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Financial Modeling and Valuation Boot Camp Webinar

Event Description

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CFA Society Orange County 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.

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During this interactive virtual boot camp, attendees will learn how to build financial models from scratch using a hands-on, step-by-step approach. Participants will work in Excel, constructing an integrated financial statement and its supporting schedules, while navigating through various sources of financial data and applying accounting, corporate finance, and valuation concepts. The class will use real company case studies.

Day 1 -Financial Statement Modeling
You will develop a 3-statement model entirely from scratch, inputting historical data and assumptions to project out financial statements by selecting, locating, and developing appropriate projection drivers.

Day 2 - Valuation and DCF Modeling
Participants learn how to value the company step-by-step, including how to estimate the weighted average cost of capital (WACC) in the real world, how to implement commonly used approaches to calculating terminal value, and how to use data tables to analyze a broad range of scenarios given different assumptions.

Day 3 - M&A Modeling
Participants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion/dilution in all-stock deals, pricing structures (exchange ratios, collars, "walk-away" rights), purchase accounting, and the step-by-step allocation of the purchase price.

Online Continuing Education Courses
Enrollment includes lifetime access to the following course(s):

  • Financial Statement Modeling
  • DCF Modeling
  • Comps Modeling
  • M&A Modeling
  • LBO Modeling

What's Included?
  • Comprehensive training materials (manuals and online exercises)
  • Detailed reusable modifiable Excel templates
  • Unlimited email support for content-related questions for 12 months post course

Instructor: Silab Mohanty
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Silab has held several prominent investment banking positions, including Associate at JP Morgan, Vice President at Credit Suisse, and Director and Executive Director at UBS. Silab has worked on numerous M&A, financing, capital markets, leveraged buyout, restructuring, and cross-border deals. Before investment banking, Silab worked with multinational financial institutions, including Standard Chartered Bank, in corporate banking and structured finance in Asia.

Full Boot Camp, CFAOC, (recommended):

$1,099 with Member Discount Code: cfaoc2020m

$1,199 with Non-member Discount Code: cfaoc2020nm

Price without discount code: $1,699.

Days 1 and 2 only:

$999 with Member Discount Code: cfaoc2020m

$1,199 with Non-member Discount Code: cfaoc2020nm

Price without discount code: $1,599.

Please note: Discount codes are case sensitive codes; all letters must be lower case to work.

Important: CFAOC members, who would like to receive CFA Professional Learning credit, should send a brief note to, requesting the credit and providing their CFA Institute member ID.

Event Type

Educational; Featured

Education Topic

Corporate Finance

Start Time

6/17/2020 8:00 AM

End Time

6/19/2020 5:00 PM





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Event Short Info

<b>Financial & Valuation Modeling Bootcamp</b>, one of Wall Street Prep's most popular courses.<a href=""> Read More.</a>


Content Type: MyCFA Calendar
Created at 6/4/2020 1:59 PM by
Last modified at 6/4/2020 2:11 PM by