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Title

Financial & Valuation Modeling Boot Camp

Event Description

CFA Society Portland 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.
 
The Financial and Valuation Modeling Boot Camp is designed for current and future finance professionals who have never attended a multi-day classroom program on Excel modeling. This course bridges a common gap that exists for many professionals - they have a conceptual understanding of finance but lack the hands-on skills that are needed on the job. This instructor-led seminar is synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation concepts. 
 
Price
  • CFA Charterholder price: $499 (this price is extended to all CFA charterholders, not just CFA Society Portland members)

    Fees will be reimbursed for the first 30 CFA Society Portland members to register for the course.  The fees will be reimbursed once the course has been completed (member must attend the full course). 

    FREE SPOTS ARE STILL AVAILABLE 
  • Non-Member price: $549
Speaker
Wall Street Prep
Date and Time
September 19-20, 2019
8:00AM - 5:00PM
 
Dress
Casual
 
Description
CFA Society Portland 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.
 
Target Audience
  • Investment banking analysts and associates
  • Private equity, asset management, and hedge fund associates
  • Corporate finance and business development professionals
  • MBA students and business undergraduates
  • Anyone seeking to improve their financial modeling skills
Live Training Schedule :
 
Day 1, 8am to 5pm
Financial Statement Modeling 
Participants will develop a 3-statement model completely from scratch, inputting historical data and assumptions to project out financial statements by selecting, locating, and developing appropriate projection drivers.
 
Day 2, 8am to 5pm
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 different assumptions.
 
Online Coursework Ahead of the Class
WSP believes that modeling-intensive classroom training for participants from different backgrounds is improved with online pre-work that covers core accounting and Excel topics. Accordingly, participants will receive pre-seminar access to WSP's online Accounting and Excel Crash Courses.
 
Post Seminar Resources
Seminar participants will receive lifetime access to online courses completed before the seminar, as well as to Wall Street Prep's online Premium Package of Financial and Valuation Modeling courses (Financial Statement, DCF, M&A, LBO and Trading & Transactions Comparables).
 
What's Included?
Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.
 
What to Bring
Laptop (and Charger), Notepad, and Calculator.
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.

Event Type

Society; Educational

Education Topic

 

Start Time

9/19/2019 8:00 AM

End Time

9/20/2019 5:00 PM

City

Portland

State/Province

OR

Event Country

USA

Event Region

Americas

Location Info

Portland State University
Karl Miller Center, Room 390
615 S.W. Harrison Street
Portland, Oregon  97201

Speaker

Wall Street Prep

CE Credits

Yes

SER Credit

Yes

Currency

US

Member Price

$499

Non-Member Price

$549

Candidate Price

499.00

Registration

Fees will be reimbursed for the first 30 CFA Society Portland members to register after they attend the course.

REGISTER

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 7/8/2019 11:12 AM by melanie.lewis@thede-culpepper.com
Last modified at 8/8/2019 9:59 AM by melanie.lewis@thede-culpepper.com