New York City (NYC)

Venue and transport links

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  • 112 W. 34th Street, 18th floor
    Manhattan, New York, NY 10120
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"Using AMT Online (AMTO) was excellent as it allowed me to work through the course material at my own pace. AMT Online was very easy to use and navigate through." ~ graduate, leading business school

Who should attend the course?

Undergraduates, Interns and Graduates

Securing a graduate scheme at a top financial organisation without work experience can be challenging. Ideally, they would like you to have intern experience and to be passionate about finance. Financial institutions will often select only the best prepared candidates to be fast tracked into their graduate scheme. If you aspire to work in corporate finance, M&A, private equity, asset management, private banking, global markets or sales and trading, you will need to be numerate and excel at analyzing financial and market information. By attending an AMT public course, you will learn about financial statement analysis, financial modeling and valuation. You will gain the knowledge and skills for those all important interviews.

 

Experienced Finance Professionals

Working for a leading financial institution means you will be working in a highly competitive environment. In order to stay ahead you will need to keep pace with your colleagues. AMT’s public courses ensure that you maintain and enhance the knowledge and skills you need to continuously deliver a professional level of service to your clients. Hence becoming more effective in the workplace and helping advance your career. Learn or refresh your skills in financial statement analysis, financial modeling and valuation, and stay ahead of the curve.

What courses complement this one?

Core Skills

To get a comprehensive understanding of our Core Skills program, study over 5 days:

 

 

Book all 5 courses

Course details

Non-Current Assets

This session illustrates the difference between tangible and intangible assets and their use in a business. Delegates learn about purchasing, depreciating/amortizing, selling tangible and intangible assets, and how these transactions are reflected in the financial statements.

 

Learning outcomes

  • Difference between tangible and intangible assets
  • Difference between identifiable intangibles and goodwill
  • Finite life vs. indefinite life intangibles
  • Capital expenditure and asset sales
  • Depreciation, amortization and impairments
  • Impairment testing
  • Finding information in the financials
  • Account analysis - inflows and outflows (B-A-S-E)
  • Asset efficiency ratios

Debt and Equity

In this session delegates learn how companies finance their operations. The characteristics of debt and equity are analyzed, including how to account for new debt and equity issues. Various kinds of debt instruments are identified, and the main equity accounts are examined. Finally some of the most important ratios are covered.

 

Learning outcomes

  • Debt disclosure in published financial data
  • Bank debt and bond issues
  • Net debt
  • The difference between authorized, issued and outstanding shares
  • Common stock and additional paid-in capital accounts
  • Share issues and repurchases
  • Dividends and interest payments
  • Coverage and leverage ratios

 

Cash Flow Statements

Delegates learn how to build cash flow statements using historical and forecast balance sheets. The relationship between cash and changes in assets, liabilities and equity accounts is analyzed in detail, allowing delegates to understand the full integration of the income statement, balance sheet and cash flow statement. The cash flow session is particularly relevant as a foundation for modeling skills.

 

Learning outcomes

  • The components of the cash flow statement
  • Why the cash flow statement is a reconciliation of two balance sheets
  • How to divide a company's balance sheet into operating, investing and financing activities
  • Calculate a cash flow statement from two balance sheets and an income statement
  • Asset sales and impairments/restructuring
  • EBITDA as proxy of operating cash flow and potential pitfalls


What will you receive on the course?

While this is a face to face training course, a blended learning approach is taken and delegates will be provided with access to AMT Online. Our study materials contain both the knowledge and practice materials required to assist with the learning process and help you in your job role. Course materials include:

 

  • printed course binder with copy of the slides
  • laminated summary sheets
  • 24/7 access to AMT Online (AMTO)
  • class recordings
  • course notes
  • quizzes
  • electronic homework/study files