Monday, August 26, 2024

Business and Financial Modeling (Wharton Online)

Colleagues, the “Business and Financial Modeling” course is part of Wharton's Business and Financial Modeling Specialization is designed to help you make informed business and financial decisions. These foundational courses will introduce you to spreadsheet models, modeling techniques, and common applications for investment analysis, company valuation, forecasting, and more. When you complete the Specialization, you'll be ready to use your own data to describe realities, build scenarios, and predict performance. Learn to create your own quantitative models, harness the power of spreadsheets to map and predict data, understand the measurement and management of risk and structure your decision-making for optimum results. Gain high-demand skills in Financial Modeling, Microsoft Excel, Simulation and Linear Programming (LP). Wharton's Business and Financial Modeling Specialization is designed to help you make informed business and financial decisions. These foundational courses will introduce you to spreadsheet models, modeling techniques, and common applications for investment analysis, company valuation and forecasting. Training lessons include: 1) Fundamentals of Quantitative Modeling, 2) Introduction to Spreadsheets and Models, 3) Modeling Risk and Realities, 4) Decision-Making and Scenarios, and 5) Wharton Business and Financial Modeling Capstone.


Enroll today at (teams & execs welcome): imp.i384100.net/KjR7Y7  


Download your free Finance, Accounting & Banking - Career Transformation Guide.


Much career success, Lawrence Wilson – Financial Certification Academy (share with your team)

Monday, August 12, 2024

Mergers & Acquisitions Professional Certificate (NYIF)

Finance colleagues, the comprehensiveMergers & Acquisitions Professional Certificate program is taught by instructors with decades of experience on Wall Street. This mergers and acquisitions course will equip analysts and associates with the skills they need to rise in the M&A field. Directors and managers who have transitioned, or hope to transition, to M&A from other areas, such as equities or fixed income, can use this M&A training to eliminate skill gaps. CPE Credits: 40. The M&A Professional Certificate is broken down into 5 courses: Concepts and Theories: An Introduction, Concepts and Theories: Advanced Topics, Structuring the Deal,Free Cash Flow: A Powerful Decision-Making Metric, and Accounting for Mergers & Acquisitions. Skill-based training modules include: 1) Overview & Buyer Strategies, 2) Finding a Deal, 3) Pricing the Deal, 3) Special Valuation Vases, 5) M&A Financial Accounting and Projections, 6) Financing the Deal, 7) Seller’s Viewpoint, 8) Other Areas of Interest, 9) Review and Documents, 10) Documents, 11) Legal Structures, 12) Triangular Mergers, 13) Tx Considerations, 14) Tax Free Deal, 15) Accounting Notes, 16) Consideration, 17) Advanced Structuring, 18) Free Cash Flow, 19) Components of Free Cash Flow, 20) Cost of Capital, 21) Capital Budgeting using Free Cash Flow, 22) Modified Free Cash Flow, 23) Using Free Cash Flow to Evaluation Acquisition Opportunities, 24) Integration of Acquisitions, 25) Implementation Issues, 26) Equity Methods of Consolidation, 27) Cost Method of Consolidation, 28) Purchase Accounting, and 29) Special Topics - Internal Revenue Code Section 338(G) and 338(H) Transactions. 

Enroll today at (teams & execs welcome): https://tinyurl.com/48fz2rwn 


Download your free Finance, Accounting & Banking - Career Transformation Guide.


Much career success, Lawrence Wilson – Financial Certification Academy (share with your team)

Wednesday, August 7, 2024

Investment Banking Certification (NYIF)

Colleagues, the Investment Banking Certificate (IBC) is a professional designation in 4 core disciplines in business and finance given by the New York Institute of Finance (NYIF). The IBC designation is an online 70-hour program is comprised of on-demand, self-paced learning. You will learn directly from industry experts, market practitioners, and seasoned finance professionals about business finance, valuation, and investment banking. Individuals awarded the IBC designation enhance their career opportunities by developing the essential, desk-ready skills related to Capital Markets, Fund Management, Valuation, and Mergers & Acquisitions (M&A). Modules can be taken 100% online at your own pace and from anywhere in the world with an internet connection. The skills developed within this program are applicable to a multitude of Analyst roles within the Investment Banking field including acquisition advisory, equity and fixed income capital markets, and risk management. IBC holders are deemed desk-ready, steeped in subject matter expertise and equipped with the practical skills in finance to deliver in the roles of their choice. Skill-based lessons address: 1) Finance for Managers, 2) Financial Statement Analysis, 3) Quantitative Methods & Techniques - Time Value of Money and Basic Valuation, Essential Statistics, Regression Analysis, 4) Free Cash Flow Modeling - Introduction to Free Cash Flow, Components of Free Cash Flow, Capital Budgeting Using Free Cash Flow, Using Free Cash Flow to Evaluate Investment Opportunities, 5) Banking & Finance - Financial Industry Overview, Career Skills, Career Tools, 6) Capital Markets - Fundamentals of the Securities Industry, Equity Securities, Debt Securities, Trading Securities in the Secondary Markets,  Processing Securities Transactions, 7) Equities - Common Stock, Preferred Stocks, Equity-Linked Issues, Indexes, 8) Fixed Income Securities - Bonds and their Features, Fixed Income Markets, Bond Risks, 9) Derivative Instruments, 9) Corporate Finance, 10) Corporate Credit Analysis, 11) Measuring Risk - Equity, Fixed Income, Derivative and Forex, 12) Business Valuation, 13) Mutual Funds & ETFs, 14) Hedge Funds & Private Equity, 15) Wealth Mgt. 16) M&A, 17) Advanced Acquisition Strategies, and 18) Corporate Finance. 

Enroll today at (teams & execs welcome): https://tinyurl.com/yk32a48n 


Download your free Finance, Accounting & Banking - Career Transformation Guide.


Much career success, Lawrence Wilson – Financial Certification Academy (share with your team)



Monday, August 5, 2024

Trading - Quantitative Technical Analysis (NYIF)

Colleagues, the “Trading - Quantitative Technical Analysis program from the New York Institute of Finance you will learn the definitions of subjective and objective analysis and review how the different types of analysis can be incorporated into trading decisions. Apply the principles of objective analysis to market data to understand the design of investment trading systems. Develop complete trading strategies including entry and exit rules, position sizing strategies, and risk management techniques. Analyze the historical performance of trading systems in terms of potential rewards and risks. Review how quantitative trading systems can be adapted to suit an individual’s personal needs. Gain desk-ready skills involving: 1) Subjective vs. Objective Analysis and Designing Systems, 2) Algorithmic Trading - Systems Trading vs Discretionary Trading,  Developing Trading Systems - Determine What to Trade, Determine Trading Frequency, Define the Entry Rules, Define the Exit Rules for Winning and Losing Trades, Measure Performance, Adapt Parameters, Monitor Performance, 3) Position Sizing -  Understanding Position Sizing, Systems Design - Class Discussion,  Understanding Kelly Criterion, Optimal f, Fixed Fractional and Fixed Ratio, 4) Implementing Quantitative Technical Analysis Strategies -  Strategies for implementing a system-driven approach to analysis and trading, Tests for Determining when the System Breaks, 5) The Turtle Strategy, and 6) Seasonal Concepts.

Enroll today at (teams & execs welcome): https://tinyurl.com/8ey3486k 


Download your free Finance, Accounting & Banking - Career Transformation Guide.


Much career success, Lawrence Wilson – Financial Certification Academy (share with your team)


Tuesday, July 30, 2024

Finance & Quantitative Modeling for Analysts Specialization (Wharton Online)

Colleagues, the Finance & Quantitative Modeling for Analysts Specialization can boost your career and income growth. The role of an Analyst is dynamic, complex, and driven by a variety of skills. This multifaceted specialization will equip learners interested in entering the dynamic world of data and business analysis, and/or is interested in gaining deeper technical knowledge in Finance and Quantitative Modeling. Skill-based training modules include: 1) Fundamentals of Quantitative Modeling - By the end of this course, you will have seen a variety of practical commonly used quantitative models as well as the building blocks that will allow you to start structuring your own models. These building blocks will be put to use in the other courses in this Specialization, 2) Introduction to Spreadsheets and Models - This course is designed to give you an introduction to basic spreadsheet tools and formulas so that you can begin harness the power of spreadsheets to map the data you have now and to predict the data you may have in the future, 3) Financial Acumen for Non-Financial Managers - learn more about the frameworks of financial reporting, income statements, and cash reporting, and apply different approaches to analyzing financial performance using real-life examples to see the concepts in action. By the end of this course, you’ll have honed your skills in understanding how financial data and non-financial data interact to forecast events and be able to determine the best financial strategy for your organization, and 4) Introduction to Corporate Finance - Key concepts and applications include: time value of money, risk-return tradeoff, cost of capital, interest rates, retirement savings, mortgage financing, auto leasing, capital budgeting, asset valuation, discounted cash flow (DCF) analysis, net present value, internal rate of return, hurdle rate, payback period.

Enroll today (teams & CFOs welcome): https://tinyurl.com/4a9hw8um 


Download your free Finance, Accounting & Banking - Career Transformation Guide.


Much career success, Lawrence E. Wilson - Financial Certification Academy (share with your team)



Financial Modeling and Valuation Analyst (FMVA Certification)

Colleagues, the “Financial Modeling and Valuation Analyst” certification” is an industry-leading program for corporate finance professionals. FMVA professionals earn on average over $121k+ USD per year. Access FMVA plus 215 training and certification courses from the Corporate Finance Institute. Choose from the industry's most comprehensive selection of online finance and banking courses. Build specialized skills with rigorous, hands-on training programs and earn globally recognized professional finance certifications. A small sample of these leading-edge courses that can boost your career and income growth includes: 1) Corporate Finance and Modeling, 2) High-Yield Bonds, 3) Subordinated Debt, and Loans, 4) Corporate & Business Strategy, 5) Securitized Products, 6) 5 Cs of Credit, 7) Corporate Finance Fundamentals, 8) Equity Markets Fundamentals, 9) Commercial Banking - Debt Modeling, 10) Banking Products and Services, 11) Portfolio Management Fundamentals, 12) Capital IQ Fundamentals, and many more.

Enroll today (team & execs are welcome): https://tinyurl.com/33fzxjth 


Download your free Finance, Accounting & Banking - Career Transformation Guide.


Much career success, Lawrence Wilson – Financial Certification Academy (share with your team)


Business Foundations Specialization (Wharton Online)

Colleagues, in the “ Business Foundations Specialization ” program you will gain a foundation of core business skills in marketing, finance...