Financial Modeling Best Practices – Part 2

The following video is borrowed from our BusinessTraining.com platform and was originally recorded for our investment banking training program. Financial modeling is fundamental to a career in investment banking so we’ve enlisted the help of investment banking veterans to help us create high-quality free content on this important topic.  Here is the second of a two part series on financial modeling best practices.  To watch part one of this series, click here.


Video Transcript/SummaryThe strategies and tips provided within this video module include:

  1. Coming soon.

I hope that this video has shown you some important financial modeling best practices.  To watch part one of this series, click here.

Your friends here at https://investmentcertifications.com

Financial Modeling Best Practices – Part 1

The following video is borrowed from our BusinessTraining.com platform and was originally recorded for our investment banking training program. Financial modeling is fundamental to a career in investment banking so we’ve enlisted the help of investment banking veterans to help us create high-quality free content on this important topic.  Here is the first of a two part series on financial modeling best practices.  To watch part two of this series, click here.


Video Transcript/SummaryThe strategies and tips provided within this video module include:

  1. Coming soon.

I hope that this video has shown you some important financial modeling best practices.  To watch part two of this series, click here.

Your friends here at https://investmentcertifications.com

Basic Financial Modeling – Part 2 of 3

Below is a free-to-watch video module on basic financial modeling.  A financial model is a tool used to forecast a business’s results and is designed to be able to evaluate multiple scenarios.  Investment bankers are expected to be experts in financial modeling.  This video is two of three video modules in our series: Basic Financial Modeling.  You can watch part one here.  Click here for part three.

This video was taken from our Certified Investment Banking Associate (CIBA) program which is the investment banking certification and training program hosted on our BusinessTraining.com platform.


Video Transcript Summary of Basic Financial Modeling:

  1. The first step is to forecast Income Statements (IS) to the EBITDA.
  2. Forecast key balance sheet items.
  3. Setup cash flow statement including operating and investing activities.
  4. Link capital improvements from cash flow to PP & E line  on the balance sheet and link depreciation on the balance sheet to its line on the IS.
  5. Perform depreciation calculation on IS.
This is part two of a series on basic financial modeling.  Click here for part one of this series.   Click here for part three.

Your friends here at https://investmentcertifications.com

Basic Financial Modeling – Part 1 of 3

Below is a free-to-watch video module on basic financial modeling.  A financial model is a tool used to forecast a business’s results and is designed to be able to evaluate multiple scenarios.  Investment bankers are expected to be experts in financial modeling.  This video is one of three video modules in our series: Basic Financial Modeling.  Click here for part two of this series. Click here for part three.

This video was taken from our Certified Investment Banking Associate (CIBA) program which is the investment banking certification and training program hosted on our BusinessTraining.com platform.

Video Transcript Summary of Basic Financial Modeling:

  1. The first step is to forecast Income Statements (IS) to the EBITDA.
  2. Forecast key balance sheet items.
  3. Setup cash flow statement including operating and investing activities.
  4. Link capital improvements from cash flow to PP & E line  on the balance sheet and link depreciation on the balance sheet to its line on the IS.
  5. Perform depreciation calculation on IS.
  6. Setup debt and interest schedule including: interest rates, beginning balances, new borrowing, amortization of new or existing borrowing, and ending balances and interest amounts.
  7. Link interest to IS.  Continue IS forecast through bottom line.
  8. Link debt balances to balance sheet.
  9. Input line of credit borrowing repayment calculation on cash flow statement and link its activity to debt schedule.
  10. Finally, link ending cash from cash flow statement to top of balance sheet, calculate interest earned on cash on income statement.  
This is only part one of a series on basic financial modeling.  Click here for part two of this series.  Click here for part three.

Your friends here at https://investmentcertifications.com

Finance Careers

The following audio interview  is borrowed from our BusinessTraining.com platform and was originally recorded for our financial analyst training program.   Richard Wilson is the founder and CEO of the GTC Institute, LLC and the Hedge Fund Group.  His background is in risk consulting, capital raising and investment marketing.  Richard is the author of several books and often speaks at global conferences on finance and alternative investments.   In this expert audio interview, Richard shares his experience in finance and provides several finance career tips.  (Download this file in Mp3 format)

Interview Transcript: Coming soon.

Your friends here at https://investmentcertifications.com