Intro to Financial Modeling Course in NYC: Investment Banking & Finance Prep Course

Learn to build several types of common financial models while reviewing finance concepts, such as corporate valuation, leveraged buyouts, mergers & acquisitions, and real estate.

Attendees will review advanced Excel modeling techniques and concepts while completing the following projects in Excel:

Discounted Cash Flow (DCF) valuation model
Leveraged Buyout (LBO) model
Merger & Acquisition (M&A) accretion / dilution analysis
Real Estate Acquisition with Mortgage Financing model

Prerequisites

Advanced Excel knowledge equivalent to our Advanced Excel for Business or Advanced Excel for Financial Modeling courses is required. Participants should be comfortable with nested IF statements, INDEX-MATCH, advanced navigation, and advanced formula writing.

Prior finance or accounting knowledge is helpful but not required. Attendees with limited financial experience can request our review manual upon registration.

Highly Reviewed by Our Alumni

From our hands-on training style to world-class instructors and custom-crafted curriculum, we deliver results our alumni are proud of.

Schedule & Enrollment: Intro to Financial Modeling

7 Hours
$395

Policies

NYC or Live Online
Free retake
Expert instructors
Small classes

Dates & times are listed in

Not currently scheduled.

Email nyc@careercenters.com to request this course, or see related courses with upcoming availability

See related courses

Tuition

As one of our smaller courses, tuition for this course is due in full before the start date. The best way to save on this course is to take it as part of a certificate program.

Full Tuition

$395
Due before the class starts

What’s Included

7 hours of hands-on instruction
Live, project-based training from experts
Retake for free within 1 year
Verified digital certificate of completion

What’s included with my tuition?

A hands-on learning experience working on projects and exercises, which is proven to boost comprehension, retention, and engagement
Expert instructors who are industry professionals and experienced educators that are driven to help you succeed
Top-notch curricula that have been tried and tested over many cohorts and are consistently improved for an optimal learning experience
Supplemental materials to assist both during and after the course - please refer to specific course pages to see what supplemental materials are offered
A 1-year free retake policy which allows students to retake any part of the course or program for free to refresh the materials and gain additional practice
A certificate of completion to verify your accomplishment

Are there any additional fees or expenses?

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.

Do you offer any discounts for this course?

We don’t currently offer discounts as we do our best to affordably prices our courses.

Learn the Skills Guarantee™

Learn the concepts and skills covered in this course or your tuition is on us. See details and terms & conditions.

Hands-on training in small groups

Work on projects proven to boost retention

Time-tested curriculum and supporting materials

Refined over many cohorts for an optimal learning experience

Excellent classes and excellent venue! It has just the right level of personal attention and class participation. I would highly recommend NYIM and look forward to taking future classes there. – Hazel S.

Learn from industry experts with teaching experience

Experienced educators who are driven to help you succeed

Retake the course for free within one year

Refresh the materials and gain additional practice

Interactive Training

Learn in Real-Time with Small Class Sizes

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.

On Campus in NYC 185 Madison Ave, NYC

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.

Live, interactive class
Experienced instructor in the room with you
Computer and software provided

More about our campus

Live Online Remote, from anywhere

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.

Live, interactive class
Experienced instructor teaching over Zoom
Remote setup assistance provided

More about live online training

Earn a Certificate of Completion

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!

Shareable on

Sample credential for completion of Intro to Financial Modeling

Free Retake & Class Recordings

Missed a session or need a refresher? We have you covered!

Free Retake

We offer a single free retake of the class within a year.

Class Recordings

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.

See terms and conditions.

Intro to Financial Modeling Curriculum

Course Syllabus

Download Syllabus PDF

Discounted Cash Flow Modeling

What is a DCF model and why do analysts use it?
Calculate historical growth rates, margins, and metrics
Use assumptions to project free cash flow
Derive a discount rate using the WACC
Derive a value per share
Use Scenario Manager to model high and low cases

Leveraged Buyout Modeling

LBO essentials and players
How financial leverage increases risk and return
Create a sources and uses table
Determine the pro forma capital structure
Model unlevered and levered cash flows
Determining the IRR and equity multiple
Sensitivity analysis around exit multiple and revenue growth

Real Estate & Mortgage Modeling

Review real estate metrics including NOI and cap rates
Review real estate financing fundamentals
Discuss factors that impact real estate valuation
Create a loan amortization model
Set purchase price and operating assumptions
Project levered cash flows
Evaluate a real estate acquisition and calculate levered and unlevered returns

M&A Accretion / Dilution Analysis

Review M&A fundamentals and players
Review factors that impact M&A decisions
Methods for financing transactions
Perform an accretion / dilution analysis for a stock and cash deal
Discuss pros and cons of this methodology for evaluating M&A

Frequently Asked Questions

Does this course require any prior knowledge or experience?

Students must be comfortable using a computer. No other prior knowledge is required.

Do you offer payment plans or student financing for this course?

This course does not qualify for payments plans or student financing. See our Payment Plan FAQ to find related programs that qualify.

Can I take this course online (remote learning)?

You may attend this training virtually (online) at the scheduled time the course is offered (New York, Eastern Time).

How does attending “live online” work?

Students can attend this training remotely through screen sharing software (we use Zoom).
Participants can hear the instruction, ask questions, and even share their screen with the instructor.
For audio you can use your computer’s microphone/speakers or call a phone number that we’ll provide.
Classes are activity-based and taught by a live instructor, so we strongly encourage students who are local to the area to attend in person!
You will need your own computer and copy of any required software. If you don’t have the software, you can usually do a free trial or purchase your own license. If you need assistance, contact us at nyc@careercenters.com

What happens if I need to miss a session?

You have some options:

You can watch a recording of the session. We will provide any course materials.
If you can’t come into the classroom but can still attend remotely, we will provide you with the Zoom login information.
You can use your free retake to make up any missed class time.

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Corporate & Onsite Financial Modeling Training

Purchase group class vouchers at a discount for our regularly-scheduled group classes in NYC, or create a custom training program at your offices.

Private Training

Available onsite at your location
Modern computer labs available at our offices
Customize or choose from our existing courses
Free instructor consultations to finalize content

Group Class Vouchers

Send employees to our group classes
Extensive offerings and flexible scheduling
Simple billing and logistics
Computers and training resources provided

Installments
	10% non-refundable deposit
$395.00	Total You Pay