Below is our catalog for live instruction, both in-person and webinar-based. We also offer a variety of customization to our curriculum, as well as custom courses. For more information, reach out!
Request info on live trainingLearn about the interrelationships between the 3 financial statements – IS, BS and CFS
Learn about the new lease accounting rules, including the impact on valuation
Learn about deferred tax accounting, including both DTAs and DTLs
Learn about key M&A accounting principles, with an emphasis on full consolidation
Learn about portfolio management, including diversification, risk and performance measurement
Learn about prime brokerage services and repurchase agreements
Learn about debt capital markets and fixed income financial math
Learn about equity capital markets. Concepts covered include types of equity capital and IPOs
Learn about the fundamentals of macroeconomics
Learn about the fundamentals of statistics
Learn about debt capital markets and fixed income financial math
Learn about equity capital markets. Concepts covered include types of equity capital and IPOs
Learn about equity value, enterprise value and the 4 primary valuation techniques
Learn to spread trading comps, including picking the right comp set and computing valuation multiples
Learn to spread transaction comps, including picking the right comp set and computing transaction multiples
Learn about LBO theory and PE value creation, and then build a short-form LBO model
Learn DCF theory and then build a full DCF model including a detailed WACC analysis
Learn to tackle advanced DCF issues such as stub periods, synergies and annuity periods
Learn the fundamentals of venture capital modeling
Learn to tackle advanced valuation issues such as stock compensation, NCI, preferred stock and leases
Learn about the Greek variables as they pertain to option risk
Learn about the mechanics of how credit default swaps work
Learn about the options market and the various types of options contracts
Learn about the swaps market and the various types of swaps contracts
Learn about the futures market and the various types of futures contracts
Learn about the forwards market and the various types of forwards contracts
Learn about the fundamentals of derivatives
Learn about the fundamentals of how hedge funds operate
Learn about direct public offerings and direct listings
Learn about the IPO modeling process and deriving a valuation for the initial public offering
Learn about cash equity trading, trade execution, dark pools and algorithmic trading
Learn about equity securities markets, including types of orders, margin and efficient capital markets theory
Learn about the fundamentals of the FX market
Learn about the credit ratings process and the various types of risk essential to examine
Learn about the securitization process
Learn about the mechanics of convertible securities
Learn about intermediate fixed income topics
Learn how to build a 3 statement model for a newly emerged post-bankruptcy entity
Learn how to build a fully integrated 3 statement 13-week cash flow model for a distressed company
Learn how to model out the recent tax changes that were implemented as a result of the Tax Cuts and Jobs Act
Learn about the complexities associated with a quarterly 3 statement operating model
Learn how to maximize productivity by mastering advanced Excel formulas
Learn how to build detailed revenue forecasts using both top-down and bottom-up approaches
Learn how to edit an existing 3 statement operating model, including understanding the impact of each change
Learn how to identify and correct errors within a 3 statement operating model
Learn how to spread historicals for both the income statement and balance sheet, as well as derive assumptions
Learn how to build a cash sweep 3 statement operating model for a real company
Learn how to build a non-cash sweep 3 statement operating model for a real company
Learn how to use Excel and the fundamentals of 3 statement modeling
Learn about the financial math needed in corporate finance
Learn about introductory accounting concepts
Learn about advanced PowerPoint concepts, including the creation of a formal presentation
Learn about foundational PowerPoint concepts
Learn about managing and minimizing stress
Learn about effective time management skills
Learn about the best practices needed to succeed as a junior professional
Learn about managing those both senior and junior to you
Learn about both verbal and non-verbal communication skills
Learn about the art of negotiating and coming to a mutual agreement
Learn about key leadership principles, including motivating and inspiring others
Learn about key client service skills as the means to achieving client satisfaction
Learn about dealing with people, including empathy and social awareness, in the workplace
Learn about effective conflict resolution techniques in the workplace
Learn about both receiving and giving appropriate positive and negative feedback
Learn about best practices when engaging in teamwork
Learn about appropriate workplace conduct, including both verbal and non-verbal communication
Learn how to professionally craft your message with business writing skills
Learn about the structure and key sections of a credit agreement
Learn about the structure and key sections of a purchase agreement, including impact on buyer and seller
Model out a full integrated 3 statement operating model incorporating various capital structure changes
Learn about asset vs. stock deals, step-ups and deferred taxes, 338(h)(10) elections and NOLs
Learn about restructuring alternatives such as spins, splits and equity carve outs
Build a long-form 3 statement LBO model, including layering in a multi-tranche debt schedule and 2 levels of equity
Build a long-form 3 statement M&A model, including advanced concepts such as DTLs and synergies
Learn M&A theory and then build a short-form M&A model, with an emphasis on accretion-dilution
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