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Finance Training Classes in NYC or Live Online

Corporate Finance & Financial Modeling Courses

NYIM offers financial training courses for a wide range of topics, including financial statement analysis, core financial principles, and Excel techniques used in finance. These finance courses are perfect for those working in or seeking employment in investment banking, private equity, hedge funds, wealth management, and real estate.

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One-on-one training in NYC
Outside NYIM’s office at 34th & Madison
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Finance Corporate Training

Drive team performance and efficiency with NYIM's industry-leading training. Send employees to our group classes in NYC or create a custom training program onsite.

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Rated NYC’s Best Finance Classes

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Small Classes

Get personalized attention in small groups

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Hands-on Training

Work on real-world exercises & projects in Finance

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Top Instructors

Learn from industry experts with practical experience

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Free Retake

Refresh the course materials within six months for free

Took the two day Financial Modeling Bootcamp. Extremely informative and useful. Smaller class size allows for one on one help and enables you to really understand the material you are working through. Additionally you build out a model on an actual company during the course, allowing you to perform the same kind of analysis you would use in a real office setting, as opposed to looking at generic accounting problems. Office itself is very nice, and the professors are extremely well informed. 10/10 would recommend to anyone looking to develop, sharpen, or reestablish their financial modeling skills.

attended Financial Modeling Bootcamp

This is a great first step for anyone interested in learning the basic terms and principles involved in stock market investing, with the instructor using real-time data examples and addressing current market trends.

attended Stock Market Investing Fundamentals

Highly knowledgeable and detailed information in a short amount of time

attended Stock Market Investing Fundamentals

Whether you want a quick refresher or crash course, Financial Modeling in Excel will benefit anyone in the M&A field looking to expand their skills.

attended Financial Modeling Bootcamp

This was a great refresher course for some of the deeper financial concepts I have not used since undergrad. I think this course is phenomenal for recent college grads starting off their careers in finance or budget. It's a great intro for learning to navigate excel shortcuts. I am 5 years in my career now and have never had the investment banking background but still have been a financial analyst and been involved in raising capital so the concepts covered were a great refresher for me. Additionally the instructor did a great job with playing to the students in the course and our backgrounds and what subjects to go more in-depth with and vice versa.

attended Financial Modeling Bootcamp

This financial modeling bootcamp helped me round off my excel shortcut skills. All of the excel shortcuts I didn't already know; I learned in this course. This will help me work fast and smarter. I also appreciated the applicability of the financial analysis we conducted. We moved in a very timely fashion and this was a very productive course that will help me as I start off as an investment analyst.

attended Financial Modeling Bootcamp

The financial modeling boot-camp class was a great review for everything I have learned during my undergraduate studies and was also very relevant to my working experience. I also liked that the size of the classes were not too big; this allowed the participants to be actively engaged. As I work in fixed income and while this boot-camp focused on projecting stock price, the research and excel model/setup is very similar so there was very relevant crossover. All in all, I wish I had taken this class earlier this year. Great class.

attended Financial Modeling Bootcamp

Great Instructors Mourad and Garfield are experts in their craft.

attended Financial Analyst Training Program

I took the Financial Modeling Bootcamp. The instructors are very knowledgeable about what they teach and encourage questions throughout the workshop.

attended Financial Modeling Bootcamp

I had an amazing experience doing private training for Excel for Finance. I learned all the practical applications for the formulas I'm expected to know at my new job - I feel great and super confident at work with my new skills! Very patient and knowledgeable instructor too.

attended Advanced Excel for Financial Modeling

I took a private Excel class at NYIM, and it was excellent. The trainer, Mourad, prepared a very good class outline that taught me many useful tools. During our time together, Mourad was patient and changed the direction as he determined what my greatest needs were. I will be taking more classes with NYIM and highly recommend them.

attended Advanced Excel for Financial Modeling

Great experience, I highly recommend for anyone looking to break into consulting/banking!

attended Financial Modeling Bootcamp

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12 Students rated our Finance Training Classes classes 5 stars

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Upcoming Finance Courses

Attend our Finance classes in our New York City location, or request onsite training for your team.

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Finance Classes & Topics

Financial Accounting

Underlying all of finance is the core understanding of financial accounting. Understanding the principles of financial accounting and how financial statements work is crucial to corporate finance, financial modeling, and stock market investing. 

In our Financial Accounting classes, you'll learn how to analyze financial statements and reports with hands-on exercises looking at real public companies like Facebook, Amazon, and Apple. 

Key Topics:

Stock Market Investing

Learn how stocks are valued, what drives prices up and down, and the key metrics used to value companies. 

In our Stock Market Investing classes, you'll gain a deep understanding of how financial markets work by looking at real companies' financial statements to conduct investment research. 

Key Topics:

Financial Modeling

Build out real valuation models in Excel in our financial modeling classes to value businesses.

We'll cover the core concepts of finance, build financial modeling intuition, and build out real valuation models.

Key Topics:

Advanced Excel for Finance

Master advanced Excel techniques to build and audit financial models in hands-on training.

In our Advanced Excel for Financial Modeling classes, you'll learn:

Finance Training Resources

Corporate Finance

Net Present Value

The cornerstone of finance is the concept of Net Present Value (NPV). Essentially, a dollar today is worth more than a dollar in the future. Using NPV, we can discount future cash - say from a project or investment - to determine the value today.

Example: Assuming an 8% discount rate, or cost of capital, an investment that costs $100 today that will yield $50 at the end of the next three years has an NPV =

-$100 + $50/(1+8%)^1 + $50/(1+8%)^2 + $50/(1+8%)^3 = $28.85.

Since the NPV is positive, we should invest in the project. 

When building a Discounted Cash Flow (DCF) model to value a company, as we do in our financial modeling course, we are using NPV to discount to today's value the future cash flows the company will generate. 

Internal Rate of Return

The project above has an NPV greater than zero when the discount rate is 8%. Let's say we wanted to determine the discount rate that would make the NPV = 0. 

In Excel, we can use Goal Seek to set the NPV to 0 by changing the discount rate. 

Data > What-If Analysis > Goal Seek

Setting the NPV to 0 by changing the discount rate yields a value of 23.4%. The 23.4% represents the IRR of the investment, or the time-weighted/average return. 

We can also use the IRR function and we'll get the same 23.4%. Since 23.4% is greater than our 8% cost of capital, we should invest in the project (we arrive at the same conclusion as the NPV method).

IRRs are especially useful when evaluating Leveraged Buyouts and bond investments (the bond yield is an IRR). 

Capital Markets

When you think of the word finance, what likely comes to mind is car financing, or financing a home purchase, etc. Car or home financing is simply how one plans to pay for those purchases. 

Finance is how companies pay to make investments (like capital improvements, acquisitions, etc.) and maintain daily operations. The cheapest source of capital, or money, is cash on hand, or cash generated from the ongoing operations of the business. However, many companies need additional cash, and this is where debt and equity financing comes into play. 

Debt financing includes loans from a bank or bond offering (see below for more detail on bonds). When taking on debt financing, a company borrows money and promises to repay the principal (original borrowed amount) and interest. The interest rate can be fixed or variable (based on certain interest rate benchmarks like LIBOR), and the principal must be repaid on the maturity date (some debt financing allows for early repayment without penalty - it varies). Debt financing is a cheaper source of capital than equity because of its senior position - debtholders must be paid before equity holders. 

With debt financing the cheaper alternative, why would companies look at equity financing? And what exactly is equity financing? When a company raises by issuing equity, it is selling shares to investors for cash it can use to finance its operations and investments. The existing shareholders now own less of the company, but the company has the cash it needs to execute its plan. 

Companies can raise equity through private or public issuances. Let's start with the widely-known Initial Public Offering or IPO. In an IPO, a company sells its shares for the first time to the public, meaning anyone can buy the shares. The shares trade on exchanges and can be bought and sold easily (increased "liquidity"). After an IPO, companies can sell additional shares to the public in what is called a Secondary Offering. Companies can raise equity on the private markets, often through venture capitalists or angel investors. 

Another form of financing is preferred stock, which is a hybrid of debt and equity. Preferred stock has a fixed interest rate like debt, but the maturity date is often long or perpetual, giving it an equity-like risk profile. Preferred stockholders are not entitled to the same dividend or voting rights as stockholders.  

Bonds

We discussed how companies can raise capital by issuing equity, or stock, and now we'll discuss how they can raise capital through debt offerings.

What are bonds?

A bond is a debt instrument issued by a borrower that pays interest until the principal is due at maturity. 

A bond has several characteristics. The principal amount is the total amount due at the maturity date. Bonds typically pay coupons or interest payments or more throughout the year. For example, if a bond pays interest quarterly, its annual coupon is paid over four periods throughout the year.

Types of bonds

  • There are several types of bonds including government bonds, municipal bonds, and corporate bonds.
  • Government bonds are issued by national governments and are generally less risky, thereby carrying a lower yield.
  • Municipal bonds, or “Muni Bonds”, are issued by local or state governments to fund infrastructure projects, schools, and other public projects. Muni Bonds often either state or federal tax-exempt or both, meaning that the interest earned on these bonds carry lower effective tax rates.
  • Corporate bonds are issued by companies to fund their daily operations and to finance investments or acquisitions. Corporate bonds are broken into investment-grade bonds and junk or speculative bonds. An investment-grade bond carries a Moody's rating of Baa3 or higher, or BBB- for S&P. High-yield bonds (or junk bonds) carry ratings below those thresholds.