LOGIN   |   ORDER NOW   |   FREE TRIAL  
Wall St. Training Course Descriptions
Sample Video Clips   
OVERVIEW OF FINANCIAL MARKETS + EXHIBITS Level: Free!
Understand industry jargon and review certain key concepts (more)
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!
Overview of Financial Markets (Free!)

Course Goals & Overview:
Introduction to the major jargon and finance terminology in finance. What exactly is the sell-side and the buy-side and do they affect the capital markets and why do they have a symbiotic relationship? What exactly is investment banking, sales & trading and research? How is it that asset management is the flip opposite and yet very similar at the same time? Put those questions to rest with this Overview of Financial Markets overview.

Course Sections:

  • Overview of the Sell-Side Process: Investment banking (products / services, deal process, role of professional, industry trends, buzzwords, bulge bracket vs. boutique middle market), equity research, commercial banking, sales & trading (prime brokerage, proprietary trading)
  • Overview of the Buy-Side Process: Asset management (products / services, role of professional, industry trends, buzzwords, private client services, private wealth management, portfolio management ), alternatives (hedge funds, private equity, fund of funds)

    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:
  • $100 => FREE
  • Click here to register now!

  • Supplementary Video Exhibits (Free!)

    Treasury Options:

  • Explanation of how to account for diluted shares outstanding using the treasury method of adjustment

    D&A and Working Capital:
  • Full tutorial on the concepts of depreciation vs. capital expenditures in the long run
  • Full explanation on the concepts working capital and importance of

    Share Repurchase:
  • Step-by-step walk-through of whether or not share repurchases add value

    Circular Reference:
  • Explanation of how and why circular references are created in a financial model
  • Our various financial modeling courses explain how to avoid circular references

    Excel Iterations:
  • Detailed explanation of how Excel’s iterations function works when you cannot avoid circular reference

    Gray Background:
  • Tutorial of how to change your background to gray when using white cells and white shading

    WST Excel Add-in Instructions:
  • How to properly install Wall St. Training’s Excel add-in macros & toolbars

    Increase / Decrease Decimal Instructions
  • How to automate increase and decrease decimals without the mouse and really customize Excel to the next level

    Video Length / Estimated Total Course Time:
    1 hour / 1.5 hours

    Individual Course Price:
  • FREE
  • Click here to register now!

  • Youtube Clips (Free!)

    A sampling of selected extracts – self-contained video clips - from our courses and packages. For full access to our courses, login and click on Order More Courses. Enjoy!

  • WST: 1.1 Accounting - Financial Statements Overview
  • WST: 1.2 Accounting - Accrual Concept & Matching Principle
  • WST: 1.3 Accounting - EBIT & EBITDA Explanation
  • WST: 1.4 Accounting - Financial Statements Integration
  • WST: 1.5 Accounting - Non-Recurring Items
  • WST: 1.6 Accounting - Ratios - ROE
  • WST: 1.7 Accounting - Ratios - Days Outstanding
  • WST: 2.1 10K Footnotes - Enron Aftermath VIE FIN 46
  • WST: 2.2 10K Footnotes - FX Impact on Revenue
  • WST: 3.1 Finance 101 - CAGR Explained and Applied
  • WST: 3.2 Finance 101 - CAPM Simplified
  • WST: 3.3 Finance 101 - SML and Identifying Excess Returns
  • WST: 3.4 Finance 101 - WACC Defined and Calculated
  • WST: 3.5 Finance 101 - Cost of Debt Analyzed
  • WST: 3.6 Finance 101 - WACC Applied
  • WST: 4.1 Corporate Valuation - Basic Valuation Methodologies
  • WST: 4.2 Corporate Valuation - TEV & Exclusion of Leases
  • WST: 4.3 Corporate Valuation - Valuation Multiples
  • WST: 4.4 Corporate Valuation - Up and Down Capital Structure
  • WST: 4.5 Corporate Valuation - Proxy for PE Ratios
  • WST: 4.6 Corporate Valuation - Football Field
  • WST: 4.7 Corporate Valuation - Control Premiums Paid
  • WST: 6.1 Company Overview - Capital Structure Inputs
  • WST: 7.1 Basic Financial Modeling - EPS Shares Outstanding
  • WST: 7.2 Basic Financial Modeling - Valuation Model & DCF
  • WST: 7.3 Basic Financial Modeling - DCF Perpetuity Growth
  • WST: 7.4 Basic Financial Modeling - Implied Perpetual Growth
  • WST: 8.1 Trading Comps - LTM Different Fiscal Year End Part1
  • WST: 8.2 Trading Comps - LTM Different Fiscal Year End Part2
  • WST: 9.1 Adv FM Core Model - Income Statement Projection
  • WST: 9.2 Adv FM Core Model - Balance Sheet Logic & Drivers
  • WST: 9.3 Adv FM Core Model - Balance Sheet Projection
  • WST: 9.4 Adv FM Core Model - Cash Flow Dividends Projection
  • WST: 9.5 Adv FM Core Model - Cash Flow Share Repurchase
  • WST: 9.6 Adv FM Core Model - Debt Sweep Starting Point
  • WST: 9.7 Adv FM Core Model - Integrating & Balancing Model
  • WST: 10.1 Adv FM Enhancements - Segment Buildup Explanation
  • WST: 10.2 Adv FM Enhancements - Project Depreciation Expense
  • WST: 10.3 Adv FM Enhancements - Credit Ratio Automation
  • WST: 11.1 Complex Trading Comps - LIFO FIFO Adjustment
  • WST: 13.1 M&A Deal Structuring - M&A Process & Timetable
  • WST: 13.2 M&A Deal Structuring - Stock vs Asset Merger Model
  • WST: 13.3 M&A Deal Structuring - 338(h)(10) Elections
  • WST: 13.4 M&A Deal Structuring - Stock vs Cash Breakeven
  • WST: 14.1 Merger Modeling Basics - Accretion Dilution
  • WST: 14.2 Merger Modeling Basics - Ability to Pay Merger
  • WST: 14.3 Merger Modeling Basics - Simple Merger Model
  • WST: 14.4 Merger Modeling Basics - Merger Deal Structure
  • WST: 15.1 LBO Modeling - Leveraged Buyout Overview
  • WST: 15.2 LBO Modeling - Ideal LBO Candidate
  • WST: 15.3 LBO Modeling - Deal Expenses Accounting Treatment
  • WST: 15.4 LBO Modeling - Sources & Uses and Rollver Equity
  • WST: 15.5 LBO Modeling - Recap vs Purchase Accounting
  • WST: 15.6 LBO Modeling - Recap vs Purchase Accting Applied
  • WST: 16.1 LBO Modeling - IRR Calculation & Analysis
  • WST: 17.1 Complex LBO Modeling - Refinancing Scenarios Part1
  • WST: 17.2 Complex LBO Modeling - Refinancing Scenarios Part2
  • WST: 17.3 Complex LBO Modeling - Sources & Uses Balancer
  • WST: 17.4 Complex LBO Modeling - BS Pro Forma Debt Adj
  • WST: 17.5 Complex LBO Modeling - Cash Flow Adjustments
  • WST: 17.6 Complex LBO Modeling - New Term Loan Construction
  • WST: 17.7 Complex LBO Modeling - Sensitivity Still Balances
  • WST: 17.8 Complex LBO Modeling - Credit Ratio Sensitivity
  • WST: 18.1 Super Advanced M&A - Merger Modeling Overview Pt1
  • WST: 18.2 Super Advanced M&A - Merger Modeling Overview Pt2
  • WST: 18.3 Super Advanced M&A - Merger Modeling Overview Pt3
  • WST: 18.4 Super Advanced M&A - Sources & Uses Logic
  • WST: 18.5 Super Advanced M&A - Building Debt Sweep
  • WST: 18.6 Super Advanced M&A - Enhancing the Debt Sweep
  • WST: 19.1 Advanced Excel - Switches Alternatives
  • WST: 19.2 Advanced Excel - Basic Regression
  • WST: 19.3 Advanced Excel - Data Tables Sensitivity Tables
  • WST: 19.4 Advanced Excel - Vlookup Logic
  • WST: 19.5 Advanced Excel - Pivot Table Logic
  • WST: 19.6 Advanced Excel - Power of Arrays
  • WST: 19.7 Advanced Excel - Row Shading Conditional Format
  • WST: 19.8 Advanced Excel - Tranpose
  • WST: 19.9 Advanced Excel - Separate Names Combine Functions
  • WST: 19.10 Advanced Excel - Drop Box Alternatives Logic
  • WST: 19.11 Advanced Excel - Excel 2003 Create Macro Part 1
  • WST: 19.12 Advanced Excel - Excel 2003 Create Macro Part 2
  • WST: 20.1 Overview of Financial Mkts - Buy-Side vs Sell-Side
  • WST: 20.2 Overview of Financial Markets - Investment Banking Explained
  • WST: 20.3 Overview of Financial Mkts - Investment Bank Hierarchy
  • WST: 20.4 Overview of Financial Mkts - Sales & Trading Explained
  • WST: 20.5 Overview of Financial Mkts - Equity Research
  • WST: 20.6 Overview of Financial Mkts - Asset Management Explained
  • WST: 20.7 Overview of Financial Mkts -Alternatives Private Equity
  • WST: 20.8 Overview of Financial Mkts - Alternatives & Hedge Funds
  • WST: 20.9 Overview of Financial Mkts - Structured Products & ABS
  • WST: 20.11 Share Repurchase Part 1
  • WST: 20.12 Share Repurchase Part 2
  • WST: 20.15 Circular Reference Part 1
  • WST: 20.16 Circular Reference Part 2

    Individual Course Price:
  • FREE
  • Click here to register now!

  •   Private Company Valuation

     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
  • Package 5: Merger Modeling
  • Package 6: Leveraged Buyouts (LBOs)
  • Technical Applications - Excel
  • Overview of Financial Mkts & Exhibits

  •  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



  • 626 RXR Plaza, Suite #6019, Uniondale, NY 11556 USA
    Office: +1 (212) 537-6631     Toll-Free: +1 (877) 837-9755    Fax: +1 (212) 656-1221
    Email: Click here to contact us

    © 2010 Wall St. Training. All rights reserved.