Why take this course
  • Learn how to build a three statement model from scratch
  • Essential "on-the-job" skill for either internships or full time positions
  • Enhances the learning experience in finance and financial statement analysis classes
  • Real world instruction / simulation: using realistic company disclosure to build from templates that real world practitioners use

FINANCIAL MODELING

Physical Book and Videos
DESCRIPTION

This intensive hands-on self-study teaches you how to build your own interactive financial model from “scratch” by blending accounting, finance, and Excel skills, and utilizing a step-by-step approach. Using real world examples and Excel models, this self-study discusses theories, approaches and applications of financial modeling, while giving you the opportunity to construct a model of your own to apply the lessons learned. This course is the self-study version of one of our most popular live training programs at the top investment banks, consulting firms, and other Fortune 500 companies, as well as the top MBA programs.

KEY FEATURES

  • 180 page book, Excel models (template + solutions) and over 4 hours of online videos
  • Estimated time to complete is 12-15 hours
  • Case study with real-world disclosure
  • 12 months free access to Online Companion
  • Optimized for PC Excel 2007 / 2010 / 2013 / 2016
  • Note: The Excel shortcuts in this course are not optimized for Mac Versions of Excel, but this will not detract substantially from the course experience

TOPICS COVERED

  • Income statement, balance sheet and cash flow statement relationships
  • Working capital, depreciation and capital expenditure
  • Intangibles amortization schedule
  • Shareholders’ equity schedule with a share repurchase table
  • Debt and interest schedule with a "cash sweep"
  • Understanding and controlling circular references
  • Troubleshooting and strategies for balancing a model
  • Sensitivity analysis to match expected financial performance
  • How to build a quick discounted cash flow analysis (DCF)

PREREQUISITES

  • This course requires basic accounting knowledge. The Fundamentals of Accounting and Analysis self-study fulfills this prerequisite
  • This course recommends, but does not require, basic Excel proficiency. We recommend taking the Excel Best Practices self-study to fulfill this requirement. You can also purchase the two courses together in the Modeling Package

TESTIMONIALS

  • “As someone who has passed all three CFA exams and worked in private equity, this course is a great tool in applying acquired knowledge.”
  • “Love it. My usage is actually for use in nonprofits and small business - but I got plenty of tips and methods I can use to do my financial projections and analysis more efficiently. Lessons easy to follow at least at my level”
  • “TTS is the best on the Street. I've had training with them through a bulge bracket investment bank for summer internship and through business school classes. Their courses deliver a simple to follow natural progression to building a model. It’s all based on real world application and not just theoretical. After going through the course, you will have the flexibility of building a bare bones model in 30 minutes or a much more elaborate model with additional add-ons that are company specific. Due to the strong foundation TTS develops, it’s easy to add additional complexity. The time saved from learning all the shortcuts is necessary to survive banking and worth the class itself (would recommend doing the excel best practices course for this as well).”
  • “Mastering financial modeling is becoming an essential part of business career even as a management consultant, not even working in a finance role/ within the financial industry. Perhaps just knowing the advanced features of Excel USED to be sufficient. But even then you still don’t have an understanding of how to organize the data from financial statements and 10-Ks in the most efficient manner that delivers the maximum insights. The TTS online course takes a comprehensive, soup to nuts approach and walks you through the entire process through the lens of Excel. Definitely the most practical and comprehensive training I’ve seen. Highly recommended!!!”