Financial Modeling
Whether you’re leveling up on the desk or prepping for interviews, this self study gives you the foundational skill set that underpins everything in finance: Financial Modeling. In just 12 hours, you’ll go from Excel novice to building fully integrated three-statement models, learning the exact techniques used by investment bankers, private equity investors, and fundamental investors.
This isn’t a static, cookie-cutter self study. Through The Wall Street Skinny podcast, we layer in up-to-date insights and tools, including how to incorporate AI like ChatGPT, so you’re not just learning how to model…you’re learning how to think like a modern finance professional.
Peek Inside the Self Study
No Boring Powerpoint Slides
14 hours of dynamic, visually engaging videos that will walk you through everything you need to know – without your eyes glazing over.
The Basics...and Beyond
Build full-blown financial models in Excel, including a DCF and LBO with cash flow waterfalls, multiple debt tranches, and free cash flow sweeps.
Hands-on Learning
Apply what you’ve learned along the way and practice your skills with knowledge checks and exercises, including: spreading actual comps, running analyses, and building models in Excel.
Finance x Pop Culture
Fun case study based on Waystar Royco from Succession, along with analyses of actual companies and deals using real filings, including Fox Corp and Disney’s acquisition of Twentieth Century Fox
Interview Prep
Build intuition and get reps in with a paper LBO that will help you crush a Investment Banking and Private Equity interview like an experienced practitioner.
Learn More with Your Besties
Access to additional video learning modules: “IPOs 101: The PE Exit” and “Private Equity vs. Hedge Funds” — plus our full library of Masterclasses.
Part I
Accounting
As Warren Buffet puts it: “Accounting” is the language of business; it is the foundation for all our topics that follow, like financial modeling, LBO analysis, and valuation. In this section we cover everything you must know to be weaponized to value companies and analyze deals.
12 hrs
Total Content
Module 1
Accounting Introduction
Overview of what we will be covering in Part 1.
Module 2
Overview of Key Documents
We paint a picture of the two different situations you might find yourself in: working with and analyzing a private company or working with a public company, and we arm you with the information you will need in both situations.
Module 3
Public Company Documents
Get an overview of the 10K, 10Q, Earnings call transcripts, S1, S4, 8K and more.
Module 4
Navigating the 10K
When using a company’s filings like their 10K, you should absolutely not read starting from page 1 until the end. You should go in with a plan. In this video we dive into the strategy.
Module 5
Complications with Private Companies
Private companies present a unique set of challenges… namely they don’t always keep diligent records and the information is often just that… private. If however you are hired to advise on a private company you will have access to documents via a CIM and a data rooms… so what can you expect?
Module 6
Overview of the Financial Statements
The foundation to all banking analysis requires an understanding of these big three financial statements, the Income Statement, Cash Flow Statement and Balance Sheet. This video goes through how these three statements tie together in a diagram that will continue to pop up throughout the remainder of this course and into our financial modeling course.