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To download a PDF version of these detailed course descriptions, please click here.
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Wall St. Training Course Descriptions
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Fundamental, pre-requisite knowledge you must master! (more)
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.
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Course Goals & Overview:
This is not an Accounting class, but rather, is a perfect course for those needing a refresher or those desiring a financial statements crash course as it relates to financial analysis. Learn the most important and relevant areas of financial statements for financial modeling.
This program covers the basics of financial accounting including the major financial statements (Income Statement, Balance Sheet and Cash Flow) and the most important components of each as it relates to financial analysis. Concentration is placed on the integration of the financial statements and provides a full integrated grasp of accounting from a finance perspective.
Course Sections:
Financial Statement Analysis
Income Statement, Balance Sheet, Cash Flow Statement defined and importance of
Comprehensive Financial Statement review
Components of each major financial statement
IS: Revenue and expense items, EBITDA defined and discussed
BS: Assets, Liabilities, and Shareholders’ Equity
CF: Cash Flow from Operations, Investing Activities and Financing
Understand how financial statements are inter-related to each other
Relationship between the Income Statement and Cash Flow Statement
Explanation of Accrued Expenses, Receivables and Payables and how they tie together
Key Ratios
Overview and explanation of major financial ratios, including: liquidity, asset management, debt management, profitability, and market value ratios
Hands-on Exercise
Interactive group project break-out to analyze, compare and contrast financial statements of various companies; discussion and recommendation of which companies are more attractive
Prerequisites:
Desire to learn accounting terminology, general business smarts and common sense
Video Length / Estimated Total Course Time:
2.5 hours / 4 hours
Individual Course Price:
$100
Click here to register now!
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Course Goals & Overview:
"How to Analyze a 10K" builds upon basic accounting and financial statements concepts to focus on the major components of a 10K SEC filing, including the Management Discussion & Analysis, Financial Condition and Results and how to analyze the myriad of footnotes.
It’s simply not enough to merely analyze the financial statements, but especially critical to plow through and understand the footnotes and the management discussion & analysis, where the most of the qualitative information is contained. The challenge is that there are a myriad of footnotes and figuring out which are the important and relevant ones is no small feat. This course provides the overview and analysis for most major common footnotes and gives you a starting point to plow in deeper when we build our financial models. The irony is that in the process of crunching numbers and building numbers, reading comprehension, particularly on the 10K is probably even more important in terms of getting the right inputs.
Course Sections:
Overview & Analysis
What is a 10K and how is it different from an Annual Report?
Major components of a 10K filing
Detailed discussion on the MD&A section (Management Discussion & Analysis)
Detailed discussion of all major footnotes and how to analyze and interpret major categories of footnotes: general footnotes, Balance Sheet footnotes, contingencies footnotes, Income Statement footnotes, Capital Structure footnotes, many other footnotes
Brief discussion of Proxy statement and its utility
Brief discussion and introduction to differences between US and International GAAP
Hands-on Exercise
Interactive group project break-out to analyze, compare and contrast 10K’s of various companies
Concentration on: revenue terminology differences, balance sheet analysis, cash flow analysis, analysis and comparison of footnote, MD&A / segment breakdown and discussion
Prerequisites:
Accounting for Financial Statements Integration
Reading comprehension
Video Length / Estimated Total Course Time:
2 hours / 3 hours
Individual Course Price:
$100
Click here to register now!
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Course Goals & Overview:
Learn the basic finance concepts that are the backbone of any financial analysis. An understanding of these basic core tools is absolutely critical to mastering any Wall Street analysis. Topics covered include risk / return trade-offs, time value of money, cost of capital, Gordon growth model and basic valuation theories.
Moving beyond the accounting and 10K analysis, this course provides an introduction to the major concepts in finance that many people take for granted. Understanding financial modeling, valuation, and the capital markets in general would be difficult without a full grasp of these fundamental concepts.
Course Sections:
Risk / Return: Calculating returns and measuring risk, benefits of diversification (systematic and unsystematic risk, total risk, market risk and firm-specific risk), security market line, capital asset pricing model, beta
Time Value of Money: present and future values, net present value, internal rate of return, compounding, discounting, uneven cash flow streams, simple vs. effective rates, periodic rates, CAGR (Compound Annual Growth Rates)
Basic Valuation Theories: value of any asset, dividend discount model (theory only!), Gordon growth model, growing perpetuity
Cost of Capital: sources of capital, component costs, weighted average cost of capital
Prerequisites:
Desire to learn finance terminology, general business smarts and common sense
Video Length / Estimated Total Course Time:
1.5 hours / 2 hours
Individual Course Price:
$100
Click here to register now!
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Course Goals & Overview:
Company profiles are the most basic overview and descriptions of a company being analyzed. Profiles supply the most basic and fundamental, yet probably the most important aspects of a company. Gain an introduction and explanation of the major components of a profile for a publicly traded company.
Course Sections:
Summary business description and financial summary and trading analysis
Stock price charts: price / volume graphs, indexed stock price history, moving averages, shares traded at various prices, forward PE history, historical EBITDA multiple valuation trends, beta and volatility, management and Board of Directors biographies, ownership analysis
Prerequisites:
Desire to learn finance terminology, general business smarts and common sense
Video Length / Estimated Total Course Time:
1 hour / 1 hour
Individual Course Price:
$50
Click here to register now!
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Course Goals & Overview:
Build very quick financial summary and trading statistics exhibit using historical results, analyst estimates & basic assumptions in Excel. This course will allow you to understand basic structure of building an analysis in Excel and navigating through and becoming efficient in Excel.
Course Sections:
Financial Summary
Build a very simple financial overview exhibit by inputting historical results, analyst estimates and basic projections.
Trading Statistics
Build trading statistics exhibit displaying standard market valuation multiples.
Prerequisites:
Accounting & Financial Statements Integration
Finance 101 – Introduction to Finance
Corporate Valuation Methodologies
Prior experience with Excel, decent ability to type and follow instructions
Video Length / Estimated Total Course Time:
1.5 hours / 2 hours
Individual Course Price:
$100
Click here to register now!
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 Package 2: Core Fundamental Concepts
Jump to:
Core Modules
Accounting Bootcamp
Package 1: Basic & Fundamental Concepts
Package 2: Core Fundamental Concepts
Package 3: Advanced Financial & Valuation Modeling
Package 4: Valuation Modeling Topics
Package 5: Merger Modeling Topics
Package 6: Leveraged Buyouts (LBOs)
Technical Applications - Excel
Overview of Financial Mkts & Exhibits
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Advanced & Industry Modules
Private Company Valuation
Super-Complex M&A LBO Modeling
Distressed Modeling
Bank Financial Modeling
Insurance Financial Modeling
Real Estate Development Modeling
REIT Financial Modeling
Buy-Side Series
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Sample Video Clips
Accounting & Financial Statement Integration