Breaking Into Wall Street – Advanced Financial Modeling
Are you looking for a way to learn or upgrade your financial modeling skills, but don’t know where to turn?
Advanced Financial Modeling from Breaking Into Wall Street teaches you how investment bankers model and value real companies in real life.
It allows you to master advanced financial modeling skills, without rocket-science math and without hundreds of hours of boring academic study, by completing:
A detailed operating model with revenue and expense projections by business segment
A full valuation using 9 different methodologies
An advanced merger model that combines all 3 statements
An advanced LBO model with support for 7 tranches of debt
What Sets This Course Apart
From Everything Else On The Market?
First, the Advanced Financial Modeling course is NOT simply academic theory. It’s based on a real-life case study of Microsoft’s attempted $44 billion acquisition of Yahoo , so we take the same approach to learning that Harvard Business School does: case studies .
And it’s the most user-friendly and time-effective way to learn these advanced financial modeling skills – here’s what’s in it for you:
Dominate Your Interviews. You’ll learn concepts here that go beyond what you do on the job every day – master those, and normal interview questions will be a joke. Whether you’re preparing for interviews in investment banking, private equity, hedge funds, or anything else, you’re covered.
Prepare for IB and PE Case Studies . Everything is based on case studies of real deals – primarily Microsoft’s proposed $44B acquisition of Yahoo! – and we include several additional case studies on the $3B TPG / J Crew deal, the $5B ConAgra / Ralcorp bid, and Intel’s $8B acquisition of McAfee. You’ll know exactly what interviewers are looking for in case studies, and how to set up your models and answer questions successfully.
Learn by Watching with Video-Based Training. There’s no substitute for watching a pro go through everything in Excel, so that’s exactly what you get here. But sometimes you also want it in writing, so you’ll also get quick reference guide PDFs for topics like Stock vs. Asset vs. 338(h)(10) deals and key formulas in transactional models.
Test Your Knowledge with Practice Exercises. You’ll get “Before” and “After” Excel files for each lesson – follow along with the lesson, and then check your answers afterward.
Track Your Progress and Take Notes. You can check off each lesson as you move through the material, and take notes on everything – you can come back whenever you want, to refresh yourself on whatever you want.
Course Certifications. After completing the course material, you’ll be eligible to take our Certification Quiz. Once you pass the quiz, you’ll receive a Certificate that you can add to your resume / CV and refer to in interviews.
Learn Advanced Nuances of Accounting, Valuation, and Merger and LBO Models. We go in-depth into topics like Non controlling Interests and Equity Investments, different Depreciation methods and book vs. cash taxes, non-recurring charges and calendarization, and “industrial-strength” merger and LBO models. After you master these topics, you’ll be in the top 1% of your class and you’ll be well-positioned for bonuses, exit opportunities, and more.
Learn How to Use Equity Research and Filings. Always know where to find everything – you’ll learn how to adjust for non-recurring charges, how to look up numbers in equity research, and how to complete valuations even when information is scarce (with acquisitions of private companies, for example).
Get All Your Questions Answered. You’ll get world-class support – experienced bankers will answer your questions, comments, and emails 365 days per year.
What You Get – And What the Advanced
Financial Modeling Course Will Do for You …
Here’s what’s included in the Advanced Financial Modeling course:
100 training videos total (36 hours of footage).
Lessons cover advanced operating models, valuations based on SEC filings and equity research, complex merger models, advanced LBO models , and pitch books and deal commentary .
Operating Model lessons teach you how to create a detailed 3-statement model , including revenue and expenses by segment, Noncontrolling Interests and Equity Investments, PP&E schedules, deferred taxes , and quarterly projections .
Valuation lessons cover how to spread comps , adjust for non-recurring charges, calendarize financials, how to value NOLs and equity investments , and how to complete a DCF analysis with mid-year discounts and stub periods; you’ll also learn future share price analysis, sum-of-the-parts valuation , and liquidation valuation .
Advanced Merger Model coverage teaches you how to combine all 3 statements , create multiple scenarios , build an advanced purchase price allocation schedule that supports stock vs. asset vs. 338(h)(10) deals, calculate revenue and expense synergies by business segment, and factor in book vs. cash taxes and Section 382 NOLs .
Advanced LBO Model lessons show you how to modify an operating model to make it into an LBO model, and how to build in support for 7 debt tranches , multiple capital structure scenarios , and an advanced debt schedule with customizable repayment terms .
You’ll also get a sample pitch book and PowerPoint tips as well as commentary on the deal itself.
You receive instant access when you sign up because everything is delivered online – no shipping charges or physical products to worry about.
Free lifetime updates and support.
Bonus Case Studies: In addition to everything above, we include several additional case studies on other deals (full list at the bottom): TPG’s $3B leveraged buyout of J Crew, ConAgra’s $5B bid for Ralcorp, and Intel’s $8B acquisition of McAfee. These are excellent practice for the real case studies you’ll get in private equity, hedge fund, and investment banking interviews – and they’re yours, free, when you sign up.
The information you’ll find is so detailed and so thorough that our regular customers come from top-ranked universities, business schools, investment banks, and private equity firms.
Once you’ve completed the training, here’s what you’ll have on your resume/CV…
Breaking Into Wall Street Financial Modeling Training
Completed advanced operating model, valuation, DCF, and merger and LBO models based on 36-hour long case study of Microsoft’s proposed $44 billion acquisition of Yahoo
Used SEC filings and equity research as basis for models and learned how to adjust numbers and make appropriate assumptions
Completed bonus case study on TPG’s $3 billion leveraged buyout (LBO) of J Crew, and determined assumptions required for IRR to exceed 15%
Received Advanced Modeling course certification by passing end-of-course quiz with score of at least 90%
And you can add more bullet points to focus on whatever you want to highlight in interviews – whether that’s how you built revenue and expense projections, all the adjustments you had to make when completing the valuation, or the advanced features you built into the merger and LBO models, such as support for different transaction types and capital structures.
You can also print out the models from the Advanced Modeling course – we even have a lesson on how best to do it and what to discuss – and during interviews, you can describe exactly what you learned in the training.
Gain Official Recognition of Your Training With BIWS Certifications
After completing the course materials, you’ll be eligible to take our challenging Certification Quiz. Once you earn a score of at least 90%, you’ll be issued a personalized Certificate of Achievement with your name, the course name, and the date you passed the quiz:
Add your Certificate of Achievement to your resume/CV and/or present it in interviews to set yourself apart from other candidates.
We also make sure employers know that this is a serious qualification: Your certificate will contain a link where prospective employers can review what’s on our exams and what you must master to receive the certification.
Unlike other training companies that “issue certifications,” our process is completely transparent: you can literally point to the exact questions you had to answer to pass the quiz and become certified.
Once interviewers see you really do have the “chops” to be a banker, your chances of hiring success go way, WAY up.
Thousands of Customers Have Already Used Breaking Into Wall Street to Land High-Paying and Prestigious Job Offers
At last count, over 22,981+ students, entry-level professionals and career changers have used Breaking Into Wall Street to master modeling, win interviews, and break into high-paying jobs in investment banking, private equity, hedge funds, equity research, and more.
Take a look at what some of them have to say ( these are actual unedited email screenshots… a few details have been blacked out to protect customers’ privacy ) below:
“Great Value For [The] Money And I’ve Recommended BIWS To A Lot Of
“It Has Become a Must for Landing Offers”
“I Believe One of the Main Reasons Behind My
Successful Recruitment Efforts Was BIWS.”
“I Received a Bulge Bracket Investment Banking
Offer for Last Summer.”
“I Landed an Offer at a Firm with 6 Billion AUM and a
Fast-Growing Presence in Mid-Market Private Equity”
“I Managed to Get Offers for a Summer Associate Position from
4 of 5 Banks – 3 Bulge Brackets and 1 Boutique”
“I Got a Job with a Bulge Bracket in their
Structured Finance Group as an Analyst.”
“I Am Working in the Investments Team of a
Billion-Dollar Private Equity Fund.”
And here’s just a small selection of schools and firms where individual students and professionals currently use our courses ( Note : In some cases, groups or classes at the organizations below have signed up for official group licenses; in other cases, individuals at these organizations have signed up on their own.):
A partial list of schools where BIWS courses are in use…
Birmingham – Southern College
California Polytechnic State University
Carnegie Mellon University
Claremont McKenna College
College of St. Scholastica
Columbia Business School
Emory University – Goizueta
George Mason University
George Washington University
Georgetown University – McDonough
School of Business
Ghent University – Vlerick Leuven
Gent Management School
Harvard Business School
Imperial College London
Indiana University – Kelley School
Johns Hopkins University
London Business School
London School of Economics
Massachusetts Institute of Technology
Michigan State University
MIT – Sloan School of Management
Mount Holyoke College
North-West University (South Africa)
Northwestern University – Kellogg
School of Management
NYU Stern School of Business
Ohio State University
Pennsylvania State University
Sewanee, The University
of the South
Southern Methodist University
Stockholm School of Economics
Texas State University – San Marcos
The College of New Jersey
UCLA – Anderson School
University of Alberta
University of Arizona
University of California, Berkeley
University of California, Berkeley –
Haas School of Business
University of California, Irvine
University of California, Los Angeles
University of California, Santa Barbara
University of Cambridge
University of Chicago – Booth
University of Colorado at Boulder
University of Connecticut
University of Delaware
University of Denver
University of Edinburgh
University of Exeter
University of Florida
University of Georgia
University of Illinois at
University of Iowa
University of Lethbridge
University of Michigan
University of Minnesota, Twin Cities
University of Nebraska – Lincoln
University of New Hampshire
University of North Carolina at
University of Notre Dame
University of Pennsylvania
University of Pennsylvania –
The Wharton School
University of Pittsburgh
University of Richmond
University of South Carolina
University of South Florida
University of Southern California
University of Technology, Sydney
University of Tennessee, Knoxville
University of Texas – McCombs
School of Business
University of Texas at Austin
University of Texas at Dallas
University of Toronto – Rotman
School of Management
University of Tulsa
University of Virginia
University of Western Ontario
University of Western Ontario –
Richard Ivey School of Business
University of Wisconsin – Madison
Washington University in St. Louis
WHU – Otto Beisheim School
York University – Schulich
School of Business
A partial list of firms where BIWS courses are in use…
Arkas Corporate Finance Advisory
Bank of America Merrill Lynch
Blue Sky Group
Boone Opportunity Lenders
Cardinal Capital Management
Carlisle Development Group
Carpenter Hawke & Co.
Energy Invest Group
GenNx360 Capital Partners
Gold Key Realty
Grisons Peak Merchant Banking
Harris Williams & Co.
La Financière Patrimoniale
Mirae Asset Global
New Island Capital
QBE Insurance Group
Quantek Asset Management
Regent Natural Resources Co.
Royal Dutch Shell
Schroder Investment Management
Sindicatum Sustainable Resources
Somerset Capital Management
Vector 9 Strategies
World Fuel Services
It’s All Here: Lessons, Exercises, Q&A,
Tracking, and More
Here’s a sample video from the Advanced
Modeling course so you can see for
yourself exactly what you’ll get:
Here’s The Full Run-Down Of Everything You Get In This Course
Here’s what you receive in the 36 hours of modeling content (100 videos):
Advanced Operating Model Lessons teach you how to create a detailed 3-statement model, including revenue and expense builds, noncontrolling interests and equity investments, PP&E schedules, deferred taxes, and quarterly projections.
Advanced Valuation Lessons cover how to spread comps, adjust for non-recurring charges, calendarize financials, how to value NOLs and equity investments, and how to complete a DCF analysis including mid-year discounts and stub periods; you’ll also learn future share price analysis, sum-of-the-parts valuation, and liquidation valuation.
Advanced Merger Model teaches you multiple transaction scenarios, advanced purchase price allocation, how to calculate revenue and expense synergies by segment, and book vs. cash taxes and Section 382 NOLs.
Advanced LBO Model covers how to change an operating model into an LBO model and how to incorporate seven debt tranches and multiple capital structure scenarios, plus an advanced debt schedule with mandatory and optional repayments.
Full transcripts of all the video content, so you can locate and review key content quickly and easily.
Sample Pitch Book and PowerPoint lesson, including commentary on the deal.
Instant Access when you sign up because everything is delivered online – no shipping charges or trips to the post office.
Free Lifetime Updates and Support.
And much, much more.