Finance, Accounting, Modeling and Valuation Learn
This course will help you understand accounting, finance, financial modeling and valuation from scratch (no prior accounting, finance, modeling or valuation experience is required).
By the end of this course, you will also know how to value companies using several different valuation methodologies so you can come up with target prices for the companies that you are analyzing.
By the end of this course, you will also know how to analyze financial statements using many different financial ratios/formulas that I have used in my hedge fund, Goldman Sachs & venture capital career.(Online classes available)
What you’ll learn
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Analyze and understand an income statement (even if you have no experience with income statements).
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Analyze and understand a balance sheet (even if you have no experience with balance sheets).
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Analyze and understand a cash flow statement (even if you have no experience with cash flow statements).
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Understand and use modeling best practices so you can create financial models.
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Know where to get data in order to build a financial model (in depth understanding of identifying and using/navigating the best free websites and sources to build your financial model)!
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Create a financial model (projecting the future) for an income statement.
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Create a financial model (projecting the future) for a balance sheet.
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Create a financial model (projecting the future) for a cash flow statement.
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Understand valuation best practices so you can create target prices based on your financial models.
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How to use Discounted Cash Flow (DCF) and how to create the Weighted Average Cost of Capital and Terminal values in order to pick target prices.
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How to use P/E in order to pick target prices.
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How to use P/R in order to pick target prices.
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Other valuation methodologies, including EV/Sales, EV/EBITDA, P/B, EV/FCF, etc.
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Come up with a target price based on an average of several different valuation methodologies.
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Analyze the total addressable market for a company you are doing research on.
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Analyze financial statements using profitability ratios: Gross Margin (Cost of Goods Sold / Revenue), Operating Margin (EBITDA/ Revenue), Net Profit Margin (Net Income / Revenue), Return on Assets (Net Income / Assets) and Return on Equity (Net Income / Equity).
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Analyze financial statements using debt and inventory formulas: Debt to Assets (Total Liabilities/ Total Assets), Debt to Equity (Total Liabilities/ Total Equity), Interest Coverage Ratio (EBITDA / Interest) and Inventory Days on Hand (Inventory / Cost of Good Sold) * 365.
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Analyze and compare companies using the following formulas: Price / Earnings, PEG (P/E / Growth), Price / Revenue, EV/EBITDA, EV/Sales, Price/Free Cash Flow and Price / Book.
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We will do an extremely in depth professional accounting, finance, modeling and valuation analysis of LinkedIn using the accounting and finance methodologies used in this course (you will also have many exercises to complete that will help you understand accounting, finance, valuation and modeling).
- Why is the Income Statement Important & How Can It Help You Achieve Your Goals
- Income Statement Explanation
- Income Statement Example and Analysis
- Income Statement Analysis Exercis
- Income Statement Analysis Exercise Answers Explanations
Module3:Accounting Part 2 of 3: Balance Sheet Analysis
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Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals
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Balance Sheet Explanation
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Balance Sheet Example and Analysis
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Balance Sheet Analysis Exercise
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Balance Sheet Analysis Exercise Answer Explanations
Module4:Accounting Part 3 of 3: Cash Flow Statement Analysis
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Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals
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Cash Flow Statement Explanation
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Cash Flow Statement Example and Analysis
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Cash Flow Statement Analysis Exercise
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Cash Flow Statement Analysis Exercise Answer Explanations
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Financial Statement Analysis Conclusion (How All 3 Statements Are Related)
Module5: Financial Modeling Part 1 of 4: Introduction and Best Practices
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Why is Financial Modeling Important & How Can It Help You Achieve Your Goals
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Financial Modeling Best Practices
Module6: Financial Modeling Part 2 of 4:Where Do I Get Historical Data From?
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Why is Investor Relations+SEC.Gov Important & How Can It Help Me Build Models?
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Introduction to Investor Relations (A Great Model Data Source)
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SEC.gov is Another Great Model Resource
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Yahoo Finance is Also a Great Model Resource
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What Quarterly Earnings Call & Why Is It Important for Modeling Purposes
Module7:Financial Modeling Part 3 of 4: Case Study: Building a Model for LinkedIn
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Case Study Introduction and What You Will Learn in this Section
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Qualitative Analysis on LinkedIn
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What is the Total Addressable Market for LinkedIn and Why is this Important?
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LinkedIn Model Introduction
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LinkedIn Model Discussion in More Detail (Historical Data Only
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Forecasting the LinkedIn Model
Module8:Financial Modeling Part 4 of 4: Financial Model Exercise
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Financial Modeling Exercises Introduction
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Financial Modeling Exercise
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Modeling Exercise Answer Explanations
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CPE Review Quiz: Section 7-8
- Introduction to Valuation
- More Detail on Growth Versus Value and P/E + P/R + DCF Overview
- 25 Valuation and Modeling Best Practices
Module10:Valuation Part 2 of 6: Discounted Cash Flow (DCF)
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What is DCF, Why is it Important and How Does it Work?
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Calculating the Terminal Value
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Calculating the Weighted Average Cost of Capital (WACC)
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DCF Example
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DCF Exercise
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DCF Exercise Answer Explanations Part 1 of 2
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DCF Exercise Answer Explanations Part 2 of 2
Module11Valuation Part 3 of 6: Price to Revenue
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What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?
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Price to Revenue Example
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Price to Revenue Valuation Exercise
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Price to Revenue Exercise Answer Explanations
Module12:Valuation Part 4 of 6: Price to Earnings & Additional Valuation Methodologies
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Introduction to P/E and Why it Matters
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Price to Earnings Example
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Price to Earnings Valuation Exercise
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Price to Earnings Exercise Answer Explanations
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Additional Valuation Methodologies
Module13: Validation Part5 of6: Final Target Price Calculation
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Our Final Price Target Calculation
Module14:Valuation Part 6 of 6: Valuation Part 6 of 6 Comparing TAM to the Target Price
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Using the TAM to Verify How Realistic Our Target Price Is
Module15: Assessing Financials with Formulas
- Introduction to Formulas
- Amazing Formulas to Assess Financials
- Exercise on Using Formula
- Discussion of the Answers to the Formulas Exercise
- CPE Review Quiz: Section 9-15
Who this course is for:
- Anyone interested in how accounting works (no prior accounting experience is needed).
- Anyone interested in how finance works (no prior finance experience is needed).
- Anyone interested in how modeling works (no prior modeling experience is needed).
- Anyone interested in how valuation works (no prior valuation experience is needed).
- Anyone interested in how financial ratios works (no prior financial ratios experience is needed).
International Student Fee : 250 USD
Job Interview Preparation (Soft Skills Questions & Answers)
- Tough Open-Ended Job Interview Questions
- What to Wear for Best Job Interview Attire
- Job Interview Question- What are You Passionate About?
- How to Prepare for a Job Promotion Interview
🎥 Your FREE eLEARNING Courses (Click Here)
Internships, Freelance and Full-Time Work opportunities
Flexible Class Options
- Week End Classes For Professionals SAT | SUN
- Corporate Group Trainings Available
- Online Classes – Live Virtual Class (L.V.C), Online Training
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