REGISTRATION AND PAYMENT

   Excel Fundamentals for the Finance Professional: February 23, 2012

1 day $ 399.00

Before you can crunch data and build effective models, you need to master the basics of Excel. Focusing on the essential features in Excel will build the skills required to utilize more advanced techniques and leverage the product's full spectrum of features.

In this course, you will:
- Learn relevant financial formulas, proper navigation, formatting of files and worksheets, creating calculations in cells, and linking between tabs (worksheets)
- Review functions and tools including mathematical, financial, logic, date/time formulas; data manipulation; anchoring; data tables; and building a capstone model (emphasis will be on using shortcut keys, simplifying steps, and manipulating data)
- Walk away with techniques you can use immediately, allowing you to work faster and with less effort and more accuracy

Register by 10 days prior to course for $25 off! Use discount code: NYC25

   How to Analyze a 10K (Half Day): February 27, 2012

1/2 day $ 249.00

Don't make the mistake of going directly to the numbers and not reading the details of a company's 10-K filing. Build the knowledge base and practice the skills you need to prepare and review Form 10 K.

In this course, you will:
- Identify and examine key components of a 10-K SEC filing and its importance
- Learn how to analyze and form concrete positive and negative opinions on companies independent of the actual financial statements
- Become more efficient by focusing on the management discussion, financial condition, and results
- Identify critical information disclosed within the countless footnotes

Register by 10 days prior to course for $15 off! Use discount code: NYC15

   Oil & Gas Services: Industry Primer and Financial Modeling & Valuation Analysis: April 17, 2012

1 day $ 459.00

Get an in-depth look at valuation methodologies for the oil and gas services industry and the equipment sub-sector.

In this course, you will:
- Understand differences between upstream (exploration and production ) and downstream (refining and distribution)
- Examine various products and services that define the oil and gas services industry
- Differentiate between onshore vs. offshore drilling and oil sands and the constraints of each
- Appreciate the oil and gas field development cycle from reservoir imaging to contract drilling and rigs to casing and completion, infrastructure and installation to production and maintenance
- Distinguish among industry standards in rig counts
- Construct a financial projection model identifying key drivers of segment growth of large oil and gas
- Incorporate industry standard methodologies in the model by isolating and identifying key metrics of profitability

Register by 10 days prior to course for $25 off! Use discount code: NYC25

   Credit Agreements/Covenants: April 18, 2012

1 day $ 499.00

Analyze sections of debt agreements and legal and financial covenants, and understand the legal aspects of bank-issued debt and corporate bonds.

In this course, you will:
- Comprehend major types of covenants found in credit agreements and bond indentures: affirmative, negative and financial
- Delve into maintenance and incurrence covenants, reps and warranties, indemnities, and more
- Learn relevant credit agreement provisions and common related structural issues
- Analyze senior credit agreements covenants and high-yield bond covenants
- Understand the implications of covenants on "events of default" and differentiate between technical defaults
- Compare and contrast "loose" vs. "tight" covenants and covenant-light and covenant-tight agreements

Register by 10 days prior to course for $25 off! Use discount code: NYC25

   REIT Financial Modeling: April 19, 2012 (2 Days)

2 day $ 1,350.00

In this course, you will:
- Build dynamic models that account for different transaction structures by analyzing stock vs. asset deals and stock vs. cash consideration.
- Sensitize financial projections and the financial impact on a transaction by building a back-of-envelope, accretion/dilution analysis.
- Construct a simple pro forma merger model by combining two companies and getting more robust with the sources and uses of funds.
- Calculate estimated combined income statements for target and acquirer, key pro forma balance sheet items, and cash flow for debt repayments.

Register by 10 days prior to course for $105 off! Use discount code: NYC105

   Insurance Company Primer: Financial Statements and Modeling: May 8, 2012

1 day $ 459.00

Balance sheet based companies, such as insurance companies, operate by different rules and methodologies according to the unique nature of their business.

In this course, you will:
- Learn insurance financial statement terminology and drivers and the differences between insurance and reinsurance, property & casualty insurance, and life & health insurance
- Differentiate between the different types of premiums (direct, ceded, net, written, earned) on the income statement and understand loss triangles and the main differences between statutory vs. GAAP accounting
-Understand insurance valuation parameters, key insurance multiples and why and how they are different from valuation of "regular" companies
- Review key assets line items (premiums receivable, reinsurance recoverable, prepaid reinsurance premiums) on the balance sheet as well as the liabilities
(loss and loss adjustment expense reserve, unearned premium reserve)
- Build a quick, simplified insurance model to summarize logic and crystallize selected key items

Register by 10 days prior to course for $25 off! Use discount code: NYC25

   Corporate Valuation Methodologies: May 21, 2012

1 day $ 459.99

How can you tell if a company is overvalued or undervalued? Take a practical, tangible and non-theoretical approach to examining how corporations are valued and the major analytical tools that are used.

In this course, you will:
- Go beyond the academic theory of financial ratios and apply fundamental analysis and real-world methods of evaluating a company's intrinsic value
- Gain insight into relative valuation methodologies including trading comps and deal comps analyses
- Comprehend fundamental valuation including discounted cash flow analysis and break-up/sum of the parts valuation
- Understand the importance of capital structure in the valuation context and the fallacy of PE ratios and equity-based valuation models
- Build a trading comps analysis by inputting historical results and analyst projections for comparable companies and calculate current standalone market valuation multiples
- Construct a detailed comprehensive reference range and football field analysis that quantifies valuation methodologies
- Crystallize and appreciate the capital structure and the relationship between total enterprise value, equity value and price per share

Register by 10 days prior to course for $25 off! Use discount code: NYC25

   Advanced Excel for Data Analysis: May 22, 2012

1 day $ 499.00

Any skilled financial analyst on top of his or her game needs to be able to efficiently execute detailed data analysis. This course will teach you advanced Excel tools that will streamline your process and enable you to conduct more in-depth analyses with sophisticated number crunching. Leverage the capabilities of Excel for maximum efficiency and improved analysis.

In this course, you will:
- Develop more efficient ways to apply commonly used formulas
- Discover often overlooked Excel formulas
- Analyze data using functions such as pivot tables, look-up, subtotals, and regression analysis
- Maximize Excel functions with arrays and complex SUMIF construction
- Enhance your spreadsheets with drop boxes, data validation, automated alternate row shading and more

Register by 10 days prior to course for $25 off! Use discount code: NYC25

   Distressed Financial Modeling: June 5, 2012

1 day $ 499.00

Learn how to model and value distressed companies and securities undergoing restructuring or in the bankruptcy process. Begin with a primer quantifying the dramatic changes to a distressed firm's capital structure and the implications on the valuation process and realignment of economics.

In this course, you will:
- Explore various opportunities in distressed investing from securities types to investment strategies
- Work through a sample hypothetical distressed company model on a standalone basis, with and without restructuring
- Construct robust sensitivity analysis to determine ultimate recovery to capital structure classes
- Sensitize a distressed model based on leverage, valuation, and new pro forma capital structure
- Determine what constitutes a "bad" deal and its implications for the distressed investor
- Understand and appreciate various financial stakeholders and inherent conflicts of interest
- Quantify and evaluate the importance of determining the right fulcrum security
- Incorporate detailed valuation sensitivity to identify key value drivers in a distressed situation

Register by 10 days prior to course for $25 off! Use discount code: NYC25

   Basic Leveraged Buyout Modeling: June 27, 2012 (Evening)

Evening $ 249.00

Leveraged buyouts (LBOs) are among the most risky and complex financial transactions, and typically set the floor or minimum valuation. Learn how to quickly gauge the feasibility of an LBO without building a full-blown, complex LBO model.

In this course, you will:
- Receive a condensed overview of LBO modeling that incorporates all the major inputs and value drivers of an LBO transaction including rationale and ideal candidates.
- Construct and sensitize a basic leveraged buyout model from scratch.
- Analyze basic credit and leverage statistics and equity sources that drive the LBO model.
- Build condensed IRR sensitivity analysis to evaluate financial sponsor returns.

Note: Bring your PC laptop with Microsoft Excel installed and a CD-ROM drive. Mac applications may not be as effective.

Register by 10 days prior to course for $25 off! Use discount code: NYC25

   Basic Financial Modeling and DCF Analysis: July 9, 2012

1 day $ 459.00

Financial statement modeling is the basis of all ensuing valuation modeling. With a focus on incorporating accounting knowledge, learn the mechanics of the model-building process in Excel through case studies, best practices, and sensitivity analyses. Obtain a practical, hands-on approach to the quantitative and technical aspects of basic financial modeling using Excel.

In this course, you will:
- Model and build a five-year financial statement projection and valuation model from scratch
- Focus on incorporating and fusing your accounting knowledge into the mechanics of Excel
- Input publicly available information while making one-time historical adjustments
- Construct a five-year income statement projection model from revenue down to earnings per share
- Translate the model into a discounted cash flow analysis using your knowledge of the basics of corporate finance and valuation
- Emphasize best practices, Excel efficiency, and use of shortcuts and time-saving macros

Register by 10 days prior to course for $25 off! Use discount code: NYC25

   Integrated Financial Modeling—Core Model: July 30, 2012

1 day $ 499.00

Take your modeling skills to the next level and gain a deeper understanding of financial modeling methodologies, techniques and approaches. Walk away with a fully constructed model that can be customized and applied to other companies.

In this course, you will:
- Build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing debt sweep schedule
- Focus on understanding the integration of major financial statements
- Construct a five-year income statement projection model from revenue down to earnings per share
- Understand the multi-step process in forecasting balance sheet items
- Comprehend the simplicity of the implied cash flow statement when projected properly
- Balance the model with the debt sweep and understand how the revolver acts as the "brains behind balancing the model"
- Integrate the model via the interest schedule and properly manage the use of circular references
- Avoid plugs to balance your model and master the best practices of model building

Register by 10 days prior to course for $25 off! Use discount code: NYC25

Overview of Financial Markets

6 month(s) $ 0.00

Course Goals & Overview:
Introduction to the major jargon and finance terminology in finance. What exactly is the sell-side and the buy-side and do they affect the capital markets and why do they have a symbiotic relationship? What exactly is investment banking, sales & trading and research? How is it that asset management is the flip opposite and yet very similar at the same time? Put those questions to rest with this Overview of Financial Markets overview.

Course Sections:
- Overview of the Sell-Side Process: Investment banking (products / services, deal process, role of professional, industry trends, buzzwords, bulge bracket vs. boutique middle market), equity research, commercial banking, sales & trading (prime brokerage, proprietary trading)
- Overview of the Buy-Side Process: Asset management (products / services, role of professional, industry trends, buzzwords, private client services, private wealth management, portfolio management ), alternatives (hedge funds, private equity, fund of funds)

Video Length / Estimated Total Course Time:
1 hour / 1 hour

Supplementary Video Exhibits

6 month(s) $ 0.00

Treasury Options: - Explanation of how to account for diluted shares outstanding using the treasury method of adjustment

Depreciation in Future: - Full tutorial on the concepts of depreciation vs. capital expenditures in the long run
- Full explanation on the concepts working capital and importance of

Share Repurchase: - Step-by-step walk-through of whether or not share repurchases add value

Circular Reference: - Explanation of how and why circular references are created in a financial model- Our various financial modeling courses explain how to avoid circular references

Excel Iterations: - Detailed explanation of how Excel's iterations function works when you cannot avoid circular reference

Gray Background: - Tutorial of how to change your background to gray when using white cells and white shading

WST Excel Add-in Instructions: - How to properly install Wall St. Training's Excel add-in macros & toolbars

Increase / Decrease Decimal Instructions: - How to automate increase and decrease decimals without the mouse and really customize Excel to the next level

Video Length / Estimated Total Course Time:
1 hour / 1.5 hours

100+ Short Standalone Tutorial Clips

6 month(s) $ 0.00

A sampling of selected extracts – self-contained video clips - from our courses and packages. For full access to our courses, click on Order More Courses. Enjoy!