Description
Breaking Into Wall Street – Advanced Financial Modeling
Advanced Financial Modeling – Here’s How to Master Valuation and M&A and LBO Modeling to Get Promoted in Investment Banking and Win Private Equity and Hedge Fund Offers
Absorb the nuances of financial modeling
Learn everything you won’t find in a book or other training programs
Learn how to pitch stocks and recommend deals
You’ll get stock pitch and PE deal recommendation templates/examples
Complete 8+ detailed global case studies
These work for investment banking, private equity, and hedge fund roles
Most training programs, books, and online courses in any market are geared toward beginners because… most people are beginners.
And the same is true of financial modeling courses: we get 10x as many questions about basic Excel shortcuts as we do about workflow automation or how to use VBA/Python in Excel to boost your productivity.
Other companies in this market noticed the same thing, so they’ve focused their time and attention on beginners – which has left a big training gap for advanced users.
We developed this Advanced Financial Modeling course to fill that gap and teach you three key skills:
Key Skill #1: Advanced Investment Banking Models: For example, how do you build a quarterly merger model with options for stock vs. asset vs. 338(h)(10) transactions? What about a spinoff model for a complex transaction involving subsidiaries and cross-border investments?
Key Skill #2: Private Equity Case Studies and Advanced LBO Modeling: Do you know how to build stub periods and dividend recaps into models? What about bolt-on acquisitions? Are you comfortable with a timed modeling test (3-4 hours) and an open-ended “take home” case with no instructions?
Key Skill #3: Hedge Fund Case Studies and Stock Pitches: If you’re interviewing at a top hedge fund and have a week to research a company, build a model, and present a long/short stock pitch, could you do it? What about outlining the pitch based on industry/company data and your model and defending it in an interview?
You can find guides, articles, and random videos that touch on these topics, but nothing else puts together all the pieces coherently in a single course.
Most other courses also tend to focus on just one of these careers – but what if you’re unsure of your long-term goals?
Sure, you might be interviewing for private equity roles right now… but you could see yourself joining a hedge fund, staying in banking, or even moving to corporate development.
The BIWS Advanced Financial Modeling course handles all these scenarios and lets you leap up the career ladder, even if you change your ladder or decide to “Spiderman” your way into a whole new set of ladders.
Each case study in the course is about 5 hours, so you could pick it up, prepare for one specific role in 1-2 weeks, and feel very confident about the outcome.
Or, if you want to go into more depth and finish everything over several weeks or months, that’s also an option.
Think of it as a “Choose your own adventure” story but with a lucrative job offer in a different industry behind each door on the path.
You’ll gain the skills required for investment banking, private equity, hedge fund, and credit roles via the 8+ step-by-step global case studies in this course.
They’re based on well-known companies, such as EasyJet and Netflix, but also some interesting-but-lesser-known deals and companies, so you get exposure to everything.
By the end, you’ll be able to:
- Build full 3-statement models starting from a blank sheet in Excel.
- Understand more advanced accounting topics, such as equity investments, noncontrolling interests, pensions, stock-based compensation, and more.
- Use outside industry research and company filings to build revenue and expense projections in different industries.
- Create more advanced valuations, including “spreading the comps” for peer companies and features like stub periods and net operating losses (NOLs) in a DCF.
- Pitch mispriced companies with full outlines and process walkthroughs for hedge fund stock pitches and equity research reports.
- Build quarterly merger models with different options for synergies, exchange ratios, and deal structures (stock vs. asset vs. 338(h)(10)).
- Analyze more “exotic” deal types, such as tax-free spinoffs and majority-stake acquisitions, and learn how the modeling differs.
- Complete advanced LBO modeling tests and private equity take-home case studies with ease.
- Make investment recommendations in all types of buy-side case studies.
- Recommend debt, equity, or convertible bonds to clients based on their financial and credit profiles.
Sale Page: https://breakingintowallstreet.com/advanced-financial-modeling/
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