Financial Analyst Training Program
Master Excel, key financial and corporate finance concepts, and build a full valuation model in this 5-day training program.
Master Excel, key financial and corporate finance concepts, and build a full valuation model in this 5-day training program.
Build Excel and financial analysis skills in this five-day program. Learn core spreadsheet techniques, review financial accounting and corporate finance, and build a valuation model for a public company.
Students with a strong Excel background can explore the Financial Modeling Bootcamp or Advanced Excel for Financial Modeling.
No prior Excel, finance, or accounting knowledge is required. The program starts with core Excel skills and introduces finance and accounting concepts as you progress.
This is the recommended order, but some courses may be taken in a different order.
Unit 1 6 Hours
Learn Excel fundamentals, including entering and formatting data, writing formulas, creating charts, and preparing worksheets for printing.
Unit 2 6 Hours
Build Excel skills with PivotTables, lookup functions, conditional calculations, text tools, and charts.
Unit 3 18 Hours
Build financial modeling skills with Excel, accounting, and corporate finance. Practice creating a valuation model for a public company.
From our hands-on training style to world-class instructors and custom-crafted curriculum, we deliver results our alumni are proud of.
Great Instructors Mourad and Garfield are experts in their craft.
Abul H.
If you want to learn AutoCad, this is the best class.
This is the perfect beginner class to ease your way in to Excel.
Intermediate Excel was great! Our instructor, Mike, was very patient and happy to answer any questions that came up along the way. VLOOKUPS aren't nearly as intimidating now that I've taken the class.
Picked up a few little tricks that I hope to use more regularly.
Everything felt like it flowed from beginning to end with extra tips in between and he was able to provide different tips based on how you were working in Excel.
I would definitely recommend these classes to improve your excel skills. I use excel everyday and having this knowledge will cut time on work significantly.
We could ask as many questions as necessary, and Garfield answered them all.
Life-changing, super helpful! I loved the energy the instructor, Mike, had. It was very interactive and informative. Learned a lot :)
Tons of helpful tips and tricks for everyday Excel use.
I highly recommend Beginner Microsoft Excel. I have spent many days working on spreadsheets. Had I taken this course sooner I would have cut my time spent on coordinating spreadsheets and enabled me to appropriate time to other projects.
After participating in the Intermediate Excel for Business training, I now feel much more confident about using Excel in my job. I've been intimidated by Excel for quite some time but now I see it as a tool to experiment with and learn from!
If you would like a better grasp on how to maneuver your Word program, this will help so much. It touches on all important points for program.
I learned more in this than I did in college with excel and hope to apply it more in my work setting.
Thorough, patient, and enthusiastic instructor; super helpful Excel tips for business.
Excel class worth taking.
Great class for learning the basics without being overwhelming
Super helpful and affordable. Will be helpful in my career in growth equity.
Very well paced, easy to follow Excel class!
Adebayo was really helpful. I learned a lot that I did not know prior to taking the class.
NYIM training Excel course is very good. Trainer Ade was very thorough in explaining everything. This is my first time taking a class online and I found it to be just as interesting doing it at home as well if I were to take in the classroom.
No prior homework necessary, this class will break down Excel need-to-knows for you and continue building on your new knowledge throughout the course.
I highly recommend this class and the instructor. It will definitely add to your knowledge base, even if you are an experienced user.
The instructor was fantastic! He explained the concepts clearly and patiently, and encouraged questions. I will be able to apply much of what I learned in this class directly to my work.
Great pace, instructions and applicable for business setting. It helped me understand how to set up my Excel sheets to be more practical.
The class was valuable and comprehensive, and the instructor was knowledgeable yet patient with every learner.
Showing 25 of 124 reviews
Learn the concepts and skills covered in this program or your tuition is on us. See details and terms & conditions.
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Refined over many cohorts for an optimal learning experience
I can honestly say I learned more useful modeling and excel skills from the Financial Modeling Bootcamp than I have through one and a half years of business school.
— Noam L.
Experienced educators who are driven to help you succeed
Refresh the materials and gain additional practice
Attend this course in-person in NYC or live online. Engage with expert instructors, ask questions, and get feedback on your exercises and projects.
Unlike other providers, these are not mass open-enrollment classes. At NYIM Training, you’ll learn in small groups (typically 8-15 students) and receive personalized attention.
Get face-to-face interaction with an instructor and other students when you learn at our 185 Madison Ave, NYC campus. Courses are hands-on with a computer and software provided.
Get the same interactivity and access to the instructor as in-person students. There are no extra fees and we’ll work with you to ensure your remote setup is perfect.
We want you to leverage the skills you’ll learn. In addition to 30 hours of hands-on, small group training, you’ll receive one 1-on-1 training session where you can:
Upon completion of this course, you’ll receive an official certificate testifying to your mastery of the curriculum. We’ll send you a link where you can download your certificate, share it online with your friends, post it to your professional network on LinkedIn, and view all your earned certificates. Congratulations on your achievement!
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We offer a single free retake of any module or the whole program within a year.
You can also access recordings of each session in your student portal within one business day of the session’s end. Recordings are available for 30 days after the session.
Learn Excel, Finance, & Accounting in Hands-on Training
Yes, this course is open to beginners. Students must be comfortable using a computer. No other prior knowledge is required.
This course does not qualify for payment plans or student financing. See our Payment Plan FAQ to find related programs that qualify.
Live online attendance is available for selected upcoming dates. Check the schedule for each date's attendance format and time zone before enrolling.
You have some options:
There are no extra fees or taxes for our courses. The price you see on this page is the maximum you’ll pay us.
This program has a single package price. Additional discounts do not apply.
These related courses share skills and topics with the Financial Analyst Training Program. Select up to two and tap Compare selected courses to view a side-by-side comparison.
Build beginner through advanced Excel skills in 18 hours. Practice formulas, charts, PivotTables, lookup functions, and recorded macros.
Choose the Excel for Business Bootcamp if you want to focus purely on Excel skills, covering fundamentals through advanced techniques like Pivot Tables, VLOOKUP, and macros without the finance, accounting, or valuation modeling content in this program.
Build a financial valuation model in Excel. Review financial statements, develop projections, and apply corporate finance and discounted cash flow concepts.
The Financial Modeling Bootcamp is the 3-day valuation and modeling portion of this program. Choose it on its own if you already have intermediate Excel skills and don't need the beginner and intermediate Excel training bundled into this program.
Use advanced Excel functions, shortcuts, Goal Seek, and sensitivity analysis to build and audit financial models.
Choose Advanced Excel for Financial Modeling if you want to focus narrowly on the Excel side, covering NPV, IRR, INDEX-MATCH, Data Tables, and Goal Seek without the corporate finance, accounting, and DCF valuation content in this program.
Advance your Excel skills with practical lessons focused on streamlining your workflow and enhancing data analysis. You'll master Pivot Tables for data summarization, apply advanced functions, utilize logical statements, and manage data with named ranges.
Take Intermediate Excel for Business first if you don't yet have Excel skills like VLOOKUP, Pivot Tables, and IF statements, which are assumed knowledge for the modeling and valuation work in this program.
Purchase group class vouchers at a discount for our regularly-scheduled group classes in NYC, or create a custom training program at your offices.
We’ve trained thousands of companies!
Let us create the perfect program for your team.
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:
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