CFA Society Calgary is offering a unique opportunity to customize your Excel workshop experience. Attend all three workshop days or, alternately, attend the two day course (January 21-22) or the one day course (January 23).
Two Day Course (January 21-23) – Financial Modeling and Valuation
Day 1 - Building a Financial Model
Day one focuses on building an interactive and clearly-designed financial model of a company that adheres to the highest industry standards. The session is an intermediate-level course; however, the assignments include various advanced-level questions for those with extensive prior modeling experience.
The course material includes model design, logic, construction, financial concepts and accounting treatment. Various intermediate and advanced Excel tools along with helpful keyboard shortcuts will also be covered throughout the day.
Creating a Dynamic Stand-Alone Company Model
Day 2 – Financial Modeling and Valuation
Valuation Metrics and Analysis
Day two focuses on how to calculate various outputs within a financial model. The course covers intermediate to advanced-level valuation topics and is geared towards finance professionals who are involved in valuing companies. A Discounted Cash Flow (DCF) analysis will be discussed and incorporated into a financial model.
One Day Course (January 23)
Participants can sign up for Day Three as a standalone course, even if an individual did not attend Day One or Day Two.
Day 3 - Power of Excel
This one day course is an enhancement to Days One and Two and will appeal to participants who already have a strong foundation in Excel. Day Three is an intensive program that will transform participants into Excel “Power Users”. The course is focused on the pertinent Excel tools that are required in a corporate environment to efficiently analyze and manipulate data and to create compelling financial analyses.
This course covers intermediate and advanced level Excel topics. As such, students should have a good working knowledge of Excel prior to taking this course. Assignments, handouts and examples will be used throughout the day.
Ian Schnoor, CFA, is Principal and Founder of The Marquee Group. He started the business in 2002 to provide Excel-based financial modeling and valuation training to professionals in the financial community. Ian has built The Marquee Group into a leading provider of financial modeling training, conducting programs at dozens of banks, pension funds, corporations and business schools. Over the years, Ian has taught thousands of business professionals and university students in Canada, the United States, the United Kingdom and Mexico.Ian is passionate about teaching and brings a hands-on, interactive approach to every course. He has developed a framework and discipline for building models and analyzing companies which is taught in all of The Marquee Group’s sessions. As a result of this approach, students learn to build models that serve as powerful communication tools and add tremendous value to a decision-making process.
Prior to establishing The Marquee Group, Ian spent a number of years in the Investment Banking departments at Salomon Smith Barney and BMO Nesbitt Burns. He was extensively involved in the execution of numerous buy-side and sell-side M&A and strategic advisory assignments for Canadian and U.S. clients. Ian was also involved in the cross-border issuance of investment grade debt, high-yield debt and common equity financings for Canadian companies.
Ian completed his Bachelor of Commerce Honours degree with academic distinction from the University of Manitoba and has also attained the Chartered Financial Analyst (CFA) designation.
COURSE FEE INCLUDES
7:30 am – 8:00 am Registration8:00 am Class Begins10:00 am – 10:15am Break12:00 noon – 1:00 pm Lunch2:30 pm – 2:45pm Break4:30 pm Adjourn
REGISTRATIONRegister early to avoid disappointment as space is limited. Registration deadline is January 16, 2014.
A full refund will be given to cancellations received before January 7, 2014. A cancellation fee of 50% applies for cancellations received after January 7, 2014. The cancellation fee will only apply if the spot cannot be filled. Substitutions from the same company will be accepted.
CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.
100, 111 - 5th Avenue SW, Box #118Calgary, Alberta T2P 3Y6CanadaPhone: 403.249.2009Fax: 403.206.0650Email Debbie Kunert - Society ManagerEmail Jade Piraux - Communications and Events Coordinator
Thank you to our sponsor:
Copyright ©2013 CFA Institute | Copyright ©2013 CFA Society Calgary
Terms and Conditions |
The views expressed do not necessarily reflect the views
or policies of CFA Society Calgary, its Board of Directors or its
members. CFA Society Calgary does not guarantee the source, originality,
accuracy, completeness or reliability of any statement, information, data,
finding, interpretation, advice, opinion, or view presented, nor does it
make any representation concerning the same.