Banker Analyst Bootcamp Bundle

Courses included - Financial Statement Analysis; Financial Modeling - Fundamentals; Valuation Fundamentals; Trading Comparables Valuation; DCF Valuation; Capital Markets and Corporate Funding

View video to get a brief overview of the course

Included in this bundle

Financial Statement Analysis (FSA)

This module is designed for participants with some familiarity with the basics of accounting but wishing to deepen their understanding of the three key financial statements. You will learn how they are constructed, how they can be forecasted and how we use them to calculate ratios to better understand how businesses compare to one another. Confidence with FSA will enable you to apply this knowledge in areas including valuation and forecast modeling.

Financial Modelling - Fundamentals

Learn to build a detailed, fully integrated three statement forecast model for a corporate. You will learn best practice in formula construction and how to use keyboard shortcuts to eliminate use of the mouse. Throughout the training you will learn the tried and tested habits and techniques to minimize errors, and make models easy to interpret, adapt and audit.

Valuation Fundamentals

Learn the basics of the three main techniques used to value businesses and shares - Relative Value, Discounted Cash Flow (DCF) and Levered or LBO Valuation. In doing so you will also learn the distinction between equity value and enterprise value, and when each is appropriate to analyze.

Trading Comparables Valuation

Learn the basic mechanics of Excel, how to use Excel to complete a variety of financial tasks and how to build a functional model that involves a variety of related metrics and assumptions. You will learn Excel best practice throughout, and how to use Excel shortcuts to make you more efficient.

DCF Valuation

Learn to follow best practices in generating a forecast model and Discounted Cash Flow (DCF) valuation of a business using ‘fundamental valuation’ techniques. DCF can be used on a wide variety of business and is used by equity research and institutional investors as well as parties valuing entire businesses such as corporate or ‘strategic’ buyers/ sellers, Private Equity (PE) funds and financial sponsors and advisory firms.

Capital Markets and Corporate Funding

Explore the way in which capital markets connect the world’s issuers, to the world’s investors, with the assistance of the financial industry. The major global investors and issuers are covered in some detail, along with the main features of the key funding instruments; debt and equity. You will then examine some of the ways in which the corporate makes decisions on the equity and debt mix in their business.

16.5 hours of video content.

Estimated 33 hours to complete.

How to access your course

  • Checkout and pay for the course(s).
  • Your course(s) will be added to your DELTA account.
  • You will then receive an email with joining instructions.
  • You will have 12 months access from date of purchase.

Pre-requisites

This course is open to all. To maximize the benefit of this course we recommend an understanding of financial statements and Microsoft Excel.

Technical Requirements

You will need an Internet connected device to access the videos and download supporting resources. Supporting resources can be used offline, which require Microsoft Excel 2003 or later and a PDF reader.

Comprehensive Resources

You’ll be able to easily access all of the materials you need through our online portal.

  • Bite-size trainer led HD videos detailing step by step techniques and best practices.
  • Download the slides and files as used in the videos, which can be completed while watching or saved for later.
  • Open forum for quick problem solving.

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