Financial Modeling Courses in NYC or Live Online

Master the skills you need to succeed as a financial analyst in hands-on classroom training. Learn from the top investment bankers with our proprietary curriculum 100% focused on practical applications.  Conquer advanced Excel, corporate finance, and financial accounting concepts needed to properly build financial models. You'll create valuation models on public companies and apply real-world techniques used at investment banks, hedge funds, and other financial firms.

  • In-person courses
  • Flexible training solutions
  • Small class sizes
  • Hands-on & interactive

Small Group Financial Modeling Classes

Our Financial Modeling Courses courses are instructor-led in our Manhattan classrooms or live online (virtual learning).

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Corporate Training

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Why Learn at NYIM

Highly Reviewed by Our Alumni

From our hands-on training style to world-class instructors and proprietary curriculum, we deliver a learning experience our alumni can be proud of.

Our Financial Modeling Courses are rated 5.0 stars

in the past 24 months

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

Thomas P.

Super helpful and affordable. Will be helpful in my career in growth equity.

John A.
Owl Ventures

This class was absolutely great. I've been in Finance for 5 years and learned things today!

John A.
Owl Ventures

The classes are very informative; whether you are just looking for a refresher or looking to gain some new skills. Instructors like Patrick are patient enough to go through exercises multiple times and make sure students understand. He also has a very comprehensive understanding of Excel and is a very valuable instructor

Ademiju A.

Engaging, informative classes. I took the complete excel course and loved it. The instructors were very thorough and easily understood. The material was great, and they gave us material to keep as well.

Sammy B.

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.

Charles K.
Element 78 Advisors

The way NYIM understood our business model was unmatched. They catered a full three-day bootcamp directly to our specific business needs for a class of 30 analysts. All of the new hires were engaged and walked away with a better understanding of the way that we work in the Microsoft Office suite and the way we evaluate our business. I've been to plenty of Excel bootcamps throughout my career and this was by far the best; engaging, bespoke, and immediately applicable!

Kurt

We hired NYIM training to provide Microsoft Excel training for UJA staff and it was the best technical training I have seen. Mourad Kattan is an outstanding facilitator and he packed the session with useful information and tips for everyone who was in the room. Also, additional video provided after the session helped to solidify the learning and review everything independently. Looking forward to bringing NYIM to UJA again in the near future!

Yelena K.

I've taken excel workshops before but the Excel for Business Bootcamp is one of my tops! The instructor was patient and knowledgeable. I really like the fact that you take away different resources and that you're able to retake the course for free within 6 months.

Sara A.

This company is amazing. I was able to go from little to no skill in excel to very good. I feel like I have years of experience l after just a few sessions. Highly recommended!!

Ben R.

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.

Robert F.

NYIM does incredible work! I did the 3-day Excel Bootcamp & it was amazing! Pooja, Tom & Garfield were incredibly knowledgeable & excellent teachers. They explained everything in an incredibly clear & concise manner. I would HIGHLY recommend NYIM/Career Centers for anyone looking for Excel training, or any other training that they have to offer!

Jonathan S.

Garfield and Michael were great, did the bundle, both were very generous with their time and explained information thoroughly.

James B.

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.

Kevin D.

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.

Max D.

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

Kelvin L.

Great Instructors Mourad and Garfield are experts in their craft.

Abul H.

I thoroughly enjoyed my training experience (Excel Bootcamp for Business- Fundamentals, Intermediate, Advanced). The instructors were very informative, thorough and engaging and the tools were invaluable to my day-to-day work in accounting. Would highly recommend this training.

Aaron P.

I enjoyed the Excel Bootcamp I took at NYIM. First, the trainers were very knowledgeable and took the time to explain the concepts in detail. Secondly, the course content is very rich. I found it quite voluminous though. But it is great to have printed material for reference. Thirdly, I loved how interactive classes were with trainers trying as best they could to provide help individually to students. I greatly recommend NYIM training.

Buri B.

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.

Nico S.

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.

John C.

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.

Alexandria B.

Upcoming Financial Modeling Classes in NYC

All times are listed in Eastern Time unless otherwise specified.

April 2024
April 21–May 5
Sundays 10–5pm
$549
18 Hours
NYC or Live Online

Become an advanced Microsoft Excel user in just three days. This Excel Bootcamp includes 18 hours of hands-on training in formulas, functions, Pivot Tables, macros & more.

May 2024
May 1–3
Weekdays 10–5pm
$549
18 Hours
NYC or Live Online

Become an advanced Microsoft Excel user in just three days. This Excel Bootcamp includes 18 hours of hands-on training in formulas, functions, Pivot Tables, macros & more.

May 13–15
Weekdays 10–5pm
$549
18 Hours
NYC or Live Online

Become an advanced Microsoft Excel user in just three days. This Excel Bootcamp includes 18 hours of hands-on training in formulas, functions, Pivot Tables, macros & more.

May 17–23
Weekdays 10–5pm
$1,295
30 Hours
NYC or Live Online

In this 5-day financial analyst program, you'll master Excel, review corporate finance and financial accounting concepts, and build a comprehensive valuation model on a public company. 

May 21
Tuesday 10–5pm
$350
6 Hours
NYC or Live Online

Master the advanced Excel tricks, techniques, and tools financial analysts use to build and audit financial models. By the end of this course, you will know how to write efficient and flexible formulas, create sensitivity analysis, and master Excel's features for finance.

showing 5 of 26 courses

Learn more about our Financial Modeling Classes

Financial modeling is the creation of a projection, usually in Excel, of a company's future performance. Financial models are used to value businesses for purposes of raising capital or evaluating investments or to evaluate a financial transaction, such as a leveraged buyout or acquisition. 

Why Learn Financial Modeling at NYIM?

  • Build Intuition & Analytical Skills: Throughout the course, we will use real-world examples and financial data, so you're prepared for a position as a financial analyst. We use these examples to help build intuition for how Excel modeling, financial accounting, and valuation work together, instead of just providing unfounded formulas. You will also read company financials, presentations, and management commentary to determine the revenue projections and profitability ratios.
  • Excel Tricks: A keys to success for any financial analyst is efficiency. The class provides extensive Excel tips and tricks that you will need to cut down errors and hours of work.
  • 100% Practical: We've cultivated a course that focuses 100% on the practical skills and knowledge required for analyst and associate positions at investment banking, hedge funds, private equity, and asset management. 

See for yourself why NYIM is rated the best Financial Modeling training in NYC by our customers:

100+ 5-star Yelp Reviews: Best Financial Modeling Classes NYC

Who should attend our Financial Modeling courses?

Our financial modeling and Excel courses are perfect for those interviewing for or starting a job in finance, including investment banking, hedge funds, private equity, real estate, and venture capital. The core finance, accounting, and Excel skills are applicable in almost any financial field.

If you are interviewing for a position in finance, this course will prepare you for typical interview questions, and help you decide which type of firm is the right fit. 

Are there any prerequisites for the Financial Modeling course?

Since the course is intensive in modeling in Excel, intermediate-to-advanced Excel skills are required. We offer a Financial Analyst Training Program which includes three days of Excel training for those who need an Excel refresher.

Basic knowledge of financial concepts is helpful but not required. We offer a free finance and accounting review guide for all registrants in our financial modeling courses.

Financial Modeling Course Detailed Overview

  • Finance Principles: Review essential finance concepts, such as Net Present Value (NPV), Internal Rate of Return (IRR), and how to calculate them in Excel.
  • Market Capitalization: Learn how to calculate market cap for real companies, and which share count to use (basic versus diluted, and treasury stock method).
  • Enterprise Value: What is Enterprise Value and why do we use it? What should and shouldn't be included and why?
  • Financial Accounting: Learn accounting principles including accrual versus cash accounting. Analyze the core financial statements, including the income statement, balance sheet and statement of cash flow. Review financial ratios and working capital and discuss how these items impact modeling and valuation.
  • Discount Cash Flow Modeling:  Learn the "skeleton" of DCF modeling, how to project cash flow and a terminal value, and derive a share price from the model. 
  • Excel Techniques: Learn various Excel techniques, including Data Validation, CHOOSE, Data Tables, Goal Seek and more.
  • Leveraged Buyouts: Review LBOs essentials, the players, and typical transaction structures. Create a simple LBO model to illustrate how these deals work and how private equity firms analyze them. 
  • Real Company Analysis: At home, review a presentation and financial statements for a public restaurant company. Understand the company's business model, growth drivers, profitability metrics, and other factors that impact valuation.
  • Set up the Financial Model: Input historical financials, capital structure and other company information to start setting up your financial model.
  • Model Projections: Analyze the company's revenue and expenses through financial statements and management commentary. Adjust for one-time items. Understand what is causing revenue increases/decreases and margin expansion/contraction. Create detailed revenue projections
  • Corporate Valuation: Calculate the WACC for the discount rate. Use the WACC and terminal growth rate to determine the Terminal Value (Gordon Growth Model). Discount the unlevered free cash flows to reach a total company value. 
  • Derive a value per share: Using the projections and discounted cash flows, derive an equity value per share. Review the model for reasonableness and sensitize the fundamental assumptions. 
  • Analyze the Model Output: Should we invest in the stock? What more information do we need? Where is our model deficient? Where do we feel confident? How do these projections compare to management's and the analyst community?
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