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.
Small classes
Computer provided
Book included
Free retake
Register for a Package
Customize your own schedule (choose dates at checkout), or choose a preset package track by expanding the start dates below.
Custom Schedule
August 13
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
Intermediate Excel for Business
Financial Modeling Bootcamp
“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.
Full Course Syllabus
Download PDF OutlineExcel 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