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Introduction to Equity Research Modeling & Analysis
Date: November 10
Time: 1–5 PM EST
Description: Learn how research professionals approach earnings releases and quarterly model updates, how they formulate the investment thesis, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA, and best practices when working with quarterly models.

This is an abbreviated version of the training used to onboard sell-side research associates at bulge bracket investment banks.  

Cost for CFA Columbus Members - $399 $239.40

Register HERE for the Introduction to Equity Research Modeling & Analysis bootcamp


Become an Excel Power User: Beginner Level (PC Only)
Date: November 12
Time 1 PM–5 PM EST
Description: For finance professionals, proficiency in Excel is a fundamental part of the job. This virtual session will teach you how to navigate through worksheets, build formulas, and dramatically increase your speed with powerful keyboard shortcuts.

Cost for CFA Columbus Members -  $199$119.40

 Register HERE for the Become an Excel Power User: Beginner Level


Biotech SOTP Valuation
Date: November 20
Time: 10 AM–6 PM EST
Cost for CFA Columbus Members - $999 $599.40

Register HERE for the Biotech SOTP Valuation