BREAKING INTO WALL STREET – BIWS Platinum Package 2022

BREAKING INTO WALL STREET – BIWS Platinum Package 2022

Sale Page: BREAKING INTO WALL STREET – BIWS Platinum Package 2022

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BIWS Platinum Package 2022 – BREAKING INTO WALL STREET – Instant Download!

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Excel & VBA

In this course, you’ll master Excel and learn how to use VBA efficiently to write and edit macros to automate your work. You will complete two case studies: one based on an operating model and valuation of Walmart, and one based on an analysis of customer and sales rep data for due diligence purposes. Through these case studies, you’ll learn how to navigate through Excel, set up formatting and printing, use formulas and built-in functions, manipulate and analyze data, create graphs and charts, and write macros and VBA code.

Module 0: Written Guides, Macros, Files, and Course Study Plans

Resources and written guides for the entire Excel & VBA Course. Start here!

Module 1: Intro, Setup, and Navigation (for PC/Windows Excel)

In this first module of the PC/Windows Excel tutorials, you’ll learn how to set up the Quick Access Toolbar (QAT) to save time, and how to optimize your system settings and Excel options.

Module 1: Intro, Setup, and Navigation (Mac Excel)

In this first module of the Mac Excel tutorials, you’ll learn how to optimize your system settings and Excel options to save time and be more efficient – and some of the drawbacks of Mac Excel.

Module 2: Formatting and Printing (for PC/Windows Excel)

In this second module of the PC/Windows Excel tutorials, you’ll learn (and review) the key shortcuts for formatting and printing Excel spreadsheets.

Module 2: Formatting and Printing (Mac Excel)

In this second module of the Mac Excel tutorials, you’ll learn (and review) the key shortcuts for formatting and printing Excel spreadsheets.

Module 3: Financial Formulas and Lookup Functions (Combined PC/Mac)

In this module, you’ll learn about the key functions and formulas required for financial modeling in Excel, including logical, arithmetic, and financial functions, as well as lookup functions.

Module 4: Data Manipulation and Analysis (Combined PC/Mac)

In this fourth module, you’ll learn how to manipulate and analyze data in Excel, including Data Tables, sorting and filtering, Power Query, SUMIFS, SUMPRODUCT, and Database Functions.

Module 5: Charts and Graphs (Combined PC/Mac)

In this module, you’ll learn how to set up charts and graphs in Excel, ranging from the basic line and column charts up through dynamic charts with checkboxes and scroll bars.

Module 6: VBA, Macros, and User-Defined Functions (Combined PC/Mac)

In this module, you’ll learn VBA and macros by writing your own package of useful Excel macros.

Module 7: Certification Quiz

In this module, you’ll take a quiz consisting of 60 multiple choice questions that tests your knowledge of the material covered within the Excellence with Excel course.

 

Financial Modeling Mastery

In this course, you’ll start from the very basics of accounting and finance and move up through 3-statement models, valuation and DCF analysis, M&A deals and merger models, and leveraged buyouts. You’ll complete dozens of cases studies from companies in different industries and geographies to master these concepts.

APRIL 2022 UPDATE: We just revamped Module 14 and greatly expanded the coverage to include multiple types of private companies, SaaS modeling, and venture capital and VC-backed startups.

Module 0: Financial Modeling Study Plans and Quick Reference Guides

Resources and written guides for the entire Financial Modeling Mastery course. Start here!

Module 1: Financial Modeling Overview and Core Concepts

Learn what “financial modeling” means, how you use it in real life, & the core concepts required to understand the rest of this course, including the time value of money, present value, and more.

Module 2: Accounting Concepts, the Financial Statements, and Interview Questions

Learn the fundamental concepts of accounting, including the three financial statements, cash vs. non-cash revenue and expenses, and how companies record short-term and long-term changes.

Module 3: More Advanced Accounting

You’ll learn about topics such as the book value vs. face value of Debt, Equity Investments, Noncontrolling Interests, Stock-Based Compensation, and Pension Accounting in this module.

Module 4: 60-Minute and 2-Hour 3-Statement Modeling Case Studies (Toro and Atlassian)

In this module, you’ll complete 60-minute and 2-hour case studies based on 3-statement projections for Toro, a landscape maintenance equipment company, and Atlassian, an enterprise software company.

Module 5: 3-Hour 3-Statement Modeling Test and Debt vs. Equity Case Study (EasyJet)

You’ll complete a 3-statement modeling test for EasyJet, a low-cost carrier based in the U.K., in this module. You’ll use the output to advise the company on its proper mix of Debt & Equity.

Module 6: Equity Value, Enterprise Value, and Valuation Multiples (Target, Vivendi, and Zendesk)

Learn how to calculate Equity Value, Enterprise Value, & Valuation Multiples for companies that follow U.S. GAAP and IFRS, & how key accounting rule updates in 2019 changed some of these calculations.

Module 7: 3-Hour Valuation and DCF Case Study from Blank Sheet (Steel Dynamics) [REVISED IN 2021]

In this module, you’ll complete a 3-hour valuation and DCF case study based on Steel Dynamics, a leading steel manufacturing company in the U.S.

Module 8: 1-Week, Open-Ended Valuation and DCF Case Study (Jazz Pharmaceuticals) [REVISED IN 2021]

In this module, you’ll complete a 1-week, open-ended valuation and DCF case study based on Jazz Pharmaceuticals, a specialty pharmaceutical company.

Module 9: Valuation Interpretation, Real-Life Usage, and Supplemental Methodologies [REVISED IN 2021]

In this module, you’ll use the Jazz Pharmaceuticals valuation to draft a short stock pitch, an equity research report, and an investment banking pitch book.

Module 10: M&A Concepts and Full Merger Model (60-Minute and 3-Hour Case Studies)

Learn the fundamentals of M&A, including several short exercises and 1-hour and 3-hour versions of a full merger model for Builders FirstSource’s $2.5 billion acquisition of BMC Stock Holdings.

Module 11: More Advanced M&A Deals and Merger Models (Multiple Case Studies) [REVISED IN 2020 AND 2021]

Complete more advanced M&A case studies that deal with topics such as quarterly models, variable close dates, spin-offs & divestitures, & acquisitions of minority/majority stakes in other companies.

Module 12: Leveraged Buyout Concepts and Simpler LBO Models (30-Minute to 3-Hour Case Studies) [REVISED IN 2021]

You’ll get a quick introduction to leveraged buyouts and LBO models, starting with simple models that can be completed in 30-60 mins, including a “paper LBO” test common in private equity interviews.

Module 13: More Complex LBO Models and Case Studies [REVISED IN 2021]

In this module, you’ll complete two more advanced LBO modeling case studies.

Module 14: Private Company, Venture Capital, and SaaS Modeling and Valuation [NEW IN 2022]

You’ll complete two case studies based on two very different private companies (a “small business” and a pre-IPO startup) in this module.

Module 15: Debt, Equity & Convertibles (Netflix)

In this module, you’ll complete a credit analysis of Netflix and recommend additional financing via equity, traditional debt, or a convertible bond.

Module 16: Certification Quiz

You’ll test your knowledge of the course in this 60-question quiz. If you pass, you’ll receive a certificate that indicates your passing score and the date you completed the quiz.

Module 14: Private Companies, IPOs, and Reverse Mergers (Daum / Kakao) [OLD VERSION]

In this module, you will learn all about private company valuation and financial modeling via two separate case studies (one based on a “small business” and one based on a larger tech startup).

 

Investment Banking Interview Guide

The IB Interview Guide includes templates for walking through your resume/CV in interviews, executed examples of each template, and hundreds of “fit” and technical questions. There are also sample deal discussions, Excel models for all the core technical concepts, and quizzes and case studies you can use to test yourself at the end.

Module 1: Action Plan and Quick Start Guide

This module will show you how to get the most out of the Interview Guide with limited time, and what to focus on if you have only a few hours or a few days to prepare.

Module 2: How to Tell Your Story (Resume Walkthrough Tutorials)

In this module you’ll learn how to answer the most important question in any interview: “Tell me about yourself” or “Walk me through your resume/CV” or “Why are you here today?”

Module 3: Fit Questions and Deal and Market Discussions

In this module you’ll learn how to answer “fit” questions (e.g., strengths, weaknesses, and leadership skills) and how to discuss deals, companies, and markets, including your own deal experience.

Module 4: Technical Questions and Answers

In this module of the Investment Banking Interview Guide, you’ll master all the technical concepts.

Module 5: Interactive Quiz Questions and Answer Keys

This module lets you test your knowledge of the key technical topics by completing quizzes on accounting, Equity Value and Enterprise Value, valuation and DCF analysis, merger models, and LBO models.

Module 6: Case Study Exercises

In this module, you’ll get practice completing a variety of case studies and modeling tests given in interviews and at assessment centers in the EMEA region.

 

Real Estate & REIT Modeling

You’ll complete a series of case studies in this course (both shorter/simpler and more complex) to learn the fundamentals and advanced nuances of financial modeling for individual properties and real estate investment trusts (REITs).

Module 0: Real Estate Modeling Study Plans and Quick Reference Guides

Resources and written guides for the entire Real Estate & REIT Modeling course. Start here!

Module 1: Real Estate Overview and Short Case Studies/Modeling Tests

In this module, you’ll get an introduction to Real Estate Modeling and you’ll practice the key skills with several short case studies and modeling tests.

Module 2: 4-Hour Office Development Modeling Test (100 Bishopsgate)

In this module, you will complete a 4-hour real estate development modeling test for an office property in the City of London (100 Bishopsgate).

Module 3: 2-Hour Hotel Acquisition & Renovation Modeling Test (Jumeirah Beach Hotel)

In this case study, you’ll complete a 2-hour hotel acquisition and renovation modeling test based on a 5-star resort in Dubai, the Jumeirah Beach Hotel.

Module 4: 3-Hour Multifamily Acquisition and Credit Case Study (The Lyric)

You will build a multifamily acquisition and credit analysis model and make an investment recommendation on the Senior Loan, Mezzanine, or Preferred Equity used to fund the property.

Module 5: 4-Hour Office/Retail Acquisition & Renovation Modeling Test (45 Milk Street)

In this module, you’ll build an acquisition and renovation model for a mixed-use office/retail property and make investment recommendations for or against the deal.

Module 6: 2-Hour Pre-Sold Condo Development Modeling Test (Heritage Cyrela)

You will build a condo development model for the Heritage Cyrela, a super-high-end luxury complex in São Paulo, in this lesson, and you’ll recommend for or against the deal.

Module 7: 4-Hour (or 1-Week) REIT Valuation Modeling Test (AvalonBay)

In this case study, you will build a 3-statement model and valuation for AvalonBay, a leading U.S.-based multifamily REIT, and you’ll draft a stock pitch, equity research report, and IB pitch book.

Module 8: 2-Hour REIT Debt vs. Equity Case Study (SPH REIT)

In this case study, you’ll project the performance of individual properties for SPH REIT, a Singaporean retail REIT, on a half-year basis, and you’ll create a 3-statement model for the company.

Module 9: 3-Hour REIT M&A and Merger Model Case Study (Digital Realty / DuPont Fabros)

In this case study, you’ll complete a quarterly merger model and supplemental analysis for Digital Realty’s $5.8 billion acquisition of DuPont Fabros.

Module 10: 2.5-Hour REIT Leveraged Buyout and LBO Model Case Study (Blackstone / Pure Industrial Real Estate Trust)

In this case study, you’ll analyze Blackstone’s $2.5 billion CAD leveraged buyout of Pure Industrial Real Estate Trust (PIRET) in Canada and make an investment recommendation for or against the deal.

Module 11: Certification Quiz

In this module, you’ll take a quiz consisting of 60 multiple choice questions that tests your knowledge of the material covered within the Real Estate & REIT Modeling course.

 

PowerPoint Pro

In this course, you’ll become a pro at PowerPoint by creating a sell-side M&A / valuation pitch book for Jazz Pharmaceuticals from the ground up. You’ll also get examples of pitch books and presentations across different industries and deal scenarios, and you’ll get practice creating company and deal profiles and specific IB pitch book slides in the main presentation.

Module 0: Written Guides, Quick Access Toolbar, and Course Study Plans

Resources and written guides for the entire PowerPoint Pro course. Start here!

Module 1: Overview and PowerPoint Setup

In this module, you’ll learn how and why PowerPoint is used in the finance industry, and why mastery of the key shortcuts and tricks can save you hours of time each day.

Module 2: Shapes, Slides, Alignment, and Distribution

You’ll learn how to insert shapes and slides, align them, distribute them, and format them using the key shortcuts in this module.

Module 3: The Slide Master and Sections for Organization

You’ll take a step back from individual shapes, text boxes, and slides, and learn how to manipulate PowerPoint presentations at a higher level with the Slide Master, Sections, and viewing modes.

Module 4: Using Excel and Word Data, Pictures, and Tables

In this module, you will learn how to paste in data, graphs, and charts from Excel, Word, and Internet searches, and you’ll understand how to format it correctly within PowerPoint.

Module 5: Finishing Touches

In this module, you’ll learn how to apply “finishing touches” to a PowerPoint presentation by inserting page numbers, footnotes, and labels.

Module 6: Presentation and Pitch Book Examples

In this module, you’ll gain exposure to different types of pitch books, client presentations, and investment recommendation presentations used by real banks and other finance firms.

Module 7: Company and Deal Profiles

In this module, you’ll get practice creating different types of company and deal profiles for use in pitch books and other presentations.

Module 8: Practice Exercises

In this module, you will get practice completing exercises related to alignment, distribution, and formatting in PowerPoint.

 

Investment Banking Networking Toolkit

The IB Networking Toolkit provides a crash course in finding and contacting bankers, conducting informational interviews, and using cold emails and cold calls to win internship and job offers. You’ll also get the names of thousands of banks, PE firms, and hedge funds, as well as bonus coverage of topics such as information sessions, weekend trips, email best practices, LinkedIn, and case studies of students who successfully networked their way into finance.

Module 1: Course Overview, Firm Database, and Networking Action Plans [NEW IN 2021]

In this module, you’ll learn about the three main networking strategies covered in this course, and you’ll get a database of investment banks, private equity firms, and hedge funds.

Module 2: Informational Interviews [NEW IN 2021]

In this module, you’ll learn the process for finding bankers, setting up informational interviews, following up on the interviews, and converting your networking efforts into real interviews.

Module 3: Cold Emails [NEW IN 2021]

In this module, you’ll learn the step-by-step process for using cold emails to request and win internships at smaller firms and large banks, including templates and example “mini-interview” calls.

Module 4: Cold Calls [NEW IN 2021]

You’ll learn how to cold call investment banks to ask about internships and job offers in this module.

Module 5: Information Sessions [NEW IN 2021]

The lessons in this module will teach you how to use investment banking information sessions to meet bankers and improve your chances of winning interviews and offers.

Module 6: Weekend Trips (In-Person Networking Trips) [NEW IN 2022]

This module will teach you how to conduct weekend trips, also known as in-person networking trips, to win investment banking interviews and offers.

Module 7 (Bonus): The Art of Effective Email

In this module, you’ll learn how to set up and write effective emails that will substantially boost your response rates when networking.

Module 8 (Bonus): Using LinkedIn Effectively

In this module, you’ll learn to use LinkedIn effectively for networking purposes.

Module 9 (Bonus): Networking Success Case Studies

In this module, you’ll get examples of real life networking success stories from customers and M&I readers who broke into the finance industry successfully from different backgrounds.

Module 10: The Investment Banking Networking Quiz

You’ll test your networking knowledge and mastery of the course material with this practice quiz.

 

Bank & Financial Institution Modeling

In this course, you’ll master accounting, valuation, merger models, and growth equity/buyout models for commercial banks, and you’ll get a brief introduction to the insurance sector.

Module 0: Bank Modeling Study Plans and Quick Reference Guides

Resources and written guides for the entire Bank & Financial Institution Modeling course. Start here!

Module 1: Bank Overview: Accounting, Valuation, and Regulations

In this module, you’ll get a crash course on commercial bank accounting, valuation, and regulatory capital.

Module 2: Bank Operating Model (Shawbrook)

You will build a 3-statement projection model for Shawbrook based on its annual and interim reports, channel checks, the case study document, and additional industry research.

Module 3: Bank Valuation (Shawbrook)

Complete a full valuation of Shawbrook and use that valuation to draft a detailed hedge fund / asset management stock pitch, an equity research report, and a client advisory recommendation.

Module 4: Bank M&A and Merger Models (KeyBank / First Niagara)

You’ll complete a simplified and more complex example of a bank merger model in this module.

Module 5: Bank Growth Equity Deals (ANZ)

In this module, you’ll learn how private equity deals, such as minority-stake investments and full buyouts, work for commercial banks.

Module 6: Bank Buyout Deals (Philippine Bank of Communications)

You’ll learn how to build a “bank buyout model,” similar to a traditional leveraged buyout model for a normal company, in this module.

Module 7: Certification Quiz

You’ll take a 50-question certification quiz that tests your knowledge of all topics related to bank modeling in this module.

Module 8: Insurance Overview (Bonus Module)

You’ll get a crash course on insurance accounting and valuation in this bonus module (for both Life and P&C companies).

 

Bonus Case Studies

The bonus case studies here include additional short, practice exercises on topics such as valuation/DCF analysis and LBO models. They also include a few topics not covered in the main courses on this site. Finally, there is a longer, more detailed case study about Silver Lake’s leveraged buyout of Dell and how to make an investment recommendation on that deal.

Module 1: LBO and Valuation Bonus Case Studies (Interview Practice)

You’ll get several practice case studies/modeling tests based on valuation/DCF analysis and leveraged buyout (LBO) models here.

Module 2: Bonus Standalone Lessons (Accounting, M&A, and LBO Models)

In this set of bonus lessons, you’ll get additional practice with accounting, M&A, and LBO concepts not covered in the main courses.

Module 3: Silver Lake / Dell Leveraged Buyout – Extended Case Study

In this case study, you’ll analyze Silver Lake Partners’ $24 billion leveraged buyout of Dell and make an investment recommendation for or against the deal.

 

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