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
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 admin@cfaoc.org, requesting the credit and providing their CFA Institute member ID. 