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.

College or graduate student preparing for a job or looking to get ahead? 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. 

  • icon for small classesSmall classes
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Register for a Package 
$1195 35 Hours 185 Madison Avenue, NYC In-person classroom training

Corporate training available

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Excel for Business Fundamentals

Fri, Mar 29, 10am–5pm

Intermediate Excel for Business

Mon, Apr 1, 10am–5pm

Financial Modeling Bootcamp

Tue–Thu, Apr 9–11, 10am–5pm

Excel for Business Fundamentals

Thu, Apr 4, 10am–5pm

Intermediate Excel for Business

Fri, Apr 5, 10am–5pm

Financial Modeling Bootcamp

Tue–Thu, Apr 9–11, 10am–5pm

Excel for Business Fundamentals

Fri, May 24, 10am–5pm

Intermediate Excel for Business

Tue, May 28, 10am–5pm

Financial Modeling Bootcamp

Wed–Fri, May 29–31, 10am–5pm

Excel for Business Fundamentals

Mon, Jun 17, 10am–5pm

Intermediate Excel for Business

Tue, Jun 18, 10am–5pm

Financial Modeling Bootcamp

Mon–Wed, Jun 24–26, 10am–5pm

The Financial Analyst Training Program includes

Excel for Business Fundamentals

Master the core 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 MS 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 essential finance & accounting concepts while building a comprehensive financial valuation model in Excel. This financial modeling class blends finance, accounting, and advanced Excel concepts into an intensive 3-day course.

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