Financial Analyst Training Program NYC | Prepare for a Job in Investment Banking & Finance

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. This bootcamp is the most effective and affordable course to gain the skills you need to succeed at a top financial firm.

Core Excel Skills: Build a strong foundation in Excel with formulas, functions, Pivot Tables, shortcuts, and more.
Advanced Excel for Financial Modeling: Learn advanced techniques including Goal Seek, financial functions, shortcuts, and cash flow projection tools.
Accounting, Corporate Finance & Valuation: Review corporate finance and accounting concepts, including enterprise value, the financial statement analysis, DCF modeling techniques, and corporate valuation principles.
Financial Modeling: Build an integrated 3-statement financial model. Create a DCF model on a public restaurant company using current financial data. Review company presentations, earnings releases, and financial reports to determine the model drivers and assumptions. Using valuation principles, you will derive a value per share and evaluate the equity as a potential investment.

Want to discuss this class further? Email the program director directly and find out if this is the right course for you.

Related Courses

Looking for a comprehensive Summer Program to prepare for an internship, full-time position, or interviews? Check out our Summer Financial Modeling Bootcamp.

Those with a strong background in Excel can attend our 3-day Financial Modeling Bootcamp or our 1-day Advanced Excel for Financial Modeling course.

Prerequisites

Since this program covers core Excel the first two days, there are no prerequisites. Prior knowledge of finance and accounting is helpful but not required as these topics are covered throughout the program. Attendees will receive a short pre-learning guide one week prior to the start of the course.

Learn the Skills Guarantee™

Hands-on training in small groups

Work on projects proven to boost retention
Time-tested curriculum and supporting materials

Refined over many cohorts for an optimal learning experience
Learn from industry experts with teaching experience

Experienced educators who are driven to help you succeed
Retake the course for free within one year

Refresh the materials and gain additional practice

Learn the concepts and skills covered in this true or your tuition is on us. See details and terms & conditions.

I can honestly say I learned more useful modeling and excel skills from the Financial Modeling Bootcamp then I have through one and a half years of business school.
— Noam L.

What You’ll Learn

Functions: VLOOKUP, INDEX-MATCH, SUMIF
Excel Techniques including Pivot Tables, What-if Analysis
Shortcuts and tricks financial analysts need
Financial Accounting: Core statements, working capital, financial ratios
Financial Concepts: enterprise value, stocks, bonds, options
Financial Modeling: Projecting revenues, expenses, CapEx, and working capital
DCF Valuation: Deriving a share value from the financial model

Courses in this Package

This is the recommended order, but some courses may be taken in a different order.

Unit 1
7 Hours

Excel for Business Fundamentals

Master the core Microsoft Excel functions in this one-day course. Automate calculations and data entry. Apply formatting to text and cells to make your spreadsheet scannable and visually appealing. In this hands-on training, you will learn all the basics to use Excel as your primary data processing tool. You'll produce polished and print ready spreadsheets while learning tricks to accelerate your workflow.
Unit 2
7 Hours

Intermediate Excel for Business

Go from beginner to experienced professional: summarize data with Pivot Tables, write advanced functions including VLOOKUP, and learn techniques to expedite your workflow. Use tools and formulas to format text. Manipulate data visuals with advanced charting skills. Use statistical formulas like COUNTIFS and SUMIFS to learn more about your data. At the end of intermediate Excel, you'll unlock powerful techniques that will help you complete tasks more quickly.
Unit 3
21 Hours

Financial Modeling Bootcamp

Learn the skills you need to become a top financial analyst: advanced Excel, financial modeling, corporate finance, and accounting. Build a financial model to value a public company, and learn industry best practices from experienced investment bankers and analysts.

Download Syllabus PDF High-level Overview

Schedule & Enrollment: Financial Analyst Training Program

$1,473 $1,295
35 Hours
NYC or Live Online
Free retake
Setup assistance
Expert instructors
Small classes

Policies

Course times are listed in Eastern Time.

Custom Schedule

Enroll
August 13–20 Show package courses

Registration closing soon
Enroll
- Excel for Business Fundamentals
  
  Aug 13, Friday, 10am–5pm
- Intermediate Excel for Business
  
  Aug 16, Monday, 10am–5pm
- Financial Modeling Bootcamp
  
  Aug 18–20, Tue–Fri, 10am–5pm

This Course is Available Live Online

You can attend this training live online at the scheduled time the course is offered (New York, Eastern Time) through screen-sharing software Zoom (free for you).
Our live online training is interactive and hands-on, just like our in-person classes. There are no extra fees and we’ll work with you to ensure your setup is perfect

Classes are activity-based and taught by a live instructor.
You can hear the instruction, ask questions, and share your screen—all in real-time.
Retake the course for free (in-person or live online) within one year.

See What Students Are Saying About Live Online

“Overall experience on Zoom was maybe even better than in IRL classroom because the instruction takes place right on your own screen, with less distraction. Great overall experience.”
“Given the fact that we had to do this entire class remotely due to Covid-19, I didn’t have very high expectations it would run so smoothly. However, I don’t think it could’ve gone any better. Not only do I feel very comfortable with the program now, but I’m actually excited to use it!”
“This was the first online class I’ve taken with ND and it was a great experience. Looking forward to the other classes I’ve signed up for!”

Learn more about how our live online training works

Online Training Demo

1-Minute Overview

Frequently Asked Questions

Does this course require any prior knowledge or experience?

Students must be comfortable using a computer. No other prior knowledge is required.
Do you offer any discounts for this course?

Discounts

This program is a discounted package of classes that is 15–25% off the individual class prices.
Do you offer payment plans or student financing for this course?

This course does not qualify for payments plans or student financing. See our Payment Plan FAQ to find related programs that qualify.
Can I take this course online (remote learning)?
You may attend this training virtually (online) at the scheduled time the course is offered (New York, Eastern Time).

How does attending “live online” work?
- Students can attend this training remotely through screen sharing software (we use Zoom).
- Participants can hear the instruction, ask questions, and even share their screen with the instructor.
- For audio you can use your computer’s microphone/speakers or call a phone number that we’ll provide.
- Classes are activity-based and taught by a live instructor, so we strongly encourage students who are local to the area to attend in person!
- You will need your own computer and copy of any required software. If you don’t have the software, you can usually do a free trial or purchase your own license. If you need assistance, contact us at contact@nyimtraining.com

Corporate & Onsite Financial Modeling Training

Purchase group class vouchers at a discount for our regularly-scheduled group classes in NYC, or create a custom training program at your offices.

Private Training

Available onsite at your location
Modern computer labs available at our offices
Customize or choose from our existing courses
Free instructor consultations to finalize content

Group Class Vouchers

Send employees to our group classes
Extensive offerings and flexible scheduling
Simple billing and logistics
Computers and training resources provided

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.

1 Student Rated Our Financial Analyst Training Program 5 Stars

Great Instructors Mourad and Garfield are experts in their craft.

Abul H.

Excel & Financial Modeling Courses for Financial Analysts

Training Program for Investment Banking, Hedge Funds, Private Equity, Real Estate & Finance Professionals

To become a successful financial analyst, you'll need several skills, including a strong comfort level in Excel, a background in accounting, finance, and valuation, and financial modeling capabilities. This training program is geared toward current or aspiring financial analysts, including investment banking, private equity, hedge funds, asset management, real estate, and venture capital.

After completing this program, you will:

Go from beginner to advanced in your Excel capabilities
Learn accounting concepts: Financial statements, working capital, and footnotes
Learn financial concepts: Enterprise value, corporate valuation, Discounted Cash Flow Modeling, LBO Modeling
Build financial modeling skills: Learn how to project cash flows for companies in Excel

Related Courses

Prerequisites

Learn the Skills Guarantee™

Hands-on training in small groups

Time-tested curriculum and supporting materials

Learn from industry experts with teaching experience

Retake the course for free within one year

What You’ll Learn

Courses in this Package

Excel for Business Fundamentals

Intermediate Excel for Business

Financial Modeling Bootcamp

Financial Analyst Training Program Overview

Excel for Business Fundamentals

Introduction

Formulas

Formatting

Charts & Tables

Workbook Management

End of Class Project

Intermediate Excel for Business

Worksheet Management

Working with Text

Database Functions

Logical Functions

Pivot Tables

Statistical Functions

Advanced Charts

End of Class Project

Financial Modeling Bootcamp

Day I: Advanced Excel for Financial Modeling

Day II: Intro to Corporate Finance, Accounting, & Modeling

Day III: In-depth Financial Modeling & Valuation

Schedule & Enrollment: Financial Analyst Training Program

Custom Schedule Enroll

August 13–20 Show package courses Registration closing soon Enroll

Excel for Business Fundamentals

Intermediate Excel for Business

Financial Modeling Bootcamp

This Course is Available Live Online

See What Students Are Saying About Live Online

Online Training Demo

Frequently Asked Questions

Does this course require any prior knowledge or experience?

Do you offer any discounts for this course?

Discounts

Do you offer payment plans or student financing for this course?

Can I take this course online (remote learning)?

How does attending “live online” work?

Corporate & Onsite Financial Modeling Training

Private Training

Group Class Vouchers

Why Learn at NYIM

Highly Reviewed by Our Alumni

1 Student Rated Our Financial Analyst Training Program 5 Stars

Excel & Financial Modeling Courses for Financial Analysts

Training Program for Investment Banking, Hedge Funds, Private Equity, Real Estate & Finance Professionals

Compare Financial Analyst Training Program to Similar Courses

Excel for Business Bootcamp

Financial Modeling Bootcamp

Advanced Excel for Financial Modeling

Intermediate Excel for Business

Custom Schedule

Enroll

August 13–20 Show package courses

Registration closing soon
Enroll