Corporate Finance

Learn everything you need to know about the Wharton Financial Planning & Analysis (FP&A) Certificate, created in partnership with Wall Street Prep. This full program overview covers tuition, course format, the prestige of the Wharton brand, and key topics like forecasting, budgeting, financial modeling, and reporting. Whether you’re pursuing a career in FP&A or looking to level up your skills as a finance business partner, this walkthrough breaks down the curriculum and typical applicant profiles. Use code RYAN at checkout to unlock exclusive savings on enrollment.

🎓 *Wharton & Wall Street Prep Financial Planning & Analysis (FP&A) Certificate Program* 🎓
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► https://ryano.finance/wharton-fpa

Chapters:
0:00 – Intro to Wharton Online’s FP&A Certificate Program
0:52 – Price & Length of Program
1:53 – The Prestige of the Wharton Brand
2:57 – Who is this for? Applicant Profiles
4:22 – Breakdown of a Typical Cohort
5:06 – My Experience with Wall Street Prep
5:38 – Intro to Financial Planning & Analysis
8:11 – Planning Cycle & Annual Budgeting
9:16 – Forecasting
11:20 – Financial Analysis in FP&A
12:18 – Financial Modeling
13:42 – Finance Business Partnering
15:38 – Reporting & Presenting
17:00 – The Future of FP&A
18:43 – Faculty & Speakers

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Join Ryan O’Connell, CFA, FRM, in this insightful video as he guides you through the process of calculating Net Present Value (NPV) and Internal Rate of Return (IRR) for TI BA II Plus financial calculator users. Starting with how to accurately forecast cash flows and determine the discount rate, the tutorial provides a step-by-step approach to inputting cash flows into the calculator. Ryan then demonstrates the method to efficiently calculate NPV, followed by a clear explanation of computing IRR, both critical metrics in financial analysis. Whether you’re a student, professional, or finance enthusiast, this video is a valuable resource for mastering these essential finance concepts.

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Chapters:
0:00 – Forecasted Cash Flows & Discount Rate
0:48 – Enter Cash Flows Into Financial Calculator
2:37 – Calculate Net Present Value (NPV)
3:18 – Calculate Internal Rate of Return (IRR)
3:57 – 20% Off CFA & FRM Courses

Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Ryan O’Connell, CFA, FRM explains NPV in Excel. We can use Net Present Value (NPV) to answer the question “Should You Accept the Project?”. Is the expected return on an investment worth the risk?

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

💾 Download Free Excel File:
► Grab the file from this video here: https://ryanoconnellfinance.com/product/npv-excel-template/

Chapters:
0:00 – NPV() in Excel Explained
2:57 – XNPV() in Excel Explained

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC

Alternative Titles:
“Mastering Net Present Value (NPV) Analysis in Excel”
“Excel Tips and Tricks: Understanding Net Present Value (NPV)”
“How to Calculate Net Present Value (NPV) in Excel: A Step-by-Step Guide”
“The Ultimate Guide to Net Present Value (NPV) Analysis in Excel”
“Excel for Finance: Using Net Present Value (NPV) to Evaluate Investments”

Ryan O’Connell, CFA, FRM shows how to calculate net present value (NPV) and internal rate of return (IRR) using the TI BA II Plus financial calculator.

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

Chapters:
0:00 – Cash Flow Schedules Explained
0:19 – Calculate NPV Using TI BA II Plus
1:39 – Calculate IRR Using TI BA II Plus

Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Ryan O’Connell, CFA, FRM explains how to calculate the profitability index (PI) in Excel.

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

💾 Download Free Excel File:
► Grab the file from this video here: https://ryanoconnellfinance.com/product/excel-profitability-index-calculator/

Chapters:
0:00 – Calculate Present Value of Cash Flows
1:47 – Calculate Net Present Value (NPV)
2:02 – Calculate Profitability Index (PI)
2:22 – Accept or Reject Rule

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC

Ryan O’Connell, CFA, FRM explains how to calculate Weighted Average Cost of Capital (WACC) using Excel.

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

💾 Download Free Excel File:
► Grab the file from this video here: https://ryanoconnellfinance.com/product/weighted-average-cost-of-capital-wacc-excel-template/

Chapters:
0:00 – Debt Funding and Equity Funding Explained
0:57 – Making Debt and Equity Assumptions
2:24 – Calculate Weighted Average Cost of Capital (WACC)

Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Ryan O’Connell, CFA, FRM shows how to create a financial model in Excel and build an income statement from scratch.

📊 Download Free Excel Financial Models:
► Access a range of powerful, customizable financial models: https://ryanoconnellfinance.com/financial-models/

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Chapters:
0:00 – Intro and Template File Download
0:13 – Outline the Income Statement and Assumptions
0:30 – Calculate Net Sales
2:42 – Calculate Cost of Goods Sold (COGS)
4:39 – Calculate Operating Expenditures (OPEX)
6:25 – Calculate EBITDA, EBIT, and EBT
7:47 – Calculate Income Taxes and Net Income
8:37 – Changing the Assumptions

Download the BLANK TEMPLATE file for free here:
https://ryanoconnellfinance.com/product/excel-financial-model-template-income-statement/

Download the COMPLETE file for free here:
https://ryanoconnellfinance.com/product/excel-financial-model-template-income-statement/

Music Credit:
Rewind by Markvard https://soundcloud.com/markvard
Creative Commons — Attribution 3.0 Unported — CC BY 3.0

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC.

Ryan O’Connell, CFA, FRM explains Net Present Value (NPV), Internal Rate of Return (IRR), and Discounted Cash Flows. This video is appropriate for finance students, and CFA and FRM candidates.

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

Topics:
1. NPV Definition
2. How to Calculate NPV on BA II Plus Calculator
3. IRR Definition
4. How to Calculate IRR on BA II Plus Calculator
5. IRR Decision Rule

Chapters:
00:00 Net Present Value (NPV) Definition
01:20 NPV Problem Example
03:30 NPV Calculation on Financial Calculator
04:27 Internal Rate of Return (IRR) Definition
05:28 IRR Problem Example
07:17 IRR Calculation on Financial Calculator

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Ryan O’Connell, CFA breaks down Financial Planning and Analysis (FP&A) in 5 minutes.

*Use code RYAN300 in the coupon field for up to $500 off Wharton Online’s Financial Planning & Analysis (FP&A) Certificate Program:*
👉 https://ryano.finance/wharton-fpa

He discusses the following topics:
0:00 Intro
0:31 What role does FP&A play in a business?
2:33 What are the pros and cons of working in FP&A?
4:14 How can someone break into FP&A?

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This YouTube Channel is owned and operated by Portfolio Constructs LLC