Course Goals and Overview:
This boot camp is designed for current and future finance professionals who have never participated in a multi-day formal classroom program on financial and valuation modeling. This intensive instructor-led seminar bridges the gap between an academic understanding on finance and the hands-on skill-set that is needed on the job. Attendees will sharpen their financial and valuation modeling skills in Excel using an intuitive, step-by-step approach. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.
Who Should Attend:
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 skill set
Pre-Seminar Excel Training
This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.
Day 1 - Financial Statement Modeling
You 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 - 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 purchase price.
Post-Seminar Online Access
Enrollment includes lifetime access to the following online course(s): Financial Statement Modeling, DCF Modeling, Comps Modeling, M&A Modeling, and LBO Modeling.
What is needed from you:
- Participants will need to bring with them to the course a laptop with Excel, version 2003 or higher
"It is very thorough, the templates are great, and most importantly the instructor is fantastic. Also, the online access is a great benefit." –Inder T.
"Fantastic course, very relevant; very well laid out and taught."–Jeremy J.
"Interesting and educational, even if not applicable to current job position."–Anna M.
"I would recommend this training because it does a great job of focusing on the fundamental skillsets needed to be an analyst. It also provides relevant real-world examples."–Oluwaseun O.
"Very well organized, good materials, and excellent instructor."–Eleanor K.
"Creates a basic knowledge foundation that is wide spread."–Anonymous.
"Good exposure to most theories and good templates to use in the future."–Anonymous.
"Great course to take while taking levels 1 or 2 of CFA program. Good at seeing visually how the concepts work (especially equity) in real life examples."–Dan D.
"Good overall view into financial statement modeling and valuation. Allows for additional education via online materials."–Brandon P.
"Silab did an outstanding job of explaining the materials, he is a phenomenal teacher."–Jeremie A.
"Great to take a step back and remember the fundamentals behind what we are doing for work." –Stephen W.
"Very hands on and helped to de-mystify modeling; good online resources to prepare in advance." –Anthony R.