Commercial Banking Pathway
Fundamentals
0/ 26 Playlists Completed
Accounting |
9 videos | 1 quiz
Why Analyze Financial Statements
1 of 10
03:29
Accounting Introduction - Financial Statements
2 of 10
02:13
Key Financial Statements and Dates
3 of 10
02:02
Balance Sheet Formula
4 of 10
01:11
Build a Simple Balance Sheet
5 of 10
05:25
Balance Sheet and Income Statement Transactions
6 of 10
05:40
Balance Sheet and Income Statement Transactions Workout
7 of 10
09:58
Financial Statement Integration
8 of 10
02:13
Cash Flow Statement Introduction and Why is Cash Important
9 of 10
02:23
Financial Accounting Review Tryout
10 of 10
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 |
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
Introductory Courses |
10 videos | 1 quiz
The Global Debt Market
1 of 11
01:23
Public vs. Private Debt - The Two Dimensions
2 of 11
02:25
Loans vs. Bonds
3 of 11
02:50
Loan Types Household vs. Corporate
4 of 11
02:57
Loan Types Revolving Facilities vs. Closed-End Loans
5 of 11
02:18
Loan Types Secured vs. Unsecured Loans
6 of 11
02:57
Investment Grade vs. High Yield
7 of 11
02:48
Government Bonds vs. Corporate Bonds
8 of 11
03:05
The Bond Issuance Process
9 of 11
03:35
Introduction to Debt Markets Workout
10 of 11
08:14
Introduction to Debt Markets Tryout
11 of 11
Introductory Courses |
21 videos | 1 quiz
Business Structures
1 of 22
03:03
Private vs. Public Equity
2 of 22
02:29
The Issuer's Perspective - Private vs. Public Equity Part 1
3 of 22
03:03
The Issuer's Perspective - Private vs. Public Equity Part 2
4 of 22
02:47
The IPO Process - Overview
5 of 22
03:51
The IPO Process - Bookbuilding, Pricing and Allocation
6 of 22
04:42
The IPO Process - Overallotment (Greenshoe) Option
7 of 22
02:37
Direct Listing
8 of 22
05:05
Common Stock vs. Preferred Stock
9 of 22
04:07
Depository Receipts
10 of 22
05:26
ADR Workout
11 of 22
03:57
The Global Public Equity Market
12 of 22
01:52
What is an Equity Index
13 of 22
02:13
Equity Index Weightings
14 of 22
04:10
Index Workout
15 of 22
02:10
Main Global Equity Indexes
16 of 22
02:28
Free Float Market Cap
17 of 22
02:56
The S&P 500
18 of 22
02:11
Key Equity Metrics and Data Points
19 of 22
04:48
PE Workout
20 of 22
01:25
Market Capitalization Categories
21 of 22
02:51
Introduction to Equity Markets Tryout
22 of 22
Introductory Courses |
22 videos | 1 quiz
Intro to Derivatives - What is a Financial Derivative
1 of 23
01:42
Intro to Derivatives - The Three Basic Types
2 of 23
04:35
Intro to Derivatives - Link Between Underlying and Contract
3 of 23
02:48
Intro to Derivatives - Cash vs. Physical Settlement
4 of 23
02:20
Intro to Derivatives - Hedging vs. Speculation
5 of 23
02:29
Intro to Derivatives - Benefits of Derivatives
6 of 23
03:52
Intro to Forwards and Futures - Definition of a Forward
7 of 23
02:14
Intro to Forwards and Futures - Forward Payoff Diagram
8 of 23
02:11
Intro to Forwards and Futures - The Forward Price
9 of 23
03:46
Intro to Forwards and Futures - The Cost of Carry
10 of 23
03:37
Intro to Forwards and Futures - Forwards vs. Futures
11 of 23
02:15
Intro to Forwards and Futures - Volume vs. Open Interest
12 of 23
02:54
Intro to Forwards and Futures - S&P 500 Futures
13 of 23
03:57
Intro to Swaps - Financial Swaps
14 of 23
03:32
Intro to Swaps - Interest Rate Swaps
15 of 23
02:56
Intro to Swaps - Interest Rate Swaps Example
16 of 23
04:12
Intro to Options - Financial Options
17 of 23
04:51
Intro to Options - The 4 General Option Positions
18 of 23
04:27
Intro to Options - Option Moneyness
19 of 23
02:48
Risks in Derivatives - Derivative Market Risk
20 of 23
04:58
Risks in Derivatives - Counterparty Credit Risk
21 of 23
03:39
Risks in Derivatives - Central Clearing of Derivatives
22 of 23
05:19
Introduction to Derivatives Tryout
23 of 23
Introduction to Markets |
18 videos | 1 quiz
Financial Markets Map
1 of 19
02:58
Direct Market Participants Part 1
2 of 19
04:20
Direct Market Participants Part 2
3 of 19
02:21
Investing
4 of 19
04:29
Investors Institutional and Retail
5 of 19
02:50
Investors Institutional and Retail - Pension Funds
6 of 19
01:48
Investors Institutional and Retail - Insurance Companies
7 of 19
01:53
Investors Institutional and Retail - Endowments
8 of 19
01:21
Investors Institutional and Retail - Sovereign Wealth Funds
9 of 19
01:19
Investors Institutional and Retail - High Net Worth Individuals
10 of 19
02:32
Investment Funds
11 of 19
01:58
Active vs. Passive Management
12 of 19
03:48
Exchanges
13 of 19
02:42
Clearing and Settlement Agents
14 of 19
02:53
Clearing Houses
15 of 19
03:01
Central Securities Depositories
16 of 19
03:07
Custodians
17 of 19
03:44
The Regulatory and Advisory Layer
18 of 19
03:57
Market Participants Overview Tryout
19 of 19
Introduction to Markets |
16 videos | 1 quiz
Lifecycle of a Trade Overview
1 of 17
01:56
Pre Trade - Client Onboarding
2 of 17
01:04
Pre Trade - Market Research & Analysis
3 of 17
01:11
Pre Trade - Order Preparation & Placement
4 of 17
01:32
Pre Trade - Compliance Checks
5 of 17
01:00
Pre Trade - Counterparty Checks & Limits
6 of 17
01:23
Trade Execution - Trading Venues
7 of 17
01:56
Trade Execution - Order Types
8 of 17
01:39
Trade Execution - Liquidity
9 of 17
01:00
Clearing
10 of 17
02:31
Settlement
11 of 17
01:55
Position and Risk Management
12 of 17
00:44
Measuring Profit & Loss
13 of 17
00:39
Managing Corporate Actions
14 of 17
01:06
Internal & External Reporting
15 of 17
01:13
Managing Counterparty Exposure
16 of 17
01:31
Life Cycle of a Trade Tryout
17 of 17
Intermediate
0/ 38 Playlists Completed
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
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
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
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
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
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
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
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
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
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
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
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
Securities Services |
15 videos | 1 quiz
The History of Custody
1 of 16
03:45
Consequences
2 of 16
01:00
Opportunities
3 of 16
01:06
Market Infrastructure
4 of 16
02:04
Investors
5 of 16
01:12
Investment Managers
6 of 16
00:59
Broker Dealers
7 of 16
02:22
Custodians
8 of 16
00:42
The Securities Industry Players - The Whole Picture
9 of 16
01:03
Central Securities Depository
10 of 16
00:47
International Central Securities Depository
11 of 16
00:47
Sub Custodians
12 of 16
00:38
Types of Sub-Custodians
13 of 16
00:37
Global Custodian
14 of 16
00:41
Different Types of Custodian - Global Custodian
15 of 16
00:39
Securities Services Overview Tryout
16 of 16
Securities Services |
6 videos | 1 quiz
Role of Custodian
1 of 7
01:52
Safekeeping Part 1
2 of 7
01:35
Safekeeping Part 2
3 of 7
01:37
Sub Custodian Selection
4 of 7
01:34
Sub Custodian Agent Monitoring
5 of 7
00:52
Sub Custodian Site Diligence
6 of 7
01:12
Securities Services - Safekeeping Tryout
7 of 7
Securities Services |
14 videos | 1 quiz
Administration of Assets Overview
1 of 15
01:01
Roles of the Custodian
2 of 15
00:40
Settlements
3 of 15
01:54
Settlement Example
4 of 15
01:21
Corporate Actions
5 of 15
00:39
Corporate Actions Voluntary
6 of 15
00:19
Corporate Actions Mandatory
7 of 15
00:30
Custodian Corporate Actions Responsibilities Part 1
8 of 15
00:29
Custodian Corporate Actions Responsibilities Part 2
9 of 15
00:44
Income
10 of 15
00:48
Income Example
11 of 15
00:53
Tax
12 of 15
00:37
Tax Custodian Responsibilities Part 1
13 of 15
00:46
Tax Custodian Responsibilities Part 2
14 of 15
00:34
Securities Services - Administration of Assets Tryout
15 of 15
Securities Services |
15 videos | 1 quiz
Treasury Overview
1 of 16
01:01
Treasury - Roles of the Custodian
2 of 16
02:28
Cash Management
3 of 16
01:27
FX Services
4 of 16
00:24
Transparent FX Execution
5 of 16
00:57
Transparency FX Benefits
6 of 16
00:46
Transparency FX Benefits Part 1
7 of 16
00:50
Transparency FX Benefits Part 2
8 of 16
00:41
What is Securities Lending? Part 1
9 of 16
00:36
What is Securities Lending? Part 2
10 of 16
00:38
Why Lend Securities? Part 1
11 of 16
00:35
Why Lend Securities? Part 2
12 of 16
00:40
Lending Services Trading
13 of 16
00:52
Lending Services Collateral
14 of 16
01:37
Lending Services Processing
15 of 16
00:52
Securities Services - Cash, FX and Lending Tryout
16 of 16
Securities Services |
7 videos | 1 quiz
Master Record Keeping Overview
1 of 8
02:35
Roles of the Custodian
2 of 8
00:43
Record Keeping Services
3 of 8
01:51
Pension Fund Investment Accounting Service Part 1
4 of 8
00:45
Pension Fund Investment Accounting Service Part 2
5 of 8
01:40
What is Investment Performance Measurement?
6 of 8
00:35
What Influences the Fund Performance?
7 of 8
00:20
Securities Services - Master Record Keeping Tryout
8 of 8
Transaction Banking |
2 videos
The House of Cash Management Introduction Part 1
1 of 2
05:30
The House of Cash Management Introduction Part 2
2 of 2
00:43
Transaction Banking |
11 videos | 1 quiz
Bank Account Introduction
1 of 12
01:50
Account Structures
2 of 12
01:44
Home or Away
3 of 12
00:42
Home or Away - Pros and Cons
4 of 12
00:43
Indigenous Local
5 of 12
00:48
Indigenous Regional Global
6 of 12
01:31
Overlay Local
7 of 12
00:28
Overlay in Country
8 of 12
00:28
Overlay Global Regional
9 of 12
02:00
Global Local
10 of 12
00:32
Global Regional Global
11 of 12
01:24
Cash Management - Bank Accounts Tryout
12 of 12
Transaction Banking |
5 videos | 1 quiz
Types of Clearing Systems
1 of 6
04:07
Clearing System Table
2 of 6
00:43
Instant Payments
3 of 6
02:53
Finality
4 of 6
03:33
Central Banks
5 of 6
02:12
Cash Management - Payables and Receivables Tryout
6 of 6
Transaction Banking |
7 videos | 1 quiz
Range of Liquidity Solutions
1 of 8
01:00
Combinations of Liquidity Solutions
2 of 8
00:18
The Goal of the Corporate Treasure
3 of 8
01:00
Cash Concentration
4 of 8
00:42
Cash Concentration Pros and Cons
5 of 8
01:00
Notional Pooling
6 of 8
00:33
Notional Pooling Pros and Cons
7 of 8
00:55
Cash Management - Liquidity and Finance Tryout
8 of 8
Cash Management - Efficient Global Cash and Liquidity Management
Transaction Banking | 11 videos | 1 quiz
Considerations Re Efficient Liquidity Solutions
1 of 12
01:40
In Country Cash Concentration
2 of 12
00:16
In Country and Cross Border Cash Concentration
3 of 12
00:14
Cross Currency Cash Concentration
4 of 12
00:36
Single Currency Pool
5 of 12
00:10
Cross Currency Pool
6 of 12
00:15
Cross Border Pool
7 of 12
00:25
Cross Border, Cross Currency Pooling Arrangement
8 of 12
01:18
Optimizing Interest
9 of 12
02:41
Optimizing Interest Requirements
10 of 12
01:12
Interest Enhancement
11 of 12
01:09
Cash Management - Efficient Global Cash and Liquidity Management Tryout
12 of 12
Transaction Banking |
2 videos | 1 quiz
The Client
1 of 3
02:05
The Bank Market
2 of 3
04:20
Cash Management - Technical Infrastructure Tryout
3 of 3
Transaction Banking |
1 video | 1 quiz
Other Business Flows
1 of 2
05:31
Cash Management - Other Business Flows Tryout
2 of 2
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
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
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
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
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
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
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
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
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 |
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
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 |
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
Financial Modeling |
22 videos | 1 quiz
Life Insurance Companies Overviews and Valuations
1 of 23
Flows in Life Insurance
2 of 23
01:59
Modelling Key Steps
3 of 23
02:29
Model Set Up
4 of 23
04:01
Gross Written Premiums
5 of 23
01:46
Insurance Reserves
6 of 23
02:20
Reinsurance Assets
7 of 23
01:58
Intangible and Tangible Assets
8 of 23
02:36
DAC Asset
9 of 23
02:23
Other Assets and Liabilities
10 of 23
03:01
Investments and Cash Allocation
11 of 23
02:33
Investments and Cash
12 of 23
04:04
Balancing the Balance Sheet
13 of 23
01:44
Life Insurance Profits
14 of 23
03:04
P&C Profits
15 of 23
03:39
Other Income and Expense
16 of 23
03:39
Modelling Equity
17 of 23
02:32
Capital Requirement
18 of 23
03:35
Dividends
19 of 23
04:05
Equity
20 of 23
01:47
Equity Circular Reference
21 of 23
02:58
Life Insurance Valuation
22 of 23
03:50
Life Insurance Modeling Tryout
23 of 23
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