Financial Analyst Training Program

Excel & Financial Modeling Courses NYC

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. 

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Register for a Package 

$1313 $1195 35 Hours PC provided 185 Madison Avenue, NYC In-person classroom training

Corporate training available

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Custom Schedule
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Excel for Business Fundamentals

Monday, Oct 14, 10am–5pm

Intermediate Excel for Business

Monday, Oct 21, 10am–5pm

Financial Modeling Bootcamp

Mon–Wed, Nov 4–6, 10am–5pm

Excel for Business Fundamentals

Wednesday, Oct 30, 10am–5pm

Intermediate Excel for Business

Thursday, Oct 31, 10am–5pm

Financial Modeling Bootcamp

Mon–Wed, Nov 4–6, 10am–5pm

Excel for Business Fundamentals

Monday, Dec 30, 10am–5pm

Intermediate Excel for Business

Thursday, Jan 2, 10am–5pm

Financial Modeling Bootcamp

Tue–Thu, Jan 7–9, 10am–5pm

The Financial Analyst Training Program includes

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.

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.

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.

Full Course Syllabus

Download PDF Outline

Excel for Business Fundamentals

Introduction

  • Interface
  • Data Entry

Formulas

  • Autofill
  • Calculations
  • True or False
  • AutoSum Functions
  • Text Functions
  • Multi-Input Functions
  • Absolute Cell References

Formatting

  • Formatting
  • Format Painter
  • Conditional Format

Charts & Tables

  • Line Chart
  • Column Chart
  • Pie Chart
  • Tables

Workbook Management

  • Printing
  • Worksheets
  • Repeat Action
  • Shortcuts

End of Class Project

  • Project
  • Save and Close

Intermediate Excel for Business

Worksheet Management

  • Navigation
  • Paste Special

Working with Text

  • Splitting Text
  • Joining Text
  • Named Ranges
  • Data Validation
  • Sort & Filter
  • Remove Duplicates

Database Functions

  • VLOOKUP
  • HLOOKUP
  • VLOOKUP - Closet Match

Logical Functions

  • AND, OR
  • IF statements

Pivot Tables

  • Pivot Tables
  • Pivot Tables & Grouping
  • Multiple Pivot Tables

Statistical Functions

  • Ranking
  • COUNTIFS
  • SUMIFS

Advanced Charts

  • Combo Charts

End of Class Project

  • Project

Financial Modeling Bootcamp

Day I: Advanced Excel for Financial Modeling

  • Advanced techniques to Expedite Workflow
  • Advanced Analytical Tools & Sensitivity Analysis
  • Database Functions for Finance
  • Functions for Financial Modeling

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

  • Intro to Corporate Finance
  • Enterprise value
  • Financial Accounting & Statement Analysis
  • Integrated Financial Modeling
  • Intro to DCF Modeling
  • Sensitivity Analysis
  • Intro to LBO Modeling

Day III: In-depth Financial Modeling & Valuation

  • Company Analysis
  • Financial projections
  • Terminal Value
  • Discounting Cash Flows
  • Corporate Valuation
  • Final Analysis & Reasonability Testing

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