Online Courses

INTRODUCTION

Tailor made elearning is expensive and time consuming to develop. We have designed several ‘off-the-shelf’ elearning programs so you can get your team trained effectively and efficiently with minor disruption. Each course is constructed around a job role, meaning content is immediately applicable to the workplace. Developed by experts and focused on practical skills.

Case Study: Getting Lateral Hires with No Banking Experience Upto-speed Online

It can be challenging to train up non-finance employees efficiently and effectively in banking.

Our client, a global advisory house, regularly recruits lateral hires from varying backgrounds such as accounting, law, and other industries. These new hires join their teams and need to get up-to-speed as quickly as possible, ideally with formalized training rather than just reviewing materials from full-time programs.

Financial Edge’s “The Investment Banker” product provides a structured virtual program, covering all major topics from financial statement analysis to deal structuring. The online course can be completed anywhere, anytime, and participants are guided through the process of completing a transaction with real-life case studies and workouts. In addition, each section contains quizzes and tests to allow for ongoing knowledge checks.

We supplemented the virtual program with office hours and live Q&A, ensuring successful completion with minimal disruption to on-desk work. Participants are certified once all modules have been completed, demonstrating they have taken the time to successfully upskill on the job.

KEY STATS

2
Lateral hires both from legal backgrounds
12
Months access given
1
Piece of fantastic feedback• "I found it helpful, it's in bite sized chunks so quite easy to digest. It also has an app where you can watch modules. They also have exercises with guided solutions which is handy."

Modules

FINANCIAL ACCOUNTING

  • Financial statement analysis
  • Non-current assets
  • Equity method investments
  • Income statements
  • Capital structure
  • Intro to Full Consolidation
  • Working Capital
  • Cash flow statements

FINANCIAL MODELING

  • Introduction to modeling
  • Three statement modeling with iterations
  • Building a model with cash sweep
  • Three model editing
  • Checking a model for integrity and errors
  • Divestiture modeling
  • Excel efficiency skills

VALUATION

  • Equity to enteprise value bridge
  • Trading comparables
  • Transaction comparables
  • WACC analysis
  • Discounted cash flow valuation
  • Pulling the analysis together
  • Advanced valuation

DEAL MAKING

  • Merger analysis cash deal
  • Meger modeling
  • Leveraged buyouts
  • Acquisition finance debt capacity

ASSET MANAGEMENT

  • Foundation skills
  • Applied finance and economics
  • Traditional and alternative investments
  • Portfolio performance

SALES & TRADING

  • Valuation fundamentals
  • Equity markets and products
  • Special situations
  • Equity derivatives
  • Rates markets and products
  • Credit markets and products
  • FX and commodities
  • Fixed income derivatives
  • Collateral management

PROJECT FINANCE

  • Risk management Financing the project
  • Accounting
  • Structuring the project Debt, coverage ratios and covenants
  • Project finance returns
  • Building a simple project finance model
  • Building a lull project finance model

PYTHON FOR FINANCE

  • Getting started with Python
  • Python basics Building functions
  • Introduction to libraries
  • NumPy
  • Pandas
  • Matplotlib
  • Dates and times

REAL ESTATE

  • Introduction to REITs
  • FFO andAFFO
  • GAAPvs IFRS
  • Capitalization rates
  • Building a REIT operating model
  • REIT valuation
  • Comprehensive REIT valuation model: NAV
  • Comprehensive REIT valuation model: DCF

FIG BANKING

  • Introduction to Bank Analysis
  • Bank Modeling and Valuation
  • Introduction to Insurance Analysis
  • Insurance Modeling and Valuation

CREDIT ANALYSIS

  • Credit risk overview
  • Controlling credit risk
  • Business credit risk
  • Financial risk
  • Debt capacity

TREASURY AND SECURITIES SERV ICES

  • Capital markets fundamentals
  • Excel efficiency essentials
  • Accounting fundamentals
  • Company strategy
  • Securities services overview
  • Securities services – safekeeping
  • Securities services – administration of assets Securities services – treasury- cash, FX and securities lending
  • Securities services – master record keeping
  • The house of cash management
  • Bank accounts
  • Payables and receivables
  • Liquidity and finance
  • Efficient global cash and liquidity management
  • Technical infrastructure
  • Other business flows

Types of client

INVESTMENT BANKS

ASSET MANAGERS

PRIVATE EQUITY FIRMS

INVESTMENT FUNDS

CORPORATES

UNIVERSITIES

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