CFA Institute Pathway

Organized by CFA topics this page lists relevant playlists consisting of micro-learning videos that will supercharge your know-how and translate topics into practice. This is not an exam-prep resource but instead guides you step by step through typical activities you would undertake in the workplace and associated models.

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Quantitative Methods 0/ 15 Playlists Completed

Tableau Vs. Power BI

Coding and Data Analysis | 1 video
Tableau vs. Power BI
1 of 1
05:35

Power BI for Mac Users

Coding and Data Analysis | 1 video
Building Visuals in Power BI Using A Mac
1 of 1
03:01

Customizing Visuals with Power BI

Coding and Data Analysis | 7 videos | 1 quiz
Using a Date Hierarchy
1 of 8
04:31
Drill Down
2 of 8
03:52
Working with Line Charts
3 of 8
04:11
Using the Filter Pane
4 of 8
04:15
Top N Filter
5 of 8
03:25
Edit Interactions
6 of 8
04:43
Customizing Visuals in Power BI
7 of 8
Customizing Visuals in Power BI Tryout
8 of 8

Visualizing Data with Power BI Charts

Coding and Data Analysis | 7 videos | 1 quiz
Slicers And Card
1 of 8
05:23
Tables And Matrix Visuals
2 of 8
03:57
Gauge And KPI Visuals
3 of 8
04:35
Maps
4 of 8
03:26
AI Visuals
5 of 8
04:17
Power BI Market Place
6 of 8
04:05
Visualizing Data with Power BI Charts
7 of 8
Visualizing Data with Power BI Charts Tryout
8 of 8

Data Modeling in Power BI

Coding and Data Analysis | 5 videos | 1 quiz
Creating a Calculated Column
1 of 6
04:26
Using an IF Function
2 of 6
04:49
Introduction to Measures
3 of 6
04:38
Joining Tables in The Data Model
4 of 6
03:38
Data Modelling in Power BI
5 of 6
Data Modelling in Power BI Tryout
6 of 6

Getting Started with Power BI

Coding and Data Analysis | 8 videos | 1 quiz
What is Power BI
1 of 9
03:16
Connecting To A Data Source
2 of 9
02:27
Refreshing Data in Power BI
3 of 9
03:18
Overview of Power BI Desktop
4 of 9
03:45
Bar and Column Charts
5 of 9
04:12
Formatting Visuals In Power BI
6 of 9
08:04
Pie And Donut Charts
7 of 9
02:30
Getting Started with Power BI
8 of 9
Getting Started with Power BI Tryout
9 of 9

Cleansing Data With Query Editor

Coding and Data Analysis | 7 videos | 1 quiz
Data Cleansing In Power BI
1 of 8
03:45
Removing Columns
2 of 8
04:46
Removing Rows
3 of 8
03:30
Replace Values
4 of 8
04:47
Split Columns
5 of 8
05:01
Removing Duplicates
6 of 8
04:20
Cleansing Data with Query Editor
7 of 8
Cleansing Data with Query Editor Tryout
8 of 8

Producing Effective Dashboard in Power BI Service

Coding and Data Analysis | 7 videos | 1 quiz
Power BI Cloud Service
1 of 8
02:34
Publishing a Report to the Cloud Service
2 of 8
03:20
Navigating The Cloud Service
3 of 8
03:05
Creating Effective Dashboards
4 of 8
04:34
Creating a Tiled Dashboard
5 of 8
04:14
Telling a Story with Data
6 of 8
05:01
Producing Effective Dashboards in the Power BI Service
7 of 8
Producing Effective Dashboards in the Power BI Service Tryout
8 of 8

Scenarios

Excel | 13 videos | 1 quiz
Choose Function
1 of 14
01:38
Choose Function Workout
2 of 14
02:09
Offset Function
3 of 14
01:38
Offset Function Workout
4 of 14
01:53
Index Function
5 of 14
01:04
Index Function Workout
6 of 14
02:36
Match Function
7 of 14
01:30
Match Function Workout
8 of 14
02:49
Data Validation - Scenarios
9 of 14
01:03
Data Validation Workout
10 of 14
02:09
Conditional Formatting
11 of 14
02:15
Conditional Formatting Workout
12 of 14
02:33
Scenario Use in a Model Workout
13 of 14
04:23
Scenarios Tryout
14 of 14

Data Extraction

Excel | 10 videos | 1 quiz
Lookup, Index, Offset and Match Functions
1 of 11
02:48
Lookup, Index, Offset and Match Functions Workout
2 of 11
05:37
XLOOKUP Workout
3 of 11
02:24
Nested XLOOKUP Workout
4 of 11
03:42
Working With Multiple Sheets
5 of 11
00:35
Working With Multiple Sheets Workout 1
6 of 11
04:10
Multiple Sheets Indirect Workout 2
7 of 11
03:45
Multiple Sheets Formulatext Workout 3
8 of 11
02:06
Transposing Data
9 of 11
00:41
Transposing Data Workout
10 of 11
04:10
Data Extraction Tryout
11 of 11

Sensitivity Data Tables

Excel | 10 videos | 1 quiz
Simple Data Tables
1 of 11
01:04
Simple Data Table - One Input One Output
2 of 11
02:12
Simple Data Table - One Input Multiple Output
3 of 11
01:32
Simple Data Tables - Two Input One Output
4 of 11
01:43
Data Tables Best Practice
5 of 11
00:57
Advanced Data Tables
6 of 11
02:00
Advanced and Flexible Data Tables
7 of 11
03:29
Three Input Data Table - Left Right
8 of 11
05:09
Three Input Data Table - Pivot
9 of 11
12:04
Three Input Data Table - Offset
10 of 11
07:14
Sensitivity Data Tables Tryout
11 of 11

Goal Seek and Solver

Excel | 5 videos | 1 quiz
Goal Seek Tool
1 of 6
00:47
Goal Seek Model
2 of 6
01:10
Solver Tool
3 of 6
00:50
Installing Solver Add-in
4 of 6
00:32
Solver Example
5 of 6
02:37
Goal Seek and Solver Tryout
6 of 6

Database Analysis

Excel | 12 videos | 1 quiz
Simple Sorting
1 of 13
05:30
Advanced Sorting
2 of 13
06:40
Auto Filters
3 of 13
06:39
Advanced Filters
4 of 13
09:45
Subtotals
5 of 13
05:58
Sum IF
6 of 13
07:11
D Functions
7 of 13
05:07
Simple Pivot Tables
8 of 13
08:18
Cross Tab Pivot Tables
9 of 13
03:44
Filters and Slicers
10 of 13
04:48
Pivot Table Grouping
11 of 13
02:23
D Functions and Pivot emulation
12 of 13
03:12
Database Analysis Tryout
13 of 13

Introduction to Macros

Legacy | 13 videos | 1 quiz
Macros Overview and Settings
1 of 14
02:35
Recording a Macro
2 of 14
06:52
Macro Relative References
3 of 14
03:26
Macro Security
4 of 14
04:10
Running Macros - Keyboard
5 of 14
02:11
Running Macros - QAT
6 of 14
03:27
Running Macros - Worksheet Object
7 of 14
02:17
Running Macros - Ribbon
8 of 14
02:59
The VBA Editor - Overview
9 of 14
04:37
The VBA Editor - Organizing
10 of 14
02:39
The VBA Editor - Comments
11 of 14
02:14
The VBA Editor - Backup
12 of 14
01:25
Recording Macros with Calculations
13 of 14
11:15
Introduction to Macros Tryout
14 of 14

Advanced Corporate Finance Investing Decisions

Financial Math | 13 videos
Internal Rate of Return and Net Present Value
1 of 13
02:03
Internal Rate of Return and Net Present Value Workout
2 of 13
01:38
Investment Size
3 of 13
00:30
Investment Size Workout
4 of 13
01:32
Multiple IRRs
5 of 13
01:25
Multiple IRRs Workout
6 of 13
04:34
Different Investment Lengths
7 of 13
01:12
Different Investment Lengths Workout
8 of 13
02:21
Modified IRR (MIRR)
9 of 13
01:14
Modified IRR (MIRR) Workout
10 of 13
02:46
Investment Appraisal Summary
11 of 13
01:04
XNPV and XIRR
12 of 13
02:07
XNPV and XIRR Workout
13 of 13
04:43
Economics 0/ 5 Playlists Completed

Macroeconomics – Fundamentals and GDP

Economics | 7 videos | 1 quiz
Macro vs. Microeconomics
1 of 8
01:34
Link Between Financial Markets and the Economy
2 of 8
03:19
The Economic Cycle
3 of 8
05:00
Gross Domestic Product (GDP)
4 of 8
04:56
Gross Domestic Product (GDP) Over Time
5 of 8
05:06
Nominal vs. Real Gross Domestic Product (GDP)
6 of 8
05:35
Benefits of Gross Domestic Product (GDP) Growth
7 of 8
05:09
Macroeconomics – Fundamentals and GDP Tryout
8 of 8

Macroeconomics - Inflation and Unemployment

Economics | 8 videos | 1 quiz
Macroeconomic Objectives
1 of 9
02:48
Inflation
2 of 9
03:28
Inflation Complexities
3 of 9
05:33
Core vs. Non-Core Inflation
4 of 9
03:19
Types of Unemployment
5 of 9
02:34
Full Employment
6 of 9
02:27
Measuring Unemployment
7 of 9
07:49
U.S. Unemployment & Participation Rate
8 of 9
01:46
Macroeconomics - Inflation and Unemployment Tryout
9 of 9

Macroeconomics - Fiscal and Monetary Policy

Economics | 5 videos | 1 quiz
Fiscal and Monetary Policy
1 of 6
05:49
Budget Deficits and Government Debt
2 of 6
03:30
Central Bank Monetary Policy
3 of 6
04:32
Additional Functions of Central Banks
4 of 6
03:14
Business Cycle vs. Market Cycle
5 of 6
02:01
Macroeconomics - Fiscal and Monetary Policy Tryout
6 of 6

Macroeconomics - Indicators

Economics | 5 videos | 1 quiz
Economic Indicators
1 of 6
04:00
Leading Indicators
2 of 6
01:56
Coincident Indicators
3 of 6
01:45
Lagging Indicators
4 of 6
01:21
The Market Narrative
5 of 6
02:56
Macroeconomics - Indicators Tryout
6 of 6

Macroeconomics - Balance of Payments (BOP)

Economics | 5 videos | 1 quiz
Balance of Payments (BOP)
1 of 6
03:08
Balance of Payments (BOP) - Transaction Examples
2 of 6
03:46
Balance of Payments (BOP) - Indicators of Stability
3 of 6
03:30
U.S. Current Account Balance
4 of 6
02:54
The Double Deficit
5 of 6
02:13
Macroeconomics - Balance of Payments Tryout
6 of 6
Financial Statement Analysis 0/ 43 Playlists Completed

Accounting Ratios

Accounting | 16 videos | 1 quiz
Why Accounting Ratios Are Important
1 of 17
02:03
Profitability Ratios - Margins
2 of 17
01:17
Profitability Ratios - Earnings Per Share
3 of 17
01:40
Profitability Ratios - Case Study
4 of 17
04:18
Return Ratios - Return On Equity
5 of 17
01:37
Return Ratios - Return on Invested Capital
6 of 17
02:40
Return Ratios - Dividend Payout
7 of 17
01:35
Return Ratios - Case Study
8 of 17
02:46
Leverage Ratios
9 of 17
03:12
Leverage Ratios - Case Study
10 of 17
03:17
Liquidity Ratios - Operating Working Capital
11 of 17
02:38
Liquidity Ratios - OWC to Sales Ratio, Current Ratio, Cash Ratio
12 of 17
02:09
Liquidity Ratios - Working Capital Days
13 of 17
02:41
Liquidity Ratios - Case Study
14 of 17
04:21
Non-Current Asset Ratios
15 of 17
02:53
Non Current Asset Ratios - Case Study
16 of 17
02:18
Accounting Ratios Tryout
17 of 17

Income Statement

Accounting | 22 videos | 1 quiz
Income Statement Introduction
1 of 23
00:56
Matching Principle Introduction
2 of 23
01:06
Matching Principle - Revenue Recognition
3 of 23
02:26
Matching Principle - Revenue Recognition Workout
4 of 23
01:53
Accounting for Revenue Workout
5 of 23
03:51
IS Presentation and Expenses
6 of 23
02:46
Matching Principle - Expenses Workout
7 of 23
02:26
Accounting for Expenses Workout
8 of 23
04:31
Operating Profit and EBIT
9 of 23
04:03
Cleaning EBIT and Finding Items in Financial Statements
10 of 23
03:57
Cleaning EBITDA Workout
11 of 23
02:07
Cleaning EBITDA Op Profit Not Provided Workout
12 of 23
02:44
Cleaning EBITDA With Footnotes Workout
13 of 23
04:28
Cleaning EBITDA Without Double Counting Workout
14 of 23
04:27
Cleaning EBITDA - Double Counting Depn
15 of 23
02:31
Cleaning EBITDA - Double Counting Depn Workout
16 of 23
03:33
Taxes - Marginal and Effective Tax Rates
17 of 23
01:58
Taxes - Marginal and Effective Tax Rates Workout
18 of 23
02:42
Taxes in the Financial Statements
19 of 23
01:07
Cleaning Net Income
20 of 23
04:05
Cleaning Net Income and Effective Tax Rate Workout
21 of 23
03:04
Case Study Income Statement
22 of 23
Income Statement Tryout
23 of 23

Working Capital

Accounting | 21 videos | 1 quiz
Current Assets and Current Liabilities
1 of 22
01:01
Inventory Valuation
2 of 22
01:35
Inventory Valuation FIFO and LIFO
3 of 22
03:45
Inventory Valuation FIFO and LIFO Workout Q1
4 of 22
02:41
Inventory Valuation FIFO and LIFO Workout Q2
5 of 22
03:06
Inventory Valuation FIFO and LIFO Workout Q3
6 of 22
01:15
Inventory Valuation FIFO and LIFO Workout Q4
7 of 22
01:15
Inventory in the Financial Statements
8 of 22
01:30
Working Capital and Operating Working Capital
9 of 22
03:24
Working Capital Workout
10 of 22
01:12
Identifying Operating Items Workout
11 of 22
05:53
Operating Working Capital Workout
12 of 22
02:52
Operating Working Capital and Funding
13 of 22
03:43
Operating Working Capital and Cash Flow Impact
14 of 22
03:01
Operating Working Capital and Cash Flow Workout
15 of 22
04:52
Working Capital Days Ratios
16 of 22
02:57
Working Capital Days Ratios Workout
17 of 22
03:48
Working Capital Days Ratios Impact Funding
18 of 22
01:53
Working Capital Cycle
19 of 22
02:31
Working Capital Cycle Workout
20 of 22
02:17
Working Capital Includes Taxes
21 of 22
01:23
Working Capital Tryout
22 of 22

Non-Current Assets

Accounting | 13 videos | 1 quiz
Non-Current Assets Introduction
1 of 14
01:15
Forecasting PP&E
2 of 14
02:00
Forecasting PP&E Workout
3 of 14
03:16
Forecasting PP&E Depreciation Issue Workout
4 of 14
04:21
Depreciation
5 of 14
04:30
Gross vs. Net PP&E
6 of 14
02:27
Gross vs. Net PP&E Workout
7 of 14
03:34
Forecasting Intangibles
8 of 14
02:03
Forecasting Intangibles Workout
9 of 14
02:33
Gross vs. Net Intangibles Workout
10 of 14
03:24
Research and Development
11 of 14
01:52
Financial Investments
12 of 14
05:14
Non-Current Asset Metrics Workout
13 of 14
01:53
Non Current Assets Tryout
14 of 14

Capital Structure

Accounting | 18 videos | 1 quiz
Financing vs. Operating Items
1 of 19
01:25
Equity vs. Debt, and Leverage
2 of 19
04:41
Equity Items on the Balance Sheet
3 of 19
04:19
Which Share Count to use for Market Capitalization
4 of 19
02:15
Calculating Share Count Workout
5 of 19
02:16
Accounting for Share Transactions Workout
6 of 19
04:47
Free Float Shares
7 of 19
00:55
Forecasting Retained Earnings
8 of 19
02:22
Forecasting Retained Earnings Workout
9 of 19
02:54
Debt Products
10 of 19
03:27
Net Debt
11 of 19
02:06
Net Debt Workout
12 of 19
02:53
Interest, Debt Repayment and BS Presentation
13 of 19
04:40
PIK Interest and BS Presentation
14 of 19
03:01
PIK Interest Workout
15 of 19
01:36
Leverage Ratios
16 of 19
02:34
Leverage Ratios Workout
17 of 19
03:51
Case Study Capital Structure
18 of 19
Capital Structure Tryout
19 of 19

Cash Flow Statement

Accounting | 7 videos | 1 quiz
Identification and Categorization
1 of 8
04:23
Cash Flow Categories Workout
2 of 8
04:33
Reconciling Two Balance Sheets to Net Cash
3 of 8
03:51
Balance Sheet Items Impacted by Two Cash Flow Statement Items
4 of 8
02:13
Operating Working Capital in the Cash Flow Statement
5 of 8
01:00
Steps to Building a Cash Flow Statement
6 of 8
01:27
Building a Cash Flow Statement Workout
7 of 8
07:28
Cash Flow Statement Tryout
8 of 8

Equity Method Investments

Accounting | 4 videos | 1 quiz
What are Equity Method Investments
1 of 5
01:29
Equity Method Accounting
2 of 5
02:49
BS and IS at Deal Date and Y1 Workout
3 of 5
03:37
Forecasting Equity Affiliate Workout
4 of 5
01:13
Intro to Equity Method Investments Tryout
5 of 5

Introduction to Full Consolidation

Accounting | 21 videos | 1 quiz
M&A Accounting Overview
1 of 22
01:35
Balance Sheet Consolidation
2 of 22
03:06
Balance Sheet Consolidation Workout
3 of 22
02:53
Sources and Uses of Funds - Consolidation
4 of 22
01:03
Goodwill Calculation
5 of 22
02:22
Goodwill Workout
6 of 22
02:02
BS Consol, Sources Uses, GW Workout 1
7 of 22
03:53
Deal Goodwill and Asset Revaluation Workout
8 of 22
02:05
Deal Goodwill and Consolidated Goodwill Workout
9 of 22
03:45
IS Consolidation
10 of 22
01:13
IS Consolidation Workout
11 of 22
03:13
IS Consol With Mid Year Deal Date Workout
12 of 22
02:04
Spotting a Mid Year Deal in Multiples Workout
13 of 22
02:07
IS Consol With Stub Period Workout
14 of 22
04:23
NCI Value Over Time
15 of 22
02:22
NCI Value Over Time Workout
16 of 22
01:51
BS Consol and NCI - 2 Methods for Goodwill Calculation
17 of 22
03:14
BS Consol and NCI - FV of Net Assets Method Workout
18 of 22
05:23
BS Consol and NCI - Fair Value of NCI Method Workout
19 of 22
04:44
BS Consol and NCI - Methods Compared Workout
20 of 22
09:54
IS Consol and NCI Workout
21 of 22
04:39
Intro to Full Consolidation Tryout
22 of 22

Finding Key Financial Figures

Accounting | 13 videos | 1 quiz
Finding Your Way Around Financial Reports
1 of 14
03:19
Finding Your Way Around Financial Reports - Examples
2 of 14
04:57
Finding Sales
3 of 14
02:10
Finding Reported Operating Profit or EBIT
4 of 14
01:28
Finding Non Recurring Items, to Calculate Normalized EBIT
5 of 14
04:33
Finding Depreciation and Amortization
6 of 14
02:17
Finding Interest Income and Expense
7 of 14
03:08
Finding Earnings Per Share (EPS) and Weighted Average Shares Outstanding (WASO)
8 of 14
02:05
Finding Basic Shares Outstanding
9 of 14
03:11
Finding Stock Options
10 of 14
01:51
Finding Cash and Cash Equivalents
11 of 14
02:05
Finding Debt And Debt Maturity
12 of 14
02:23
Finding Available, Undrawn Credit
13 of 14
02:38
Finding Key Financial Figures Tryout
14 of 14

Returning Capital to Shareholders

Valuation | 9 videos
Dividends and Share Buy Backs
1 of 9
01:40
Dividends and Share Buy Backs Accounting
2 of 9
01:42
Accounting for Returning Cash to Shareholders Workout
3 of 9
00:51
Dividends Workout
4 of 9
01:37
Share Buybacks Workout
5 of 9
01:15
Shareholder Choice and Tax impact Workout
6 of 9
01:34
Dividends and Share Buy Backs Key Metrics
7 of 9
01:34
Dividend Impact on ROE, ROIC and EPS Workout
8 of 9
04:38
Share Buy Back impact on ROE, ROIC and EPS Workout
9 of 9
04:14

Forensic Accounting

Accounting | 14 videos | 1 quiz
Forensic Accounting Myths
1 of 15
02:18
Soft Areas in Accounting
2 of 15
02:06
Non GAAP Numbers
3 of 15
04:54
Non GAAP Reconciliation
4 of 15
03:47
Estimated Numbers
5 of 15
02:12
Contract Accounting Workout
6 of 15
04:26
Inventory Valuation Workout
7 of 15
03:45
Provisions Workout
8 of 15
02:38
M&A Workout
9 of 15
04:58
Cash Flow Statement Reconciliation
10 of 15
02:59
Classifying Cash Flows
11 of 15
03:19
Supply Chain Finance
12 of 15
03:49
Analyzing Cash Flows
13 of 15
02:27
Forensic Toolkit
14 of 15
02:13
Forensic Accounting Tryout
15 of 15

Deferred Taxes

Accounting | 12 videos | 1 quiz
AR - Taxes Engineering
1 of 13
01:07
Tax Expense, ETR and MTR
2 of 13
03:18
Tax Authority vs. Accounting
3 of 13
04:07
Tax Authority vs. Accounting - Permanent Differences
4 of 13
01:15
Tax Authority vs. Accounting - Permanent Differences Workout
5 of 13
02:08
Tax Auth vs. Acc - Temporary Difference Lead to Deferred Taxes
6 of 13
02:35
Deferred Tax Asset or Liability
7 of 13
02:28
Deferred Tax Workout
8 of 13
04:28
Deferred Tax Over Time
9 of 13
04:02
Deferred Tax Over Time Workout A
10 of 13
03:53
Deferred Tax Over Time Workout B
11 of 13
03:18
Deferred Tax Numbers on Footnote vs. Balance Sheet
12 of 13
01:40
Deferred Taxes Tryout
13 of 13

US Tax Overview

Accounting | 18 videos | 1 quiz
US Tax Changes Overview
1 of 19
02:53
Depreciation and Capex Overview
2 of 19
01:26
Old Depreciation Workout
3 of 19
04:04
New Depreciation Workout
4 of 19
03:12
BEAT and BEPS and Interest Deduction Introduction
5 of 19
01:56
BEAT and BEPS and Interest Deduction Non USA
6 of 19
02:48
BEAT and BEPS and Interest Deduction USA
7 of 19
05:27
BEAT and BEPS and Interest Deduction USA Forecast
8 of 19
06:41
Tax Losses Introduction
9 of 19
02:38
Tax Losses NOL Example
10 of 19
04:32
Tax Losses DTA Example
11 of 19
03:47
Historical International Earnings
12 of 19
00:46
Foreign Earnings Going Forward and Other Changes
13 of 19
03:32
Impact on Financial Statements
14 of 19
03:57
Modeling and Valuation Impacts
15 of 19
03:41
Modeling Depreciation
16 of 19
04:57
Modeling Interest Deduction
17 of 19
05:50
Modeling NOLs
18 of 19
04:13
US Tax Changes Tryout
19 of 19

Tax Losses

Accounting | 5 videos | 1 quiz
Losses Can Be Offset Against Profits
1 of 6
00:54
Loss Utilization - Carry Back
2 of 6
02:26
Loss Utilization - Carry Forward
3 of 6
02:53
Modeling Carry Forward of Tax Losses
4 of 6
04:09
Loss Utilization - Restrictions
5 of 6
01:17
Tax Losses Tryout
6 of 6

Valuing Deferred Tax and Losses

Accounting | 3 videos | 1 quiz
Valuing Deferred Tax and Losses
1 of 4
01:38
Valuation Impact of Tax Losses
2 of 4
01:27
Modeling the Valuation of Tax Losses
3 of 4
02:51
Valuing Deferred Tax and Losses Tryout
4 of 4

Double Taxation

Accounting | 4 videos | 1 quiz
Double Taxation Inside and Outside Basis
1 of 5
01:18
Double Taxation Evaluating a Stock or Asset Structure
2 of 5
03:14
Double Taxation Sale of a Shareholding
3 of 5
03:24
Double Taxation Sales of Assets the Corporate Liquidation
4 of 5
05:48
Tax in M&A (Double Taxation) Tryout
5 of 5

P&C Insurance Modeling

Financial Modeling | 16 videos | 1 quiz
P&C Insurance Companies Overviews and Valuations
1 of 17
Model Introduction
2 of 17
01:31
Earned Premiums
3 of 17
02:53
Claims Expense and Reinsurance
4 of 17
02:52
Rest of the Income Statement
5 of 17
02:36
Calculations
6 of 17
03:48
Historical Reserve Analysis
7 of 17
02:30
Historical Payout Analysis
8 of 17
04:51
Historical Claims Payout Schedule
9 of 17
03:50
Forecast Claims Payout Schedule
10 of 17
04:51
Gross Reported Claims BASE Calculation
11 of 17
02:09
Funding Side of the Balance Sheet
12 of 17
04:33
Asset Side of the Balance Sheet
13 of 17
06:39
Financial Returns and Expense
14 of 17
06:23
Discounted Dividend Model
15 of 17
05:31
Relative Valuation
16 of 17
05:14
P&C Insurance Model Tryout
17 of 17

P&C Insurance Analysis

Insurance | 27 videos | 1 quiz
Law of Large Numbers
1 of 28
01:57
Combined Ratio
2 of 28
02:39
Combined Ratio Over Time
3 of 28
03:57
Combined Ratio Over Time Graph Workout
4 of 28
03:39
Claims or Loss Reserves
5 of 28
04:16
Claims or Loss Reserves Workout
6 of 28
02:54
Claims Expense and Reserves
7 of 28
02:25
Simple P&C Model
8 of 28
03:27
Simple P&C Model Workout
9 of 28
03:53
Income Statement Presentation
10 of 28
03:12
Balance Sheet Assets
11 of 28
02:33
Balance Sheet Liabilities
12 of 28
02:20
Balance Sheet Overview
13 of 28
03:30
Historical Payout Diagram
14 of 28
03:05
Historical Payout Diagram Workout
15 of 28
04:17
Forecast Payout Diagram
16 of 28
03:14
Forecast Payout Diagram Workout
17 of 28
03:04
Reinsurance on the Balance Sheet
18 of 28
03:23
Unearned Premium Reserve
19 of 28
05:29
Unearned Premium Reserve Workout A
20 of 28
02:21
Unearned Premium Reserve Workout A
21 of 28
03:18
Deferred Acquisition Costs
22 of 28
04:35
Deferred Acquisition Costs Workout
23 of 28
03:02
Incurred But Not Reported
24 of 28
04:53
Incurred But Not Reported Workout
25 of 28
03:04
Other Balance Sheet Items
26 of 28
01:02
Equity Capital
27 of 28
02:00
P&C Insurance Analysis Tryout
28 of 28

Life Insurance Analysis

Insurance | 9 videos | 1 quiz
Life Insurance Profit Drivers
1 of 10
03:24
Life Insurance KPIs
2 of 10
02:56
Operating Result Workout
3 of 10
02:46
Return on Equity Workout
4 of 10
02:55
New Business Metrics
5 of 10
02:25
New Business Workout
6 of 10
01:49
Investment Allocation
7 of 10
01:46
Equity and Dividends
8 of 10
01:55
Dividends Workout
9 of 10
01:34
Life Insurance Analysis Tryout
10 of 10

Insurance Regulation

Insurance | 7 videos | 1 quiz
Regulatory Landscape
1 of 8
02:10
Solvency II
2 of 8
01:44
Own Funds
3 of 8
03:27
Own Funds Workout
4 of 8
03:10
Capital Requirements
5 of 8
02:39
Solvency Ratio Workout
6 of 8
03:21
Real Solvency Ratio Workout
7 of 8
02:10
Insurance Regulation Tryout
8 of 8

Deconstructing Insurance Financial Statements

Insurance | 21 videos | 1 quiz
Insurance Income Statement
1 of 22
01:54
Earned and Unearned Premiums
2 of 22
01:50
Unearned Premiums Workout
3 of 22
03:11
P&C Claims and Reserves
4 of 22
03:43
Claims Reserves Workout
5 of 22
03:24
IBNR Reserves
6 of 22
02:56
Claims Development Workout
7 of 22
02:39
Insurance Reserves Workout
8 of 22
03:16
P&C Balance Sheet
9 of 22
03:01
Life Insurance Accounting
10 of 22
04:04
Net Premium Approach Workout
11 of 22
03:57
Life Insurance Profits Workout
12 of 22
04:01
Investment Type Policies
13 of 22
02:25
Investment Type Policies Workout
14 of 22
03:40
Deferred Acquisition Costs
15 of 22
01:59
DAC Asset Workout
16 of 22
02:31
Reinsurance Accounting
17 of 22
02:12
Reinsurance Reserves Workout
18 of 22
02:40
Investments
19 of 22
03:18
Investments Workout
20 of 22
02:26
Example Financial Statements
21 of 22
02:39
Deconstructing Insurance Financial Statements Tryout
22 of 22

Insurance Industry Overview

Insurance | 13 videos | 1 quiz
How an Insurance Company Works
1 of 14
02:08
Insurance Company Profits Workout
2 of 14
01:56
Insurance Portfolios
3 of 14
02:23
Claims Settlement Workout
4 of 14
03:45
Insurance Sectors
5 of 14
03:02
Traditional Life Insurance
6 of 14
01:46
Whole Life Policies Workout
7 of 14
03:03
Participating and Investment Type Policies
8 of 14
03:12
Investment Type Policies Workout
9 of 14
03:08
Reinsurance
10 of 14
01:55
Proportionate Reinsurance Workout
11 of 14
02:27
Stop Loss Reinsurance Workout
12 of 14
03:06
Risks in Insurance
13 of 14
03:08
Insurance Industry Overview Tryout
14 of 14

Banking - Financial Statement Analysis

Banks | 8 videos | 1 quiz
HSBC Net Interest Margin Workout
1 of 9
02:27
HSBC Efficiency Ratio Workout
2 of 9
01:33
HSBC Return on Tangible Equity Workout
3 of 9
03:03
HSBC Loan to Deposit Ratio Workout
4 of 9
01:43
HSBC Liquidity Coverage Ratio Workout
5 of 9
02:56
HSBC Net Stable Funding Ratio Workout
6 of 9
06:16
HSBC Expected Credit Loss Coverage Ratio Workout
7 of 9
01:36
HSBC Common Equity Tier 1 Ratio Workout
8 of 9
03:37
Banking - Financial Statement Analysis Tryout
9 of 9

Expected Credit Losses

Banks | 7 videos | 1 quiz
IFRS 9 Expected Credit Losses - Overview
1 of 8
04:20
Performing Loan Workout 1
2 of 8
00:56
Performing Loan Workout 2
3 of 8
01:06
Under Performing Loan Workout 1
4 of 8
01:35
Under Performing Loan Workout 2
5 of 8
01:12
Non Performing Loan Workout
6 of 8
01:39
Lloyds Loan Loss Provision Workout
7 of 8
01:59
Expected Credit Losses Tryout
8 of 8

Dividend Discount Valuation

Banks | 6 videos
Dividend Discount Model Introduction
1 of 6
01:34
Model Set Up in Preparation for DDM
2 of 6
03:20
Maximum Dividends Calculation
3 of 6
02:27
DDM Terminal Value
4 of 6
02:47
Discounting the Dividends
5 of 6
02:58
Calculating Equity Value
6 of 6
03:44

Bank Valuation

Banks | 15 videos | 1 quiz
Equity Value
1 of 16
00:27
Equity Value Workout
2 of 16
00:57
Valuation Multiples in Banking
3 of 16
01:35
Valuation Multiples in Banking Workout 1
4 of 16
02:19
Valuation Multiples in Banking Workout 2
5 of 16
01:11
Return on Equity
6 of 16
00:54
Return on Equity Workout 1
7 of 16
01:00
Return on Equity Workout 2
8 of 16
01:41
Growth, Risk and Returns
9 of 16
01:33
Growth, Risk and Returns Workout
10 of 16
01:44
Dividends and Returns
11 of 16
03:48
Dividends and Returns Workout 1
12 of 16
02:31
Impact on Multiples
13 of 16
03:50
Impact on Multiples Workout 1
14 of 16
03:14
Banking Performance
15 of 16
02:05
Bank Valuation Tryout
16 of 16

Intro to Banking

Introductory Courses | 22 videos | 1 quiz
Banking Sectors
1 of 23
01:13
Banking Trends
2 of 23
02:22
How a Commercial Bank Works
3 of 23
01:00
Build a Basic Bank Balance Sheet
4 of 23
01:06
Build a Basic Bank Income Statement
5 of 23
02:02
Calculate Return on Equity for a Basic Bank
6 of 23
03:26
How Investment Banking Works 1
7 of 23
01:24
How Investment Banking Works 2
8 of 23
03:02
M&A
9 of 23
00:49
Capital Markets
10 of 23
01:18
Research
11 of 23
01:12
Sales and Trading
12 of 23
00:59
Front, Middle and Back Office
13 of 23
03:10
Back Office
14 of 23
01:05
Middle Office
15 of 23
00:44
Working in Middle and Back Office
16 of 23
02:08
Risk Management
17 of 23
02:00
Compliance
18 of 23
01:11
Bank Divisions
19 of 23
01:13
Bulge Brackets
20 of 23
01:23
Fintech
21 of 23
01:20
Investment Banking Skills Matrix
22 of 23
00:46
Intro to Banking Tryout
23 of 23

Bank Regulations

Banks | 21 videos | 1 quiz
Bank Regulation Objectives and Tools
1 of 22
07:18
Bank Regulation Objectives and Tools Workout A
2 of 22
02:42
Bank Regulation Objectives and Tools Workout B
3 of 22
01:47
Recent Regulatory Initiatives
4 of 22
04:11
Recent Regulatory Initiatives Workout
5 of 22
01:23
Key Regulatory Bodies
6 of 22
03:09
Historical Regulation in the USA
7 of 22
03:25
Basel 1 Overview
8 of 22
03:37
Basel 1 Overview Workout A
9 of 22
01:26
Basel 1 Overview Workout B
10 of 22
02:27
Basel 1 Overview Workout C
11 of 22
04:38
Basel 2 Overview
12 of 22
02:21
Basel 2 Overview Workout
13 of 22
05:10
Basel 3 Overview
14 of 22
04:02
Basel 3 Overview Workout
15 of 22
03:39
Basel 3 Liquidity and Funding Ratio
16 of 22
02:48
Basel 3 Liquidity Ratio Workout
17 of 22
02:09
Basel 3 Funding Ratio Workout
18 of 22
04:59
Dodd-Frank and MiFid 2 Overview
19 of 22
03:23
Stress Testing Overview
20 of 22
01:33
Stress Testing Overview Workout
21 of 22
01:20
Bank Regulations Tryout
22 of 22

Deconstructing a Bank's Balance Sheet

Banks | 13 videos | 1 quiz
Financial Instruments
1 of 14
04:06
Cash and Cash Equivalents
2 of 14
03:17
Repos and Reverse Repos
3 of 14
04:46
Receivables
4 of 14
05:16
Financial Instruments Owned at Fair Value
5 of 14
03:34
Deposits
6 of 14
04:05
Payables
7 of 14
02:04
Financial Instruments Sold but Not Yet Purchased at Fair Value
8 of 14
03:27
Unsecured borrowings
9 of 14
04:27
Equity
10 of 14
06:44
IFRS 9 Amort Cost
11 of 14
04:20
IFRS 9 FVOCI
12 of 14
04:43
IFRS 9 FVTPL
13 of 14
02:39
Deconstructing a Bank's Balance Sheet Tryout
14 of 14

Bank Modeling

Banks | 13 videos | 1 quiz
Banking Companies Overviews and Valuations
1 of 14
Bank Modeling Steps
2 of 14
01:56
Bank Model - Model Intro
3 of 14
01:41
Bank Model - Historical Subtotals
4 of 14
02:58
Bank Model - Balance Sheet Assets 1
5 of 14
02:02
Bank Model - Balance Sheet Assets 2
6 of 14
03:10
Bank Model - Balance Sheet Liabilities
7 of 14
01:11
Bank Model - BS Interbank Deposits-Loans
8 of 14
02:22
Bank Model - Income Statement Interest
9 of 14
03:13
Bank Model - Income Statement Finished
10 of 14
01:31
Bank Model - Equity Calculation
11 of 14
02:53
Bank Model - Equity Calculation Example
12 of 14
03:32
Bank Model - Equity in BS and Circular
13 of 14
02:38
Bank Modeling Tryout
14 of 14

Introduction to Modeling

Financial Modeling | 13 videos | 1 quiz
The Forecasting Process
1 of 14
01:35
Model Structure - Design Choices
2 of 14
04:00
IS, BS and CFS Integration
3 of 14
02:29
Forecast Model Simple 1
4 of 14
03:48
Forecast Model Simple 2 - IS and BS
5 of 14
02:52
Forecast Model Simple 2 - CFS Prep
6 of 14
03:04
Forecast Model Simple 2 - CFS Finish
7 of 14
03:18
Build the Forecast Balance Sheet - Back Up Calculations
8 of 14
02:57
Forecast Model Simple 3 - Intro and IS
9 of 14
03:36
Forecast Model Simple 3 - Balance Sheet
10 of 14
03:38
Forecast Model Simple 3 - BS Calcs
11 of 14
04:07
Forecast Model Simple 3 - CFS
12 of 14
04:29
Forecast Model Simple 3 - CFS Calcs and Finish
13 of 14
04:46
Introduction to Modeling Tryout
14 of 14

3 Statement Modeling with Estimates

Financial Modeling | 20 videos | 1 quiz
What Are Consensus Estimates and Why Are They Important
1 of 21
02:12
Using Estimates In Models
2 of 21
03:10
Model Tour
3 of 21
02:32
Assumptions - What Are Scenarios and How to Use the Index Function
4 of 21
03:00
Model Assumptions And Scenarios
5 of 21
06:17
Model Historical Figures
6 of 21
04:26
Model Income Statement - Top Half
7 of 21
04:43
Income Statement - Bottom Half
8 of 21
02:05
Model Income Statement - Bottom Half
9 of 21
02:34
Balance Sheet - Assets
10 of 21
01:16
Model Balance Sheet - Asset
11 of 21
03:30
Balance Sheet - Liabilities and Equity
12 of 21
01:03
Model Balance Sheet - Liabilities and Equity
13 of 21
04:02
Cash Flow Statement - Operating
14 of 21
01:05
Model CFS - Operating
15 of 21
04:57
Model CFS - Inv, Fin, and balancing the BS
16 of 21
05:08
Iterative Interest Calculations
17 of 21
01:30
Dealing With Circular References
18 of 21
05:32
Model Interest in The Income Statement
19 of 21
07:24
Model Ratios - Do the Estimates Look Sensible
20 of 21
05:10
Three Statement Modeling with Estimates Tryout
21 of 21

3 Statement Model Editing

Financial Modeling | 14 videos | 1 quiz
What To Do Before Editing
1 of 15
02:17
Inserting a New Item
2 of 15
03:10
Inserting a New Item - Example 1
3 of 15
05:36
Inserting a New Item - Example 2 (Plan the Edit)
4 of 15
02:33
Inserting a New Item - Example 2 (Do the Edit)
5 of 15
06:38
Removing an Old Item
6 of 15
01:51
Removing an Old Item - Example
7 of 15
04:37
After Editing
8 of 15
01:13
After Editing - Sense Check
9 of 15
02:36
After Editing - Structure Check
10 of 15
02:18
After Editing - Stress Check
11 of 15
01:49
After Editing - Example
12 of 15
03:52
Keyboard Shortcuts
13 of 15
02:41
Keyboard Shortcuts - Example
14 of 15
03:28
Three Statement Model Editing Tryout
15 of 15

Budgeting

Financial Modeling | 8 videos | 1 quiz
Budgeting Introduction
1 of 9
01:28
Budgeting Objectives - Control and Planning
2 of 9
03:22
Cost Behavior - Variable and Fixed Costs
3 of 9
02:30
Identifying Costs for a Budget
4 of 9
01:46
Identifying Costs for a Budget - Headcount
5 of 9
01:15
Identifying Costs For a Budget Workout
6 of 9
03:06
Flexible Budgets and Variances
7 of 9
03:54
Budgeting vs. Forecasting
8 of 9
02:09
Budget Modeling and Analysis Tryout
9 of 9

Checking a Model for Integrity and Errors

Financial Modeling | 14 videos | 1 quiz
Error Checking Techniques and Shortcuts
1 of 15
04:17
Sense, Structure and Stress Check
2 of 15
03:21
Balance Sheet out of Balance
3 of 15
02:11
Model BS Unbalanced - Find the Figure
4 of 15
01:09
Model BS Unbalanced - Can't Find the Figure
5 of 15
02:06
Model Sense Check - Strange Trend 1
6 of 15
01:55
Model Sense Check - Strange Trend 2
7 of 15
01:53
Model Sense Check - Strange Trend 3
8 of 15
02:18
Model BS Unbalanced - Difference Repeats Each Year
9 of 15
02:19
Model BS Unbalanced - From Year 2 Onwards
10 of 15
01:47
Model Structure Check
11 of 15
01:34
Model - Circular Audit Tool 1
12 of 15
03:50
Model - Circular Audit Tool 2
13 of 15
02:48
Model - Multiple Errors
14 of 15
04:13
Checking a Model for Integrity and Errors Tryout
15 of 15

Building a Model With Cash Sweep

Financial Modeling | 22 videos | 1 quiz
A 3 Statement Forecast Model
1 of 23
02:34
Model - Intro Walkthrough
2 of 23
01:24
Model - Entering Historical Data
3 of 23
05:55
Model - IS Revenue to EBITDA
4 of 23
02:47
Model - IS Finished
5 of 23
04:47
Model - Balance Sheet
6 of 23
03:02
Model - Balance Sheet Calcs
7 of 23
05:05
Model - Cash Flows From Operations and Investing
8 of 23
04:17
Model - Cash Flow Finished
9 of 23
02:53
Debt Calculations
10 of 23
01:15
Model - Cash to Service Debt
11 of 23
01:38
Cash Sweep - Revolver or Short Term Borrowings
12 of 23
02:56
Model - Cash Available for Accelerated Repayments
13 of 23
04:08
Cash Sweep - Mandated and Accelerated Payments
14 of 23
03:44
Model - Debt Tranche 1
15 of 23
04:44
Model - Debt Tranche 2
16 of 23
02:05
Model - Cash and Debt in Balance Sheet
17 of 23
03:32
Model - Debt Repayments Review
18 of 23
03:45
Iterative Interest Calculation
19 of 23
01:28
Model - Interest Calculation
20 of 23
02:31
Dealing With Circular References
21 of 23
05:32
Model - Income Statement Interest
22 of 23
03:49
Building a Model With Cash Sweep Tryout
23 of 23

3 Statement Modeling with Iterations

Financial Modeling | 21 videos | 1 quiz
3 Statement Model Steps
1 of 22
03:25
Entering Historical Data
2 of 22
03:34
Model 1 Walkthrough
3 of 22
01:47
Model 1 Historical Data
4 of 22
03:59
Ratios and Forward Assumptions
5 of 22
02:24
Income Statement
6 of 22
03:03
Model 1 Income Statement
7 of 22
06:07
Balance Sheet
8 of 22
02:34
Model 1 Balance Sheet Calcs
9 of 22
05:28
Model 1 Balance Sheet
10 of 22
05:07
Cash Flow Statement
11 of 22
03:59
Model 1 Cash Flow Statement
12 of 22
06:08
Cash and Revolver
13 of 22
03:10
Model 1 Cash and Revolver
14 of 22
02:50
Interest Calculations
15 of 22
01:28
Model 1 Interest Calculations
16 of 22
03:16
Interest and Circular References
17 of 22
04:39
Model 1 Interest in Income Statement
18 of 22
05:27
Understanding Model Drivers
19 of 22
02:27
Model 1 Check Ratios and Statistics
20 of 22
03:21
Prepare for Handoff
21 of 22
02:44
Three Statement Modeling with Iteration Tryout
22 of 22

Quarterly Modeling

Financial Modeling | 12 videos | 1 quiz
Interim Financial Information
1 of 13
02:39
Quarterly Modeling Mechanics
2 of 13
02:17
Quarterly Income Statement and Balance Sheet Workout
3 of 13
03:05
Quarterly Cash Flow Statement Workout
4 of 13
04:52
Business Seasonality
5 of 13
02:59
Building Quarterly Forecasts
6 of 13
02:57
Building Quarterly Forecasts Workout
7 of 13
05:11
Updating Models for Results
8 of 13
02:22
Analyzing Quarterly Results Workout
9 of 13
03:27
Updating Models for Results Workout
10 of 13
02:53
FX in Quarterly Models
11 of 13
04:11
FX in Quartlery Models Workout
12 of 13
03:07
Quarterly Modeling Tryout
13 of 13

Financial Forecasting for Research

Financial Modeling | 24 videos | 1 quiz
Model Layout
1 of 25
03:05
Revenue Forecasting
2 of 25
02:22
Bottom Up Revenue Part 1
3 of 25
04:07
Bottom Up Revenue Part 2
4 of 25
01:40
Top Down Revenue Part 1
5 of 25
02:08
Top Down Revenue Part 2
6 of 25
01:02
Revenue FX Adjustments
7 of 25
03:55
Revenue FX Adjustments Workout
8 of 25
04:42
Margin Forecasting
9 of 25
04:45
Fixed and Variable Costs Workout
10 of 25
04:50
Segment Forecasting
11 of 25
02:44
Case Model Segments
12 of 25
12:03
Scenario Analysis
13 of 25
01:25
Case Model Scenarios
14 of 25
05:54
PP&E and Intangibles Forecasting
15 of 25
03:18
Case Model PP&E and Intangibles
16 of 25
08:23
Working Capital Forecasts
17 of 25
03:11
Case Model Working Capital
18 of 25
05:19
Debt and Equity Forecasting
19 of 25
03:08
Case Model Debt and Equity
20 of 25
03:58
Check Ratios in Models
21 of 25
03:06
Burberry Case Model Benchmarking
22 of 25
02:57
Benchmarking vs. Consensus
23 of 25
02:00
Case Model Check Ratios
24 of 25
05:00
Financial Forecasting Tryout
25 of 25

Employee Stock Options

Valuation | 8 videos | 1 quiz
What are Stock Options
1 of 9
04:49
Stock Options Disclosure Workout
2 of 9
04:01
Stock Options Accounting
3 of 9
02:23
Stock Options Accounting Workout
4 of 9
02:39
Vesting Conditions
5 of 9
05:01
Vesting Conditions Workout
6 of 9
04:34
Stock Options in Valuation
7 of 9
04:05
Stock Options in Valuation Workout
8 of 9
04:35
Employee Stock Options Tryout
9 of 9

Earnings Per Share

Valuation | 12 videos | 1 quiz
Intro to EPS and its Importance
1 of 13
01:40
Basic vs. Diluted EPS
2 of 13
01:23
Basic EPS Calculation
3 of 13
03:41
Basic EPS with Preference Shares and NCI Workout
4 of 13
02:37
Basic EPS with Preference Shares and Share Issuance Workout
5 of 13
02:58
Diluted EPS Calculation
6 of 13
00:45
Value - Diluted Number of Shares
7 of 13
01:15
Diluted Shares and Options (Treasury Stock Method)
8 of 13
02:58
Diluted Shares and Options Workout
9 of 13
03:07
Diluted EPS, Options and Share Issuance Workout
10 of 13
04:10
Diluted EPS with Convertible Debt
11 of 13
01:30
Diluted EPS with Convertible Debt Workout
12 of 13
03:45
Earnings Per Share Tryout
13 of 13

Pensions and OPEBs

Accounting | 5 videos | 1 quiz
Pensions and OPEBs Introduction
1 of 6
06:31
Pensions and OPEBs Accounting Mechanics
2 of 6
10:29
Pensions and OPEBs Accounting Mechanics in Excel
3 of 6
14:28
Pension and OPEBs Valuation Adjustments
4 of 6
05:58
Pension and OPEBs Valuation Adjustments Example
5 of 6
03:16
Pensions and OPEBs Tryout
6 of 6

Leases

Accounting | 10 videos | 1 quiz
What Are Leases
1 of 11
03:35
Operating vs. Finance Leases
2 of 11
02:11
Accounting for Finance Leases
3 of 11
03:33
US GAAP and Operating Leases
4 of 11
02:35
Leases In Multiples Valuation
5 of 11
02:58
Leases In Multiples Valuation Example
6 of 11
05:13
Valuation Adjustments
7 of 11
03:05
Valuation Adjustments Workout
8 of 11
04:48
Leases in DCF
9 of 11
03:17
Leases in DCF Workout
10 of 11
04:42
Leases Tryout
11 of 11
Corporate Issuers 0/ 15 Playlists Completed

13 Week Cash Flow Modeling Scenarios

Financial Modeling | 14 videos
Introduction
1 of 14
05:33
Accrual to Cash
2 of 14
03:03
What the Model Tells Us
3 of 14
03:36
Case in Point - True Religion Apparel
4 of 14
06:32
True Religion - Accrual to Cash
5 of 14
03:01
Cash Receipts
6 of 14
04:32
Cash Receipts Workout
7 of 14
02:59
Cash to Suppliers
8 of 14
06:09
Cash to Suppliers Workout
9 of 14
05:20
Cash Wages
10 of 14
03:36
Cash Wages Workout
11 of 14
03:08
Other Operational Disbursements
12 of 14
04:28
Financing Implications
13 of 14
07:14
Case Summary
14 of 14
03:12

Distressed Debt Restructuring

Credit Analysis | 11 videos
Introduction Summary
1 of 11
12:20
Case in Point Walk Through
2 of 11
02:29
Debt Capacity Exercise
3 of 11
05:09
Comparables Exercise
4 of 11
04:32
Liquidation Value Exercise
5 of 11
03:17
Debt Restructuring Exercise
6 of 11
06:41
Liquidation Analysis
7 of 11
03:03
Debrief Part 1
8 of 11
03:19
Debrief Part 2
9 of 11
04:39
Debrief Part 3
10 of 11
03:51
Debrief Part 4
11 of 11
08:12

ESG in Credit Analysis

Credit Analysis | 15 videos | 1 quiz
Why ESG Matters in Credit Analysis
1 of 16
03:20
Main ESG Risks
2 of 16
02:39
Challenges in Fixed Income ESG Analysis
3 of 16
01:52
Credit Analysis
4 of 16
02:10
Capacity Analysis
5 of 16
02:33
Credit Analysis Materiality Assessment
6 of 16
03:19
Credit Metrics Workout
7 of 16
06:31
ESG in Credit Valuation
8 of 16
02:48
Valuation of Credit Instruments Workout
9 of 16
04:02
The Role of Credit Ratings Agencies
10 of 16
03:25
ESG Bonds
11 of 16
03:36
ESG in Sovereign Debt Analysis
12 of 16
03:18
ESG Risks in Sovereign Debt Analysis
13 of 16
03:34
Emerging vs. Developed Countries
14 of 16
01:27
Case Study Sovereign Debt
15 of 16
ESG in Credit Analysis Tryout
16 of 16

Divestiture Modeling

Financial Modeling | 32 videos
Reasons for Divestitures
1 of 32
02:40
Divestiture Options - Pros and Cons
2 of 32
04:03
Divestiture Modeling Introduction
3 of 32
01:12
Private Sale
4 of 32
01:58
Why Don't We Deconsolidate a Subsidiarys Equity
5 of 32
03:30
Private Sale Workout
6 of 32
03:15
Private Sale - Asset vs. Share Deal
7 of 32
02:03
Private Sale - Book vs. Tax Basis
8 of 32
02:28
Private Sale - Book vs. Tax Basis Workout
9 of 32
04:35
Divestitures and Tax - Examples
10 of 32
03:06
Capital Gains Tax - Selected Countries
11 of 32
01:23
Private Sale - Model Step 1 - Deconsolidation
12 of 32
03:32
Private Sale - Model Step 2 - Proceeds, Share Buyback and Tax
13 of 32
03:51
Private Sale - Model Step 3 - Income Statement
14 of 32
05:51
Private Sale - Model Step 4 - Returns Analysis
15 of 32
02:51
Initial Public Offering
16 of 32
02:37
Non Controlling Interest
17 of 32
03:01
Non Controlling Interest Valuation
18 of 32
02:20
IPO and NCI at Fair Market Value Workout
19 of 32
04:38
IPO and NCI at Fair Value of Net Assets Workout
20 of 32
03:03
Spin Off
21 of 32
02:33
Spin Off Workout
22 of 32
02:04
Spin Off With Debt Pushdown Workout
23 of 32
05:29
Spin Off - Model Step 1a - Debt Pushdown For Group
24 of 32
01:55
Spin Off - Model Step 1b - Debt Pushdown For Subsidiary
25 of 32
02:38
Spin Off - Model Step 2 - Spin Off
26 of 32
04:36
IPO With Debt Pushdown Workout
27 of 32
05:44
IPO and Spin Off - Model Step 1 - IPO
28 of 32
03:31
IPO and Spin Off - Model Step 2 - Debt Pushdown for Subsidiary
29 of 32
03:43
IPO and Spin Off - Model Step 3 - Debt Pushdown for Group
30 of 32
04:42
IPO and Spin Off - Model Step 4 - Spin Off
31 of 32
03:45
IPO and Spin Off - Model Step 5 - Income Statement
32 of 32
08:15

Merger Analysis Cash Deal

M&A and Divestitures | 27 videos
Nature of Acquisition
1 of 27
02:03
Equity Value
2 of 27
01:08
Equity Value Workout
3 of 27
01:58
Equity Value to Enterprise Value Workout
4 of 27
04:04
Sources and Uses of Funds - M&A Cash Deal
5 of 27
03:09
Sources and Uses of Funds Workout 1
6 of 27
05:20
Sources and Uses of Funds Workout 2
7 of 27
06:04
Financing a Transaction
8 of 27
02:26
Transaction Fees
9 of 27
01:36
Consolidation - Balance Sheet
10 of 27
02:47
Consolidation - Balance Sheet Workout
11 of 27
05:26
Consolidation - Income Statement
12 of 27
01:45
Consolidation - Income Statement Workout
13 of 27
01:34
Equity Financing Exchange Ratio
14 of 27
00:48
Equity Financing Exchange Ratio Workout
15 of 27
01:26
Output - EPS Accretion Dilution
16 of 27
02:43
Output - EPS Accretion Dilution Workout
17 of 27
03:49
Output - Synergies to Breakeven
18 of 27
03:17
Output - Synergies to Breakeven Workout
19 of 27
04:45
Output - Relative PEs
20 of 27
03:18
Output - Debt Capacity
21 of 27
02:01
Output - Debt Capacity Workout
22 of 27
01:50
Output - Synergies vs. Premium Paid
23 of 27
02:28
Output - Synergies vs. Premium Paid Workout
24 of 27
03:01
Output - Return on Invested Capital
25 of 27
03:52
Output - Return on Invested Capital Workout
26 of 27
01:56
Output - Analysis at Various Prices
27 of 27
01:49

Merger Model

M&A and Divestitures | 8 videos | 1 quiz
Model - Equity to Enterprise Value
1 of 9
02:13
Model - Sources and Uses of Funds
2 of 9
03:14
Model - Share Issuance and Dilution
3 of 9
01:34
Model - Relative PEs
4 of 9
02:51
Model - EPS Accretion Dilution
5 of 9
05:11
Model - Debt Rating
6 of 9
02:04
Model - Synergies vs. Premium Paid
7 of 9
02:38
Model - Return on Invested Capital
8 of 9
02:12
Merger Model Tryout
9 of 9

Advanced M&A Modeling

M&A and Divestitures | 29 videos
M&A Modeling Big Picture
1 of 29
02:42
Model Tour And Forecasts
2 of 29
02:23
Calendarization
3 of 29
02:07
Calendarization Workout
4 of 29
03:28
Calendarization Model
5 of 29
03:43
Assumptions - Acquirer And Target Valuation Model
6 of 29
03:15
Assumptions - Sources And Uses of Funds Model
7 of 29
04:58
Assumptions - Deferred Tax Liability and Goodwill
8 of 29
04:03
Assumptions - Deferred Tax Liability and Goodwill Model
9 of 29
02:55
Proforma Opening Balance Sheet
10 of 29
02:47
Proforma Opening Balance Sheet Fees Model
11 of 29
05:47
Synergies Model
12 of 29
02:31
PP&E And Depreciation on Capex Synergies Model
13 of 29
05:32
Debt Fees Amortization, And Debt Forecast Model
14 of 29
03:30
Deferred Tax Liability Forecast Model
15 of 29
02:31
Planning For The Consolidated Financial Statements
16 of 29
02:25
Consolidated Income Statement Model
17 of 29
05:20
Consolidated Balance Sheet Model
18 of 29
06:40
Consolidated Cash Flow Statement Model
19 of 29
04:32
Consolidated Interest Model
20 of 29
07:16
Consolidated Tax Model
21 of 29
05:24
M&A Analysis - EPS Accretion or Dilution Model
22 of 29
05:12
M&A Analysis - PE Ratios
23 of 29
03:18
M&A Analysis - PE Ratios and Equity Ownership Model
24 of 29
03:03
M&A Analysis - Credit Rating Impact Model
25 of 29
02:47
M&A Analysis - Synergies vs. Premium Paid
26 of 29
02:28
M&A Analysis - Synergies vs. Premium Paid Model
27 of 29
02:46
Return on Invested Capital
28 of 29
03:52
M&A Analysis - Return On Invested Capital Model
29 of 29
02:44

Completion Mechanisms

M&A and Divestitures | 15 videos | 1 quiz
Completion Accounts Introduction
1 of 16
02:20
Completion Accounts the Traditional Solution
2 of 16
03:18
Completion Accounts Calculations
3 of 16
04:16
Why we need Completion Adjustments Workout
4 of 16
03:48
Working Capital and Capex Completion Adjustments Workout
5 of 16
02:34
Working Capital Liquidation Workout
6 of 16
02:48
Working Capital Higher than Expected Workout
7 of 16
02:14
Adjustments Over Time Workout
8 of 16
05:40
Dividend Payment Just Before Completion Workout
9 of 16
01:20
Issues with the Completion Accounts Mechanism
10 of 16
01:23
Locked Box Mechanisms Introduction
11 of 16
03:35
Locked Box Mechanisms Calculations
12 of 16
03:27
Locked Box Mechanism Workout
13 of 16
03:57
Completion Mechanisms Compared
14 of 16
03:17
Case in Point Workout
15 of 16
06:00
Completion Mechanisms Tryout
16 of 16

M&A Modeling Complexities

M&A and Divestitures | 13 videos
Tax Deduction of Options
1 of 13
02:05
Tax Deduction of Options Model
2 of 13
02:36
BS Consol and NCI - 2 Methods for Goodwill Calculation
3 of 13
03:14
Goodwill Calculation When Creating NCI Workout
4 of 13
03:02
WC Adjustments in Acquisitions
5 of 13
02:04
WC Adjustments in Acquisitions Model
6 of 13
05:06
Different Year-ends Means Calendarizing
7 of 13
02:07
Different Year-ends Means Calendarizing Workout
8 of 13
03:28
Asset Step Ups and Deferred Tax Liabilities
9 of 13
01:24
Asset Step Ups and Deferred Tax Liabilities Model
10 of 13
02:46
Output - Synergies vs. Premium Paid Workout
11 of 13
03:01
Flexible Deal Date
12 of 13
03:59
Flexible Deal Date Model
13 of 13
03:47

Acquisition Finance Debt Capacity

M&A and LBO Fundamentals | 7 videos | 1 quiz
Debt Capacity via Multiples
1 of 8
02:07
Debt Capacity via Cash Flows
2 of 8
03:36
Debt Capacity via Multiples Workout
3 of 8
01:21
Tranching 1 - Cash Flows Available Workout
4 of 8
02:16
Tranching 2 - Tranche A Workout
5 of 8
04:44
Tranching 3 - Tranche A and B Workout
6 of 8
07:16
Tranching 4 - Tranche A, B and C Workout
7 of 8
08:46
Acquisition Finance Debt Capacity Tryout
8 of 8

Synergy Analysis

M&A and Divestitures | 8 videos | 1 quiz
What Are Synergies
1 of 9
01:16
Types of Synergies
2 of 9
05:24
Estimating Annual Synergies Using Past Transactions
3 of 9
01:44
Estimating Annual Synergies Using Past Transactions - Choosing Transactions
4 of 9
03:59
Estimating Annual Synergies Using Past Transactions - Calculating Synergies
5 of 9
02:07
Valuing Synergies Using DCF
6 of 9
02:39
Valuing Synergies Using DCF Workout
7 of 9
03:43
Valuing Synergies Using Multiples
8 of 9
01:30
Synergy Analysis Tryout
9 of 9

Earnouts

M&A and Divestitures | 4 videos | 1 quiz
Earnouts Introduction
1 of 5
02:19
Accounting for Earnouts
2 of 5
03:29
Earnout Example
3 of 5
03:12
Earnout Worked Example
4 of 5
06:29
Earnouts Tryout
5 of 5

SPACs

Equity Markets and Derivatives | 12 videos
What Is A SPAC
1 of 12
01:33
SPAC Simple Example
2 of 12
02:24
What Funding Happens In A SPAC
3 of 12
02:22
SPAC Workout - IPO
4 of 12
05:56
SPAC Workout - Target Valuation
5 of 12
01:20
SPAC Workout - Sources And Uses Of Funds
6 of 12
05:31
SPAC Workout - Shareholder Structure Post Deal
7 of 12
06:02
SPAC Workout - Fees
8 of 12
01:12
SPAC Workout - Returns
9 of 12
03:20
SPAC Lifecycle
10 of 12
01:07
SPAC vs. Traditional IPO Route
11 of 12
02:06
SPAC Pros And Cons
12 of 12
02:13

Company Strategy

Valuation | 15 videos
Corporate Investment vs. Financing Decision
1 of 15
02:08
Shareholder Value Creation Workout
2 of 15
02:32
Return on Invested Capital - ROIC Example – IAG
3 of 15
03:02
ROIC - Adidas
4 of 15
04:55
Company Lifecycle – Single Product Company
5 of 15
01:44
Investment Decision – “Boston Box”
6 of 15
01:49
Investment Decision – “Boston Box” and Lifecycle Combined
7 of 15
03:41
Financing Decision – WACC
8 of 15
02:52
WACC - Adidas
9 of 15
03:27
Company Lifecycle – Cash Management
10 of 15
02:04
Cash Managment Solutions
11 of 15
02:49
Company Lifecycle – Financing Sources
12 of 15
00:56
Company Lifecycle – Shareholder Returns
13 of 15
01:06
Financing Decision and IB Company Lifecycle – IB as Partner
14 of 15
03:26
Company Profiles and Ratio Analysis
15 of 15
02:09

Transaction Comparables

Valuation | 16 videos | 1 quiz
Control Premium
1 of 17
01:39
Control Premium Workout
2 of 17
00:58
Share Price Premium and EV Multiple Premium
3 of 17
01:56
Multiples and Share Price Premium Workout
4 of 17
03:26
Premium Qualitative Aspects
5 of 17
01:19
Premium vs. Synergies
6 of 17
01:40
Premium vs. Synergies Workout
7 of 17
01:56
Sources of Synergies Workout
8 of 17
02:32
Asset or Equity Purchase
9 of 17
01:52
Types of Consideration
10 of 17
01:51
Types of Public M&A Transactions
11 of 17
01:34
Information Sources
12 of 17
02:04
Information Required
13 of 17
02:02
Unaffected Share Price Workout
14 of 17
01:35
Calculating Transaction Multiples
15 of 17
01:15
Transaction Multiples Grid
16 of 17
02:24
Transaction Comparables Tryout
17 of 17
Equity Investments 0/ 13 Playlists Completed

IPO Modeling

Equity Markets and Derivatives | 15 videos | 1 quiz
What is an IPO
1 of 16
01:29
IPO - Primary vs. Secondary Share Sale
2 of 16
02:27
Advantages and Disadvantages
3 of 16
03:10
IPO Prospectus Example
4 of 16
04:37
IPO Pre and Post Money Valuation and Modeling
5 of 16
05:45
IPO Pre and Post Money Valuation and Modeling Workout
6 of 16
08:13
Different Transactions - IPO, Spin Off And Split Off
7 of 16
02:43
Accounting for An IPO
8 of 16
03:58
Accounting for IPO - Sale of Secondary Shares Workout
9 of 16
05:47
Sale of Primary Shares Workout
10 of 16
04:38
Accounting for IPO - Sale of Secondary Shares With Tax Impact Workout
11 of 16
05:40
EPS Impact Of An IPO
12 of 16
01:20
EPS Impact of An IPO Workout
13 of 16
05:48
Primary and Secondary Share Issuance Combined
14 of 16
01:50
Primary and Secondary Share Issuance Ownership Workout
15 of 16
03:45
IPO Modeling Tryout
16 of 16

Rights Issues

Equity Markets and Derivatives | 10 videos | 1 quiz
What Are Rights Issues
1 of 11
02:49
Rights Issue Discount and Proceeds Workout
2 of 11
03:13
Understanding The Economics of Rights Issues
3 of 11
01:48
Understanding The Economics of Rights Issues Workout
4 of 11
04:38
Understanding the Mechanics of Rights Issues
5 of 11
03:55
Understanding the Mechanics of Rights Issues Workout
6 of 11
02:15
Take Up Rights vs. Sell Rights
7 of 11
04:43
Take Up Rights vs. Sell Rights Workout
8 of 11
04:26
Adjustment Factors
9 of 11
02:20
Adjustment Factors Workout
10 of 11
04:55
Rights Issues Tryout
11 of 11

Present Value of Future Stock Price

Valuation | 9 videos | 1 quiz
The Timing of LTM and Forward Multiples
1 of 10
02:48
The Timing of LTM and Forward Multiples Workouts
2 of 10
03:43
What is PV of Future Stock Price Analysis
3 of 10
01:50
PV of FSP + Dividend vs. Sale Proceeds Workout
4 of 10
03:33
PV of FSP + Loss Making Company Workout
5 of 10
01:46
PE Multiple Method PV of FSP
6 of 10
02:01
PE Multiple Method PV of FSP Workout
7 of 10
03:06
EBITDA Multiple Method PV of FSP
8 of 10
02:11
EBITDA Multiple Method PV of FSP Workout
9 of 10
03:34
Present Value of Future Stock Price Tryout
10 of 10

Equity to EV Bridge Complexities

Valuation | 23 videos | 1 quiz
What is NCI
1 of 24
03:00
Valuing NCI
2 of 24
02:09
Valuing NCI Workout
3 of 24
03:22
Pensions and OPEBs Introduction
4 of 24
06:31
Pensions and OPEBs Accounting Mechanics
5 of 24
10:29
Pensions and OPEBs Accounting Mechanics in Excel
6 of 24
14:28
Pension and OPEBs Valuation Adjustments
7 of 24
05:58
Pension and OPEBs Valuation Adjustments Example
8 of 24
03:16
What Are Leases
9 of 24
03:35
Operating vs. Finance Leases
10 of 24
02:11
Accounting for Finance Leases
11 of 24
03:33
US GAAP and Operating Leases
12 of 24
02:35
Leases In Multiples Valuation
13 of 24
02:58
Leases In Multiples Valuation Example
14 of 24
05:13
Valuation Adjustments
15 of 24
03:05
Valuation Adjustments Workout
16 of 24
04:48
Leases in DCF
17 of 24
03:17
Leases in DCF Workout
18 of 24
04:42
Provisions
19 of 24
02:38
What are Equity Method Investments
20 of 24
00:55
Valuing Equity Method Investments
21 of 24
01:55
Valuing Equity Method Investments Workout
22 of 24
02:50
Equity Method Accounting
23 of 24
02:49
Equity to EV Bridge Complexities Tryout
24 of 24

DCF Valuation

Valuation | 24 videos | 1 quiz
What are DCF and WACC
1 of 25
03:02
What is DCF
2 of 25
03:29
DCF Steps
3 of 25
01:28
Simple DCF Workout
4 of 25
03:00
Free Cash Flow Calculation
5 of 25
02:34
Free Cash Flow Workout
6 of 25
01:53
WACC
7 of 25
01:37
Terminal Value
8 of 25
01:34
Terminal Value Two Approaches
9 of 25
03:04
Terminal Value Company Characteristics
10 of 25
02:29
Discounting
11 of 25
01:22
Simple DCF 2 Workout
12 of 25
02:05
Larger DCF Workout
13 of 25
03:21
Implied Growth from TV Workout
14 of 25
01:42
Implied Multiple from TV Workout
15 of 25
01:40
Enterprise Value to Equity Bridge
16 of 25
00:48
Mid Year Adjustment to Free Cash Flows
17 of 25
01:24
Mid Year Adjustment to TV Using Growth Perpetuity
18 of 25
01:52
Mid Year DCF 1 Workout
19 of 25
02:09
Mid Year Adjustment to TV Using Exit Multiple
20 of 25
01:30
Terminal Value Two Approaches With Mid Year Adjustment
21 of 25
02:46
Mid Year Implied Multiple from TV Workout
22 of 25
01:36
Large DCF Workout
23 of 25
03:48
Case Study DCF Valuation
24 of 25
DCF Valuation Tryout
25 of 25

WACC Analysis

Valuation | 15 videos | 1 quiz
What are DCF and WACC
1 of 16
03:02
WACC Definition
2 of 16
01:37
WACC Calculation Workout
3 of 16
01:34
WACC Characteristics
4 of 16
02:03
WACC Formula
5 of 16
02:07
Cost of Debt
6 of 16
00:49
Cost of Equity - CAPM
7 of 16
02:29
CAPM Workout
8 of 16
01:17
CAPM - Beta
9 of 16
01:18
CAPM - Deleveraging and Releveraging Beta
10 of 16
02:41
CAPM - Leveraging Beta Workout
11 of 16
03:03
CAPM - Deleveraging Industry Beta Workout
12 of 16
01:59
CAPM - Risk Premium
13 of 16
02:15
Capital Structure - Current vs. Target
14 of 16
01:26
WACC Sensitivity Analysis
15 of 16
02:06
WACC Analysis Tryout
16 of 16

Trading Comparables

Valuation | 28 videos | 1 quiz
Relative Valuation - Objective
1 of 29
02:13
EV and Equity Multiples Intro
2 of 29
03:28
EV and Equity Multiples Range of Multiples
3 of 29
02:18
Calculating Multiples - Steps
4 of 29
01:32
Value - Market Capitalization
5 of 29
02:02
Value - Market Capitalization Workout
6 of 29
02:22
Value - Diluted Number of Shares
7 of 29
01:15
Value - Dilution and Treasury Method
8 of 29
03:48
Value - Dilution Workout 1
9 of 29
03:23
Value - Dilution Workout 2
10 of 29
01:58
Value - Shares Outstanding Details
11 of 29
01:32
Value - Equity to Enterprise Value Bridge Detail
12 of 29
01:49
Value - Equity EV Bridge Workout 1
13 of 29
00:50
Value - Equity EV Bridge Workout 2
14 of 29
02:47
Value Driver - Cleaning EBIT EBITDA
15 of 29
03:57
Value Driver - Cleaning EBIT EBITDA Workout
16 of 29
01:38
Value Driver - Tax
17 of 29
01:58
Value Driver - Cleaning Net Income and ETR
18 of 29
04:05
Value Driver - Cleaning Net Income Workout
19 of 29
05:07
Value Driver - Pro Forma Adjustments
20 of 29
01:48
Value Driver - Last Twelve Months
21 of 29
01:50
Value Driver - Last Twelve Months Workout
22 of 29
01:29
Value Driver - Calendarization
23 of 29
00:52
Value Driver - Calendarization Workout
24 of 29
01:30
Building the Multiples Grid
25 of 29
01:42
Growth, Returns and Multiples
26 of 29
03:33
Checking the Output
27 of 29
01:22
Other Multiples
28 of 29
01:48
Trading Comparables Tryout
29 of 29

Equity to EV Bridge

Valuation | 13 videos | 1 quiz
Calculating Equity Value
1 of 14
02:08
Calculating Equity Value Workout
2 of 14
01:41
Enterprise Value Bridge
3 of 14
02:33
The Valuation Bridge
4 of 14
02:08
The Bridge - More Detail
5 of 14
02:42
Enterprise Value Bridge Workout
6 of 14
02:13
The Bridge - EV or Equity Value
7 of 14
01:55
EV and Equity Multiples Intro
8 of 14
03:28
EV and Equity Multiples Range of Multiples
9 of 14
02:18
EV and Equity Multiples Workout
10 of 14
02:02
EV and Equity Multiples Similar Co Workout
11 of 14
02:13
Impact of Leverage on Multiples
12 of 14
04:18
Impact of Growth and Returns on Multiples
13 of 14
03:33
Equity to EV Bridge Tryout
14 of 14

Return on Equity

Valuation | 2 videos | 1 quiz
Return on Equity Introduction
1 of 3
02:30
The Effect of Debt on Return on Equity
2 of 3
03:33
Return on Equity Tryout
3 of 3

Return on Capital

Valuation | 15 videos | 1 quiz
Return on Equity
1 of 16
02:10
Return on Invested Capital
2 of 16
02:35
Calculating Returns Workout
3 of 16
01:56
Returns Leverage Effect Workout
4 of 16
03:40
Invested Capital and Capital Employed
5 of 16
03:34
Calculating ROIC for a Company
6 of 16
04:10
Why Returns Matter
7 of 16
01:36
Dupont Decomposition
8 of 16
01:33
Return on Capital Analysis Workout
9 of 16
03:28
Return on Capital Limitations
10 of 16
02:54
Linking FCF and Return on Capital
11 of 16
03:02
Growth Risk and Returns
12 of 16
03:04
Multiples Returns and Growth
13 of 16
03:10
Value Driver Formula for Terminal Value
14 of 16
03:20
Value Driver Formula Workout
15 of 16
04:48
Return on Capital Tryout
16 of 16

Advanced Valuation Techniques

Valuation | 10 videos | 1 quiz
Value Driver Formula
1 of 11
03:45
Value Driver Formula Workout
2 of 11
03:27
Discounting with Variable Valuation Date
3 of 11
04:08
Discounting with Variable Valuation Date Workout
4 of 11
04:58
Extended WACC Formula
5 of 11
03:10
Extended WACC Formula Workout
6 of 11
03:42
Sum of the Parts Valuation
7 of 11
03:23
Sum of the Parts Valuation Workout
8 of 11
02:47
Sum of the Parts with Finance Operations
9 of 11
01:52
Sum of the Parts with Finance Operations Workout
10 of 11
04:09
Advanced Valuation Techniques Tryout
11 of 11

Trading Comps Analysis

Valuation | 11 videos | 1 quiz
What Drives Multiples
1 of 12
02:20
Distortion in Earnings Multiples
2 of 12
03:38
Forward Multiples
3 of 12
02:37
Forward Multiples Workout
4 of 12
03:09
PE vs. EV Multiples
5 of 12
02:59
PE vs. EV Multiples Workout
6 of 12
01:44
EV Sales
7 of 12
02:53
EV Sales vs. Earnings Multiples
8 of 12
01:47
EV Sales Workout
9 of 12
02:32
Which Multiples
10 of 12
03:37
Case Study Trading Comps Analysis
11 of 12
Trading Comparables Analysis Tryout
12 of 12

Trading Comparables for Research

Valuation | 22 videos | 1 quiz
Relative Valuation – Objective
1 of 23
02:13
EV and Equity Multiples Intro
2 of 23
03:28
EV and Equity Multiples Range of Multiples
3 of 23
02:18
Calculating Multiples - Steps
4 of 23
01:32
Value - Market Capitalization
5 of 23
02:02
Value - Market Capitalization Workout
6 of 23
02:22
Value - Diluted Number of Shares
7 of 23
01:15
Value - Dilution and Treasury Method
8 of 23
03:48
Value - Dilution Workout 1
9 of 23
03:23
Value - Dilution Workout 2
10 of 23
01:58
Value - Shares Outstanding Detail
11 of 23
01:32
Value - Equity to Enterprise Value Bridge Detail
12 of 23
01:49
Value - Equity EV Bridge Workout 1
13 of 23
00:50
Value - Equity EV Bridge Workout 2
14 of 23
02:47
Value Driver - Cleaning EBIT EBITDA
15 of 23
03:57
Value Driver - Cleaning EBIT EBITDA Workout
16 of 23
01:38
Value Driver - Tax
17 of 23
01:58
Value Driver - Cleaning Net Income and ETR
18 of 23
04:05
Value Driver - Cleaning Net Income Workout
19 of 23
05:07
Value Driver - Pro Forma Adjustments
20 of 23
01:48
Value Driver - Last Twelve Months
21 of 23
01:50
Value Driver - Last Twelve Months Workout
22 of 23
01:29
Trading Comparables for Reasearch Tryout
23 of 23
Fixed Income 0/ 11 Playlists Completed

Credit Risk Overview

Credit Analysis | 8 videos | 1 quiz
How Banks Make Money
1 of 9
01:06
The Credit Perspective
2 of 9
01:47
How Bad Loans Affect Banks
3 of 9
01:52
Intro to the Credit Process
4 of 9
02:40
The 5 Cs of Credit
5 of 9
01:27
Quantifying Credit Risk
6 of 9
02:11
Default Risk
7 of 9
02:39
Loss Given Default Risk
8 of 9
03:50
Credit Risk Overview Tryout
9 of 9

Controlling Credit Risk

Credit Analysis | 11 videos | 1 quiz
Loan Documentation
1 of 12
02:15
Structuring the Loan
2 of 12
02:35
Type and Purpose of Loan
3 of 12
02:21
Paying for the Loan
4 of 12
04:44
Bank Return Workout 1
5 of 12
03:08
Bank Return Workout 2
6 of 12
04:56
Bank Return Workout 3
7 of 12
06:56
Protecting the Loan
8 of 12
02:14
Monitoring the Loan
9 of 12
02:22
Syndicating the Loan
10 of 12
04:55
Problem Loans
11 of 12
02:50
Controlling Credit Risk Tryout
12 of 12

An Introduction to Analyzing Credit Risk

Credit Analysis | 19 videos | 1 quiz
The Credit Perspective
1 of 20
01:47
Understanding Credit Ratings
2 of 20
01:28
Building Credit Ratings
3 of 20
01:10
Business Risk - Operating Country
4 of 20
00:19
Business Risk - Company Position - Peer Group Analysis
5 of 20
00:35
Business Risk - Industry Dynamics
6 of 20
01:08
Leverage Averages for US Industrial Companies by Rating
7 of 20
00:28
Estimating Ratings Workout 1
8 of 20
01:18
Estimating Ratings Workout 2
9 of 20
02:09
Financial Risk
10 of 20
00:40
Credit Cash Flow Statement
11 of 20
02:40
Understanding Funds from Operations
12 of 20
03:25
Cash Flow Adequacy Metrics
13 of 20
00:51
Cash Flow Adequacy Workout
14 of 20
06:12
Why Liquidity Matters
15 of 20
02:05
Liquidity Workout
16 of 20
02:51
Business and Financial Risk Combine to Generate a Rating
17 of 20
00:36
Credit Ratings Complexities
18 of 20
02:35
Case Company Workout
19 of 20
08:32
An Introduction to Analyzing Credit Risk Tryout
20 of 20

Business Risk

Credit Analysis | 4 videos | 1 quiz
Understanding Business Risk
1 of 5
02:52
Company Risk
2 of 5
04:50
Management Risk
3 of 5
01:19
Estimating Business Risk
4 of 5
00:43
Business Risk Tryout
5 of 5

Financial Risk

Credit Analysis | 14 videos | 1 quiz
Balance Sheet Obligations
1 of 15
04:08
Debt Obligations Workout
2 of 15
02:51
Balance Sheet Assets
3 of 15
03:33
Income Statement and Profitability
4 of 15
02:13
EBIT EBITDA
5 of 15
02:25
Adjusting EBITDA Workout
6 of 15
09:04
Income Statement Metrics
7 of 15
02:47
Cash Flow 1 Overview
8 of 15
02:40
Cash flow 2 Operating Working Capital
9 of 15
03:48
Cash Flow 3 Cash Flow Metrics
10 of 15
03:40
Cash Flow Metrics
11 of 15
03:14
Liquidity and Flexibility
12 of 15
05:32
Liquidity 1
13 of 15
01:48
Liquidity 2
14 of 15
04:23
Financial Risk Tryout
15 of 15

Debt Capacity

Credit Analysis | 11 videos | 1 quiz
Debt Capacity Overview
1 of 12
02:50
Cash Flow Based Debt Capacity
2 of 12
03:26
Creating Cash Flow Scenarios
3 of 12
01:51
Amortizing the Loan
4 of 12
01:46
Creating Tranches
5 of 12
01:29
Modeling Credit Scenarios Part 1 Workout
6 of 12
05:53
Modeling Credit Scenarios Part 2 Workout
7 of 12
04:13
Modeling Credit Scenarios Part 3 Workout
8 of 12
01:51
Debt Capacity With Scenarios TLa
9 of 12
02:59
Debt Capacity With Scenarios TLa and TLb
10 of 12
05:26
Amortization Workout
11 of 12
04:28
Debt Capacity Tryout
12 of 12

Credit Analysis Case in Point

Credit Analysis | 18 videos
Introduction Part 1
1 of 18
02:23
Introduction Part 2
2 of 18
02:49
Business Risk
3 of 18
02:44
Financial Risk
4 of 18
00:47
Debt and Other Obligations
5 of 18
01:52
Debt and Other Obligations Review
6 of 18
00:52
Working Capital
7 of 18
02:26
EBITDA and Margins Analysis
8 of 18
00:56
EBITDA Adjustments
9 of 18
02:02
EBITDA Adjustments Review
10 of 18
00:40
Cash Flow Calculations
11 of 18
02:52
Cash Flow Review
12 of 18
01:00
Liquidity Analysis
13 of 18
03:19
Financial Risk Summary
14 of 18
01:17
Debt Capacity Introduction
15 of 18
01:49
Debt Capacity Calculations
16 of 18
05:26
Debt Capacity Review
17 of 18
01:39
Case Summary
18 of 18
02:51

Private Bank Debt

Credit Analysis | 10 videos | 1 quiz
Revolving Credit Facilities
1 of 11
03:44
RCF Workout
2 of 11
04:04
Swingline Credit Facilities
3 of 11
01:17
Letters of Credit
4 of 11
02:05
Term Loans Part 1
5 of 11
03:57
Term Loans Part 2
6 of 11
03:24
Amortizing Term Loan Workout
7 of 11
04:28
Bullet Term Loan Workout
8 of 11
03:24
Subordination
9 of 11
02:54
Subordination Workout
10 of 11
03:14
Private Bank Debt Markets Tryout
11 of 11

Building a 13 Week Cash Flow Model

Financial Modeling | 17 videos
Case in Point SGC Intro
1 of 17
04:42
Building the Model
2 of 17
06:09
Step 0 Model Introduction
3 of 17
08:00
Step 1 Convert Monthly IS to Weekly
4 of 17
11:14
Step 1b Convert Monthly IS to Weekly - Expenses
5 of 17
12:28
Step 2 Calculating OWC Rollforwards - AR
6 of 17
08:33
Step 2b Calculating OWC Rollforwards - Inv AP
7 of 17
07:38
Step 2c Calculating OWC Rollforwards - Wages
8 of 17
05:59
Step 3 PPE
9 of 17
04:11
Step 4 Revolver Base
10 of 17
08:46
Step 5 13 Week CFS
11 of 17
06:24
Step 6 Cash Reconciliation
12 of 17
05:49
Step 7 Calculating the Revolver
13 of 17
17:43
Step 8 Debt and Interest
14 of 17
07:11
Step 9 Summary BS
15 of 17
03:38
Step 10 Reconciling EBITDA to CF
16 of 17
07:09
Case in Point Summary
17 of 17
02:00

Structured Products Origination

Credit Analysis | 24 videos
Debt Financing Issuers
1 of 24
00:45
What Is A Structured Product
2 of 24
03:02
Creating an Asset Backed Security
3 of 24
01:46
Roles in a Structured Product
4 of 24
01:01
The Benefit of the Asset Pool
5 of 24
01:50
Concentration Limitations
6 of 24
01:39
Tranching of the Cash Flows
7 of 24
01:00
Understanding the Excess Spread
8 of 24
02:41
Weighted Average Return Workout
9 of 24
02:18
Weighted Average Cost of Liabilities (WACL) Workout
10 of 24
02:28
Excess Spread Workout
11 of 24
00:54
A Closer Look at the Equity Tranche
12 of 24
01:34
Expected Cash Flow to the Equity Holders Workout
13 of 24
01:22
Equity Return Workout
14 of 24
03:03
Timeline of a Structured Product
15 of 24
03:09
Equity Return with Par Build
16 of 24
01:03
Credit Enhancements
17 of 24
02:17
Interest Coverage Test Workout
18 of 24
00:48
Overcollateralization
19 of 24
01:21
Overcollateralization Workout
20 of 24
07:59
A Closer Look at the Waterfall
21 of 24
01:45
A Closer Look at the Waterfall Workout
22 of 24
05:41
Rating Agency Methodologies
23 of 24
00:41
CLO Default Rates and Performance
24 of 24
01:02

Corporate Bonds

Fixed Income Markets and Derivatives | 19 videos | 1 quiz
Corporate Bonds and Credit Spreads
1 of 20
05:32
How to Assess Credit Risk
2 of 20
07:09
Credit Ratings
3 of 20
04:41
The Bond Indenture and Covenants
4 of 20
04:05
Default Risk - Types of Default
5 of 20
04:01
Historical Default Rates
6 of 20
03:06
Historical Credit Spreads
7 of 20
03:25
Risk in Corporate Bonds
8 of 20
05:01
Term Structure of Credit Spreads
9 of 20
01:37
Corporate Bond Issuance
10 of 20
06:25
Corporate Bond Secondary Market
11 of 20
04:36
Different Types of Credit Spreads
12 of 20
02:16
Traditional Credit Spread
13 of 20
03:26
G-Spread
14 of 20
04:04
I-Spread
15 of 20
04:13
Z-Spread
16 of 20
04:23
Callable Bonds
17 of 20
04:31
Option-Adjusted Spread (OAS)
18 of 20
01:59
Rates Duration vs Credit Duration
19 of 20
03:12
Corporate Bonds Tryout
20 of 20
Derivatives 0/ 7 Playlists Completed

Bonds and the Yield to Maturity

Fixed Income Markets and Derivatives | 18 videos | 1 quiz
Bonds Overview
1 of 19
03:14
Bond Price Quotation
2 of 19
03:23
Bond Redemption
3 of 19
03:34
Fixed Coupon Bonds
4 of 19
01:42
Zero Coupon Bonds
5 of 19
01:23
Floating Rate Notes (FRNs)
6 of 19
04:45
Pricing A Fixed Coupon Bond
7 of 19
03:45
Government Bond Issuance
8 of 19
02:49
Government Bond Issuance Workout
9 of 19
02:50
Yield To Maturity
10 of 19
04:20
Yield To Maturity Workout
11 of 19
05:16
Bond Price Yield Relationship
12 of 19
02:33
Yield Curve
13 of 19
02:12
Dirty Vs Clean Price
14 of 19
03:03
Dirty VS. Clean Price Characteristics
15 of 19
03:09
Fixed Coupon Cash Flow Conventions
16 of 19
02:08
Fixed Coupon Workout
17 of 19
03:54
Carry, Net-Carry and Roll Down
18 of 19
04:15
Bonds and the Yield to Maturity Tryout
19 of 19

Interest Rate Risk and Sensitivities for Bonds

Fixed Income Markets and Derivatives | 13 videos | 1 quiz
Interest Rate Risk of Fixed Coupon Bonds
1 of 14
02:48
Key Drivers of Interest Rate Sensitivity - Maturity
2 of 14
03:02
Key Drivers of Interest Rate Sensitivity - Coupon
3 of 14
04:47
Key Drivers of Interest Rate Sensitivity - Yield Level
4 of 14
04:17
Interest Rate Sensitivity Ratios
5 of 14
02:56
Macaulay Duration
6 of 14
07:40
Modified Duration
7 of 14
05:10
Convexity
8 of 14
03:41
Dollar Value of a Basis Point (DV01)
9 of 14
04:21
Duration and Dollar Value of a Basis Point (DV01) Workout
10 of 14
05:52
Portfolio DV01 Neutrality Workout
11 of 14
05:48
Interest Rate Sensitivity for Bond Portfolios
12 of 14
05:05
Interest Rate Risk of Floating-Rate Notes (FRNs)
13 of 14
06:28
Interest Rate Risk and Sensitivities for Bonds Tryout
14 of 14

Yield Curve Fundamentals

Fixed Income Markets and Derivatives | 12 videos | 1 quiz
What is a Yield Curve
1 of 13
01:21
Yield Curve Shapes
2 of 13
01:45
Yield Curve Theories
3 of 13
02:54
What Drives Yield Curves in Practice
4 of 13
02:15
Yield Curve Segments
5 of 13
02:40
Tracking Yield Curve Movements
6 of 13
03:32
Yield Curve Terminology
7 of 13
04:17
Trading the Slope
8 of 13
05:09
Yield Curve Workout 1
9 of 13
07:43
Yield Curve Workout 2
10 of 13
06:57
Trading the Curvature
11 of 13
02:54
U.S. Treasuries Yield Curve - Zooming In
12 of 13
04:03
Yield Curve Fundamentals Tryout
13 of 13

Government Bonds

Fixed Income Markets and Derivatives | 16 videos | 1 quiz
Benefits of Government Bond Investments
1 of 17
02:57
Government Bond Yields as a Benchmark
2 of 17
01:34
U.S. Government Bond Products
3 of 17
04:43
On-the-Run vs. Off-the-Run Bonds
4 of 17
04:46
Government Bond Issuance
5 of 17
03:34
Government Bond Issuance - Illustration
6 of 17
04:23
The When-Issued Market - U.S. Treasuries
7 of 17
02:44
Interpreting Auction Results
8 of 17
03:44
Separate Trading of Registered Interest and Principal of Securities (STRIPS)
9 of 17
04:04
The Treasury Stripping Process
10 of 17
04:47
Reassembling Separate Trading of Registered Securities (STRIPS)
11 of 17
01:50
Treasury Inflation-Protected Securities (TIPS)
12 of 17
04:13
Inflation Linked Bonds - Example
13 of 17
02:43
Treasury Inflation-Protected Securities (TIPS) - The Real Yield
14 of 17
03:05
Break-Even Inflation
15 of 17
03:48
Non-U.S. Government Bond Market Examples
16 of 17
04:42
Government Bonds Tryout
17 of 17

Credit Default Swaps (CDS)

Fixed Income Markets and Derivatives | 14 videos
CDS Intro
1 of 14
01:50
CDS No Credit Event
2 of 14
00:49
CDS No Credit Event Workout
3 of 14
01:15
CDS Credit Event
4 of 14
01:09
CDS Credit Event Workout
5 of 14
03:20
CDS Credit Deterioration
6 of 14
01:07
CDS Credit Deterioration Workout
7 of 14
02:02
CDS Credit Improvement
8 of 14
00:59
CDS Credit Improvement Workout
9 of 14
02:21
CDS Double Default
10 of 14
00:56
CDS Double Default Workout
11 of 14
02:28
CDS Who Trades
12 of 14
00:57
CDS Indices
13 of 14
01:10
Swaptions
14 of 14
01:12

Interest Rate Swaps

Fixed Income Markets and Derivatives | 23 videos | 1 quiz
Interest Rate Swap (IRS) Mechanics
1 of 24
04:13
Interest Rate Swap Terminology
2 of 24
02:47
Cash Flow Timeline
3 of 24
03:02
Forward Looking RFR Term Rates
4 of 24
02:23
IRS or OIS (Overnight Index Swap)
5 of 24
01:37
OIS Mechanics
6 of 24
03:30
OIS Mechanics Example
7 of 24
03:40
Interest Rate Risk in IRS
8 of 24
02:12
Mark-to-Market (MTM) Valuation of IRS
9 of 24
03:27
Interest Rate Sensitivity of IRS
10 of 24
04:08
Application 1 Hedging Floating-Rate Debt
11 of 24
03:47
Application 2 New Issue Swaps
12 of 24
03:27
Application 2 New Issue Swaps Workout
13 of 24
02:01
Application 3 Trading the Curve
14 of 24
05:28
Swap Spreads
15 of 24
04:44
What Drives Swap Spreads
16 of 24
05:32
What Drives Swap Spreads Workout
17 of 24
02:42
Basis Swaps
18 of 24
03:00
EURIBOR 3s6s Tenor Basis
19 of 24
03:04
Tenor Basis Swap Applications
20 of 24
04:03
Swap Execution
21 of 24
03:05
The Shift to Central Clearing for Swaps
22 of 24
01:33
How Swap Clearing Reduces Risk
23 of 24
03:36
Interest Rate Swaps Tryout
24 of 24

Equities - Derivatives

Equity Markets and Derivatives | 21 videos | 1 quiz
Equity Fundamentals
1 of 22
03:57
Equity Forwards Fundamentals Workout
2 of 22
02:37
Equity Futures Fundamentals
3 of 22
03:54
Equity Futures Closing Out Workout
4 of 22
02:12
Forwards and Futures Settlement
5 of 22
01:52
Pricing of Equity Forwards and Futures
6 of 22
02:52
Pricing of Equity Forwards and Futures Workout
7 of 22
03:27
Equity Forwards and Futures Arbitrage
8 of 22
03:24
Equity Forwards and Futures Arbitrage Workout
9 of 22
03:07
Equity Options Fundamentals
10 of 22
03:38
Equity Options Fundamentals Workout
11 of 22
02:05
Equity Call Option Payoffs
12 of 22
03:53
Equity Put Option Payoffs
13 of 22
03:22
Equity Options Payoffs Workout
14 of 22
04:03
Decomposing the Equity Option Premium
15 of 22
02:15
Decomposing the Equity Option Premium Workout
16 of 22
02:19
Equity Swaps
17 of 22
02:57
Equity Swaps Workout
18 of 22
02:43
Structured Products
19 of 22
02:32
Structures Products Workout
20 of 22
02:53
OTC vs. Listed
21 of 22
02:30
Equity Derivatives Tryout
22 of 22
Alternative Investments 0/ 30 Playlists Completed

Real Estate - Case in Point

Real Estate | 11 videos
Real Estate Investing Model Deal Terms
1 of 11
05:43
Real Estate Investing Model Calcs Revenues
2 of 11
08:11
Real Estate Investing Model Calcs Opex
3 of 11
04:24
Real Estate Investing Model CF NRR
4 of 11
04:36
Real Estate Investing Model CF Opex
5 of 11
05:35
Real Estate Investing Model CF Expense Reimb
6 of 11
04:31
Real Estate Investing Model CF Capex
7 of 11
04:02
Real Estate Investing Model CF After Debt Service with Debt Calcs
8 of 11
12:28
Real Estate Investing Model Unlevered Cash Flows
9 of 11
07:09
Real Estate Investing Model Levered Cash Flows
10 of 11
07:43
Real Estate Investing Model Returns
11 of 11
09:50

Real Estate - Cap Rates and Other Metrics

Real Estate | 4 videos | 1 quiz
Cap Rates
1 of 5
07:15
Cap Rate Workout 1
2 of 5
01:02
Other Metrics
3 of 5
01:44
Cash on Cash Yield Workout
4 of 5
03:17
Real Estate - Cap Rates and Other Metrics Tryout
5 of 5

Real Estate - Financing

Real Estate | 8 videos | 1 quiz
Overview
1 of 9
02:09
Debt
2 of 9
02:47
LTV and LTC Workout
3 of 9
01:13
Loan Amortization Workout
4 of 9
05:54
Loan Sizing Workout
5 of 9
02:31
Equity
6 of 9
01:46
Equity Waterfall
7 of 9
01:22
Equity Waterfall Workout
8 of 9
04:37
Real Estate - Financing
9 of 9

Real Estate - Forecasting

Real Estate | 14 videos | 1 quiz
Introduction to Real Estate
1 of 15
01:37
Measuring Real Estate
2 of 15
02:09
Pro Rata Workout
3 of 15
01:56
Lease Types
4 of 15
01:46
Base Year Stop Workout
5 of 15
06:29
The RE Cash Flow Model
6 of 15
01:42
Rental Revenues
7 of 15
02:10
Non-Residential Revenue Workout
8 of 15
01:45
Residential Revenue Workout
9 of 15
01:33
Renewal Probability Workout
10 of 15
03:55
Additional Income and Percentage Rent
11 of 15
01:49
Percentage Rent Workout
12 of 15
01:37
Opex and Capex
13 of 15
01:57
Income Taxes
14 of 15
01:09
Real Estate - Forecasting Tryout
15 of 15

Introduction to REITs

Real Estate | 4 videos | 1 quiz
Understanding REITs
1 of 5
02:29
REIT Structure
2 of 5
02:03
REITs - The Financials
3 of 5
03:46
How REITs Grow
4 of 5
02:00
Introduction to REITs Tryout
5 of 5

REITs - FFO and AFFO

Real Estate | 6 videos | 1 quiz
Funds from Operations (FFO)
1 of 7
02:20
Funds from Operations (FFO) Workout
2 of 7
02:02
Adjusted Funds From Operations (AFFO)
3 of 7
02:20
Adjusted Funds from Operations (AFFO) Workout
4 of 7
04:54
Straight Line Rent Adjustments
5 of 7
01:20
Straight Line Rent Adjustments Workout
6 of 7
02:00
REITs - FFO and AFFO Tryout
7 of 7

REITs - GAAP vs IFRS

Real Estate | 1 video
GAAP vs. IFRS
1 of 1
02:55

REITs - Capitalization Rates

Real Estate | 5 videos | 1 quiz
Capitalization Rates
1 of 6
03:41
Capitalization Rates Workout 1
2 of 6
01:42
Capitalization Rates Workout 2
3 of 6
02:56
Factors Affecting Cap Rates
4 of 6
03:54
Applying the Analysis
5 of 6
01:39
REITs - Capitalization Rates Tryout
6 of 6

REITs - Building a REIT Operating Model

Real Estate | 13 videos
REIT Operating Model Revenues & Costs
1 of 13
04:31
REIT Operating Model Acquisitions
2 of 13
03:41
REIT Operating Model Develop Redevelop
3 of 13
05:01
REIT Operating Model Asset Disposals
4 of 13
04:02
REIT Operating Model Income Statement
5 of 13
04:06
REIT Operating Model Fixed Assets
6 of 13
03:31
REIT Operating Model Equity Investments
7 of 13
03:38
REIT Operating Model NCI
8 of 13
03:39
REIT Operating Model Balance Sheet
9 of 13
03:12
REIT Operating Model Dividends
10 of 13
03:09
REIT Operating Model Cash Flow Statement
11 of 13
05:17
REIT Operating Model Debt and Equity
12 of 13
08:17
REIT Operating Model Final Steps
13 of 13
05:41

REITs - REIT Valuation

Real Estate | 7 videos | 1 quiz
REIT Valuation Overview
1 of 8
03:57
REIT Valuation Part 1 NAV
2 of 8
05:45
REIT Valuation Part 1 - NAV Workout
3 of 8
05:12
REIT Valuation Part 2 - Comparables
4 of 8
03:37
REIT Valuation Part 2 - Comparables Workout
5 of 8
04:14
REIT Valuation Part 3 - Cost of Capital
6 of 8
04:53
REIT Valuation Part 4 - DCF
7 of 8
04:24
REITs - REIT Valuation Tryout
8 of 8

REITs - Comprehensive REIT Valuation Model (NAV)

Real Estate | 4 videos
NAV Share Calculation
1 of 4
01:51
NAV Operating Assets
2 of 4
03:57
NAV Equity Investments Other Assets
3 of 4
04:05
NAV Liabilities and Final
4 of 4
04:14

REITs - Comprehensive REIT Valuation Model (DCF)

Real Estate | 7 videos
DCF WACC
1 of 7
03:06
DCF Unlevered FCF
2 of 7
03:33
DCF PV FCF
3 of 7
01:57
DCF Equity Issuance
4 of 7
07:45
DCF TV Multiples
5 of 7
05:42
DCF Terminal Perpetuity
6 of 7
03:07
DCF Sensitivity
7 of 7
05:21

Natural Resources - Analysis and Modeling

Financial Modeling | 22 videos
Oil & Gas Companies Overviews and Valuations
1 of 22
What Makes Natural Resources Special
2 of 22
03:25
Reserves and Resources
3 of 22
03:47
Reserves Disclosure
4 of 22
02:21
Cost Capitalization
5 of 22
02:11
Asset Depletion
6 of 22
02:15
Asset Depletion Workout
7 of 22
02:42
Asset Retirement Obligations
8 of 22
02:05
Asset Retirement Obligations Workout
9 of 22
03:43
Understanding the Financial Statements
10 of 22
06:08
Analyzing Natural Resources Companies
11 of 22
03:04
Oil and Gas Model Tour
12 of 22
04:03
Forecasting Reserves
13 of 22
05:50
Forecasting Exploration and Evaluation Assets
14 of 22
02:38
Forecasting Oil and Gas Assets
15 of 22
04:32
Forecasting Gross Profit
16 of 22
02:56
Forecasting Operating Profit
17 of 22
03:42
Forecasting Net Income
18 of 22
03:22
Balance Sheet Calculations
19 of 22
04:59
Forecasting the Balance Sheet
20 of 22
05:16
Forecasting the Cash Flow Statement
21 of 22
06:45
Debt and Interest Calculations
22 of 22
04:01

Leveraged Buy Out

Private Equity | 24 videos | 1 quiz
LBO Definition
1 of 25
01:23
IRR and Value Analysis
2 of 25
03:47
IRR and Value Analysis Workout
3 of 25
04:03
LBO Steps
4 of 25
01:58
Assumptions
5 of 25
02:26
Sources and Uses of Funds - LBO
6 of 25
03:41
Sources and Uses of Funds Workout
7 of 25
01:42
Levered Valuation at Entry
8 of 25
02:24
Levered Valuation at Entry Workout
9 of 25
04:15
Model - Intro and Steps
10 of 25
01:14
Model - Assumptions and Valuation
11 of 25
03:01
Model - Sources and Uses of Funds 1
12 of 25
02:15
Model - Sources and Uses of Funds 2
13 of 25
02:12
Model - Income Statement Ex Interest
14 of 25
02:22
Model - Balance Sheet Items
15 of 25
02:48
Model - Cash Flow Available for Debt Repayment
16 of 25
01:20
Model - Debt Repayments
17 of 25
02:54
Model - Debt Schedule 1
18 of 25
01:50
Model - Debt Schedule 2
19 of 25
01:52
Model - Interest
20 of 25
03:27
Model - Link Interest to IS and CFS
21 of 25
04:15
Model - Debt Ratios
22 of 25
04:46
Model - IRR Calculation
23 of 25
04:43
Model - Sensitivity Analysis
24 of 25
04:48
Leveraged Buy Out Tryout
25 of 25

LBO Modeling Complexities

Private Equity | 27 videos | 1 quiz
LBO Modeling Complexities - Intro
1 of 28
01:14
Model Map
2 of 28
01:54
Key Assumptions
3 of 28
04:01
Capital Structure
4 of 28
10:37
Sources and Uses
5 of 28
07:57
Ownership and Goodwill
6 of 28
05:20
Pro Forma Balance Sheet
7 of 28
06:31
Operating Model
8 of 28
06:56
Balance Sheet
9 of 28
07:10
Cash Flow
10 of 28
04:57
Debt Structure
11 of 28
05:56
Revolver
12 of 28
05:52
First Lien
13 of 28
06:20
Second Lien
14 of 28
03:42
Unitranche
15 of 28
04:19
Bridge Loan
16 of 28
04:48
Lease Liability
17 of 28
11:46
Mezzanine and Preferred Equity
18 of 28
03:32
Mandated Debt Repayments
19 of 28
09:30
Linking Debt to Balance Sheet
20 of 28
03:56
Interest and Dividends
21 of 28
05:40
Copy to Complete the Model
22 of 28
03:20
Equity Returns
23 of 28
03:06
Mezzanine Returns
24 of 28
04:36
Institution Returns
25 of 28
02:52
Management Returns
26 of 28
02:42
Sale Leaseback
27 of 28
08:16
LBO Modeling Complexities Tryout
28 of 28

Advanced LBO Modeling

Private Equity | 32 videos | 1 quiz
Basic LBO Primer
1 of 33
01:59
Advanced LBO Model Tour
2 of 33
03:01
Flexible Deal Date - Why Do We Need A Stub Period
3 of 33
04:01
Deal Date Income Statement
4 of 33
04:06
Deal Date Balance Sheet
5 of 33
02:49
Deal Date Cash Flow Statement
6 of 33
03:54
Sources And Uses Of Funds
7 of 33
03:05
Immediately Post Deal Balance Sheet
8 of 33
05:13
Stub Period - Income Statement
9 of 33
04:13
Stub Period - Balance Sheet
10 of 33
03:25
Stub Period - Cash Flow Statement
11 of 33
05:23
Forecast - Income Statement
12 of 33
03:30
Forecast - Balance Sheet
13 of 33
02:39
Forecast - Cash Flow Statement
14 of 33
04:53
Debt Schedule and Sweep Explained
15 of 33
01:37
Debt Schedule Tour
16 of 33
02:57
Debt - Cash Flow Available For Debt Service
17 of 33
04:59
Debt - Revolver And Refinancing Facility
18 of 33
03:36
Debt - Cash For Sweep
19 of 33
06:09
Debt - Term Loan B, Second Lien, High Yield
20 of 33
03:52
What Is A Capex Facility
21 of 33
01:16
Debt - Mezzanine, Capex Facility
22 of 33
03:47
What Is An Original Issuer Discount
23 of 33
02:30
Debt - Original Issuer Discount
24 of 33
02:33
Debt - Ending Cash Checks
25 of 33
04:30
Putting Debt Into Balance Sheet
26 of 33
03:21
Interest - Revolver, Refin, Term Loan B
27 of 33
04:49
Interest - Second Lien, High Yield, Mezzanine
28 of 33
03:23
Interest - Capex Facility, Interest Income
29 of 33
04:28
Interest - Circular Interest in Income Statement
30 of 33
05:30
Debt - Refinancing Facility In Use
31 of 33
02:39
IRR
32 of 33
06:24
Advanced LBO Modeling Tryout
33 of 33

Carried Interest and Promotion Modeling

Private Equity | 7 videos | 1 quiz
Carried Interest and Promote Modeling
1 of 8
08:19
Carried Interest Pari Passu Preferred Workout
2 of 8
07:11
Carried Interest True Preferred Workout
3 of 8
09:09
Carried Interest with Catchup 1
4 of 8
11:05
Carried Interest with Catchup 2
5 of 8
09:57
Promoted Interest Workout
6 of 8
11:43
Promoted with Annual Distributions Workout
7 of 8
19:34
Carried Interest and Promotion Modeling Tryout
8 of 8

Structuring an Acquisition

Private Equity | 5 videos | 1 quiz
Structuring the Acquisition for Capital & Fiscal Requirements
1 of 6
02:25
PE or Leveraged Buyout Structure
2 of 6
03:07
Reasons for Structuring in PE
3 of 6
02:26
Case Study Structuring an Acquisition Part 1
4 of 6
Case Study Structuring an Acquisition Part 2
5 of 6
Structuring an Acquisition Tryout
6 of 6

Acquisition Finance Debt Capacity

M&A and LBO Fundamentals | 7 videos | 1 quiz
Debt Capacity via Multiples
1 of 8
02:07
Debt Capacity via Cash Flows
2 of 8
03:36
Debt Capacity via Multiples Workout
3 of 8
01:21
Tranching 1 - Cash Flows Available Workout
4 of 8
02:16
Tranching 2 - Tranche A Workout
5 of 8
04:44
Tranching 3 - Tranche A and B Workout
6 of 8
07:16
Tranching 4 - Tranche A, B and C Workout
7 of 8
08:46
Acquisition Finance Debt Capacity Tryout
8 of 8

Debt Products in Private Equity

Private Debt | 4 videos | 4 quizzes
Financing Instruments
1 of 8
12:36
Financing Instruments Tryout
2 of 8
Documentation
3 of 8
09:55
Documentation Tryout
4 of 8
Financing Consideration Process
5 of 8
10:37
Financing Consideration Process Tryout
6 of 8
Credit Committee in Banking
7 of 8
09:53
Credit Committee in Banking Tryout
8 of 8

PE Deal Process Documents

Private Equity | 8 videos | 1 quiz
PE Transaction Documentation
1 of 9
05:12
Non Disclosure Agreement
2 of 9
02:18
Case Study NDA
3 of 9
Bid Letters and Exclusivity
4 of 9
02:53
Sale and Purchase Agreement
5 of 9
04:37
Case Study SPA
6 of 9
Main Sections of a Sale and Purchase Agreement
7 of 9
05:17
Funding Documents
8 of 9
01:52
PE Deal Process Documents Tryout
9 of 9

Closing Documentation

Private Equity | 4 videos | 1 quiz
Closing Documentation Overview
1 of 5
01:27
Equity Documentation
2 of 5
04:01
Debt Documentation
3 of 5
06:24
Other Closing Documentation
4 of 5
01:26
Closing Documentation Tryout
5 of 5

What is a PE Fund

Private Equity | 2 videos | 1 quiz
Private Equity Within Private Markets
1 of 3
02:43
Private Equity Funds
2 of 3
04:29
What is a PE Fund Tryout
3 of 3

How Does a PE Fund Work?

Private Equity | 5 videos | 1 quiz
Structure of a PE Fund
1 of 6
04:42
Life of a PE Fund
2 of 6
07:55
PE Fees
3 of 6
01:56
PE Governance and Organization
4 of 6
02:08
How does a PE Fund Work
5 of 6
How does a PE Fund Work Tryout
6 of 6

The PE Process

Private Equity | 4 videos | 1 quiz
Acquisition
1 of 5
02:36
Sourcing and Screening
2 of 5
03:24
Due diligence
3 of 5
04:27
Closing
4 of 5
02:49
The PE Process Tryout
5 of 5

Internal Requirements

Private Equity | 3 videos | 1 quiz
Acquisition
1 of 4
04:31
Monitoring
2 of 4
03:13
Exit
3 of 4
02:28
Internal Requirements Tryout
4 of 4

Due Diligence

Private Equity | 4 videos | 1 quiz
Due Diligence
1 of 5
02:46
Due Diligence Process and Sources of Information
2 of 5
04:03
Areas of Due Diligence
3 of 5
05:57
Case Study Due Diligence
4 of 5
Due Diligence Tryout
5 of 5

Post Acquisition

Private Equity | 2 videos | 1 quiz
Monitoring Phase
1 of 3
04:26
Exiting the Investment
2 of 3
04:03
Post Acquisition Tryout
3 of 3

Special Situations

Other Capital Markets | 14 videos | 1 quiz
Special Situations Products
1 of 15
02:33
Getting Returns from an Investment
2 of 15
09:17
Getting Returns from an Investment Workout
3 of 15
12:45
Special Situations - Sources and Uses of Funds
4 of 15
04:31
Special Situations - Sources and Uses of Funds Workout
5 of 15
04:45
Sources of Funds in Detail
6 of 15
06:56
Multiple Based Debt Capacity Analysis
7 of 15
11:44
Multiple Based Debt Capacity Analysis Workout
8 of 15
04:26
Calculating Free Cash Flows
9 of 15
03:33
Calculating Free Cash Flows Workout
10 of 15
05:57
Cash Flow Based Debt Capacity Analysis
11 of 15
04:30
Cash Flow Based Debt Capacity Analysis Workout
12 of 15
05:21
Debt Capacity Tranching
13 of 15
06:20
Debt Capacity Tranching Workout
14 of 15
09:34
Special Situations Tryout
15 of 15

ESG in Carbon Markets and Carbon Pricing

Other Capital Markets | 11 videos | 1 quiz
The Rationale for Carbon Pricing
1 of 12
02:32
How Carbon Markets Work?
2 of 12
03:03
Carbon Leakage
3 of 12
00:54
Users of Carbon Pricing
4 of 12
01:40
Carbon Price Assumptions
5 of 12
01:31
How Carbon Pricing Impacts Companies
6 of 12
02:04
Investment Project Appraisal
7 of 12
04:19
Investment Project Appraisal Workout
8 of 12
05:57
Carbon Pricing and Company Analytics
9 of 12
02:00
Company Valuation Workout
10 of 12
05:51
Case Study Impact of ESG on Company Financials
11 of 12
ESG in Carbon Markets and Carbon Pricing Tryout
12 of 12
Portfolio Management and Wealth Planning 0/ 19 Playlists Completed

Modern Portfolio Theory

Asset Management | 12 videos | 1 quiz
Modern Portfolio Theory Fundamentals
1 of 13
05:06
Modern Portfolio Theory Efficient Frontier
2 of 13
05:15
Modern Portfolio Theory Workout
3 of 13
06:00
Capital Asset Pricing Model
4 of 13
07:39
Capital Asset Pricing Model Workout
5 of 13
02:02
Security Market Line
6 of 13
02:30
Arbitrage Pricing Theory Differences from Capital Asset Pricing Model
7 of 13
05:21
Arbitrage Pricing Theory Fama French Model
8 of 13
04:08
Arbitrage Pricing Theory Workout
9 of 13
05:31
Black-Litterman Model
10 of 13
06:42
Black-Litterman Workout
11 of 13
03:35
Robust Optimization
12 of 13
04:28
Modern Portfolio Theory Tryout
13 of 13

Portfolio Risk

Asset Management | 3 videos | 1 quiz
Types of Portfolio Risk Part 1
1 of 4
03:56
Types of Portfolio Risk Part 2
2 of 4
03:19
Types of Portfolio Risk Part 3
3 of 4
04:10
Portfolio Risk Tryout
4 of 4

Portfolio Performance

Asset Management | 4 videos | 1 quiz
Components of Return
1 of 5
01:56
Absolute and Relative Performance
2 of 5
01:43
Rolling Returns
3 of 5
02:56
Time Weighted and Dollar Weighted Returns
4 of 5
05:19
Portfolio Performance Tryout
5 of 5

Risk Adjusted Measures

Asset Management | 4 videos | 1 quiz
Alpha
1 of 5
04:42
Sharpe Ratio
2 of 5
03:20
Treynor Ratio
3 of 5
02:06
Information Ratio
4 of 5
01:38
Risk Adjusted Measures Tryout
5 of 5

Benchmarks

Asset Management | 3 videos | 1 quiz
Benchmarks Intro
1 of 4
01:57
Properties of a Valid Benchmark
2 of 4
01:57
Types of Benchmarks
3 of 4
02:54
Benchmarks Tryout
4 of 4

Attribution Calculations

Asset Management | 2 videos | 1 quiz
Attribution Calculations
1 of 3
04:47
Calculation Walkthrough
2 of 3
05:55
Attribution Calculations Tryout
3 of 3

Behavioral Finance

Asset Management | 2 videos | 1 quiz
Behavioral Finance
1 of 3
04:39
Anchoring, Framing and Disposition Bias
2 of 3
05:38
Behavioral Finance Tryout
3 of 3

Technical Analysis

Asset Management | 2 videos | 1 quiz
Technical Analysis Intro
1 of 3
02:33
Technical Analysis Trends
2 of 3
05:13
Technical Analysis Tryout
3 of 3

Alternative Investments

Asset Management | 7 videos | 1 quiz
Alternative Investments
1 of 8
04:48
Alternative Investments - Hedge Funds
2 of 8
02:48
Alternative Investments - Private Equity
3 of 8
05:28
Alternative Investments - Commodities
4 of 8
07:00
Alternative Investments - Real Estate
5 of 8
03:22
Foreign Exchange
6 of 8
07:46
Foreign Exchange Market Overview
7 of 8
06:08
Alternative Investments Tryout
8 of 8

Alternative Investments Strategies

Asset Management | 3 videos | 1 quiz
Hedge Funds
1 of 4
04:33
Private Equity
2 of 4
04:24
Venture Capital
3 of 4
03:15
Alternative Investment Strategies Tryout
4 of 4

US Regulatory Considerations

Asset Management | 6 videos | 1 quiz
Fiduciary Responsibilities
1 of 7
04:39
ERISA
2 of 7
03:34
UPMIFA
3 of 7
02:37
SEC
4 of 7
02:25
FINRA
5 of 7
01:55
State Agencies
6 of 7
01:25
US Regulatory Considerations Tryout
7 of 7

Stewardship and Engagement

Asset Management | 11 videos | 1 quiz
What is Stewardship and Engagement
1 of 12
02:28
Monitoring vs. Engagement
2 of 12
02:51
Elements of Successful Engagement
3 of 12
01:34
How Engagement is Carried Out
4 of 12
02:45
Escalation
5 of 12
00:53
Examples of Successful Engagement
6 of 12
01:49
Collaborative Engagement
7 of 12
01:48
Voting
8 of 12
04:26
Stewardship Codes and Standards
9 of 12
02:38
Stewardship Reporting
10 of 12
02:19
Case Study Snack Star
11 of 12
Stewardship and Engagement Tryout
12 of 12

ESG Integrated Portfolio Construction

Asset Management | 12 videos | 1 quiz
Approaches to ESG Portfolio Construction
1 of 13
02:24
ESG Integration in Active Discretionary Strategies
2 of 13
04:37
ESG Integration in Active Systematic Strategies
3 of 13
02:39
ESG Integration in Passive Strategies
4 of 13
04:56
ESG Characteristics of Portfolio
5 of 13
05:03
Portfolio Carbon Intensity Workout
6 of 13
03:39
ESG Ratings Service Providers
7 of 13
01:42
Detraction Levels in Portfolios Workout
8 of 13
02:42
Challenges in Calculating Portfolio Metrics
9 of 13
01:48
Issues in Portfolio Assessment
10 of 13
01:49
Case Study Portfolio Positioning
11 of 13
Performance Attribution
12 of 13
01:40
ESG Integrated Portfolio Construction Tryout
13 of 13

Goals Based Investing

Asset Management | 4 videos | 1 quiz
Goals Based Investing
1 of 5
02:42
Example Goals Based Investing Portfolios
2 of 5
03:32
Goals Based Investing Workout
3 of 5
06:02
Comparison with Traditional Approach
4 of 5
01:51
Goals Based Investing Tryout
5 of 5

Active vs Passive Investing

Asset Management | 7 videos | 1 quiz
Active vs. Passive Management
1 of 8
03:51
Arguments for Passive Investing
2 of 8
04:59
Identifying Closet Index Funds
3 of 8
01:57
Identifying Closet Index Funds Workout
4 of 8
03:30
Active Share
5 of 8
03:53
Active Share Workout
6 of 8
01:42
Arguments for Active Investing
7 of 8
03:17
Active vs Passive Investment Tryout
8 of 8

Fixed Income Portfolio Management

Asset Management | 31 videos | 1 quiz
Fixed Income Portfolio Management Techniques
1 of 32
02:53
Bond Fixed Income Portfolio Risks
2 of 32
02:34
Interest Rate Risk
3 of 32
03:18
Interest Rate Risk Workout
4 of 32
06:10
Duration
5 of 32
05:21
Duration Workout
6 of 32
03:59
Modified Duration
7 of 32
03:20
Modified Duration Workout
8 of 32
02:32
Convexity
9 of 32
01:27
Convexity Adjustment Calculation
10 of 32
05:15
Convexity Workout
11 of 32
07:46
DV01
12 of 32
04:03
DV01 Workout
13 of 32
01:34
Approaches to Liability Matching
14 of 32
02:14
Cash Flow Matching
15 of 32
04:27
Classic Immunization
16 of 32
06:48
Classic Immunization Workout
17 of 32
08:19
Problems with Immunization
18 of 32
02:52
Extensions to Immunization
19 of 32
03:51
Active Bond Portfolio Management
20 of 32
03:52
Yield Curve
21 of 32
02:14
Components of Return
22 of 32
02:35
Components of Return Workout
23 of 32
06:14
Rolling Down the Yield Curve
24 of 32
03:00
Yield Curve Shift
25 of 32
01:33
Duration Management
26 of 32
02:55
Yield Curve Twists
27 of 32
03:37
Bullets and Barbells
28 of 32
02:32
Bullets and Barbells Workout
29 of 32
13:39
Using Derivatives to Manage Interest Rate Risk
30 of 32
03:09
Using Derivatives to Manage Interest Rate Risk Workout
31 of 32
02:55
Fixed Income Portfolio Management Tryout
32 of 32

Investment Policy Statement

Asset Management | 1 video
Investment Policy Statement
1 of 1
05:55

Portfolio Risk and Return

Asset Management | 10 videos | 1 quiz
Portfolio Risk and Measures (Recap)
1 of 11
02:26
Measuring Risk and Beta
2 of 11
05:31
Calculating Beta
3 of 11
05:34
Measuring Risk and Beta Workout
4 of 11
03:43
Covariance and Correlation Calculations
5 of 11
06:38
Covariance and Correlation Workout
6 of 11
04:30
Covariance and Correlation Portfolio Implications
7 of 11
07:15
Portfolio Risk Workout
8 of 11
03:40
Benefits of Diversification Two Asset Portfolio
9 of 11
05:31
Benefits of Diversification Multiple Asset Classes
10 of 11
07:16
Portfolio Risk and Return Tryout
11 of 11

ESG Investing

Valuation | 15 videos | 1 quiz
What is ESG
1 of 16
03:19
ESG Investment Styles
2 of 16
04:03
ESG Investment Styles Workout
3 of 16
03:56
Why ESG Matters
4 of 16
02:34
Materiality
5 of 16
03:17
Benchmarking Analysis
6 of 16
03:11
Environmental Metrics
7 of 16
02:22
Social Metrics
8 of 16
01:51
Governance Metrics
9 of 16
02:28
Benchmarking Overview
10 of 16
02:39
Benchmarking Workout
11 of 16
04:01
Scenario Analysis
12 of 16
03:30
Scenario Valuation Workout
13 of 16
04:18
Scenario Building Overview
14 of 16
03:10
Scenario Mapping Workout
15 of 16
03:08
ESG Investing Tryout
16 of 16
Excel essentials 0/ 9 Playlists Completed

Menu and Shortcut Basics

Financial Modeling | 7 videos | 1 quiz
Intro to Excel and Interface
1 of 8
01:50
The Ribbon
2 of 8
03:57
Shortcut Basics - Accelerator Keys
3 of 8
03:37
Excel Set Up
4 of 8
03:35
Selecting
5 of 8
01:56
Copying
6 of 8
03:10
Editing
7 of 8
02:51
Menus & Shortcut Basics Tryout
8 of 8

Basic Formatting

Financial Modeling | 7 videos | 1 quiz
Font
1 of 8
03:49
Cell Borders and Fill Colors
2 of 8
04:57
Alignment
3 of 8
04:27
Number Formats
4 of 8
02:02
Styles
5 of 8
05:16
Cell Size
6 of 8
04:40
Standard Formatting Often Used
7 of 8
02:16
Basic Formatting Tryout
8 of 8

Basic Formulas and Calculations

Financial Modeling | 4 videos | 1 quiz
Intro to Formulas
1 of 5
03:29
Intro to Formula Workout
2 of 5
03:57
Avoid Hardcodes in Formulas
3 of 5
04:17
Intro to Functions and Syntax
4 of 5
06:35
Basic Formulas and Calculations Tryout
5 of 5

Basic Functions

Financial Modeling | 10 videos | 1 quiz
COUNT Function
1 of 11
03:58
MIN Function
2 of 11
02:48
MAX Function
3 of 11
04:07
AVERAGE Function
4 of 11
02:00
IF Function
5 of 11
03:20
SUMPRODUCT Function
6 of 11
00:47
SUMPRODUCT Function Workout 1
7 of 11
04:36
SUMPRODUCT Function Workout 2
8 of 11
03:02
SUMPRODUCT With Add, Subtract and Divide
9 of 11
00:49
SUMPRODUCT With Add, Subtract Workout
10 of 11
03:11
Basic Functions Tryout
11 of 11

Naming Cell References

Financial Modeling | 3 videos | 1 quiz
Intro to Naming Cells
1 of 4
04:21
Creating Names Using the Mouse
2 of 4
01:08
Creating Names Using Name Manager
3 of 4
04:06
Naming Cells & Referencing Tryout
4 of 4

Advanced Formatting

Excel | 10 videos | 1 quiz
Cell Styles
1 of 11
01:12
Normal Cell Style
2 of 11
02:32
Normal Cell Style Workout
3 of 11
03:31
Percent, Date, Multiple and Hard Code Cell Styles
4 of 11
02:32
Percent, Date, Multiple, Hard Code Workout
5 of 11
04:04
Conditional Formatting
6 of 11
00:35
Conditional Formatting Workout
7 of 11
02:32
Conditional Formatting with Formulas Workout
8 of 11
03:17
Data Validation - Formatting
9 of 11
00:42
Data Validation Workout
10 of 11
02:09
Advanced Formatting Tryout
11 of 11

Exploring a Model

Excel | 5 videos | 1 quiz
F5 Tips and Tricks
1 of 6
04:48
Camera Tool
2 of 6
02:09
Watch Window
3 of 6
02:18
Split Windows
4 of 6
01:31
Circularity Issues
5 of 6
04:45
Exploring a Model Tryout
6 of 6

Text and Date

Excel | 9 videos | 1 quiz
Text Functions
1 of 10
01:56
CONCATENATE, LEN, FIND, RIGHT, LEFT Workout
2 of 10
02:46
UPPER, LOWER, PROPER, VALUE Workout
3 of 10
01:58
Date Functions
4 of 10
01:45
Date Formatting
5 of 10
01:12
Date Formatting Workout
6 of 10
02:55
DAY, MONTH, YEAR, DATE Workout
7 of 10
02:02
TODAY, WORKDAY, EOMONTH Workout
8 of 10
01:41
DATEDIF Workout
9 of 10
01:46
Text and Date Tryout
10 of 10

Excel Charts and Graphs

Excel | 14 videos
Column Chart
1 of 14
02:34
Pie Chart
2 of 14
02:20
Column Chart Side By Side
3 of 14
02:32
Column Chart Overlapping
4 of 14
02:46
Pie Chart - Value and Percentage
5 of 14
02:08
Stock Price History and Volume Bar Chart 1
6 of 14
03:52
Stock Price History And Volume Bar Chart 2
7 of 14
03:06
Stock Price Rebased To 100 Chart
8 of 14
03:54
XY Scatter Chart
9 of 14
05:16
Logos In Charts
10 of 14
02:21
Using Paste Format In Charts
11 of 14
01:55
Waterfall Chart
12 of 14
01:57
Floating Bar Chart
13 of 14
13:51
Benchmarking Chart
14 of 14
03:32