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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!
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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!
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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!
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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!
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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
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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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