Courses Infomation

Wall Street Prep – Basic Package

Archive : Wall Street Prep – Basic Package

A condensed version of the Premium Package with a single financial statement modeling-only component. Students will develop a comprehensive financial statement model while learning modeling best practices. The Premium Package includes valuation modeling.

Basic Package for Wall Street Readiness: Financial Statement Modeling

In this course, you will create a three-statement model from start, selecting, identifying, and creating the proper projection drivers as you go. You will then input historical data and assumptions to project out financial statements. After finishing, you will have created a three-statement model that is thorough and uses a variety of supporting schedules.

Course Purpose

Using a variety of supporting schedules and best practices, trainees will have created a 3-statement model by the time they are through.

What You Will Discover
widely used Excel formulas and shortcuts for financial modeling
Best practices for financial modeling in Excel settings and formatting
Model plugs are made using the revolver and cash sweep.
addressing the model’s circularities
constructing a three-statement model that is completely integrated utilizing accepted forecasting and scheduling norms
Model balancing and automatic check insertion
Analyze sensitivity and potential outcomes.
How to effectively assess models for correctness, integrity, and flaws

The Basic Package from Wall Street Prep is employed by prestigious financial companies and business colleges.

Curriculum Highlights
Self-Paced, Intuitive, and Comprehensive

The Basic Self Study Program from Wall Street Prep is simple to use and self-paced. It will take you 20 to 30 hours to finish, on average. The course teaches students how to construct, examine, and evaluate financial models step-by-step and at their own speed using online video courses, Excel model templates, and various financial files.

Training for Investment Banking in the Real World, “On the Job”

The Basic Package helps students develop the real-world financial skills they will need on the job by bridging the gap between academics and practical experience. You will get the self-assurance you need via our curriculum to ace interviews and advance in your IB career.

Service Center

Students at Wall Street Prep get free, unrestricted access to the online support center after they join. Here, a support team made up entirely of knowledgeable former investment bankers provides them with critical updates, free downloads, and answers to their problems.

Online private tutoring (Additional Fee Applies)

Want a bit more focus? The cost of live video-chat instruction with seasoned investment bankers is $199/hour. Additionally, an online and phone platform that is incorporated into your tutoring sessions enables you and your instructor to exchange models, a virtual whiteboard, and any other materials to improve learning.

Excel Add-In for Macabacus

Free use of Macabacus, a comprehensive toolkit made for those who create financial models in Excel. Use keyboard keys to quickly switch between various font and color schemes, enter numbers in standard formats, and move formula inputs across worksheets and workbooks. Long formulae may be easily understood using the helpful “Precedents” and “Dependents” Tool, among other things. The complete edition of Macabacus, which also contains necessary Word and Powerpoint capabilities, is accessible for free for six months.

Complete Course Agenda

Chapter 1: Summary

Keyboard shortcuts for Excel’s Modeling Settings
The Excel Add-In for Boost

Best Practices for Financial Modeling, Chapter 2

Formatting Guidelines
modeling ideal procedures
Model Structure: Naming, Linking, and Deleting Cells

Chapter 3: Case Study Preparation

Document Collection for Modeling (the “PIB”)
Introduction to the Apple Case Study

The Income Statement in Chapter 4

Introduction to Forecasting Segment-Level Revenue Forecasting Operations Forecasting Modeling the Historical Income Statement, Part 1 Modeling the Historical Income Statement, Part 2

Chapter 5: Balance Sheet Forecasting: Working Capital

Entering the Historical Balance Sheet Working Capital Forecasting & Roll-Forward Mechanics Inventory Accounts Payable Accrued Expenses & Deferred Revenue Accounts Receivable, Part 1 Accounts Receivable, Part 2

Long-Term Assets and Liabilities, Chapter 6

Modeling of Intangible Assets Intellectual Property
PP&E\sModeling Modeling of Other Balance Sheet Assets for PP&E Additional Current Assets
Retained Earnings
Reported Tax Obligations
Modeling Other Liabilities, Other Balance Sheet Items, and Deferred Taxes

Debt Chapter 7

Modeling Debt Modeling

Chapter 8: Equity on the Balance Sheet

Modeling of capital stock Financial Stock
Modeling Treasury Securities Retained Earnings and OCI Modeling for Treasury Stock Retained Profits
Designing Additional Complete Income Linking Schedules To the Balance Sheet again

The Cash Flow Statement in Chapter 9

Introductions to the Cash Flow Statement Review: The Cash Flow Statement
Financial Modeling for Cash from Operations
Investing & Other Financing Activities Cash
Investing Cash and Other Financing Activities Modeling
It’s a Lemonade Stand

The Model Plugs: Revolver & Cash, Chapter 10

Recognizing the Revolver’s Function in Financial Models
Modeling the Revolver Dealing with Circularities in Financial Models Modeling Interest Income

Earnings Per Share in Chapter Eleven

EPS\sModeling EPS

Chapter 12: Final Details

Scenario analysis, sensitivity analysis using data tables, and model integrity checking and balancing

Deeper Dives in Chapter 13

Deflationary Waterfall

Salepage : Wall Street Prep – Basic Package