Course Outline - BFI School
Financial Modeling & Valuation for Investment Analysis Course Outline
Financial Modeling & Valuation for Investment Analysis
0% Completed
Introduction to Financial Modeling
Course Introduction
Video - 00:2:12 mins
Course Outline
Video - 00:2:14 mins
What is a Financial Model
Video - 00:1:28 mins
Explaining the Financial Model
Video - 00:1:44 mins
Uses of Financial Model
Video - 00:1:55 mins
Professionals that Build Financial Models
Video - 00:5:41 mins
Course Case Study
Video - 00:1:44 mins
Case Study - Amazon
Video - 00:00:50 mins
Obtaining Historical Financial Data (DOWNLOAD ATTACHED FILE)
Video - 00:10:54 mins
Financial Model Order & Structure
Download Course Model Templete Here!
Reading
Module Outline
Video - 00:00:48 mins
Worksheet Order in a FInancial Model
Video - 00:1:23 mins
Financial Model Worksheet Linkage
Video - 00:5:08 mins
Financial Modeling – The Income Statement
Module Outline
Video - 00:1:12 mins
Model Template Walkthrough
Video - 00:3:06 mins
Calculating Revenue Down to Gross Profit
Video - 00:6:43 mins
Operating Expenses
Video - 00:1:52 mins
Handling Depreciation
Video - 00:9:00 mins
Completing Income Statement Historical Data Calculation
Video - 00:9:11 mins
Introduction to Financial Statement Projection - Income Statement
Video - 00:1:11 mins
Forecasting Revenue
Video - 00:12:06 mins
Forecasting COGS and Gross Profit
Video - 00:5:59 mins
Forecasting Operating Expenses
Video - 00:5:51 mins
Forecasting Margins and Dealing with Other Income (Expenses)
Video - 00:9:41 mins
Dealing with Tax Forecast and Totalling Net Income
Video - 00:6:05 mins
Forecasting EPS and Common Shares Outstanding
Video - 00:4:03 mins
Financial Modeling – The Cashflow Statement
Module Outline
Video - 00:00:46 mins
Linking Net Income and Depr. and Amort. to Cashflow Statement
Video - 00:3:14 mins
Completing Historical Operating Activities
Video - 00:1:00 mins
Completing Historical Investing Activities
Video - 00:1:40 mins
Completing Historical Financing Activities and Total Cash Change
Video - 00:7:11 mins
Forecasting Operating Activities
Video - 00:7:21 mins
Forecasting Investing Activities
Video - 00:11:29 mins
Forecasting Financing Activities and Total Changes in Cash
Video - 00:2:55 mins
Financial Modeling – Depreciation Schedule
Module Outline
Video - 00:00:43 mins
Understanding Depreciation in a Company's Context
Video - 00:7:15 mins
Forecasting Depreciation for Existing PP&E
Video - 00:3:31 mins
Forecasting Depreciation for CAPEX
Video - 00:6:28 mins
Linking Depreciation to Income Statement
Video - 00:1:16 mins
Forecasting Deferred Income Taxes
Video - 00:4:17 mins
Financial Modeling – Operating Working Capital Schedule
Module Outline
Video - 00:00:48 mins
Historical Current Assets and Metrics
Video - 00:6:42 mins
Historical Current Liabilities and Metrics
Video - 00:4:45 mins
Forecasting Current Assets in OWC
Video - 00:4:28 mins
Forecasting Current Liabilities in OWC
Video - 00:4:35 mins
Changes in Total Operating Working Capital
Video - 00:7:00 mins
Linking OWC Items to Complete Cash flow Statement
Video - 00:6:18 mins
Financial Modeling – The Balance Sheet
Module Outline
Video - 00:1:06 mins
Dealing with Balance Sheet Projections
Video - 00:4:26 mins
Forecasting Cash and cash Equivalents
Video - 00:2:48 mins
Forecasting Inventories and Other Asset Items
Video - 00:7:01 mins
Forecasting Non-current Assets
Video - 00:5:01 mins
Forecasting Current Liabilities
Video - 00:2:19 mins
Forecasting Non-Current Liabilities
Video - 00:1:49 mins
Balancing the Balance Sheet
Video - 00:5:55 mins
Financial Modeling – Debt Schedule
Course Module
Video - 00:2:03 mins
Linking Cash, Long-Term Debt, and Long-Term Lease Liabilities
Video - 00:5:18 mins
Finding and Calculating Short-Term Debt
Video - 00:7:00 mins
Calculating Short-Term Debt and Revolver
Video - 00:6:50 mins
Calculating Long-Term Debt
Video - 00:2:48 mins
Calculating Long-Term Lease Liabilities Section
Video - 00:3:19 mins
Calculating Total Interest Expenses
Video - 00:5:02 mins
Calculating Cash Available to Pay Down Debt
Video - 00:8:14 mins
Calculating Cash at the end of the year
Video - 00:2:02 mins
Calculating Interest Expense
Video - 00:5:38 mins
Exploring Cash in Details
Video - 00:3:43 mins
Linking Interest Expense and Income
Video - 00:3:53 mins
Dealing with Circular Reference
Video - 00:5:21 mins
Model Walkthrough and Finalization
Video - 00:11:55 mins
Understanding Company Value
Module Outline
Video - 00:1:19 mins
Types of Company Value
Video - 00:1:39 mins
Company Book Value
Video - 00:00:54 mins
Company Market Value
Video - 00:00:44 mins
Enterprise Value
Video - 00:2:19 mins
Enterprise Value - Illustration
Video - 00:1:55 mins
Understanding Enterprise Value with Balance Sheet Formula
Video - 00:6:12 mins
Multiples
Video - 00:2:20 mins
Choosing Multiples Metrics
Video - 00:6:00 mins
Methods of Valuation
Video - 00:00:30 mins
Valuation Method- Comparable Company Analysis
Video - 00:1:10 mins
Valuation Method - Precedent Transaction Analysis
Video - 00:00:54 mins
Valuation Method - Discounted Cashflow Analysis (DCF)
Video - 00:2:19 mins
Company Valuation – Discounted Cash Flow Analysis (DCF)
Module Outline
Video - 00:1:42 mins
Introduction to DCF Analysis
Video - 00:2:14 mins
DCF Analysis - Calculating Present Value
Video - 00:1:08 mins
DCF Analysis - Unlevered Free Cash Flow (UFCF)
Video - 00:7:41 mins
DCF Analysis - Weighted Average Cost of Capital (WACC) I
Video - 00:2:28 mins
DCF Analysis - Weighted Average Cost of Capital (WACC) II
Video - 00:2:24 mins
WACC - Cost of Debt and Equity
Video - 00:1:05 mins
CAPM - Illustration I
Video - 00:5:11 mins
CAPM - Illustration II
Video - 00:2:00 mins
CAPM - Beta
Video - 00:2:26 mins
CAPM - Cost of Equity
Video - 00:2:32 mins
DCF Analysis - Terminal Value
Video - 00:1:01 mins
Terminal Value - Multiple Method
Video - 00:00:58 mins
Terminal Value - Perpetuity Method
Video - 00:1:23 mins
Multiple Vs Perpetuity Method
Video - 00:2:10 mins
Varaibles for Unlevered Free Cash Flow (UFCF)
Video - 00:6:05 mins
DCF Modeling - Cost of Equity
Video - 00:5:09 mins
DCF Modeling - Cost of Debt
Video - 00:2:15 mins
DCF Modeling - Weighted Average Cost of Capital
Video - 00:4:56 mins
DCF Modeling - Net Present Value
Video - 00:3:57 mins
DCF Modeling - EBITDA Method Variables
Video - 00:3:40 mins
DCF Modeling - EBITDA Method
Video - 00:2:17 mins
DCF Modeling - Perpetuity Method
Video - 00:10:11 mins
Company Valuation – Comparable Company Analysis
Module Outline
Video - 00:1:15 mins
Obtaining and Identifying Company Comparable (DOWNLOAD ATTACHED FILE)
Video - 00:00:00 mins
LTM and Calendarization
Video - 00:1:07 mins
Last Twelve Months (LTM)
Video - 00:3:18 mins
Calendarization
Video - 00:4:44 mins
Obtaining Financial Data for Comps I
Video - 00:12:28 mins
Obtaining Financial Data for Comps II
Video - 00:16:59 mins
Calculating Comps Company Last Twelve Months (LTM)
Video - 00:12:52 mins
Forecasting Income Statement for Comps Analysis
Video - 00:9:48 mins
Calculating Enterprise Value for Comps Company
Video - 00:6:52 mins
Populating the Operating Statistics for Comps Analysis
Video - 00:3:35 mins
Calculating Multiple Values
Video - 00:13:00 mins
Calculating Median, High and Low Multiples
Video - 00:4:09 mins
Company Valuation – Precedent Transaction Analysis
Module Outline
Video - 00:00:54 mins
Obtaining Relevant Precedent Acquisition Transactions
Video - 00:11:00 mins
Operating Statistics and Multiples I
Video - 00:8:23 mins
Operating Statistics and Multiples II
Video - 00:7:15 mins
Precedent Transaction- Calculating Median, High and Low
Video - 00:4:17 mins
Company Valuation – Valuation Summary (Footbal Field Analysis)
Module Outline
Video - 00:1:25 mins
Football Field Analysis - 52 Week High - Low
Video - 00:9:06 mins
Football Field Analysis – Comps (Group 1)
Video - 00:5:35 mins
Football Field Analysis – Comps (Group 2)
Video - 00:3:18 mins
Football Field Analysis - Comps (Group 3)
Video - 00:2:36 mins
Football Field Analysis - Precedent Transactions Analysis
Video - 00:6:23 mins
Football Field Analysis - Discounted Cashflow Analysis
Video - 00:11:56 mins
Football Field Analysis - Valuation Graph
Video - 00:12:35 mins
Course Wrap up
Video - 00:5:05 mins
Download Finalized Model Here!
Reading
CAPSTONE PROJECT
Capstone Project
Assignment
Announcements Reviews Live Classes Gradebook Certificate Course Info
PreviousNext