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Financial Valuation and Modeling Boot Camp

Event Description

Financial Valuation and Modeling Boot Camp


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

Senior Instructor, Wall Street Prep

Prior to joining Wall Street Prep, Jeff spent seven years in various Corporate Development functions and most recently led the international mergers and acquisitions team for Nabors Industries, a large oil-field services company. While working full-time, Jeff earned an MBA from the University of Houston and a BS from Texas A&M University. He is a CFA charterholder. Jeff has conducted seminars for a variety of corporate and banking clients and taught open enrollment courses all over the United States, as well as the Middle East. He has also taught at the following universities: Harvard Business School, Wharton, Columbia, MIT, Said Business School (Oxford), London Business School, Texas A&M, McGill, University of California-San Diego and University of California-Irvine, among many others.

Event Type


Education Topic

Financial Statement Analysis

Start Time

12/10/2019 9:00 AM

End Time

12/12/2019 5:00 PM





Event Country

United States

Event Region


Location Info

​George Mason University - Arlington Campus
Founders Hall
Room 120
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



Registration is closed for this training.

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











12/10/2019 9:00 AM


Content Type: MyCFA Calendar
Version: 2.0
Created at 9/30/2019 8:59 AM by[CASMSTS:username]
Last modified at 12/9/2019 10:36 AM by[CASMSTS:username]