Wall Street Prep's Financial Modeling Certificate

Used widely at investment banks and financial institutions globally, this certificate is designed for students and professionals pursuing careers in Investment Banking, Private Equity, Corporate Finance and Equity Research. The step-by-step program uses a real case study approach and is designed to mimic the experience of a financial analyst.

Provider: Wall Street Prep
Difficulty: Difficult
Rating: 5

What You Will Learn

Financial Statement Modeling, DCF Modeling, Accretion Dilution (M&A) Modeling, LBO Modeling, Trading Comps Modeling, Transaction Comps Modeling,...

Couse structure

Financial Statement Modeling

Financial Statement Modeling is the foundation of all subsequent valuation modeling modules. Trainees learn how to build full, dynamic financial statement projection models in Excel from scratch, using real case studies, industry best practices, and sensitivity analyses. Simple, intuitive, step-by-step instructions reinforce theoretical intuition while teaching the mechanics of the model building process.

DCF Modeling

Build a complete, working discounted cash flow (DCF) model in Excel from scratch, using a real case study, industry best practices, and sensitivity analyses. DCF analysis is both academically respected and widely used on Wall Street as a primary method of valuation. Many finance interview questions specifically test a candidate’s understanding of both the academics and mechanics behind the DCF.

Accretion Dilution (M&A) Modeling

How do professionals at investment banks, private equity firms and other financial institutions analyze the impact of mergers & acquisitions? In this course, you’ll learn how to build a real M&A (accretion/dilution) model in Excel from scratch. In addition, you will build a contribution, synergy and exchange ratio analysis, and learn key M&A accounting concepts.

LBO Modeling

LBO models are used widely by investment banks and private equity firms to assess investor returns as well as to value a business in the event of a buyout. You will build a real leverage buyout (LBO) model from scratch, using real case studies, industry best practices, and sensitivity analyses.

Trading Comps Modeling

“Comps” analysis is the quickest, most widely used valuation methodology, and fundamental part of the core valuation skill set of investment bankers and finance professionals. In this course, trainees learn how to select and “scrub” comparables, pick the right multiples and build dynamic comps models in Excel from scratch, using real case studies, industry best practices, and sensitivity analyses.

Transaction Comps Modeling

Transaction comps (aka deal or transaction comps) is a variant of comparables valuation. Value of the firm is derived by assessing the value of comparable companies recently acquired. In this step-by-step, real case study course, you’ll learn how to select comparable acquisitions, find important disclosures in filings, spread the data and build a complete transaction comps model in Excel.

Additional recognition

This program is eligible for 35 PD credit hours as granted by CFA Institute.

Prerequisits

The course is self-paced and anyone is welcome to enroll. It does not assume a prior background. However, those who select this course should possess knowledge in:

  • Accounting: The program assumes a basic introductory knowledge of accounting (e.g. interaction of balance sheet, cash flow, and income statement). Students with no prior background in Accounting should take the Accounting Crash Course (included in this package).
  • Corporate Finance: Although general exposure to corporate finance is helpful, it is not required.
  • Excel: Basic introductory Excel knowledge is highly recommended. Students with limited or no experience using Excel should take the Excel Crash Course (included in this package)