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Financial and Valuation Modeling Boot Camp – Wall Street Prep

Wednesday, January 27 - Friday, January 29

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Cvent Transition Guide

Financial modeling the way it’s done on the job

Learn Financial Modeling, Valuation, DCF, M&A and more!

For finance professionals and those looking to break into investment banking, corporate finance, equity research, this boot camp will teach you how to build financial and valuation models the way it’s done on the job.

Step-By-Step Virtual Zoom Training

Participants learn to model in an intuitive, step-by-step approach using real case studies.

Used by Top Financial Institutions

Led by experienced finance professionals, this is the same training program used to prepare incoming analysts and associates at top financial institutions.

CFANY.org: $1359.20Standard Rate: $1699

Earn a Certification in Financial Modeling: Completion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street's #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling, DCF, Comps and M&A.

Agenda

Please note: Each daily session goes from 9AM – 5PM EST

View Full Syllabus

Day 1 | FINANCIAL STATEMENT MODELING

You will develop a 3-statement model completely from scratch, inputting historical data and assumptions to project out financial statements by selecting, locating, and developing appropriate projection drivers.


Day 2 | DCF MODELING

Participants learn how to value the company step-by-step, including how to estimate the weighted average cost of capital (WACC) in the real world, how to implement commonly used approaches to calculating terminal value, and how to use data tables to analyze a broad range of scenarios given different assumptions.


Day 3M&A MODELING

Participants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals, pricing structures (exchange ratios, collars, “walk-away” rights), purchase accounting, and the step-by-step allocation of purchase price.


Online | PRE-SEMINAR EXCEL TRAINING

This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.


Online | POST-SEMINAR ONLINE ACCESS

Enrollment includes lifetime access to the following online course(s): Financial Statement Modeling, DCF Modeling, Comps Modeling, M&A Modeling, LBO Modeling

Boot Camp Details

This boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

Virtual training runs daily from 8am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture, small group breakout rooms, competitions and 1-on-1 interaction.

Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.

Who Is This Boot Camp For?

  • Investment banking analysts and associates
  • Private equity, asset management and hedge fund associates
  • Corporate finance and business development professionals
  • MBA students and business undergraduates
  • Anyone seeking to improve their financial modeling skill set