FINANCIAL STATEMENT MODELING COURSE
60+ Lessons across 9 Modules, 5+ hours of video lessons
To Help you Thrive in the Most Prestigious Jobs on Wall Street...
HERE’S JUST SOME OF WHAT YOU’LL GET IN THIS COURSE
Fundamental Concepts (15 video lessons, 1 exercise)
In this module, we use 15 video lessons to explain best practices when building 3-statement financial models. This includes an exercise at the end of the module and a video solution to make sure you have a good base to continue.
The Income Statement (5 video lessons)
In this module, we use 5 video lessons to introduce you to the income statement and how to build in both historical and projected figures for realistic practice using actual financials of Nike, Inc.
Working Capital (7 video lessons)
In this module, we use 7 video lessons to introduce you to the balance sheet and critical working capital accounts so that you don't miss any steps linking up your statements ...
PP&E And Intangibles (4 video lessons)
In this module, we use 4 video lessons to help explain the PP&E line items as well as intangibles on the balance sheet so that you can complete the build-out of the B/S and are ready to tackle the CF statement.
The Cash Flow Statement (7 video lessons)
In this module, we use 7 video lessons to dive into the cash flow statement, so that you truly grasp the difference between cash flow from investing, operations and financing so that you're able to take the lessons here an apply them to any company…
Debt & Interest Schedule (6 video lessons)
In this module, we use 6 video lessons to explore the critical concepts of debt and interest schedules, revolvers, circularity and how to deal with that in an elegant fashion so that you look like a modeling genius.
Finishing Your Model (8 Videos)
In this module, we use 8 video lessons to wrap up your model the right way so that you can be confident in the output including lessons on EPS calculations, Projected Shares Outstanding, Option Proceeds and Share Repurchase.
Bonus Module (3 Videos + 1 Answer Key)
In this module, we use 3 video lessons to help you build out a more advanced model including lessons on a detailed revenue build-up, a sensitivity analysis in the context of Nike, Inc and Macros as well as a final answer key with the full 3-statement financial model for Nike, Inc.
WSO Financial Statement Modeling Course - Video Preview
Course Summary - Table of Contents
Below you will find a list of the modules and lessons included in this course.
- Introduction & Course Overview (5Min)
- The Big Picture (6Min)
- Setup for Mac Users (5Min)
- Introduction (2Min)
- Excel Proficiency (2Min)
- Shortcuts (3Min)
- Hotkeys (3Min)
- Excel Settings - Hotkey Practice (3Min)
- If your Excel skills need work... (1Min)
- Formatting Best Practices (5Min)
- Simple Is Better - Inputs (1Min)
- Hard-Coding Formulas (1Min)
- Simple Is Better - Leaving Comments (2Min)
- Simple Is Better - Grouping (3Min)
- Using Common Sense (2Min)
- Designing For Convenience (2Min)
- Designing to Prevent Errors (2Min)
- Fundamental Concepts Exercise
- Fundamental Concepts Exercise: Answer (8Min)
- Income Statement Intro (4Min)
- Date Headers (7Min)
- Historical Income Statement (3Min)
- Income Statement Drivers (4Min)
- Income Statement Projections (8Min)
- The Balance Sheet (2Min)
- Historical Balance Sheet (4Min)
- Accounts Receivable (8Min)
- Inventories (3Min)
- Prepaid Expenses (2Min)
- Payables and Accrued Liabilities (4Min)
- Wrapping Up (4Min)
- Historical Items (5Min)
- Drivers (3Min)
- Projections (6Min)
- Final Balance Sheet (3Min)
- Introduction (2Min)
- Cash Flow From Operations (3Min)
- Cash Flow From Investing (2Min)
- The Equity Schedule (2Min)
- Calculating Dividends (2Min)
- Calculating Stockholder's Equity (2Min)
- Linking to the CFS (3Min)
- Introduction (1Min)
- Cash Available for Debt Paydown (6Min)
- Long Term Debt (4Min)
- Revolver (8Min)
- Interest (4Min)
- Circularity (9Min)
- Historical Basic Shares (3Min)
- Historical Dilutive Securities (3Min)
- EPS Calculation (2Min)
- Projected Shares Outstanding (2Min)
- Share Repurchase (3Min)
- New Circular Reference (4Min)
- Option Proceeds (4Min)
- Wrapping Up (2Min)
Our students have landed and thrived at positions across all top Wall Street firms, including:
Don’t Take Our Word For It
Hear from a few of our 57,000+ students...
Hear from a few of our 57,000+ students...
"Compared to other courses, this course overall gave a much better context of when and how modeling is used, and what cash truly represents, which is something I learned the hard way. I found the instructions in the courses to be very clear. I'd definitely recommend anyone looking to take a comprehensive course on financial modeling."
"The course is an excellent resource for aspiring or incoming financial analysts. This course pairs excellently with the WSO Excel Modeling course. The two combine to form a powerful training program that I would highly recommend for all aspiring/incoming financial analysts, particularly those interested in investment banking. Zack, the instructor, does an excellent job of walking you through the entire process in an efficient manner that touches on all the important aspects without getting bogged down in the details too much. I cannot recommend this course more highly!"
"The course was simple to follow and added small helpful hints along the way for what to do in the real world too. This course would be a great value to someone who has no experience modeling or looking for a quick refresher course."
"I have truly enjoyed the financial statement modeling course and think that the teacher's approach is very thorough and easy to understand. I liked the content of the course, which went through from the beginning of the financial statement all the way until completing the circularity. I appreciate the tips and tricks throughout the course - It made the model definitely more elevated. I really like the "formatting" section and learn about how investment bankers like to format their financial models - this is super cool to know"
"I don't have a traditional finance background and have had limited exposure to financial statements so this was all very new, but necessary and fun for me to learn. I really like Zack as a teacher, he is relatable and take these somewhat daunting concepts and breaks them down into easy to digest pieces that make the experience fun and enjoyable. The ability to rewatch and relearn the topics on this module was really helpful. My favorite part of the module, however, was the capstone project. It's a great exercise and to put together a financial model on my own, knowing I can go back to these videos for help, is really empowering, especially as a student. The detail and the care that was put into it really stood out, and I know that I have learned amazing skills from this that are going to help me in my internship this summer, but also long after I graduate university. This is a great course 10/10 would recommend!"
"Most complete course compared with other financial statement trainings"
"This course provides an excellent walkthrough on how to create a very simple and structurally sound model. I believe it would be very useful for anyone beginning in a job requiring modeling and will make you more efficient and confident from the start."
"To any first time modeler contemplating taking a course, I would suggest to stop thinking about it and take the Wall Street Oasis Financial Statement Modeling course. Working in Corporate Development, I understand the necessity of having highly adept modeling skills. During this course, you will learn from start to finish how to build a three statement model, basic accounting fundamentals, and some of the most fundamental Excel techniques used on Wall Street. If I had had this course when I started my career, I would have avoided a lot of mistakes, and saved myself a lot of sleepless nights building my first few models. I firmly believe that anyone who takes this course, actively follows along and completes the accompanying course materials will come out being a better modeler. I cannot recommend this course enough!
" The WSO Financial Statement Modeling Course is great. It takes what is arguably the most frustrating part of a finance job and breaks it down into simple easy-to-follow lessons. It cuts through the fluff that other courses have and incorporates best-practices from industry. It also includes a lot of components other courses don't. What you end up with as a finished product is a clean, professional looking model that can be built out to handle the nuances of any company you are analyzing. Anyone looking for a head start as an intern / analyst would certainly have a head start taking this course".
"Fantastic. A great way to follow the Excel Modeling course - applying the concepts and tools learned in extremely useful ways. I particularly liked Module 7 (Debt & Interest Schedules), as I am a VP in my student-managed investment group at Emory working with our fixed income fund, and the tools learned in there will be very useful to share with my team members (especially new analysts/freshmen beginning in Fall 2020/Spring 2021)"
" The content and the course are very professional and informative. It is very well made and serves its purpose. I would recommend this to students looking to learn about finance or professionals looking to improve at their jobs."
"The financial modeling course is brilliant. Very well explained and someone with just basic accounting knowledge would be able to make the most of it. The course is also ideal in length; a good weekend exercise without taking up too much time."
Get the FSM Course Certification
After completing the course, all students will be granted the WSO Financial Statement Modeling Course Certification. Use this certificate as a signal to employers that you have the technical FSM skills to immediately add value to your team.
Demonstrate that you have put in the work outside of university courses to make yourself more efficient and master the most critical skills for success in finance careers. Easily share to LinkedIn and other social media sites to highlight your skills and strengthen your profile as a candidate.
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What You Get
WSO Financial Statement Modeling Course
50+ video lessons across 9 Modules taught by a top-bucket bulge bracket investment banker...
Statement Modeling Exercise
Gain realistic practice drilling the concepts taught in the course with timed benchmarks so that you can ...
24 Months of Unlimited Elite Support from Actual Finance Pros
Have a technical question? Easily drop a comment into any lesson and get a response from a pro within 48hrs.
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12 Month Risk-Free Guarantee
Your investment is protected by our 12-Month Risk-Free Guarantee. If, for any reason, you don't think the WSO Financial Statement Modeling Course is right for you, just send us an email, and we'll refund every penny. No questions asked. In short, you get a great return on your investment, or you get your money back. It's that simple.