Investment Banking Pathway
We have replaced the existing PowerPoint Skills topic with new and improved content.
Intern 0/40 Playlists Completed
Accounting |
22 videos | 1 quiz
What is Accounting
1 of 23
03:21
Who Uses Financial Statements - Part 1
2 of 23
03:28
Who Uses Financial Statements - Part 2
3 of 23
03:32
What are the Three Main Financial Statements
4 of 23
04:01
What Else is in Financial Reports - Annual Report
5 of 23
03:29
What Else is in Financial Reports - Press Release
6 of 23
01:06
What Else is in Financial Reports - Other Statements
7 of 23
02:02
What Are Accounting Standards
8 of 23
03:42
How Often Are Financial Statements Prepared
9 of 23
02:22
Annual Report Example
10 of 23
05:14
The Accounting Equation
11 of 23
04:43
The Balance Sheet - Assets
12 of 23
02:45
The Balance Sheet - Liabilities
13 of 23
02:09
The Balance Sheet - Equity
14 of 23
01:37
Balance Sheet Example
15 of 23
05:32
The Income Statement
16 of 23
04:39
Income Statement Example
17 of 23
03:49
The Cash Flow Statement
18 of 23
02:41
Cash Flow Statement Example
19 of 23
02:54
Accrual Accounting
20 of 23
04:46
The Matching Principle
21 of 23
01:21
Capitalization
22 of 23
03:08
Accounting Foundations Tryout
23 of 23
Intern |
23 videos | 1 quiz
Why Analyze Financial Statements Fundamentals
1 of 24
03:38
Accounting Introduction Fundamentals
2 of 24
02:26
Financial Statement Dates Fundamentals
3 of 24
02:21
Build a Simple Balance Sheet Fundamentals
4 of 24
02:17
Build a Simple Balance Sheet Fundamentals Workout
5 of 24
08:01
Income Statement Introduction Fundamentals
6 of 24
01:12
Matching Principle Introduction Fundamentals
7 of 24
01:36
IS Presentation and Expenses Fundamentals
8 of 24
02:34
Operating Profit and EBIT Fundamentals
9 of 24
05:05
Working Capital and Operating Working Capital Fundamentals
10 of 24
04:30
Working Capital Fundamentals Workout
11 of 24
01:52
Non Current Assets Introduction Fundamentals
12 of 24
01:25
Forecasting PPE Fundamentals
13 of 24
02:37
PP&E Depreciation Fundamentals
14 of 24
03:19
PP&E Transactions Fundamentals
15 of 24
02:08
Equity vs. Debt, and Leverage Fundamentals
16 of 24
04:41
Net Debt Fundamentals
17 of 24
02:32
Net Debt Fundamentals Workout
18 of 24
03:47
Leverage Ratios Fundamentals
19 of 24
03:18
Forecasting Retained Earnings Fundamentals
20 of 24
01:41
CFS Introduction and Why Cash Is Important Fundamentals
21 of 24
03:09
Cash Flow Statement - Reconciliation Fundamentals
22 of 24
03:33
Financial Statements Integration Fundamentals
23 of 24
02:25
Accounting Fundamentals Tryout
24 of 24
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 Math |
3 videos | 3 quizzes
Present Value and Future Value
1 of 6
08:09
Present Value and Future Value Tryout
2 of 6
Yields and Internal Rate of Return
3 of 6
11:49
Yields and Internal Rate of Return Tryout
4 of 6
Annuities and Perpetuities
5 of 6
09:50
Annuities and Perpetuities Tryout
6 of 6
Intern |
9 videos | 1 quiz
Valuation Overview
1 of 10
02:32
Calculating Equity Value
2 of 10
02:08
Calculating Equity Value Workout
3 of 10
01:41
Enterprise Value Bridge
4 of 10
02:33
Using the Enterprise Value Bridge
5 of 10
02:08
The Bridge - EV or Equity Value
6 of 10
01:55
EV and Equity Multiples Intro
7 of 10
03:28
EV and Equity Multiples Range of Multiples
8 of 10
02:18
EV and Equity Multiples Similar Co Workout
9 of 10
02:13
Valuation Fundamentals Tryout
10 of 10
Intern |
10 videos | 1 quiz
Valuation in an M&A Context
1 of 11
01:08
Financing a Transaction
2 of 11
02:26
Sources and Uses of Funds
3 of 11
03:41
Sources and Uses of Funds Workout
4 of 11
01:42
Equity Financing Exchange Ratio
5 of 11
00:48
Equity Financing Exchange Ratio Workout
6 of 11
01:26
Output - EPS Accretion Dilution
7 of 11
02:43
Output - EPS Accretion Dilution Workout
8 of 11
03:49
LBO Definition
9 of 11
01:23
IRR and Value Analysis
10 of 11
03:47
M&A and LBO Fundamentals Tryout
11 of 11
Capital Markets |
9 videos | 1 quiz
How an Investment Bank Helps
1 of 10
01:40
Capital Market Teams
2 of 10
01:48
Capital Markets - Value of the Market
3 of 10
01:16
Equity vs. Debt
4 of 10
02:46
Equity Capital Markets - What is an IPO
5 of 10
01:32
Equity Capital Markets - Why Do Companies Do An IPO
6 of 10
02:54
Equity Capital Markets - Trading Venues
7 of 10
01:37
Debt Capital Markets - Products
8 of 10
04:07
Debt Capital Markets - Loans vs. Bonds
9 of 10
02:11
Capital Markets Fundamentals Tryout
10 of 10
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
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
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
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
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
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
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
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 |
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
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
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
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
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
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
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
Microsoft Office Skills |
4 videos | 1 quiz
PowerPoint Interface Overview
1 of 5
01:40
The Ribbon
2 of 5
01:15
Quick Access Toolbar (QAT) and Customizing the QAT
3 of 5
04:42
Productivity Tools
4 of 5
00:41
The Ribbon and Quick Access Toolbar Tryout
5 of 5
Microsoft Office Skills |
7 videos | 1 quiz
Aspect Ratio or Slide Size
1 of 8
01:40
Adding Slides and Section Dividers
2 of 8
01:22
Slide Master Introduction
3 of 8
00:51
Slide Master - Editing Layouts
4 of 8
01:21
Slide Master - Editing Fonts and Colors
5 of 8
01:30
Slide Master - Editing the Footer
6 of 8
00:40
Gridlines, Guidelines and Smart Guides
7 of 8
01:29
Slides and Slide Master Tryout
8 of 8
Microsoft Office Skills |
2 videos | 1 quiz
Comments and Feedback
1 of 3
00:47
Saving and File Properties for Printing
2 of 3
01:30
Collaborating and Printing Tryout
3 of 3
Microsoft Office Skills |
8 videos | 1 quiz
Adding Text - Text Boxes vs. Shapes
1 of 9
01:20
Basic Text Formatting
2 of 9
00:44
Advanced Text Formatting
3 of 9
00:39
Paragraph Formatting
4 of 9
00:39
Adjusting Shape Margins with Text
5 of 9
00:47
Adding Hyperlinks
6 of 9
01:00
Find and Replace
7 of 9
01:07
Building an Equation
8 of 9
01:17
Working with Text Tryout
9 of 9
Microsoft Office Skills |
9 videos | 1 quiz
Intro to PowerPoint Objects
1 of 10
00:34
Transforming Shapes and Other Objects
2 of 10
01:41
Basic Shapes Formatting and Effects
3 of 10
01:03
Advanced Shape Formatting and Effects
4 of 10
00:58
Alignment and Rotate Tool
5 of 10
01:12
Send Backwards or Forwards
6 of 10
01:28
Grouping and Ungrouping
7 of 10
00:49
Lines and Connectors
8 of 10
01:25
Merging Shapes and Adding Points
9 of 10
01:30
Working with Shapes Tryout
10 of 10
Microsoft Office Skills |
8 videos | 1 quiz
Inserting an Image and Image Licensing
1 of 9
01:20
Transforming Images
2 of 9
00:29
Image Editing
3 of 9
01:36
Cropping and Compressing
4 of 9
03:23
Image File Types
5 of 9
01:51
Creating and Inserting Screenshots
6 of 9
01:11
Icons Tools
7 of 9
01:14
Adding a Video
8 of 9
01:36
Working with Images, Icons and Video Tryout
9 of 9
Microsoft Office Skills |
4 videos | 1 quiz
Animations Overview
1 of 5
00:58
Animation Pane and Sequencing Animations
2 of 5
05:31
Other Animation Tools
3 of 5
01:10
Transitions Overview
4 of 5
00:38
Animations and Transitions Tryout
5 of 5
Microsoft Office Skills |
5 videos | 1 quiz
Re-ordering Items List
1 of 6
00:37
SmartArt from Scratch and a List
2 of 6
00:58
SmartArt Design
3 of 6
02:01
Formatting SmartArt
4 of 6
00:53
SmartArt with Images
5 of 6
01:22
Working with Lists and SmartArt Tryout
6 of 6
Microsoft Office Skills |
4 videos | 1 quiz
Inserting a Table using PowerPoint
1 of 5
01:35
Inserting a Table from Excel using Paste Special
2 of 5
04:06
Table Design
3 of 5
01:48
Table Layout
4 of 5
02:04
Working with Tables Tryout
5 of 5
Microsoft Office Skills |
10 videos | 1 quiz
Introduction to Charts
1 of 11
01:02
Importing Excels Charts as an Image
2 of 11
02:59
Importing Excel Chart with Automatic Updates
3 of 11
04:35
Importing Excel Charts - Paste Options
4 of 11
00:35
Use Destination Theme vs Keep Source Formatting
5 of 11
01:10
Embed Workbook vs Link Data
6 of 11
01:30
Chart Design - Imported Charts from Excel
7 of 11
02:04
Creating a Simple Chart in PowerPoint
8 of 11
01:59
Formatting Tips for Charts
9 of 11
03:18
Creating Templates for Charts
10 of 11
01:30
Working with Charts Tryout
11 of 11
Microsoft Office Skills |
25 videos
How to Create and Add an Outlook Email Address to Your Profile
1 of 25
04:21
Adding Gmail
2 of 25
06:08
Moving Between Accounts
3 of 25
03:03
Understanding Data Files
4 of 25
04:22
Removing an Email Address from Your Profile
5 of 25
01:21
Navigation
6 of 25
02:49
Creating a New Email
7 of 25
02:39
Email Message Options
8 of 25
03:50
Adding Attachments
9 of 25
01:11
Saving and Editing a Draft Email
10 of 25
03:59
Delay Sending
11 of 25
02:07
Recall
12 of 25
02:13
Folders and Sorting
13 of 25
05:44
Reply Forward and Resend
14 of 25
02:40
Rules
15 of 25
03:43
Using Search
16 of 25
01:44
Out of Office Assistant
17 of 25
01:36
Signature
18 of 25
02:59
Calendar View Intro
19 of 25
01:57
Adding Appointments to Cal
20 of 25
05:00
Contacts
21 of 25
03:22
Adding Google Calendar
22 of 25
01:46
Timezones
23 of 25
04:29
Tasks
24 of 25
05:25
Assigning Tasks
25 of 25
01:31
Microsoft Office Skills |
7 videos
Intro to Word
1 of 7
04:27
Save vs. Save As
2 of 7
02:41
Adding Text and Default Settings
3 of 7
02:35
Hard Return vs. Soft Return
4 of 7
01:25
Keyboard Nav, Select and Edit
5 of 7
04:20
Find and Replace
6 of 7
05:41
Using Mouse to Nav, Select and Mini Toolbar
7 of 7
01:24
Microsoft Office Skills |
7 videos
The Font Menu
1 of 7
06:02
Paragraph
2 of 7
05:59
Intro to Styles
3 of 7
03:01
Using Styles to Re-Order Quickly
4 of 7
02:25
Using Styles for Auto TOC Creation
5 of 7
02:33
Creating Styles
6 of 7
03:18
Adding Styles to the QAT
7 of 7
03:19
Microsoft Office Skills |
7 videos
Page Breaks
1 of 7
02:25
Page Setup
2 of 7
05:13
The Insert Tab Intro
3 of 7
00:50
Headers and Footers
4 of 7
03:57
Comments
5 of 7
02:23
Pictures
6 of 7
06:07
Equations
7 of 7
06:31
Microsoft Office Skills |
7 videos
Track Changes
1 of 7
05:47
Spell and Grammar Check
2 of 7
06:06
Autocorrect
3 of 7
03:52
Adding a Cover Page
4 of 7
01:37
Custom Cover Page
5 of 7
06:41
Using Passwords to Protect your Document
6 of 7
02:19
Final Checks
7 of 7
05:03
Professional Skills and Careers |
3 videos | 1 quiz
Building Your Brand and Career - Part 1
1 of 4
04:30
Building Your Brand and Career - Part 2
2 of 4
03:10
Building Your Brand and Career - Part 3
3 of 4
02:42
Building Your Brand and Career Tryout
4 of 4
Professional Skills and Careers |
2 videos | 1 quiz
Developing Your Business Writing Effectiveness - part 1
1 of 3
05:31
Developing Your Business Writing Effectiveness - part 2
2 of 3
02:59
Developing your Business Writing Effectiveness Tryout
3 of 3
Professional Skills and Careers |
5 videos | 1 quiz
Fundamentals of Communicating and Presenting Part 1
1 of 6
03:53
Fundamentals of Communicating and Presenting Part 2
2 of 6
02:02
Presenting yourself with Impact and Influence Part 1
3 of 6
03:39
Presenting yourself with Impact and Influence Part 2
4 of 6
05:26
Questioning and Listening Skills
5 of 6
06:54
Presentation and Communication Skills Tryout
6 of 6
Analyst 0/47 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 |
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
What are Equity Method Investments
1 of 4
01:29
Equity Method Accounting
2 of 4
02:49
BS and IS at Deal Date and Y1 Workout
3 of 4
03:37
Forecasting Equity Affiliate Workout
4 of 4
01:13
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
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
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
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
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
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
Valuation |
15 videos
What Is A Football Field
1 of 15
02:42
Football Field Considerations
2 of 15
04:28
Model - Walkthrough
3 of 15
01:13
Model - Key Data
4 of 15
02:31
Model - EV EBITDA
5 of 15
04:14
Model - PE
6 of 15
02:01
Model - DCF
7 of 15
02:32
Model - Share Price Range
8 of 15
01:27
Model - Transaction Comps
9 of 15
05:00
Model - Premium Paid
10 of 15
01:51
Model - DCF With Synergies
11 of 15
02:55
Model - Setting Up The Table
12 of 15
01:41
Model - Basic Graph
13 of 15
02:49
Model - Graph - Share Price Line
14 of 15
05:19
Model - Graph - Floating Labels
15 of 15
03:15
Capital Markets |
9 videos | 1 quiz
How an Investment Bank Helps
1 of 10
01:40
Capital Market Teams
2 of 10
01:48
Capital Markets - Value of the Market
3 of 10
01:16
Equity vs. Debt
4 of 10
02:46
Equity Capital Markets - What is an IPO
5 of 10
01:32
Equity Capital Markets - Why Do Companies Do An IPO
6 of 10
02:54
Equity Capital Markets - Trading Venues
7 of 10
01:37
Debt Capital Markets - Products
8 of 10
04:07
Debt Capital Markets - Loans vs. Bonds
9 of 10
02:11
Capital Markets Fundamentals Tryout
10 of 10
Capital Markets |
14 videos | 1 quiz
IPO Process
1 of 15
03:50
Underwriting Syndicate
2 of 15
04:49
Underwriting Fee Workout
3 of 15
03:17
The Roadshow
4 of 15
02:30
Bookbuilding
5 of 15
04:53
Setting the IPO Price Workout
6 of 15
02:29
Aftermarket and Stabilization
7 of 15
05:35
Greenshoe Option Workout
8 of 15
04:37
Other Offerings
9 of 15
02:00
Block Trades
10 of 15
02:44
Convertible Debt
11 of 15
03:52
Convertible Debt Workout
12 of 15
06:07
Rights Issues
13 of 15
02:17
Rights Issue Workout
14 of 15
03:55
Equity Financing Tryout
15 of 15
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
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
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
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
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 |
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 |
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
M&A and LBO Fundamentals |
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
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
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
Private Equity |
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
Accounting |
6 videos
Accounting Case Study - Introduction
1 of 6
02:35
Accounting Case Study - Income Statements
2 of 6
17:15
Accounting Case Study - Balance Sheet
3 of 6
07:25
Accounting Case Study - Debt Section
4 of 6
07:22
Accounting Case Study - Ratio Analysis
5 of 6
05:49
Accounting Case Study - Lease Adjustments
6 of 6
04:59
Financial Modeling |
11 videos
Modeling Case Study - Historical Subtotals
1 of 11
03:25
Modeling Case Study - Income Statement to Depreciation
2 of 11
03:07
Modeling Case Study - Income Statement from Depreciation
3 of 11
03:22
Modeling Case Study - Balance Sheet Assets
4 of 11
02:50
Modeling Case Study - Balance Sheet Liabilities
5 of 11
02:44
Modeling Case Study - Cashflow Statement Setup
6 of 11
01:29
Modeling Case Study - Cash Flow Statement Build
7 of 11
05:37
Modeling Case Study - Balancing the Balance Sheet
8 of 11
04:54
Modeling Case Study - Interest Calculations
9 of 11
02:12
Modeling Case Study - Circularity Example
10 of 11
06:38
Modeling Case Study - Circular Reference in the Model
11 of 11
04:38
Valuation |
7 videos
DCF Case Study - WACC Calculation
1 of 7
05:46
DCF Case Study - Free Cash Flow Calculation
2 of 7
04:46
DCF Case Study - Ratio Analysis of Free Cashflow
3 of 7
02:48
DCF Case Study - Invested Capital
4 of 7
04:55
DCF Case Study - Terminal Value
5 of 7
04:38
DCF Case Study - Discounting
6 of 7
06:44
DCF Case Study - Sensitivity Tables
7 of 7
04:47
Valuation |
9 videos
Trading Comps Case Study - Diluted Equity Valuation
1 of 9
09:15
Trading Comps Case Study - Equity to EV Bridge
2 of 9
03:23
Trading Comps Case Study - EBITDA Multiples for Company 1
3 of 9
10:12
Trading Comps Case Study - Company 2 Diluted Equity Value
4 of 9
09:07
Trading Comps Case Study - Company 2 Equity to EV Bridge
5 of 9
06:36
Trading Comps Case Study - Multiples for Company 2
6 of 9
09:56
Trading Comps Case Study - Company Trading Comparables Sheets
7 of 9
06:39
Trading Comps Case Study - INDIRECT Formula
8 of 9
07:01
Trading Comps Case Study - Trading Comparables Analysis
9 of 9
10:55
Valuation |
2 videos
Transaction Comps Case Study - Introduction and Reviewing Different Deals
1 of 2
08:01
Transaction Comps Case Study - Applying Transaction Comparables to the Case Company
2 of 2
06:47
M&A and Divestitures |
2 videos
Synergy Case Study - Introduction to Synergy Valuation
1 of 2
01:36
Synergy Case Study - Modeling a Synergy Valuation
2 of 2
06:21
Private Equity |
12 videos
LBO Case Study - LBO Structure Guidelines
1 of 12
04:01
LBO Case Study - Sources and Uses
2 of 12
05:37
LBO Case Study - Key Numbers
3 of 12
02:53
LBO Case Study - Income Statement
4 of 12
02:04
LBO Case Study - Cash Flows
5 of 12
02:24
LBO Case Study - Debt Servicing
6 of 12
04:20
LBO Case Study - Unsecured Notes
7 of 12
02:38
LBO Case Study - Cash Balance
8 of 12
02:42
LBO Case Study - Interest on Income Statement
9 of 12
02:07
LBO Case Study - Structure Test
10 of 12
03:43
LBO Case Study - Return to Equity Holders
11 of 12
03:20
LBO Case Study - Review of Model
12 of 12
04:05
Valuation |
6 videos
Football Field Case Study - Intro and Key Numbers
1 of 6
01:53
Football Field Case Study - Trading Comparables Range
2 of 6
06:07
Football Field Case Study - DCF Range
3 of 6
06:12
Football Field Case Study - Transaction Comparables Summary
4 of 6
01:31
Football Field Case Study - LBO Summary
5 of 6
03:11
Football Field Case Study - Football Field Summary
6 of 6
02:43
M&A and Divestitures |
11 videos
M&A Case Study - Key Numbers
1 of 11
10:21
M&A Case Study - Sources and Uses
2 of 11
02:58
M&A Case Study - Income Statement Combination
3 of 11
06:50
M&A Case Study - EPS Accretion and Dilution
4 of 11
02:31
M&A Case Study - Relative PE Analysis
5 of 11
04:43
M&A Case Study - Synergies to Breakeven
6 of 11
01:42
M&A Case Study- Sensitivity Tables
7 of 11
03:31
M&A Case Study - Leverage Analysis
8 of 11
04:05
M&A Case Study - Return on Invested Capital
9 of 11
03:30
M&A Case Study - Analysis at Various Prices
10 of 11
03:37
M&A Case Study - Ownership Analysis
11 of 11
01:14
Financial Tools |
6 videos
Getting Started with BamSEC
1 of 6
02:51
Document Search Fundamentals
2 of 6
01:21
Document Search Advanced
3 of 6
01:34
Table Tools
4 of 6
01:20
Highlights and Linking Text and Tables
5 of 6
01:55
Watched Companies
6 of 6
01:25
Financial Tools |
16 videos
Using the Search Bar
1 of 16
01:42
Comps Report
2 of 16
02:46
Customizing the Comps Report
3 of 16
01:43
Adjusting Data Items in the Report
4 of 16
02:25
Modifying the User Settings
5 of 16
01:51
Saving & Exporting Reports
6 of 16
02:49
Running a Basic Search
7 of 16
02:21
Narrow Your Search
8 of 16
03:08
Downloading Tables
9 of 16
01:01
Filings Wizard
10 of 16
01:56
Blackline Now
11 of 16
01:23
Idea Screening M&A Deals
12 of 16
05:04
Idea Screening Companies
13 of 16
04:04
Deals Tab
14 of 16
02:19
Economics Tab
15 of 16
03:56
BookBuilder
16 of 16
03:01
Financial Tools |
6 videos
Interactive Charting Overview
1 of 6
02:24
Creating Charts
2 of 6
03:31
Formatting Charts
3 of 6
04:11
Downloading Charts to Excel
4 of 6
02:54
Create a Portfolio of Companies
5 of 6
02:09
Create a Chart and Index Composite from a Portfolio
6 of 6
02:57
Financial Tools |
13 videos
Company Snapshot
1 of 13
01:28
Company Share Price and Beta
2 of 13
02:30
Company Filings
3 of 13
02:47
Company Financials
4 of 13
03:36
Estimates
5 of 13
03:16
Credit Ratings and Debt Yield
6 of 13
02:36
News Alerts
7 of 13
02:11
Factset Toolbar
8 of 13
03:10
Excel FDS Formulas 1
9 of 13
06:16
Excel FDS Formulas 2
10 of 13
05:36
Excel Array Formulas
11 of 13
04:15
Screening
12 of 13
04:36
Getting Help in FactSet
13 of 13
01:04
Advanced 0/11 Playlists Completed
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
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
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
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
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
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
02:19
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
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
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
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
05:29
Completion Mechanisms Tryout
16 of 16
Capital Markets |
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
03:44
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
Capital Markets |
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