Financial Modeling Courses
为您的面试和金融职业带来优势
The Best (and Most Affordable) Financial Modeling Self-study Courses.
非常适合自我激励的候选人。
从新手到财务建模忍者。
Update: WSO now offering discount (76% off) for Elite Modeling Package!
*有限的时间优惠：到期...or potentially earlier once additional bonuses are announced
我经常收到WSO成员的电子邮件，问我最好的财务建模在线课程是为投资银行，私募股权，对冲基金等做准备的最好的。万博app网页版
To be honest, there are many good options out on the market and if you are diligent and apply yourself, a lot of these courses will do the trick. For those of you that are finance majors and already feel comfortable around Excel, financial modeling and valuation courses may be overkill since you will likely get training once you start full time, as long as you are at a big enough investment bank...
“ ...访客问我哪种财务建模培训计划是最好的准备……”
然而,对于候选人希望额外的一点啊f edge for their investment banking interviews, or people like me that had no excel modeling or finance background from a liberal arts college, it能够be very valuable.
Personally, I wish I had taken one of these前my analyst stint at Rothschild because in my first year I was in a world of pain. I was expected to model in excel as fast as Wharton finance majors with about 10x as much experience as me...a few weeks of wall street training wasn't going to be enough to close that massive gap in skill.
“……我当时在一个excel造型痛苦的世界中……”
So I reached out to a really sharp coworker. I took him out to lunch and asked "What's your secret?" He told me something that was both basic and profound: "Take an online self-study financial modeling course :)".
I immediately enrolled in an online course and within a few short months, I had cut my hours in half, was producing twice the results, and quickly became the go-to financial modeling expert on my team.
"...quickly became the go-to excel modeling expert on my team..."
Over the years, we have promoted some great financial modeling packages, but many of them missed some key elements and best practices for online training, so we finally decided to launch our ownmodeling courses.
We started with a fresh slate, cherry-picked the best rock-star instructors and specifically addressed these gaps. The result is a more modern, enjoyable and effective set of modeling courses to help you gain a massive edge for your finance career.
See my comparisons to other courses below to learn more and click on any of the green buttons to take advantage of the 76% off package discount through Wall Street Oasis
Price - The Best Financial Modeling Course
万博app足彩下载
$ 497
WSO Elite Package for $497with 76% discount，其中包括6门课程 +价值超过2,000美元的奖金
闯入华尔街
$ 497
BIWS Premium为$ 497，提供与WSO的Elite套餐相同的主题：财务报表建模，DCF，LBO，Comps和M＆A。
Wall Street Training
$ 1,850
They don't offer a package comparable to WSO's Elite Package or BIWS Premium. Buying packages 2-6 would give you financial and valuation modeling training for a whopping $1,850.
Conclusion:WSO的精英套餐为您带来了最大的收益。
Excel建模Experts - But Who's Behind the Content?
万博app足彩下载
The Wall Street Oasis content development team is a group of investment bankers AND elite PE professionals ranging from Associates to MDs. They come from firms such as Morgan Stanley, MDP, Blackstone, Barclays, Evercore, Greenhill, Moelis and BAML.
闯入华尔街
All BIWS courses are essentially由一个人撰写，前瑞银投资银行家。
Wall Street Training
WST的现场培训是由TIAA-CREF，Thomaslloyd Capital和GE Capital等公司的金融专业人士团队进行的。看来他们所有的自学课程都是由一个人撰写.
Conclusion:华尔街绿万博app足彩下载洲在线讲师团队拥有广泛的行业和产品经验。
财务建模套餐的奖金
万博app足彩下载
精英包装带有主要奖金free 1 year access to both WSO Premium (normally $199)它在访谈，薪水和公司评论以及WSO视频库（通常为399美元）上拥有超过80,000个数据点，其中有数百小时的高级视频内容，包括案例和模板。
闯入华尔街
培训班do not includeany large company database or large library of content included.
Wall Street Training
WST's也没有WSO可以为所有学生提供的任何众包价值。
Conclusion:Wall Street Oasis has the most significant bonuses on top of the modeling courses.
在线学习的最佳实践
万博app足彩下载
所有WSO课程都在线学习中使用最佳实践1）游戏化2）动画的高生产质量3）Microlesson格式即时反馈循环4）桌面和台式机和移动友好型带有可下载的视频 +材料。
闯入华尔街
BIWS Premium allows for downloads and is also mobile-friendly, but it has many long drawn out videos with low production quality, no gamification, and no microlesson format.
Wall Street Training
WST提供了良好的内容，但是一个过时的平台，具有与其他提供商的学生和学生相同的长格式
Conclusion:万博app足彩下载华尔街绿洲课程以在线学习的最佳实践为核心，以确保您保留这些关键技能
Money Back Guarantee + Support
万博app足彩下载
精英包装用户可以终身访问其课程 +行业最好的12个月100％退款保证 +24 months of free support from actual finance pros (700+ elite WSO mentors).
闯入华尔街
BIWS provides only a90-day money-back guarantee还有24个月的免费支持，但来自较小的专业团队供您选择。
Wall Street Training
只有6个月的访问权，没有退款保证，也没有我能找到的支持。Conclusion:Wall Street Oasis has the most generous access and refund policy in the market by far.
所有这些程序都有扎实的内容，可以帮助您为您作为投资银行分析师所面临的一切做好准备，但是我们相信WSO比其他分析师高（并且价格方便，价格最合理）。万博app网页版无论您决定什么，祝你好运！
详细的财务建模和估值课程大纲
您使用此软件包获得的课程和细节非常不可思议。您可以真正加速学习，并以自己的自学课程以自己的步伐。它具有在线视频培训和模板，因此您可以像分析师建立财务模型一样获得动手经验。
Excel建模
- 了解为什么Excel和主要用例的基础
- 在7个视频中脱颖而出
- Aggressive benchmark excercise to measure yourself
- Quickeys and how to get fast at modeling
- Best practices in financial modeling in Excel
- Math functions in the context of IB/PE and finance careers
- 学习逻辑和数据功能的最佳实践
- IF and Nested IF statements, ISERRORS and much more
- 插入圆形切换并学习其他用于公式审核的工具
- Customize Excel for effective modeling using macro shortcuts
- Explore hlookup and vlookup in context of IB
- Scenarios, data tables and auditing
- Sorting, pivots and filtering
Financial Statement Modeling
- Learn to integrate assumptions and drivers into financial models
- Exceltechniques and shortcuts for financial modeling
- 学习格式和结构上的最佳实践
- 损益表，资产负债表和现金流量表
- 支持时间表：营运资金，递延税款，PP＆E /折旧，无形资产，保留收入和债务和利息
- Financial Ratios Output Sheet
- Learn best practices for check models for errors, accuracy and integrity
- Check and fix circular reference and iteration problems (#REF)
- 插入圆形切换并学习其他用于公式审核的工具
- Balancing the model and inserting automated crosschecks
LBO建模概述
- Using typical deal structures and current market metrics
- 建立动态基础/最佳/最坏情况
- 学会整合典型的LBO债务结构，包括 secured, unsecured, pref/mezzanine and PIK debt, convertible securities and equity sweeteners
- 建立旋转的信贷设施和现金扫描
- 模型LBO权益结构
- 整合典型的股权结构，包括管理激励措施和翻滚，首选股票，应急和赚钱
- 建立动态资源和资金时间表的用途
- Modeling Goodwill, and various transactional adjustments
- 使用XIRR函数构建回报分析
- 防误和完整性检查LBO模型。
- Build sensitivity tables required for correct analysis of an LBO, including the construction of multiples, and IRR tables using both data tables and various sorting functions in Excel, including VLOOKUPS, OFFSET, CHOOSE, and INDEX.
- Learn how to build out dynamic tax integrations so that your returns are more accurate
- Accelerated Depreciation vs EBIT vs EBITDA considerations
- 未来的切换和基于年份的切换
- Fully dynamic and robust model
- 在LBO的背景下，有关购买价格会计的更多详细信息
- 了解如何在动态股息回顾假设中构建
- 了解如何在诸如Pro的附加收购中构建用于共同汇总策略
- 未来的切换和基于年份的切换
- Fully dynamic and robust model
- 并购简介和典型的购买方面并出售辅助流程
- 学会同时执行后背和广泛的积聚稀释分析
- 项目合并财务报表，并学会为商誉和公平市场价值的正确调整条目写入，咨询费和融资费以及债务再融资
- Learn proper treatment of deferred taxes created in M&A and convertible securities and options
- Sales, EBITDA, and ownership contribution analysis
- Calculating pre-tax synergies to break-even
- Sensitivity analysis using data tables to determine 在各种股票/现金场景中，对目标股东的积聚/稀释
- Error-check a merger model
- 对共同交易结构的评论
- A review of changes in the accounting for business combinations
- 了解资产与股票购买决定
- 地址情况，摊销可能是可以税收扣除的情况
- 关于338（h）（10）选举和全资子公司的讨论
- Learn to select appropriate comparable companies by evaluating operational, financial, size, and other similarities
- 选择可比较的公司
- Input financial data
- 计算和解释财务和市场比率
- 使用行业最佳实践解决了常见的分析挑战，包括日历，非经常性项目，稀释证券和分类问题。
- Structuring an output schedule
- Selecting key valuation multiples using the VLOOKUP function
- Building multiple tables
- 未杠杆与杠杆FCF
- 资本化不当分类费用
- Handling stub periods and midyear adjustments
- Handling working capital items, deferred taxes and long-term accruals
- 将协同假设整合到DCF模型中
- Common pitfalls - enterprise vs. equity value, unlevered vs. levered FCF
- Deriving the cost of debt
- Derive the cost of equity using CAPM
- Delevering and relvering beta
- 估计资本的加权平均成本（WACC）
- Determining the optimal WACC
- Avoiding inconsistency between the FCF and discount rate
- Perpetuity approach
- EBITDA multiple approach
- Common pitfalls
- Calculating net debt and treatment of debt equivalents such as preferred stock, convertible securities, capital leases and minority interest
- Calculating options and convertible securities using both the standard and treasury stock methods
- 使用数据表分析不同的假设的广泛方案
M&A Modeling Overview
Valuation Modeling Overview
DCF Modeling Overview
24 Month Unlimited E-Mail Based Support
精英软件包是一个自我研究计划，但您不是一个人。万博app足彩下载华尔街绿洲支持团队完全由经验丰富的前投资银行家和私募股权专业人员组成。入学后，学生可以免费获得24个月的免费访问WSO在线支持中心，并在每节课中嵌入了WSO在线支持中心，他们会从支持人员那里获得问题的答案，免费下载和重要的更新。
Prerequisites
AccountingThe program assumes a basic introductory knowledge of accounting (e.g. interaction of balance sheet, cash flow, and income statement). Students with no prior background in Accounting should enroll in a basic online accounting course in addition to the Self Study Program.
公司融资Although general exposure to corporate finance is helpful, it is not required.ExcelBasic introductory Excel knowledge is not needed. Students with limited or no experience using Excel should start with the Excel Modeling Course prior to starting the other courses.
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