Certification training

The Financial Environment and Investment Course: The Financial Environment & Investment Course

Prepare for your exam with a structured video course built for focused study, topic review, and repeatable progress before exam day.

103Lectures
5h 31m 55sDuration
Vendor
The Financial Environment and Investment Course: The Financial Environment & Investment Course course cover Best seller
certification training 103 lessons arranged in a guided course path
Course overview

Study with a clear path.

Move through focused sections, review lecture timing, and return directly to the objectives that need more work.

Sequenced lessons

Follow the course in order or jump directly to the section you need to revisit.

Video-first prep

Use concise lecture blocks for technical review before moving into exam practice.

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Curriculum

Course sections.

21 sections, 103 lessons, and lecture-level duration details.

01 The importance of history, name, tradition, and reputation 2m 28s
02 Early origins of investment banking services 5m 55s
03 What is the difference between commercial and investment banking? 2m 15s
04 Why do universal banks have a competitive advantage? 3m 26s
05 Intrinsic conflicts of interest and the role of Chinese walls 2m 6s

01 Capital Markets - raising equity and debt capital 7m 20s
02 Advisory - M&A and Restructuring services 7m 55s
03 Trading and Brokerage - trading with financial securities 3m 11s
04 Asset Management - the ability to use money to make more money 4m 3s

01 Why would a company want to go public? 2m 25s
02 Who are the investors in an IPO? 3m 5s
03 Coming up with a share price 3m 49s
04 What does an IPO timetable look like? 3m 52s
05 The IPO syndicate - members and responsibilities 3m 9s
06 Allocating shares to investors - who gets what 1m 48s
07 Other ways to place equity capital - SEOs and Private Placements 1m 32s

01 The four different types of bonds 2m 41s
02 Why issue a bond? 3m 52s
03 The mechanics of a bond offering 3m 58s
04 What is securitization and why can it be useful? 3m 21s
05 Loan Syndication - a preferred instrument for most banks nowadays 2m 33s

01 Why acquire another company? 5m 34s
02 Describing the typical deal lifecycles and buyer companies 3m 16s
03 The three types of M&A processes 2m 51s
04 A detailed description of an M&A process 39s
05 Valuation of target companies 3m 59s
06 Payment options in M&A deals 4m 10s
07 Financial vs 2m 23s

01 Restructuring services - why and when 2m 10s
02 The different types of Restructuring 4m 51s

01 How investment banks profit from Trading and Brokerage 3m 7s
02 The different types of financial securities traded by investment banks 4m 17s

01 Why hire Investment banks as asset managers? 1m 32s
02 A risk-return comparison of different investments 2m 58s

01 Why value a company? 1m 37s
02 How much is a company worth for an investor? 3m 13s
03 The two variables that drive a firm's value 1m 57s
04 The mechanism of Unlevered Cash Flow Calculation 4m 33s
05 Introducing a discount factor - Weighted Average Cost of Capital 3m 58s
06 Calculating a firm's cost of debt 55s
07 Calculating a firm's cost of equity 4m 41s
08 Estimating a company's future cash flows 2m 32s
09 The two stages of a DCF model 2m 24s
10 Discounting cash flows and terminal value 1m 44s
11 Calculating Enterprise and Equity value 1m 10s

01 What is a Financial model? 2m 2s
02 Why use a Financial model? 2m 35s
03 Inefficient financial modeling practices 5m 49s
04 Efficient financial modeling practices 4m 58s
05 Different types of financial models we can build 4m 42s
06 The right level of detail we should use when building a 5 or 10-year model 2m 35s
07 The right way to approach the forecasting exercise 2m 51s
08 Building complete financial models 2m 15s
09 Forecasting P&L items 5m 58s
10 Forecasting Balance sheet items (1/2) 2m 35s
11 Forecasting Balance sheet items (2/2) 5m 8s

01 The stages of a complete DCF Valuation 6m 16s
02 Let's go through the structure of the DCF model we will create in Excel 2m 53s
03 A glimpse at the company we are valuing - Cheeseco 1m 9s

01 Modeling the top line 3m 39s
02 This Is how you can build flexible financial models in Excel 2m 12s
03 Modeling other items: Other revenues and Cogs 3m 46s
04 Modeling other items: Operating expenses and D&A 2m 33s
05 Modeling Other Items: Interest expenses, Extraordinary items and Taxes 2m 28s

01 How to forecast Balance Sheet items - The practical and easy to understand way 43s
02 Learn how to calculate "Days" 1m 30s
03 How to use "Days" to project the future development of BS items 2m 23s
04 Forecasting Property Plant & Equipment, Other assets and Other liabilities 2m 27s

01 Excel best practices! Create a good-looking and clean output sheet in your model 2m 36s
02 Applying what we learned in practice - Populating the P&L sheet 2m 14s
03 This is how you can create a clean output Balance Sheet in your Financial Model 1m 49s
04 Completing the output BS sheet for the historical period 3m 41s

01 Learn how to calculate Unlevered Free Cash Flows 3m 5s
02 Important! Reconcile UFCF to Net Cash Flow 1m 55s
03 A very useful lesson! Cash flow calculation 6m 1s
04 Arriving to actual Net Cash Flow figures and performing a check with Cash 3m 56s
05 The fast and effective way to modify multiple cell references in Excel 3m 52s

01 Introducing Weighted Average Cost of Capital (WACC) and perpetuity growth rate 1m 56s
02 Learn how to find the present value of future Cash Flows in Financial Models 2m 50s

01 Calculating Continuing Value and Enterprise value of the Business 2m 17s
02 Final steps! Calculating Equity Value of the business 1m 22s

01 Sensitivity analysis for WACC and perpetuity growth 4m 17s
02 An application of Goal Seek 1m 40s
03 Recap of the Financial Model with charts and hypothesis testing 4m 38s

01 Why do we use multiples? 3m 51s
02 What types of multiples are there? 2m 38s
03 Finding the right comparable companies 1m 43s
04 The most widely used multiples 3m 11s
05 Best practices that ensure accurate calculation of multiples 2m 2s

01 What is an LBO? 2m 5s
02 The phases of an LBO process 1m 44s
03 When is an LBO a feasible option? 3m 23s
04 Making money in an LBO 3m 53s
05 Who are the lenders in an LBO? 3m 58s

01 Introduction to the model we will build 5m 4s
02 Establishing the maximum amount of debt that can be used in the transaction 4m 16s
03 Financial sponsors' perspective 2m 25s
04 Forecasting financials until EBIT 5m 17s
05 The optimal debt structure 2m 59s
06 Estimating cash flows and debt payments 3m 15s
07 Completing the model for the period 2018-2021 4m 17s
08 Calculating Enterprise Value and IRR 5m 1s
09 Performing sensitivity analysis 4m 2s
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