Monday, March 10, 2025

Business and Financial Modeling Specialization (Wharton Online)

Colleagues, in the “Business and Financial Modeling Specialization” you will use spreadsheets models to make data-driven financial decisions. Create your own quantitative models. Harness the power of spreadsheets to map and predict data. Understand the measurement and management of risk. Structure your decision-making for optimum results. Build high-demand skills in Business Analysis, Data Analysis, Finance, General Statistics, Probability and Statistics, Mathematics, Spreadsheet Software, Mathematical Theory and Analysis, Risk Management, Probability Distribution, Decision Making, and Investment Management. 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. Skill-based training modules 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. 

Register today at (teams & execs are welcome): https://imp.i384100.net/JK2ez2 


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


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


Thursday, March 6, 2025

Certified Banking and Credit Analyst (CBCA)™ Certification [Corporate Finance Institute]

Colleagues, the Corporate Finance Institute’s “Certified Banking and Credit Analyst (CBCA)™certification bundle provides a comprehensive program with real insights into tasks faced by credit analysts and those in commercial banking on a daily basis. This program never expires and gives you full access to 17 courses and certificates. Enroll today and start gaining a competitive edge in commercial banking with advanced knowledge, real-world analysis skills, and career confidence. Suggested prerequisites: Fundamentals of Credit, Accounting Fundamentals, and Forms of Business Structure. Learning modules include: 1) The 5 C's of Credit, 2) Reading Business Financial Information, 3) Evaluating a Business Plans, 4) Assessing Drivers of Business Growth, 5) Assessing Management, 6) Cash Flow Cycles and Analysis, 7) Financial Analysis Fundamentals, 8) Building a 3 Statement Financial Model, 9) Loan Security, 10) Loan Covenants, 11) Credit Administration and Documentation, 12) Account Monitoring and Warning Signs, 13) Business Writing Fundamentals, and 14) Completing a Credit Application.

Register today at (teams & execs are welcome): https://corporatefinancialinstitute.pxf.io/o4OK5m


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


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

“Financial Modeling and Valuation Analyst Certification” (FMVA) [Corporate Finance Institute]

Colleagues, begin 2024 with a new certification to jumpstart your finance career.  The “Financial Modeling and Valuation Analyst™ certified professionals earn an average over $121k+ USD per year. This all-inclusive training and FMVA™ certification program from the Corporate Finance Institute includes 24 courses, certificates, PitchBook Data access, one-on-one financial model feedback, extra case studies, and more. The most practical online qualification in corporate finance and CFI’s most comprehensive bundle to date. Developed for finance professionals looking to gain a competitive edge in the financial industry, the FMVA™ Full Immersion bundle provides a comprehensive program with real insights into tasks faced by financial analysts on a daily basis. Take your learning experience to the next level with your own user account for PitchBook Data and one-on-one feedback on your financial models. 

Enroll today at (teams & execs are welcome): https://corporatefinancialinstitute.pxf.io/APjOn7 


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


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

Wednesday, March 5, 2025

Financial Planning & Analysis (FP&A) Specialization - Corporate Finance Institute

Colleagues, in the “Financial Planning & Analysis Specialization” from CFI you will acquire high-demand skills in Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, and Power BI. Learn to use quantitative and qualitative analysis to evaluate a company’s financial progress, develop clear, well-formatted Excel financial models, and use modern data tools like Power Query and Power BI to boost productivity and visualize your analysis. Earning an FP&A Specialization certificate will enhance your ability to shape the financial future of businesses and influence strategic financial decisions. Gain practical expertise in modeling, budgeting, forecasting, and data analysis, and become a CFI-certified FP&A Specialist. Understand best practices for FP&A model design and how they may differ from other types of financial models. Practice building models in Excel to learn common formulas and functions commonly used for FP&A models. Learn a detailed procedure for filing monthly models, setting a new budget forecast, and rolling the models forward for each new fiscal year. Skill-based training modules include: 1) Financial Analysis Fundamentals, 2) Introduction to 3-Statement Modeling, 3) FP&A for New Analysts, 4) Excel Forecast Model Design, 5) Formatting & Revenue Forecasting, 6) Headcount Forecasting & Analysis, 7) Contractor Forecasting & Analysis, 8) Debt and Capex Forecasting & Analysis, 9) Financial Statement Aggregation & Analysis, 10) Dashboard Visualizations & Analysis, 10) Model Build & Configuration, 11) Model Roll Forward & Analysis, 12) Model Protection & Presentation, 13) Budgeting and Forecasting, 14) Data Visualization & Dashboards, 15) Advanced Excel Formulas & Functions, 16) Fundamentals of Data Analysis in Excel, 17) Power Query Fundamentals, 18) Power BI Fundamentals, and 19) Workflow Best Practice for Analysts.

Enroll today at (teams & execs welcome): https://corporatefinancialinstitute.pxf.io/c/470806/2081291/23723 


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


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


Monday, February 24, 2025

Corporate Finance & Valuation Methods Professional Certificate (NYIF)

Colleagues, in the New York Institute of Finance’s “Corporate Finance & Valuation Methods Professional Certificate” program you will understand how the key principles of project analysis, budgeting, and valuation decide a firm's optimal capital structure. [CPE Credits: 35]. Learn practical examples and investment tools for common to complex valuation projectsDefine and review the time value of money concept. Examine project analysis and risk/return. Discuss discounted cash flow valuation. Define and review the cost of capital. Review and discuss financing alternatives for corporations. Examine various corporate finance transactions and cases. Skill-focused training modules include: 1) Introduction and Overview - Time value of money, Present and future value, Compounding (annual, periodic, continuous), Annuities and perpetuities, 2) Project Analysis - Payback and discounted payback, Internal rate of return (IRR) and modified IRR, Net present value (NPV), EVA, Pros and cons of each, 3) Discounted Cash Flow Valuation - Financial Statements, DCF and intrinsic valuation, Determining Cash Flows, Real vs nominal returns, 4) Terminal Value - Asset values, Comparables, Perpetuities and growing perpetuities, Enterprise Value vs Equity Value, 5) Cost of Capital - Risk and return overview, Cost of Debt, Straight, Convertible, Cost of Equity, Capital Asset Pricing Model, Alpha, Beta, Equity risk premium, Weighted Average Cost of Capital, 6) Capital Structure - n theory, MM, Costs of financial distress, Optimal capital structure, Adjusted Present Value, Differences to WACC valuation process, Pros and cons, Peer Group Valuation, Selecting the peer group, Key ratios, P/Es, EV/EBITDA, 7) Financing the Corporation - Bank lending, Term loans and lines of credit, Bilateral and syndicated loans, Debt, Investment grade, High yield, Convertibles, Preferreds, Equity, Private Equity, Venture Capital, Private Equity, Public Equity, IPOs,  Secondary (US)/ Rights Offerings (Europe), Mergers & Acquisitions, Rationale, Payments, Leveraged Buyouts, Management Buyouts, Wrap-up case study, and 8) Desk Ready Skills Knowledge Check.

Enroll today at (teams & execs welcome): https://tinyurl.com/y8uj3f8f 


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


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


Thursday, February 20, 2025

Derivatives Professional Certificate (New York Institute of Finance)

Colleagues, in the NYIF “Derivatives Professional Certificate” program you will develop a comprehensive, practical understanding of derivative instruments including market conventions, contract specifications, valuation, trading strategies and the regulation of derivatives markets. [CPE Credits: 35]. Acquire desk-ready skills: Learn to price forward and futures contracts. Become familiar with futures contract specifications and market conventions. Understand the valuation of a variety of swap contracts. Learn how to extract credit risk measures from CDS spreads and asset swap spreads. Understand common trading strategies using futures, forwards, swaps and options. Develop a conceptual understanding of the Black-Scholes-Merton option valuation model. Use option sensitivities (the Greeks) to determine the impact of changing model parameters on option prices. Understand basic hedge accounting using futures, forwards, swaps and options. Skill-based training lessons cover: 1) Forwards & Futures, 2) Short-term Financial Futures, 3) Long-term Financial Futures, 4) Hedge Accounting for Forwards and Futures, 5) Swap Fundamentals, 6)  Interest Rate Swaps, 7) Taxonomy of Swap Contracts, 8) Credit Swaps, 9) Asset Swaps, 10) Applications, 11) Foreign Exchange Markets, 12) Contract Terms and Conditions, 13) Inputs into Option Pricing Models, 14) Market Participants and Strategies, 15) Options Pricing and Risk Management, 16)  Risk Management, 17) Risk Arbitrage Trading, 18) Strategies, and 19) Hedge Accounting for Swaps and Options. 

Enroll today at (teams & execs welcome): https://tinyurl.com/ywnydy9u 


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


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


MITx MicroMasters® Program in Finance

Colleagues, the “ MITx MicroMasters® Program in Finance ” program will enable you to comprehend the foundations of modern finance, understa...