

## **Overview**

The **Financial Services | Intermediate** bundle is designed for learners who have mastered the fundamentals and are ready to apply financial modeling and valuation skills to real-world scenarios. This on-demand program focuses on building speed, accuracy, and judgment—key competencies expected of analysts operating in live deal, investment, and corporate finance environments.

Through hands-on modeling exercises and practical frameworks, participants move beyond theory to analyze real companies, evaluate capital structure decisions, and assess transactions using industry-standard tools and methodologies. The bundle emphasizes efficient model construction, clear outputs, and actionable insights.

## **What You Will Learn**

- How to build and analyze financial models using real company data
- How cash sweep mechanics impact leverage, returns, and capital structure
- How to construct and interpret discounted cash flow (DCF) valuation models
- How to perform short-form leveraged buyout (LBO) analyses efficiently
- How to quickly evaluate mergers and acquisitions using streamlined M&A frameworks
- How to use advanced Excel formulas to increase modeling speed and reduce errors
- How to communicate insights through professional, presentation-ready charts

## **Courses Included**

- **Real Company Modeling**
  - Building financial models using actual company financials
  - Translating disclosures and filings into forecast assumptions
  - Stress-testing scenarios and analyzing outputs

- **Cash Sweep Modeling**
  - Understanding excess cash flow allocation
  - Modeling mandatory and optional debt paydown
  - Evaluating leverage reduction and equity value impact

- **DCF Modeling**
  - Forecasting free cash flow
  - Calculating terminal value
  - Interpreting valuation sensitivity and outputs

- **Short-Form LBO Modeling**
  - Core LBO mechanics and assumptions
  - Debt structuring and return analysis
  - Rapid evaluation of investment attractiveness

- **Quick M&A Analysis**
  - Accretion/dilution analysis fundamentals
  - Synergy assumptions and purchase consideration
  - Evaluating transaction impact at a high level

- **Advanced Excel: Formulas**
  - Advanced functions used in professional financial models
  - Improving efficiency, consistency, and auditability
  - Reducing model risk through best practices

- **Advanced Excel: Charting**
  - Creating clean, executive-ready financial visuals
  - Presenting valuation, return, and performance outputs
  - Best practices for clarity and consistency

## **Who This Bundle Is For**

- Analysts with foundational modeling experience
- Interns and early-career professionals preparing for deal-oriented roles
- Professionals seeking to improve modeling speed and applied judgment
- Learners transitioning from academic concepts to real-world finance work

## **Outcome**

By completing the **Financial Services | Intermediate** bundle, learners will gain the ability to build and evaluate financial models under real-world constraints. Participants finish the program with enhanced technical confidence, improved efficiency in Excel, and the practical modeling skills required to contribute in fast-paced financial services environments.


Build on our 3-Statement Modeling course to learn how to construct a fully dynamic, iterative 3-statement model based on a real company in this on-demand, hands-on Excel course! Master the skills top financial analysts use to integrate debt schedules, calculation schedules, and circularity handling for accurate, real-world forecasting.

✅ Build a complete income statement, balance sheet & cash flow model
✅ Incorporate more complex debt schedules & automate iterative interest expense calculations
✅ Handle circular references with iteration techniques
✅ Learn real-world best practices used in investment banking & private equity

Whether you're preparing for a finance career or looking to sharpen your modeling expertise, this course will equip you with the tools to tackle complex financial models with confidence. Start building your real-world 3-statement model today!

Build a Real-World 3-Statement Model Like a Pro!

Real Company Modeling

Learn how to construct a fully dynamic, iterative 3-statement model featuring a cash sweep mechanism based on a real company in this on-demand, hands-on course! Gain the skills top financial professionals use to integrate debt schedules, calculation schedules, and circularity handling for accurate forecasting and efficient debt repayment strategies.

This class builds on our Real Company Modeling course, which is a prerequisite for this course.

✅ Build a complete income statement, balance sheet & cash flow statement model
✅ Implement a cash sweep to optimize debt repayment
✅ Integrate debt schedules & automate interest expense calculations
✅ Handle circular references with iteration techniques
✅ Learn real-world best practices used in investment banking & private equity

Perfect for aspiring financial analysts and finance professionals looking to elevate their modeling skills. Start mastering cash sweep modeling today! 

Master Cash Sweep Modeling in Excel—Build a Real-World 3-Statement Model! 

Real Company Cash Sweep Modeling

Learn how to build a fully dynamic, iterative 3-statement model with a mandatory cash sweep mechanism in this on-demand, hands-on course! Using a real company, you'll develop the skills to integrate debt schedules that cover bank debt and bonds, calculation schedules, and circularity triggers—just like the pros in investment banking, private equity, and corporate finance.

✅ Construct a complete income statement, balance sheet & cash flow statement
✅ Implement a mandatory cash sweep for efficient debt repayment
✅ Automate debt schedules and interest expense calculations
✅ Handle circular references with iteration techniques
✅ Learn industry best practices for real-world financial modeling

Perfect for aspiring financial analysts and finance professionals looking to refine their expertise. Enroll now and start mastering cash sweep modeling today!

Master Mandatory Cash Sweep Modeling in Excel!

Real Company Mandatory Cash Sweep Modeling

Learn how to build a complete Discounted Cash Flow (DCF) model from scratch in this on-demand, hands-on Excel course! Develop the skills used by investment bankers, equity analysts, and finance professionals to determine a company’s intrinsic value.

✅ Free Cash Flow (FCF) Calculations – Project future cash flows with precision
✅ Discount Rate (WACC) Analysis – Learn how to properly discount cash flows
✅ Terminal Value Calculations – Apply Gordon Growth & Exit Multiple methods
✅ Sensitivity Analysis – Stress test key assumptions for a dynamic valuation

Whether you're an aspiring financial analyst, investor, or finance enthusiast, this course will give you the confidence to build and interpret DCF models with ease. Start mastering valuation today!

Master DCF Modeling in Excel—Value Companies Like a Pro!

DCF Modeling

Learn how to quickly and efficiently build a short-form Leveraged Buyout (LBO) model in this on-demand, hands-on Excel course! Develop the skills used in private equity, investment banking, and corporate finance to evaluate buyouts and investor returns.

✅ Sources & Uses Analysis – Structure deal financing like a pro
✅ Leverage & Credit Metrics – Assess debt capacity and risk
✅ Debt Schedule Integration – Automate principal & interest calculations
✅ Returns Analysis – Calculate IRR & MOIC for investors

Perfect for aspiring private equity professionals, investment bankers, and finance enthusiasts. Start building LBO models with confidence today!

Short-Form LBO Modeling

Master the essentials of M&A analysis with this on-demand, hands-on Excel course! Learn how to quickly assess deals and make data-driven decisions—just like professionals in investment banking and corporate finance.

✅ Accretion/Dilution Analysis – Determine if the deal adds or destroys value
✅ Equity vs. Debt Consideration – Understand capital structure trade-offs
✅ Pro-Forma Ownership & Capitalization – See how the deal impacts stakeholders
✅ Synergies to Break Even – Quantify cost savings for value creation
✅ Sensitivity Analysis – Assess deal premium and consideration impact

Perfect for finance professionals, M&A analysts, and anyone looking to evaluate deals with speed and accuracy. Start building M&A models like a pro today!

Build a Quick M&A Model in Under 15 Minutes!

Quick M&A Analysis

Ready to elevate your Excel skills and become the go-to expert in your team? Our Advanced Excel: Formula Mastery will teach you how to harness the full potential of formulas to streamline tasks, analyze complex data, and create dynamic reports like a pro.

### Key learning points:

✅ Advanced functions like INDEX-MATCH, XLOOKUP, SUMIFS, and IF with nested logic
✅ Time-saving tricks for automation with dynamic formulas
✅ Real-world applications of financial, statistical, and logical functions
✅ Troubleshooting and debugging formula errors with ease

Whether you're a data analyst, project manager, finance professional, or business pro, this course will empower you to unlock insights faster and work smarter.

Boost productivity. Impress your boss. Master Excel formulas.

Enroll now and transform the way you work with data!

Unlock the Power of Excel: Master Formulas for Unmatched Efficiency

Advanced Excel: Formula Mastery

Ready to transform raw data into compelling visual stories? Our Advanced Excel: Charting Mastery course will teach you how to create impactful charts that communicate insights clearly and professionally.

### Key learning points:

📊 Build essential charts, including Line, Column, and Pie charts
📈 Customize chart elements to match your data storytelling needs
🎨 Apply formatting tricks for polished, professional visuals
🔍 Analyze trends and comparisons with advanced chart techniques

Whether you're a data analyst, project manager, finance professional, or business pro, this course will empower you to unlock insights faster and work smarter.

Turn numbers into narratives. Impress your audience. Master Excel charts.

Enroll now and take your data visualization skills to the next level!

Bring Your Data to Life: Master Charting in Excel

Advanced Excel: Charting Mastery

Move Beyond the Basics and Apply Advanced Financial Modeling and Valuation in Practice