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Financial Statement Modeling Course

Financial Statement Modeling Course

Financial Statement Modeling Course

Financial Statement Modeling Course

10 Modules

72 Lessons

4 Hours

9 Quizzes

9 Exercises

Go from novice to financial statement modeling wizard in this comprehensive and engaging online course with 60 mini-lessons. Learning how to build a 3 statement model is a foundational skill in investment banking, private equity, corporate finance, hedge funds, equity research, corporate development, management consulting and more. Once you learn how to link up the 3 statements in Excel, balance your balance sheet and complete this course, you will be ready for some of our more advanced financial modeling courses.

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Module 1: Getting Started

1.1 - WSO Academy: Land Your High-Finance Role

3m 28s
1.2 - Introduction & Course Overview

4m 12s
1.3 - The Big Picture

5m 2s
1.4 - Setup for Mac Users

5m 10s

Module 2: Fundamental Concepts

2.1 - Introduction

1m 8s
2.2 - Excel Proficiency

1m 9s
2.3 - Shortcuts

2m 32s
2.4 - Hotkeys

2m 25s
2.5 - Excel Settings - Hotkey Practice

2m 31s
2.6 - If your Excel skills need work...

41s
2.7 - Formatting Best Practices

4m 16s
2.8 - Simple Is Better - Inputs

52s
2.9 - Hard-Coding Formulas

1m
2.10 - Simple Is Better - Leaving Comments

1m 2s
2.11 - Simple Is Better - Grouping

2m 9s
2.12 - Using Common Sense

1m 51s
2.13 - Designing For Convenience

1m 41s
2.14 - Designing to Prevent Errors

1m 56s
2.15 - Fundamental Concepts Exercise
2.16 - Fundamental Concepts Exercise: Answer

7m 9s
2.17 - Module 2 Quiz

Module 3: The Income Statement

3.1 - Income Statement Intro

3m 6s
3.2 - Date Headers

6m 3s
3.3 - Historical Income Statement

2m 52s
3.4 - Income Statement Drivers

3m 41s
3.5 - Income Statement Projections

7m 28s
3.6 - Module 3 Quiz

Module 4: Working Capital

4.1 - The Balance Sheet

2m 37s
4.2 - Historical Balance Sheet

3m 48s
4.3 - Accounts Receivable

7m 11s
4.4 - Inventories

2m 49s
4.5 - Prepaid Expenses

1m 12s
4.6 - Payables and Accrued Liabilities

3m 2s
4.7 - Wrapping Up

3m 51s
4.8 - Module 4 Quiz

Module 5: PP&E and Intangibles

Module 6: The Cash Flow Statement

6.1 - Introduction

1m 48s
6.2 - Cash Flow From Operations

2m 54s
6.3 - Cash Flow From Investing

1m 2s
6.4 - The Equity Schedule

1m 14s
6.5 - Calculating Dividends

1m 48s
6.6 - Calculating Stockholder's Equity

1m 47s
6.7 - Linking to the CFS

2m 7s
6.8 - Module 6 Quiz

Module 7: Debt & Interest Schedule

7.1 - Introduction

49s
7.2 - Cash Available for Debt Paydown

5m 28s
7.3 - Long Term Debt

3m 16s
7.4 - Revolver

7m 15s
7.5 - Interest

4m 3s
7.6 - Circularity

7m 53s
7.7 - Module 7 Quiz

Module 8: Finishing Your Model

8.1 - Historical Basic Shares

2m 29s
8.2 - Historical Dilutive Securities

2m 12s
8.3 - EPS Calculation

1m 21s
8.4 - Projected Shares Outstanding

1m 6s
8.5 - Share Repurchase

2m 22s
8.6 - New Circular Reference

3m 22s
8.7 - Option Proceeds

3m 32s
8.8 - Wrapping Up

1m 10s
8.9 - Module 8 Quiz

Module 9: Bonus

Module 10: Final Assessment

10.1 - Final Assessment

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