Investment Banking Accelerator
Categories: Finance, Live Course
About Course
Course Contents
- Lessons: 20 90-minute lessons. We utilize a streamlined and structured curriculum (view “resources” for more info).
- Videos: Recorded videos that walks students in detail through the inner workings of accounting all the way to application of Excel to build complex advanced financial valuation models.
- Quizzes: Over 200+ questions aimed to test various aspects of students knowledge on key course material.
- Question Bank: Utilize search algorithm to find questions testing specific topics, difficulties, question style, importance, and more.
- Projects: Students become industry and company experts as they are challenged to choose an industry and set number of companies within in order to establish an application-based understanding of content, which helps students excel in interviews.
- Readings: Assigned readings allow students to focus on key supplementary information and application of learned information.
Course Description
This online course helps students prepare for investment banking by mastering the concepts that are tested in finance interviews.
- Thee-statements & Modeling
- Firm Value
- Free Cash Flows
- Financial Metrics, Ratios, and Multiples
- Comparable Companies Analysis
- Precedent Transactions Analysis
- Discounted Cash Flow Analysis
Course Content
Introduction
Learn more about our course!
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01:34
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02:59
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03:12
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02:32
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02:09
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02:56
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18:13
Primers
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FactSet Company Screener
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Excel Shortcuts
Course Schedule
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Timeline
Income Statement
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Course Policy
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Principles of Accounting
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The Importance of Accounting
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Accrual vs Cash Accounting
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Overview of the Income Statement
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Components of the Income Statement
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Revenue Recognition Principle
11:12 -
Revenue Recognition Fraud
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Expenses & Margins Illustrated
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Other Income Items [Advanced]
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Earnings Per Share
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Income Statement Example
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Income Statement Analysis
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Cost Cutting
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Lecture 1 Income Statement
01:35:00 -
Quiz 1
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Homework 1 Instructions
07:26 -
FactSet Company Screening
28:42 -
Income Statement Historicals
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Multi-Scenario Revenue Build
46:56 -
Income Statement Projections
20:08 -
Homework 1 Submission
Balance Sheet
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Overview of the Balance Sheet
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Current vs Noncurrent
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Current Assets
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Noncurrent Assets
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Line Items
19:04 -
Lecture 2 Balance Sheet
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FIFO and LIFO in an Inflationary Environment
10:03 -
FIFO and LIFO Excel Application
09:39 -
FIFO and LIFO in a Deflationary Environment
05:51 -
Goodwill Accounting
15:32 -
Crypto Accounting Overview
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Crypto Accounting Example
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Additional-Paid-In-Capital Applied
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Balance Sheet Model Outline
11:22 -
Balance Sheet Model Historicals
06:03 -
Lesson 2 Homework Instructions
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Lesson 2 Homework
Cash Flow Statement
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Cash Flow Statement Overview
02:34 -
Purpose of the Cash Flow Statement
05:55 -
Change in Cash Example
05:56 -
Analyzing Brinker’s Change in Cash
09:14 -
Cash Flow from Operations
05:33 -
Working Capital Overview
18:05 -
Working Capital Model Example
20:24 -
Negative Working Capital Debunked
22:48 -
Cash Flow from Investing
05:05 -
Lecture 3 Cash Flow Statement
01:38:00
Financial Statement Integration
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Building the Income Statement
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Building the Balance Sheet
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Building the Cash Flow Statement
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Integrating the Financial Statements
25:24 -
How the Three Financial Statements Link
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Lecture 4 Three-statement Integration
01:25:00 -
Lecture 5 Three-statement Integration
01:01:00 -
Lecture 6 Three-statement Integration
01:34:00 -
Valuing Companies with Intangibles
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Cash Transactions on the Income Statement
Financial Statement Historicals
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Downloading Company Financials
15:17 -
Formatting Raw Financials
03:26 -
Consolidating the Income Statement
17:42 -
Consolidating the Balance Sheet
23:02 -
Consolidating the Cash Flow Statement
22:54 -
Statement Consolidation Exercise (YELP)
Financial Statement Projections
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Projecting Revenue
02:50 -
Projecting the Income Statement
09:55 -
Projecting Assets on the Balance Sheet
06:51 -
Projecting Assets on the Balance Sheet (Ex.2)
21:42 -
Projecting Liabilities on the Balance Sheet
03:53 -
Projecting Liabilities & Equity (Ex. 2)
13:50 -
Non-Cash Adjustments
12:30 -
Working Capital Adjustments
06:46 -
Cash Flow from Investing
08:30 -
Cash Flow from Investing (Other)
00:00 -
Cash Flow from Financing
10:21 -
Error Checking on the Balance Sheet
18:48 -
Lesson 6 Homework Instructions
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Lesson 6 Homework: Full Three-Statement Model
3-Statement Model BrightView Case Study
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BV 3-Statement Model Build
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BV Part 1
22:29 -
BV Part 2
28:08 -
BV Part 3
51:59 -
BV Part 4
11:31 -
BV Part 5
09:41 -
BV Part 6
24:12
Interview Questions
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Quiz 1 Cash Transactions on the Income Statement
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Quiz 2 Cash Transactions on Income Statement [Advanced]
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Quiz 3 Non-Cash Transactions on the Income Statement
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Quiz 4.1 Non-Cash Transactions on Income Statement [Advanced]
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Quiz 4.2 Non-Cash Transactions on Income Statement [Advanced]
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Quiz 4.3 Non-Cash Transactions on Income Statement [Advanced]
Equity Value
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Lecture 7 Equity Value
01:39:00 -
Equity Value and Diluted Equity Value
08:54 -
Diluted Shares Outstanding Example
15:10 -
Treasury Stock Method Example
12:03 -
Calculate Book Value of Equity
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Lesson 7 Homework Instructions
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Lesson 7 Homework: Equity Value
Enterprise Value
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Enterprise Value Derivation
06:25 -
Examples of Non-Operating Assets
06:00 -
Equity Value and Enterprise Value Intuition
07:53 -
Equity to Enterprise Value Bridge
14:55 -
Calculate Enterprise Value
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Lecture 8 Enterprise Value
01:30:00 -
Determining Enterprise Value Example
25:24 -
Lesson 8 Homework Submission
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Lesson 8 Homework Instructions
Financial Metrics
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Lecture 9 Financial Ratios, Metrics, and Multiples
01:24:00 -
Financial Ratios, Metrics, and Multiples
Free Cash Flows
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Lecture 10 Free Cash Flow
01:33:00 -
Lecture 11 Calculating Free Cash Flows
01:28:00 -
Lesson 11 Homework Instructions
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Lesson 11 Homework Submission
Types of Valuation
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Lecture 12 Intro to Valuation
01:36:00
Comparable Companies Analysis Part 1
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Lecture 13 Comparable Company Analysis
01:34:00 -
Lecture 14 Comparable Company Analysis & PTA Intro
01:33:00
Comparable Companies Analysis Part 2
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Intro to Comps Setup in Excel
02:05 -
Financial Metrics Outline
10:57 -
Inputting Financial Metrics
06:47 -
Valuation Multiples Outline
07:50 -
Calculating Valuation Multiples
09:06 -
Profitability Margins Outline
04:52 -
Calculating Profitability Margins
07:48 -
Formatting Comps Analysis
04:30 -
Print Settings for Excel Model
09:18
Comparable Companies Analysis Part 3
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Deriving Relative Valuation from Comps Analysis Overview
07:57 -
Calculating Statistics from Financial Data
09:41 -
Refining Comps Data based on Valuation Statistics
04:21 -
Reformatting Valuation Multiples for Graphing
08:08 -
Implied Firm Value Calculation
08:13 -
Implied Equity Value to Implied Share Price Overview
02:45 -
Implied Equity Value to Implied Share Price Excel
04:06 -
Implied Enterprise Value to Implied Share Price Overview
04:06 -
Implied Enterprise Value to Implied Share Price Excel
05:04 -
Creating a Football Field
08:16 -
Lesson 14 Homework
Public Comparable Companies Valuation Case Study
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NRDY Comps Part 1
22:06 -
NRDY Comps Part 2
30:49 -
NRDY Comps Part 3
22:19 -
NRDY Comps Part 4
09:02 -
NRDY Comps Part 5
24:15 -
NRDY Comps Part 6
21:20 -
NRDY Comps Part 7
21:09
M&A Premiums and Precedent Transaction Analysis
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Finding Precedent Transactions on FactSet
04:42 -
Adding M&A Transactions in FactSet
03:03 -
Target Company Precedent Transactions in FactSet
03:59 -
Comparable Companies Precedent Transactions
12:00 -
Finding Precedents from Proxy Statements
04:01 -
FactSet Precedents Table Formatting
08:14 -
Formatting PTA Excel Table
15:55 -
Inputting Financial Data into Precedents Set
18:11 -
Refining the Precedents Set on Size
06:57 -
Refining Precedents Set based on Business Model
02:17 -
Locating SEC Filings associated with Precedent Transactions
05:48 -
Locating Offer Share Price for Premiums Paid Analysis
14:07 -
Locating Purchase Consideration Amounts
16:49 -
Locating Adjustments to go from Equity Value to Enterprise Value
31:22 -
Formatting Precedents Set
07:34 -
Calculating Valuation Statistics
05:00 -
Precedent Transactions Print Settings
04:17 -
Graphing Precedents Multiples in Football Field
09:13 -
Lesson 15: Homework
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Lecture 15 Precedent Transactions Analysis
01:30:00
Intrinsic Valuation
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Lecture 16 Intrinsic Valuation
01:38:00
Discount Rates
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Lecture 17 Discount Rates
01:35:00
DCF Valuation I
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Lecture 18 Discounted Cash Flow Analysis
01:35:00
DCF Valuation II
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Lecture 19 Discounted Cash Flow Analysis
01:44:00
Question Bank
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Question Bank