行审查和调整。将要分析的公司是:

  • Nike
  • Adidas
  • Lulumelon
  • Under Armour
  • Tiffany & LVMH
  • Fitbit&Google
  • 吉米·乔和迈克尔·科尔斯
  • Dickies&VF

Here is a video putting everything together and wrapping up the course:

估值建模课程

Everything You Need To Master Valuation Modeling

To Help you Thrive in the Most Prestigious Jobs on Wall Street.

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并购(M&A) modeling course

并购(M&A) is a group in an investment bank that provides advisory services to clients on the purchase, sale, and merger of private or public companies. Therefore,b0b体育app下载 are frequently used by M&A analysts and are an important skill to have.

Our并购模型课程contains over sixty lessons covering thebuy-sideandsell-sideprocess, among other topics that will prepare you to become an M&A analyst at the some of the most prestigious firms around the world.

前几个模块将重点介绍这些类型交易的一些基础知识和上下文信息,例如:

  • What M&A deals are
  • The importance of M&A deals
  • An overview of synergies
  • The three types of M&A engagements
  • Pitch books
  • Investment banking 101

1. Buy-side and sell-side processes

In these two modules, there are eleven video lessons - 5 that focus on buy-side mandates and six that focus on sell-side mandates. The instructor will walk you through a typical M&A process, including all key stages.

For the buy-side process, this would be:

  • Initial contact and transaction assessment
  • 详细的尽职调查
  • Agreement on price
  • 交易结束。

For the sell-side process, this would include:

  • Process setup
  • Initial buyer contact
  • 买方会议
  • Agreement on price
  • 交易结束。

2. Model setup

中使用的视频的七堂课this module give an overview of the balance sheet and transaction adjustments. You will be introduced to M&A purchase price accounting, learning how to prepare a proforma balance sheet, including assets, liabilities, and shareholders' equity to ensure they balance.

Accretion calculator

3. Simplified analysis

This module contains five video lessons to explain积聚/稀释建模。您将使用我们的并购模板来估计协同作用,进行与交易相关的调整并进行积聚/稀释分析。

You will then learn to evaluate the merit of a proposed M&A deal and the impact of the transaction on shareholders. Below is a screenshot of our dilution calculation template, which allows you to input different numbers to see the effect of these changes.

稀释计算器

4.详细分析

This module uses nine video lessons to build P&L projections required for a more robust accretion-dilution analysis. Learn the difference between simple and detailed accretion/dilution analysis, key changes to the three accounting statements, how to create pro forma P&L, debt schedule, among other important details.

Here is a video from the course that explores the different types of M&A engagements:

并购模型课程

Everything You Need To Master M&A Modeling

To Help you Thrive in the Most Prestigious Jobs on Wall Street.

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Leveraged buyout (LBO) modeling course

Aleveraged buyout (LBO)指在主要使用债务为交易融资的同时购买公司,通常由私募股权公司完成。杠杆收购的期望是,收购的回报将超过债务所支付的利息,这使其成为产生高回报的好方法,同时只冒着少量资本冒险。

LBOmodels are used to figure out what potential returns are and to address potential risks. Knowing how to model anLBOis key if you intend to work in aPEor even a sell-side firm.

OurLBO建模课程contains more than 110 lessons, twelve modules, and eight hours of video lessons to demonstrate how these models work. The first module will outline the purpose of this course and provide definitions for some key terms. The second module will provide the big picture ofLBOmodeling before the course starts going in-depth into content regarding creating such a model. Topics that are covered in the second module include:

  • How leverage magnifies returns and losses
  • Debt paydown and returns
  • Key drivers of return
  • IRRVS.WACC
  • What makes a good LBO?

1. The theory of sources and uses of cash in an acquisition

In this module, we use fourteen video lessons to provide you with an overview of sources and uses of cash in an acquisition and help you build a robust understanding of the fundamentals you need to know. You will be focusing on the theories, learning about key terms and definitions, with applications of this knowledge practiced in other modules.

2. P&L projections and LBO adjustments

在此模块中,有三个视频课程可以引导您浏览损益的一些关键变化和调整LBO。In addition, you will be allowed to practice your modeling and linking skills for theincome statement (IS)and现金流报表(CFS)

Sample cash flow statement

3.估值和交易假设

The five video lessons in this module provide you with a basic understanding of the valuation and transaction assumptions when buildingLBOs。You will be learning how to calculate and apply:

  • 调整EBITDA
  • Acquisition multiple
  • Building enterprise value to equity value
  • Implied share price and other key assumptions.

4. Debt schedule

This module contains sixteen video lessons that arguably teach the most important part of anLBO。This module provides a walkthrough on how to build a debt schedule in excel and also includes a variety of topics such as calculation of cash flow available for:

  • Debt service
  • Revolver schedule
  • Subordinated debt schedule
  • 信用指标,等等。

To understand why we learn this material, here is a video from the course explaining the reason:

LBO建模课程

Everything You Need To Master LBO Modeling

To Help you Thrive in the Most Prestigious Jobs on Wall Street.

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LBOModeling Test

立即下载免费的LBO建模测试,以确保您准备好进行购买面试并测试LBO知识。

WSOelite modeling package

Theb0b体育app下载 本质上是所有六个建模课程的汇总,折扣超过50%。它包含300多个课程,五十个模块和30个练习。

通过这门课程,你将拥有所有的technical skillsrequired to start working in any finance career in investment banking or private equity.

Elite Modeling Package

所有你需要掌握金融建模

To Help you Thrive in the Most Prestigious Jobs on Wall Street.

b0b体育app下载

More about financial modeling

To continue learning and advancing your career, check out these additional helpfulWSObob电子竞技大赛资源:

Josh PupkinWSOEditorial Boardwhich helps ensure the accuracy of content across top articles on Wall Street Oasis. Josh has extensive experience private equity, business development, and investment banking. Josh started his career working as an investment banking analyst for Barclays before transitioning to a private equity role Neuberger Berman. Currently, Josh is an Associate in the Strategic Finance Group of Accordion Partners This content was originally created by memberWallStreetOasis.comand has evolved with the help of our mentors.