Financial Modeling and Valuation Analyst (FMVA®) Certification

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1.1: WSO Academy: Land Your High-Finance Role

1.2: Introduction

1.3: Before we begin

1.4: Special instructions for Office 365 users

1.5: What is a macro

1.6: How VBA can be used

1.7: VBA Limitations

1.8: VBA in action

1.9: Setting up our workbooks for macros

1.10: The Developer tab

1.11: Visual Basic Editor overview

1.12: Coding basics

1.13: Running your code

1.14: Keeping your code clean

2.1: Referencing a range

2.2: Referencing a named range

2.3: Referencing a worksheet

2.4: Passing values

2.5: Intro to variables

2.6: Declaring a variable part 1

2.7: Declaring a variable part 2

2.8: Using constants

2.9: Debugging your code

2.10: Creating message boxes

2.11: Case study intro

2.12: Case study solution

3.1: Finding the row number

3.2: Finding the last row

3.3: Offset function

3.4: IF Then function

3.5: Mini case study overview (IF Then function)

3.6: Mini case study solution

3.7: Intoduction to loops

3.8: For next loops in action

3.9: Additional For next loop practice

3.10: Introduction to functions

3.11: Functions in action

3.12: Additional function practice

3.13: Working with multiple subs

3.14: Public variables

3.15: Case study introduction

3.16: Case study solution

4.1: Running your code

4.2: Error handling

4.3: Recording a macro

4.4: How recording a macro works

4.5: Automating code creation with AI

4.6: Putting AI tools into practice

4.7: Case study introduction

4.8: Case study solution

5.1: Case study 1 introduction

5.2: Case study 1 solution

5.3: Case study 2 introduction

5.4: Case study 2 solution

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1.1: Financial Modeling Best Practices

1.2: Model Setup and Assumptions

1.3: Forecast Revenues Down to EBITDA

1.4: Forecast Working Capital and PP&E

1.5: Forecast Capital Structure

1.6: Complete Cash Flow Statement

1.7: Review and Audit

2.1: Financial Modeling Best Practices

2.2: Modeling Cash Flows (Review)

2.3: Building Your Financial Model in Excel

2.4: Enhancing Your Model

2.5: Final Product

3.1: e-Commerce Business Landscape & Revenue Drivers

3.2: Building Smart Assumptions for Scalable Financial Models

3.3: Crafting a Dynamic Income Statement for Startups

3.4: Designing a Startup-Friendly Balance Sheet

3.5: Integrating Key Financial Schedules Seamlessly

3.6: Startup Cash Flow Modeling & Forecasting Techniques

3.7: Customer Metrics That Drive Growth & Valuation

3.8: Visualizing Financial Insights with Impactful Charts & Dashboards

4.1: Understanding the Gaming App Ecosystem & Revenue Streams

4.2: Building Assumptions for User Growth, Retention & Monetization

4.3: Modeling In-App Revenue, Developer Costs & Platform Fees

4.4: Constructing Financial Statements Tailored to Gaming Startups

4.5: Player Metrics & KPI Dashboards for Performance Tracking

4.6: Completing the Financial Model

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1.1: Analyzing Business Segments, Industry Dynamics & Revenue Streams

1.2: Extracting and Cleaning Financial Data from Annual Reports & PSX Filings

1.3: Modeling Income Statement, Balance Sheet & Cash Flow Statement

1.4: Evaluating Profitability, Efficiency & Liquidity Using Ratios

1.5: Forecasting Future Financial Performance Using Market Research

1.6: Valuing the Company Using DCF & Trading Multiples

2.1: Analyzing Business Segments, Industry Dynamics & Revenue Streams

2.2: Extracting and Cleaning Financial Data from Annual Reports & PSX Filings

2.3: Modeling Income Statement, Balance Sheet & Cash Flow Statement

2.4: Evaluating Profitability, Efficiency & Liquidity Using Ratios

2.5: Forecasting Future Financial Performance Using Market Research

2.6: Valuing the Company Using DCF & Trading Multiples

3.1: Analyzing Business Segments, Industry Dynamics & Revenue Streams

3.2: Extracting and Cleaning Financial Data from Annual Reports & PSX Filings

3.3: Modeling Income Statement, Balance Sheet & Cash Flow Statement

3.4: Evaluating Profitability, Efficiency & Liquidity Using Ratios

3.5: Forecasting Future Financial Performance Using Market Research

3.6: Valuing the Company Using DCF & Trading Multiples

4.1: Analyzing Business Segments, Industry Dynamics & Revenue Streams

4.2: Extracting and Cleaning Financial Data from Annual Reports & PSX Filings

4.3: Modeling Income Statement, Balance Sheet & Cash Flow Statement

4.4: Evaluating Profitability, Efficiency & Liquidity Using Ratios

4.5: Forecasting Future Financial Performance Using Market Research

4.6: Valuing the Company Using DCF & Trading Multiples

1.1: Analyzing Business Segments, Industry Dynamics & Revenue Streams

1.2: Extracting and Cleaning Financial Data from Annual Reports

1.3: Modeling Income Statement, Balance Sheet & Cash Flow Statement

1.4: Evaluating Profitability, Efficiency & Liquidity Using Ratios

1.5: Forecasting Future Financial Performance Using Market Research

1.6: Valuing the Company Using DCF & Trading Multiples

2.1: Analyzing Business Segments, Industry Dynamics & Revenue Streams

2.2: Extracting and Cleaning Financial Data from Annual Reports

2.3: Modeling Income Statement, Balance Sheet & Cash Flow Statement

2.4: Evaluating Profitability, Efficiency & Liquidity Using Ratios

2.5: Forecasting Future Financial Performance Using Market Research

2.6: Valuing the Company Using DCF & Trading Multiples

1.1: Forecast all Financial line items

1.2: Build a 3-Statement Financial Model

1.3: Calculate WACC, Growth rate, and Key metrics

1.4: Perform Valuation using DCF and Comparables

2.1: Forecast all Financial line items

2.2: Build a 3-Statement Financial Model

2.3: Calculate WACC, Growth rate, and Key metrics

2.4: Perform Valuation using DCF and Comparables

3.1: Forecast all Financial line items

3.2: Build a 3-Statement Financial Model

3.3: Calculate WACC, Growth rate, and Key metrics

3.4: Perform Valuation using DCF and Comparables

4.1: Forecast all Financial line items

4.2: Build a 3-Statement Financial Model

4.3: Calculate WACC, Growth rate, and Key metrics

4.4: Perform Valuation using DCF and Comparables

1.1: Choosing Professional Color Themes and Keeping Slides Consistent

1.2: Formatting Slide Titles, Lines, and Shapes Cleanly

1.3: Using Slide Master to Maintain a Uniform Design

1.4: Creating Clear Heading Bars and Easy-to-Read Tables

2.1: Adding and Linking Excel Tables into PowerPoint Slides

2.2: Importing and Updating Excel Charts in Presentations

3.1: Using Background Images and Color Overlays Effectively

3.2: Cropping Images and Applying Professional Image Styles

3.3: Adding Simple Animations to Text, Charts, and Objects

3.4: Using Transitions to Create Smooth Slide Flow

4.1: Creating Hidden Slides for Extra or Backup Content

4.2: Using Presenter View for Confident Delivery

4.3: Adding Comments and Working with Team Feedback

4.4: Sharing and Exporting Presentations Professionally

5.1: Best Practices for Writing Clear and Professional Reports

5.2: Creating a Well-Structured Table of Contents

5.3: Writing a Clear and Insightful Executive Summary

5.4: Using Section Dividers for Better Report Navigation

5.4: Preparing a Strong Company Overview Section

6.1: Adding and Formatting Tables and Charts in Reports

6.2: Improving Layout, Alignment, and Visual Balance

6.3: Creating Clear and Professional Project Timelines

6.4: Writing and Presenting the Valuation Summary

6.5: Preparing a Concise Industry Overview

6.6: Writing a Strong Conclusion with Key Takeaways

6.7: Understanding Disclaimers, Footnotes, and Disclosures

1.1: Accretion–Dilution, EPS Impact & Value Creation

1.2: Buyers, Strategy & M&A Modeling Framework

1.3: Course Introduction & M&A Overview

1.4: Deal Structure, Consideration & Key Assumptions

1.5: Pro Forma Balance Sheet & Consolidation Mechanics

1.6: Pro Forma DCF Valuation

1.7: Purchase Price, Equity Structure & PPA

1.8: Revenue, Cost Integration & Pro Forma Financials

1.9: Scenario Testing, Sensitivity Analysis & Model Review

1.10: Standalone Financial Model Structure & Statement Mapping

1.11: Transaction Stub Periods & Stub Financials

1.12: Working Capital, Depreciation, Debt & Cash Flow Modeling

2.1: Core Financial Statements & Cash Flow Mechanics

2.2: Dashboards, Model Validation, Circularity Control & Course Wrap-Up

2.3: Debt Repayment Profiles, Credit Metrics & Covenant Analysis

2.4: Enterprise Value, EBITDA Normalization & Exit Strategies

2.5: Equity Schedules, Cash Distributions & Exit Equity Value

2.6: Financing Assumptions, Fees & Debt Instrument Overview

2.7: Introduction to Leveraged Buyouts & LBO Transaction Overview

2.8: LBO Model Architecture, Design Standards & Full Model Tour

2.9: LBO Rationale, Buyers, Risks, Return Drivers & Market Context

2.10: Operating Assumptions & Revenue and Cost Modeling

2.11: Purchase Price Mechanics & Equity Offer Value

2.12: Returns Analysis, IRR, Cash-on-Cash & Sensitivity Tables

2.13: Revolver Modeling & Short-Term Liquidity Management

2.14: Sources and Uses of Funds & Capital Structure Setup

2.15: Term Loans, Subordinated Debt & Interest Calculations

2.16: Model Circularity and Checks

3.1: Course Introduction, Key Terms & Project Finance Fundamentals

3.2: Development Overview, Property Statistics & Cost Structure

3.3: Development Pro Forma, Sensitivity Analysis & Final Outputs

3.4: Distribution Waterfalls, Investor Returns & IRR Scenarios

3.5: Expense Modeling & Net Cash Flow Mechanics

3.6: Financing Structure: Land Loan, Construction Loan & Debt Schedules

3.7: Joint Ventures, Equity Contributions & Waterfall Structures

3.8: Levered Cash Flows, IRR & Project Returns

3.9: Model Assumptions Framework & Data Inputs

3.10: NOI, Cap Rates & Core Valuation Concepts

3.11: Real Estate Development Timeline, Capital Stack & Modeling Best Practices

3.12: Revenue Modeling: Absorption, Closings & Sales Build-Up