Course Curriculum

  • 1

    Introduction

    • Welcome to the Course!

    • Syllabus

    • Financial Model Shell

  • 2

    Financial Statement Overview and Analysis

    • Introduction to SEC Filings

    • 10-K Structure Overview

    • Financial Statements Review - Balance Sheet

    • Financial Statements Review - Income Statement and Cash Flow Statement

    • Financial Ratio Analysis - Activity, Profitability, and Growth

    • Financial Ratio Analysis - Tips, Liquidity, and Leverage

  • 3

    Constructing a Three Statement Model - Modeling Practicum

    • Income Statement Assumptions

    • Balance Sheet Assumptions

    • Debt and Interest Assumptions

    • Balance Sheet Part 1

    • Balance Sheet Part 2

    • Balance Sheet Part 3

    • Balance Sheet Part 4

    • Income Statement Part 1

    • Income Statement Part 2

    • Cash Flow Statement

    • Debt Schedule

    • Financial Model Shell

  • 4

    Assessment

    • Assessment