Self-Study Courses | Wall St. Training

+ Accounting & Financial Statements Bootcamp $300

+ Accounting & Financial Statement Integration $100

Course Goals & Overview:
This is not an Accounting class, but rather, is a perfect course for those needing a refresher or those desiring a financial statements crash course as it relates to financial analysis. Learn the most important and relevant areas of financial statements for financial modeling.

This program covers the basics of financial accounting including the major financial statements (Income Statement, Balance Sheet and Cash Flow) and the most important components of each as it relates to financial analysis. Concentration is placed on the integration of the financial statements and provides a full integrated grasp of accounting from a finance perspective.

Course Sections:
Financial Statement Analysis
- Income Statement, Balance Sheet, Cash Flow Statement defined and importance of
- Comprehensive Financial Statement review
- Components of each major financial statement
- IS: Revenue and expense items, EBITDA defined and discussed
- BS: Assets, Liabilities, and Shareholders' Equity
- CF: Cash Flow from Operations, Investing Activities and Financing
- Understand how financial statements are inter-related to each other
- Relationship between the Income Statement and Cash Flow Statement
- Explanation of Accrued Expenses, Receivables and Payables and how they tie together

Key Ratios
- Overview and explanation of major financial ratios, including: liquidity, asset management, debt management, profitability, and market value ratios

Hands-on Exercise
- Interactive group project break-out to analyze, compare and contrast financial statements of various companies; discussion and recommendation of which companies are more attractive

Video Length / Estimated Total Course Time:
2.5 hours / 4 hours

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+ How to Analyze a 10K $100

Course Goals & Overview:
"How to Analyze a 10K" builds upon basic accounting and financial statements concepts to focus on the major components of a 10K SEC filing, including the Management Discussion & Analysis, Financial Condition and Results and how to analyze the myriad of footnotes.

It’s simply not enough to merely analyze the financial statements, but especially critical to plow through and understand the footnotes and the management discussion & analysis, where the most of the qualitative information is contained. The challenge is that there are a myriad of footnotes and figuring out which are the important and relevant ones is no small feat. This course provides the overview and analysis for most major common footnotes and gives you a starting point to plow in deeper when we build our financial models. The irony is that in the process of crunching numbers and building numbers, reading comprehension, particularly on the 10K is probably even more important in terms of getting the right inputs.

Course Sections:
Overview & Analysis
- What is a 10K and how is it different from an Annual Report?
- Major components of a 10K filing
- Detailed discussion on the MD&A section (Management Discussion & Analysis)
- Detailed discussion of all major footnotes and how to analyze and interpret major categories of footnotes: general footnotes, Balance Sheet footnotes, contingencies footnotes, Income Statement footnotes, Capital Structure footnotes, many other footnotes
- Brief discussion of Proxy statement and its utility
- Brief discussion and introduction to differences between US and International GAAP

Hands-on Exercise
- Interactive group project break-out to analyze, compare and contrast 10K's of various companies
- Concentration on: revenue terminology differences, balance sheet analysis, cash flow analysis, analysis and comparison of footnote, MD&A / segment breakdown and discussion

Video Length / Estimated Total Course Time:
2 hours / 3 hours

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+ Company Profiles $50

+ Company Overview $100

+ Finance 101 - Introduction to Finance $100

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Core Modules

Advanced & Industry Modules

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Package: Intensive Accounting Boot Camp

$300

Package 1: Basic & Fundamental Concepts (Save 67%)

$150

Package 2: Core Fundamental Concepts (Save 56%)

$200

Package 3: Advanced Financial Modeling (Save 50%)

$600

Package 4: Valuation Modeling Topics (Save 61%)

$350

Package 5: Merger Modeling Topics (Save 46%)

$350

Package 6: Leveraged Buyout Modeling (Save 33%)

$350

Package: Technical Applications - Excel (Save 46%)

$500

Package: Private Company Valuation (Save 50%)

$500

Package: Super-Complex M&A LBO Modeling (Save 38%)

$750

Package: Distressed Financial Modeling (Save 25%)

$750

Package: Bank Financial Modeling (Save 50%)

$750

Package: Insurance Financial Modeling (Save 40%)

$750

Package: Real Estate Development Modeling (Save 40%)

$300

Package: REIT Financial Modeling

$750

Package: Buy-Side Series

$250

Overview of Financial Markets + Exhibits

$0