Master the investment banking system of modeling - stand out from the pack!

"Learn the rules of the game and play it better than everyone else"

- Boost your speed by optimizing your workflow
- Enhance the quality of your work with our proven, battle-tested IB framework
- Get ready to perform in a zero-error tolerance world

Short description:

We will show you how to efficiently navigate within Excel and introduce you to our optimized setup. This will enable you to significantly boost your speed. 

We will share THE key principles of modeling, break down its key components, and point out the do’s and don'ts by taking apart financial models. 

You will learn how to model properly, and thereby not only improve the quality of your work, but moreover reduce the likelihood of committing mistakes.

In addition, we will teach you how to systematically review Excel files, which will further reduce error susceptibility.

"You don't teach students how to model effectively by giving them an example to replicate. After that, they would only know how to tackle this one example. You need to teach them the underlying principals to enable them to come up with their own solutions. Optimize like a gamer, think like a coder, work like a banker." ~ TJ

Syllabus:

I. Navigation Optimization
101 Efficient Navigation
102 Calculations - Sheet Mode
103 Calculations - Cell Mode
104 Data Entry Optimization

II. Setup Optimization
105 Program Settings
106 Quick Access Toolbar
107 Styles
108 Template
109 Template Print-Readiness
110 Working with Templates

III. How to model
111 Structure Conventions
112 Calculation Nesting
113 Color Coding Conventions
114 Calculation Conventions
115 Inputs, Notes & Comments
116 Linking Conventions

VI. How to Audit
117 Workbook Preparation
118 Automatic Checking
119 Manual Checking
120 Testing

Methodology:

Streamlined, time-efficient learning, structured for maximum impact. Your time is valuable, that’s why every video has been thoughtfully scripted to ensure maximum clarity and efficiency. We deliver concise, well-structured lessons that get straight to the point, eliminating unnecessary detours or filler content. Explore our learning methodology.

20 lectures - 10 tutorials - 16 quizzes - 5 hours of video content - estimated time to acquire the skills: 25 hours  

Prerequisites:

- A Microsoft Excel license (preferably in English)
- A Windows operating system is advisable (to allow for optimal use of keyboard shortcuts)