Discover Classes. Earn Rewards.

Financial Modeling Bootcamp

Master the art of financial modeling, corporate finance, and accounting principles with this intensive course. Build a comprehensive Discounted Cash Flow (DCF) model and gain advanced Excel skills to create accurate financial models quickly. Prepare for investment banking and financial analyst interviews with a financial model to showcase your skills.

  • Level Advanced
  • Age 18 and older
  • Price $995
  • Location 185 Madison Ave, New York, NY

Start Dates (3)

  • $995
  • Career Centers @ 185 Madison Ave Suite 1104, New York, NY 10016
20 seats left
Book
Show all 3 sessions
  • Wed, Mar 06 at 10:00am - 5:00pm
  • Thu, Mar 07 at 10:00am - 5:00pm
  • Fri, Mar 08 at 10:00am - 5:00pm
20 seats left
Book
Show all 3 sessions
  • Tue, May 21 at 10:00am - 5:00pm
  • Wed, May 22 at 10:00am - 5:00pm
  • Thu, May 23 at 10:00am - 5:00pm
20 seats left
Book
Show all 3 sessions
  • Mon, Aug 19 at 10:00am - 5:00pm
  • Tue, Aug 20 at 10:00am - 5:00pm
  • Wed, Aug 21 at 10:00am - 5:00pm
Save to WishList Purchase a Gift Card

Class Description

Description

What you'll learn in this financial modeling training:

Build a financial model and learn corporate finance and accounting principles. By the end of this course, you'll have a comprehensive Discounted Cash Flow (DCF) model to add to your portfolio. You'll have a fundamental knowledge of corporate finance and accounting concepts. Finally, your advanced Microsoft Excel skills will aid you in building financial models quickly and accurately.

Master Financial Modeling 

Build a comprehensive DCF (Discounted Cash Flow) model and master essential finance and accounting concepts. First, you'll dive into advanced Excel functions for finance like VLOOKUP and IF statements. You'll then review corporate finance and accounting concepts before building a valuation model on a public company.

The Financial Modeling Bootcamp covers common topics asked in investment banking and financial analyst interviews. After this course, you'll have a financial model to present as part of your portfolio during the interview process. This course prepares you with all the essential skills you need to succeed as a professional that specializes in building financial models.

  • Master Advanced Excel - Learn essential Excel functions for finance including cash flow projection tools, and shortcuts for building financial models in Excel
  • Learn Corporate Finance and Accounting - Learn the basics of enterprise value, corporate valuation, and reviewing financial statements
  • Create a DCF (Discounted Cash Flow) Financial Model - Review financial information, derive a share value, and create a financial model to evaluate an investment

Free Retake & Course Materials

In addition to receiving comprehensive financial training and a financial model to show off after the course, you receive the following benefits:

  • Free retake - take the course again for free within six months of your enrollment
  • Free access to computers and software - no need to bring a computer or purchase software for the course
  • Custom workbook - Keep your course workbook, complete with detailed instructions and practice exercises to reference and practice what you've learned after the course

This course has a prerequisite

  • Students without corporate finance or accounting knowledge should request access to and review our free online preparatory materials after registering for the course.
  • Excel proficiency equivalent to Intermediate Excel for Business is required, including VLOOKUP, Pivot Tables, and IF statements.

Course Overview

  • Advanced Excel for Finance: Financial functions, advanced formulas, Data Tables, & Excel tricks
  • Corporate Finance: Market Cap, Enterprise Value, Stocks & Bonds, NPV, IRR
  • Financial Accounting: Financial statements, financial ratios, and working capital
  • Company Analysis: Analyze companies through financial statements, presentations, & recent news
  • Discount Cash Flow Modeling: Project and discount future cash flows
  • Corporate Valuation: Corporate valuation principles to value companies
  • Financial Analyst Best Practices: Tips and tricks financial analysts need to know
  • Investment Banking Interviews: Review concepts typically asked in investment banking interviews

Full Course Syllabus

Day I: Advanced Excel for Financial Modeling

  • Advanced techniques to Expedite Workflow
  • Advanced Analytical Tools & Sensitivity Analysis
  • Database Functions for Finance
  • Functions for Financial Modeling

Day II: Intro to Corporate Finance, Accounting, & Modeling

  • Intro to Corporate Finance
  • Enterprise value
  • Financial Accounting & Statement Analysis
  • Integrated Financial Modeling
  • Intro to DCF Modeling
  • Sensitivity Analysis
  • Intro to LBO Modeling

Day III: In-depth Financial Modeling & Valuation

  • Company Analysis
  • Financial projections
  • Terminal Value
  • Discounting Cash Flows
  • Corporate Valuation
  • Final Analysis & Reasonability Testing

Learn more about Financial Modeling Bootcamp at NYC Career Centers


Syllabus

Day I: Advanced Excel for Financial Modeling

Advanced techniques to Expedite Workflow

  • Efficient formula writing
  • Formula & model auditing
  • Advanced cell locking
  • Hot Keys to work without the mouse
  • Windows & work with multiple applications
  • Go To Special
  • Paste Special
  • Project #1: Revenue build-up by store count and same store sales growth

Advanced Analytical Tools & Sensitivity Analysis

  • Goal Seek
  • Data Tables
  • Scenario Manager
  • Project #2: Cash flow modeling & sensitivity analysis

Database Functions for Finance

  • Advanced SUMIFS
  • VLOOKUP-MATCH
  • INDEX-MATCH

Functions for Financial Modeling

  • Financial functions
  • Date functions
  • Nested IF statements
  • IF Statements with AND/OR
  • CHOOSE function
  • Weighted average calculations
  • IFERROR
  • Projects #3: Loan amortization model

Day II: Intro to Corporate Finance, Accounting, & Modeling

Intro to Corporate Finance

  • Net Present Value (NPV) and Internal Rate of Return (IRR)
  • How are PV and IRR used in financial modeling?
  • How companies raise capital through debt and equity issuances

Enterprise value

  • Stocks, dividend yields, trading terminologoy, and valuation metrics
  • Market Capitalization: Calculate the market cap for public companies
  • Shares outstanding: How does share count change over time?
  • Enterprise Value: Calculate the enterprise value for public companies

Financial Accounting & Statement Analysis

  • Cash vs. accrual accounting
  • Assets = Liabilities + Shareholder's Equity
  • Annual and quarterly filings, and press releases
  • Income Statement: Analyze line items on an income statement; calculate growth rates, and TTM
  • Balance Sheet: Review assets, liabilities and shareholder's equity
  • Cash Flow Statement: Analyze a public company cash flow statement
  • Working Capital: Calculate and understand working capital

Integrated Financial Modeling

  • Calculate historical ratios for revenue growth, margins, and working capital
  • Project cash flows based on historical metrics
  • Create debt, equity, and working capital supporting schedules
  • Review how financial statements tie together and balance the model
  • Integrate the income statement, balance sheet, and cash flow statement in Excel

Intro to DCF Modeling

  • Calculate unlevered free cash flow from the integrated model
  • Discount cash flows using the WACC
  • Derive a share price from total company value

Sensitivity Analysis

  • Use Data Tables to sensitize the model's key inputs
  • Conditional Format with formulas to highlight cells that meet certain criteria
  • Calculate the revenue growth required to hit a certain share price

Intro to LBO Modeling

  • Review Leveraged Buyouts (LBOs) basics
  • Create a simple LBO model
  • Calculate the IRR and Equity Multiple

Day III: In-depth Financial Modeling & Valuation

Company Analysis

  • Discuss the business model and value drivers of a public restaurant company
  • Capital Structure: Calculate the total enterprise value and build a capital structure table
  • Historical Financials: Populate the historical financials
  • Ratios: Calculate the financial ratios

Financial projections

  • Create financial projections for revenues
  • Create financial projections for expenses
  • Create projections for the working capital items

Terminal Value

  • Estimate the company's terminal value using the Gordon Growth Model

Discounting Cash Flows

  • Use CAPM to estimate the company's cost of equity
  • Calculate the weighted average cost of capital (WACC)
  • Discount future cash flows with the midpoint convention

Corporate Valuation

  • Calculate the diluted shares outstanding using the treasury stock method
  • Derive a value per share from total enterprise value

Final Analysis & Reasonability Testing

  • Where does our model need additional analysis?
  • How does our value per share compare to the current price?
  • How do our financial projections compare to management's and the analyst community
  • Analyze the output and determine reasonability of the model and assumptions
  • What areas or assumptions require additional research?
  • What assumptions drive the valuation and how would changes impact our thesis
  • Should we invest in the stock at current prices?

Refund Policy

  • Students may cancel up to 11 business days before the class/program start date and receive a refund, less the registration fee (10% of the undiscounted course price).
  • Cancellations within 11 business days are not permitted, but students may reschedule up to 4 business days before the class start date.

For cancellations and reschedules, please email us at [email protected]

Reviews of Classes at NYC Career Centers (679)

Questions & Answers (0)

Get quick answers from CourseHorse and past students.

NYC Career Centers

Since 1988, Career Centers has been a leader in software training courses for individuals and businesses, including Microsoft Excel, VBA, PowerPoint, SQL Server, Adobe Photoshop, InDesign, Illustrator, and AutoCAD.

Our courses are instructor-led in small class sizes, located in our state-of-the-art training...

Read more about NYC Career Centers

CourseHorse Approved

This school has been carefully vetted by CourseHorse and is a verified NYC educator.

NYC Career Centers

NYC Career Centers

All classes at this location

We are located in New York City on 34th street and Madison Avenue, a few blocks from Penn Station, Port Authority and Times Square. You may also attend this class live online (virtual training) via Zoom. We will reach out with additional information, including the Zoom info and class files.

Also available virtually online

Google Map

Give This Course as a Gift Card

  • Thousands of classes
  • No expiration
  • Unique and memorable gifts for any occasion
  • Personalized
  • Explore a passion, gain a new skill, discover a new hobby, engage in a memorable experience
  • Instant delivery

Buy a Gift Card

Book this Class as a Group Event

Booking this class for a group? Find great private group events

Or see all Professional Group Events

Explore group events and team building activities ranging from cooking, art, escape rooms, trivia, and more.

CourseHorse Gift Cards

  • Creative & unique gift for any occasion
  • Choose from thousands of classes & experiences
  • No expiration date
  • Instant e-delivery (or choose a date)
  • Add a personalized message
Buy a Gift Card
gift card with the CourseHorse logo gift card with the CourseHorse logo
Loading...