Lecture 139: Introduction to Module 9

Bootcamp: The Financial Analyst Skills Training (FAST) Program

Introduction to the FAST course

Live Instructor Led Sessions
Your Instructor (1:38)
Lecture 1: Welcome to the course (5:34)

Module 1: Basic Excel Functions To Analyze Large Data

Live Instructor Led Sessions
Lecture 2: Introduction to this module (3:44)
Lecture 3: Download the Excel spreadsheet for this module (0:34)
Lecture 4: Let us look at the data for this illustration (2:55)
Lecture 5: Extraction of data: understanding the SUMIF function (8:14)
Lecture 6: Extraction of data: calculating growth rates (3:58)
Lecture 7: Extraction of data: understanding the VLOOKUP function (11:40)
Lecture 8: Extraction of data: understanding the HLOOKUP function (9:31)
Lecture 9: Extraction of data: understanding the INDEX and MATCH function (13:56)
Lecture 10: Extraction of data: understanding the IF, COUNTIF and COUNTIFS function (9:09)
Lecture 11: Presentation of data: understanding the LINE chart (12:33)
Lecture 12: Presentation of data: understanding the PIE chart (11:45)
Lecture 13: Presentation of data: understanding the COLUMN chart (13:03)
Lecture 14: Presentation of data: understanding the STACKED COLUMN chart (10:56)
Lecture 15: Presentation of data: understanding the CONDITIONAL FORMATTING function (6:58)
Lecture 16: Practice Assignment #1 - Difficulty level: MEDIUM
Lecture 17: Solution to Practice Assignment #1
Lecture 18: End of Module 1
Lecture 19: Please provide us with your valuable feedback
Bonus

Module 2: Basics of financial accounting statements

Pre-Assessment Quiz by Rakesh Sud
Live Instructor Led Sessions
Lecture 20: Introduction to Module 2 (1:43)
Lecture 21: What is accounting and why we need it? (4:18)
Lecture 22: Key financial statements: Income statement (3:30)
Lecture 23: Key financial statements: Balance sheet (3:14)
Lecture 24: Illustration for this module (0:49)
Lecture 25: Illustration of transaction 1 (0:40)
Lecture 26: Illustration of transaction 2 (1:03)
Lecture 27: Illustration of transaction 3 (1:35)
Lecture 28: Illustration of transaction 4 (2:21)
Lecture 29: Illustration of transaction 5 (1:55)
Lecture 30: Illustration of transaction 6 (1:59)
Lecture 31: Illustration of transaction 7 (2:07)
Lecture 32: Illustration of transaction 8 (1:52)
Lecture 33: Illustration of transaction 9 (1:34)
Lecture 34: Illustration of transaction 10 (1:54)
Lecture 35: Practice Assignment 2 - Difficulty Level : MEDIUM
Lecture 36: Solution to Practice Assignment #2
Lecture 37: End of Module 2
Lecture 38: Please provide us your valuable feedback on the course thus far
Bonus time again

Module 3: Financial performance analysis of companies

Live Instructor Led Sessions
Lecture 39: Introduction to Module 3 (1:54)
Lecture 40: Introduction to financial performance analysis (2:24)
Lecture 41: Download the excel spreadsheet illustration for this module (0:34)
Lecture 42: Illustration for this module (5:06)
Lecture 43: How to measure the performance of companies? (3:20)
Lecture 44: What are the key metrics for measuring performance of companies? (9:27)
Lecture 45: Calculation of operating metrics for Company 1 (5:39)
Lecture 46: Calculation of financing metrics for Company 1 (3:43)
Lecture 47: Calculation of operating and financing metrics for Company 2 (5:05)
Lecture 48: Calculation of operating and financing metrics for Company 3 and Company 4 (0:43)
Lecture 49: Calculation of averages for all metrics across companies (6:50)
Lecture 50: Visual representation of metrics across companies (1:44)
Lecture 51: Ranking of operating metrics (6:15)
Lecture 52: Ranking of financing metrics (5:34)
Lecture 53: Choosing the best company (3:12)
Lecture 54: Quick recap: What did we learn? (2:14)
Lecture 55: Practice Assignment #3: DIFFICULTY LEVEL - EASY/MEDIUM
Lecture 56: Solution to Assignment #3 by Venkataramana Gundamaraju
Lecture 57: End of Module 3
Lecture 58: Please provide us your valuable feedback on the course thus far
One more bonus eh

Module 4: Forecasting an integrated financial model

Live Interaction with Instructor
Lecture 59: Introduction to Module 4 (2:10)
Lecture 60: Illustration for this module (1:13)
Lecture 61: Download the illustration exercise for the course (0:34)
Lecture 62: The six steps to forecasting a financial model (2:57)
Lecture 63: Step 1: Capturing historical IS & BS (8:00)
Lecture 64: Step 2a: Calculating historical IS ratios (12:20)
Lecture 65: Step 2b: Calculating historical BS ratios (6:39)
Lecture 66: Step 3a: Extrapolating future IS ratios (10:17)
Lecture 67: Step 3b: Extrapolating future BS ratios (5:01)
Lecture 68: Quick recap of what we have do so far (1:27)
Lecture 69: Step 4a: Forecasting future income statement (12:01)
Lecture 70: Step 4b: Forecasting future balance sheet - assets side (7:17)
Lecture 71: Step 4c: Forecasting the future balance sheet - liabilities side (12:56)
Lecture 72: What are the components of cash flow statement? (6:18)
Lecture 73: Step 5a: Calculating the cash flow from operations (13:54)
Lecture 74: Step 5b: Calculating the cash flow from investments (7:34)
Lecture 75: Step 5c: Calculating the cash flow from financing (7:53)
Lecture 76: Step 5d: Calculating the cash balance at end of year (3:03)
Lecture 77: Step 6: Integrating the balance sheet with cash flows statement (2:19)
Lecture 78: Recap: What did we learn in this module? (1:49)
Lecture 79: Practice Assignment #4: DIFFICULTY LEVEL - HARD
Lecture 80: Solution to Practice Assignment #4
Lecture 81: End of Module 4
Lecture 82: Please provide us your valuable feedback on the course thus far
Bonus #4

Module 5A: Conceptual understanding of Discounted Cash Flow valuation technique

Live Interaction with Instructor
Lecture 83: Introduction to Module 5A (1:49)
Lecture 84: What is valuation? (2:09)
Lecture 85: What does the Discounted Cash Flow technique estimate? (2:58)
Lecture 86: Calculation of Free Cash Flows (4:56)
Lecture 87: Free Cash flows are calculated for the future (1:44)
Lecture 88: Calculation of the discount rate or WACC? (2:31)
Lecture 89: Discounting future cash flows to calculate present value (2:19)
Lecture 90: Calculation of Terminal Value (1:12)
Lecture 91: Calculation of enterprise value and equity value (0:47)
Lecture 92: End of Module 5A
Lecture 93: Please provide us your valuable feedback on the course thus far
Its Bonus time again

Module 5B: Step by step illustration of DCF valuation technique

Live Interaction with Instructor
Lecture 94: Introduction to Module 5B (2:45)
Lecture 95: 5 steps to doing a DCF valuation (1:38)
Lecture 96: Download the illustration exercise for the module (0:34)
Lecture 97: Lets look at the data for the illustration in this module (4:55)
Lecture 98: Step 1a: Calculating EBIT (5:47)
Lecture 99: Step 1b: Calculating post tax operating cash profits (5:52)
Lecture 100: Step 1c: Calculating capex (5:50)
Lecture 101: Step 1d: Calculating operating cash investments (3:10)
Lecture 102: Step 1e: Calculating Free Cash Flows to Firm (FCFF) (2:52)
Lecture 103: Step 2a: Calculating WACC (6:15)
Lecture 104: Understanding the concept of discounting (3:06)
Lecture 105: Step 2b: Discounting future cash flows to present value terms (4:12)
Lecture 106: Step 3: Calculating Terminal Value (4:33)
Lecture 107: Step 4: Calculating Enterprise Value (0:58)
Lecture 108: Step 5: Calculating equity value and share price (1:40)
Lecture 109: Sensitivity analysis on share price (7:13)
Lecture 110: Recap of what we learnt in this module (1:15)
Lecture 111: Practice Assignment #5: DIFFICULTY LEVEL - EASY
Lecture 112: Solution to Practice Assignment #5
Lecture 113: End of Module 5B
Lecture 114: Please provide us your valuable feedback on the course thus far
Bonus #6

Module 6A: Conceptual understanding of the multiples based valuation technique

Live Interaction with Instructor
Lecture 115: Introduction to Module 6A (2:04)
Lecture 116: What are the different techniques of equity valuation? (5:11)
Lecture 117: A very brief overview of Discounted cash flow technique (1:48)
Lecture 118: Multiples based valuation: What is a multiple? (2:35)
Lecture 119: Multiples based valuation: what does a multiple denote? (1:32)
Lecture 120: Multiples based valuation: What are the different types of multiples used? (3:21)
Lecture 121: Illustration for this module (2:22)
Lecture 122: Financial statements supplements to the illustration (2:44)
Lecture 123: Steps to do a multiples based valuation (4:46)
Lecture 124: Step 1: Choosing the right peers (6:34)
Lecture 125: Step 2: Calculating the peer multiples (4:25)
Lecture 126: Step 3: Calculating the target value (6:18)
Lecture 127: So what is the best multiple to use? (7:51)
Lecture 128: Recap: What did we learn in this module? (3:40)
Lecture 129: End of Module 6A
Lecture 130: Please provide us your valuable feedback on the course thus far
You got one more bonus

Module 6B: Practical application of the multiples based valuation

Live Interaction with Instructor
Lecture 131: Introduction to Module 6B (3:33)
Lecture 132: Download the illustration exercise for this module (0:34)
Lecture 133: How to do a sum of the parts valuation using multiples (1/2) (11:53)
Lecture 134: How to do a sum of the parts valuation using multiples (2/2) (5:27)
Lecture 135: Practice Assignment #6: DIFFICULTY LEVEL - EASY
Lecture 136: Solution to Practice Assignment #6
Lecture 137: End of Module 6B
Lecture 138: Please provide us your valuable feedback on the course thus far
Ready for 1 more bonus

Module 7: Advanced excel functions to analyze large data

Live Interaction with Instructor
Lecture 139: Introduction to Module 9 (2:52)
Lecture 140: Download the excel template for this module (0:34)
Lecture 141: Understanding the LIST function (5:45)
Lecture 142: Understanding the OFFSET function (8:30)
Lecture 143: Understanding the SUMPRODUCT function (8:24)
Lecture 144: Understanding the GOAL SEEK function (8:29)
Lecture 145: Understanding the INDEX-MATCH function (18:54)
Lecture 146: Understanding the PIVOT function (11:14)
Lecture 147: Understanding the INDIRECT function (11:31)
Lecture 148: Practice Assignment #7: DIFFICULTY LEVEL - MEDIUM
Lecture 149: Solution to Practice Assignment #7
Lecture 150: End of Module 7
Lecture 151: Please provide us your valuable feedback on the course thus far
Bonus #9

Additional Topics

Lecture 152: Statutory vs Effective vs Deferred Taxes
Lecture 153: ROIC for Apple Inc.

End of the course

Quick Recap; What did we learning in this course? (2:44)
Quiz
Claim your Certificate of Completion

Lecture 139: Introduction to Module 9

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