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.
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.
Want to discuss this class further? Email the program director directly and find out if this is the right course for you.
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.
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.
As one of our smaller courses, tuition for this course is due in full before the start date.
There are no extra fees or taxes for our courses. The price you see on this page is the maximum you’ll pay us.
However, if you plan to take the course live online, you may need to obtain required software. We’ll help you get set up with a free trial of paid software prior to the class. Most of our coding classes utilize freely-available open-source software. For most of our design and motion graphics courses, we will help you get set up with a free trial of Adobe Creative Cloud. If you attend the course in-person, we will have a computer already set up for you with all of the required software for no additional cost.
This program is a discounted package of classes that is 15–25% off the individual class prices, so additional discounts do not apply.
Learn the concepts and skills covered in this true or your tuition is on us. See details and terms & conditions.
Work on projects proven to boost retention
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 then 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 via Zoom. 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 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.
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 one month after the session.
This is the recommended order, but some courses may be taken in a different order.
Unit 1 6 Hours
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.
Unit 2 6 Hours
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.
Unit 3 18 Hours
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.
Students must be comfortable using a computer. No other prior knowledge is required.
This course does not qualify for payments plans or student financing. See our Payment Plan FAQ to find related programs that qualify.
You may attend this training virtually (online) at the scheduled time the course is offered (New York, Eastern Time).
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Become an advanced Microsoft Excel user in just three days. This Excel Bootcamp includes 18 hours of hands-on training in formulas, functions, Pivot Tables, macros & more.
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.
Master the advanced Excel tricks, techniques, and tools financial analysts use to build and audit financial models. By the end of this course, you will know how to write efficient and flexible formulas, create sensitivity analysis, and master Excel's features for finance.
Go from beginner to experienced professional: summarize data with Pivot Tables, write advanced functions including VLOOKUP, and learn techniques to expedite your workflow.
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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Each installment is charged to your card on file one week before the start of the associated course. The payment schedule may vary if the courses are taken in a different order.
Installments | List Price | |
---|---|---|
$129.50 | 10% non-refundable deposit | -- |
$249.00 | Excel for Business Fundamentals | $249 |
$249.00 | Intermediate Excel for Business | $249 |
$667.50 | Financial Modeling Bootcamp | $995 |
▴ Your 10% deposit has been applied, as well as the certificate discount of $198 | ||
$1,295.00 | Total You Pay |