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

Corporate training available

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Custom Schedule
Register

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

Excel for Business Fundamentals

Tue, Aug 13, 10am–5pm

Intermediate Excel for Business

Thu, Aug 15, 10am–5pm

Financial Modeling Bootcamp

Mon–Wed, Aug 19–21, 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.

“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. The course effectively conveys key finance, corporate finance, and financial accounting concepts while also offering students the opportunity to build real financial models with real-time data. The 7:1 student to teacher ratio along with the experience and modeling expertise of Mourad offers a unique opportunity for a personalized learning experience. Whether you are a student looking to pursue a career in finance or a current professional simply looking to brush up on your Excel skills, I would highly recommend this course.”

— Noam L.

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