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Financial Valuation and Modeling Seminar

Event Description

Financial Valuation and Modeling Seminar


CFA Society Washington, DC is pleased to offer, in partnership with Wall Street Prep, one of Wall Street Prep's most popular courses to equip busy professionals and students with the financial skills they need on the job.

During this intensive 3-day training, participants will learn financial and valuation modeling in Excel using a hands-on, case-study approach. Modeling methodologies covered include financial statement modeling, valuation & DCF modeling and trading & transaction comps modeling. Instructors are all practitioners (investment bankers, equity research analysts, etc.) with a passion for teaching and years of directly relevant real-world experience.

What is included:

  • Comprehensive training materials (manuals and online exercises)
  • Detailed, reusable, modifiable Excel model templates
  • Unlimited email support for content-related questions for 12-months post-seminar
  • Access to additional online modules (crash course in Excel, M&A and LBO Modeling video lectures)
  • Certification in Financial and Valuation in Modeling (upon successful completion of online Certification Exam)
  • 27 CPE credits and 35 PD credit
  • Wall Street Prep certification exam, upon successful completion of course and online modules

What is needed from you:

  • Participants should have basic knowledge of Excel and solid financial accounting fundamentals
  • Participants will need to bring with them to the course a laptop with Excel, version 2003 or higher

Event Type


Education Topic

Financial Statement Analysis

Start Time

12/12/2018 8:00 AM

End Time

12/14/2018 5:00 PM





Event Country


Event Region


Location Info

George Mason University - Arlington Campus
Founders Hall
Room 121
3351 North Fairfax Drive
Arlington, VA 22201

Click here for map

Metro: Virginia Square (Orange and Silver lines)

*Parking Garage is available at Founders Hall 



CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



​​Click here to regi​​ster

**Full Enrollment:
Member: $1,099
Non-Member: $1,599

**Partial Enrollment: (Days 1 & 2 Only)
Member: $999
Non-Member: $1,499

**CFAW Members
Please contact for the registration code to receive the member rate.

*Note to employers: We will offer a 10% discount if you send 3 or more employees to this seminar. Please contact Serena Roche at for group registrations.

Cancellation Policy​​
Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.​​​

All Day Event











12/12/2018 8:00 AM


Content Type: MyCFA Calendar
Version: 1.0
Created at 1/9/2018 11:46 AM by[CASMSTS:username]
Last modified at 11/16/2018 11:11 AM by