Financial Analyst & Investment Banking Training in NYC

Financial Analyst Course in NYC or Live Online

Learn Microsoft Excel and Corporate Finance. The five-day Financial Analyst Training program offers the most affordable and comprehensive training available for complete beginners to learn the necessary skills to become a financial analyst. By the end of this course, you’ll have the skills for a position at a Fortune 500 firm.

Throughout the course, you’ll develop the following skills:

Excel proficiency - Master formulas, functions, and Pivot Tables
Excel for Financial Modeling - Learn Goal Seek and other financial functions in Excel
Corporate Finance and Accounting - Learn corporate finance and accounting concepts
Financial Modeling - Build a three-statement DCF model on a public company

By the end of this course, you’ll have knowledge of cash flow projection tools in Excel. You’ll develop experience with financial statement analysis and DCF modeling techniques, and corporate valuation principles. Each student will learn to review financial data, including earnings releases, financial reports, and use this information to evaluate business decisions.

Prerequisites

None; prior knowledge of corporate finance and accounting is helpful, but not required.
Course attendees will receive access to our free online corporate finance and accounting materials before the course.

30 Hours
$1,493 $1,295

Policies

NYC or Live Online
Free retake
Setup assistance
Expert instructors
Small classes

Dates & times are listed in

Tuition

As one of our smaller courses, tuition for this course is due in full before the start date.

Full Tuition

$1,493
$1,295
Due before the class starts

What’s Included

30 hours of hands-on instruction
Live, project-based training from experts
Retake for free within 1 year
Verified digital certificate of completion

What’s included with my tuition?

A hands-on learning experience working on projects and exercises, which is proven to boost comprehension, retention, and engagement
Expert instructors who are industry professionals and experienced educators that are driven to help you succeed
Top-notch curricula that have been tried and tested over many cohorts and are consistently improved for an optimal learning experience
Supplemental materials to assist both during and after the course - please refer to specific course pages to see what supplemental materials are offered
A 1-year free retake policy which allows students to retake any part of the course or program for free to refresh the materials and gain additional practice
A certificate of completion to verify your accomplishment

Are there any additional fees or expenses?

There are no extra fees or taxes for our courses. The price you see on this page is the maximum you’ll pay us.

However, if you plan to take the course live online, you may need to obtain required software. We’ll help you get set up with a free trial of paid software prior to the class. Most of our coding classes utilize freely-available open-source software. For most of our design and motion graphics courses, we will help you get set up with a free trial of Adobe Creative Cloud. If you attend the course in-person, we will have a computer already set up for you with all of the required software for no additional cost.

Do you offer any discounts for this course?

This program is a discounted package of classes that is 15–25% off the individual class prices, so additional discounts do not apply.

Learn the Skills Guarantee™

Learn the concepts and skills covered in this true or your tuition is on us. See details and terms & conditions.

Hands-on, personalized training

Learn with real-world projects

Several students, sitting at computers, looking at the front of the classroom

Cutting edge curriculum

Step-by-step instruction to boost retention

The Career Centers instructors are highly skilled communicators who really know their craft. They are wonderful about explaining and re-explaining when necessary and I never felt rushed or foolish for asking a question.
—Diane Speros

Learn from industry experts

Gain industry knowledge from professionals

Free retake

Retake the course for free within one year

Interactive Training

Learn in Real-Time with Small Class Sizes

Attend this course in-person in NYC or Live Online via Zoom. Engage with expert instructors, ask questions, and get feedback on your exercises and projects. Switch between live-online and in-person as needed, even after the course has started.

Unlike other providers, these are not mass open-enrollment classes. At NYC Career Centers, you’ll learn in small groups (typically 8-15 students) and receive personalized attention.

On Campus in NYC 185 Madison Avenue, NYC

Get face-to-face interaction with an instructor and other students when you learn at our NYC campus. Courses are hands-on with a computer and software provided.

Live, interactive class
Experienced instructor in the room with you
Computer and software provided

More about our campus

Live Online Remote, from anywhere

Get the same interactivity and access to the instructor as in-person students. There are no extra fees and we’ll work with you to ensure your remote setup is perfect.

Live, interactive class
Experienced instructor teaching over Zoom
Remote setup assistance provided

More about live online training

photo of instructor leading a class in person

student taking a class live online, seated on their living room floor, leaning against a couch

Earn a Certificate of Completion

Upon completion of this course, you’ll receive an official certificate testifying to your mastery of the curriculum. We’ll send you a link where you can download your certificate, share it online with your friends, post it to your professional network on LinkedIn, and view all your earned certificates. Congratulations on your achievement!

Shareable on

Sample credential for completion of Financial Analyst Training Program

Free Retake & Class Recordings

Missed a session or need a refresher? We have you covered!

Free Retake

We offer a single free retake of the any module or the whole program within a year.

Class Recordings

You can also access recordings of each session in your student portal within one business day of the session’s end. Recordings are available for one month after the session.

See terms and conditions.

Financial Analyst Training Program Curriculum

Courses in this Package

This is the recommended order, but some courses may be taken in a different order.

Download Syllabus PDF

Unit 1 6 Hours

Beginner Microsoft Excel

Get going with the basics of Excel and start working on projects in Excel. Get practice with calculations and formulas, charts and tables, worksheet and workbook formatting, and basic hotkeys to accelerate your workflow.

Unit 2 6 Hours

Intermediate Microsoft Excel

The intermediate Excel class focuses on more advanced functions (including VLOOKUP, COUNTIFS and SUMIFs), Sort & Filter, and Pivot Tables. You'll also learn crucial text-related features like splitting and joining text, removing duplicates, and data validation. Embedded in the course are pivotal time-saving tricks like Paste Special, keyboard shortcuts, and navigation techniques.

Unit 3 18 Hours

Financial Modeling Bootcamp

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.

What You’ll Learn at a Glance

Functions: VLOOKUP, INDEX-MATCH, SUMIF
Excel Techniques including Pivot Tables, What-if Analysis
Shortcuts and tricks financial analysts need
Financial Accounting: Core statements, working capital, financial ratios
Financial Concepts: enterprise value, stocks, bonds, options
Financial Modeling: Projecting revenues, expenses, CapEx, and working capital
DCF Valuation: Deriving a share value from the financial model

Frequently Asked Questions

Does this course require any prior knowledge or experience?

Students must be comfortable using a computer. No other prior knowledge is required.

Do you offer payment plans or student financing for this course?

This course does not qualify for payments plans or student financing. See our Payment Plan FAQ to find related programs that qualify.

Can I take this course online (remote learning)?

You may attend this training virtually (online) at the scheduled time the course is offered (New York, Eastern Time).

How does attending “live online” work?

Students can attend this training remotely through screen sharing software (we use Zoom).
Participants can hear the instruction, ask questions, and even share their screen with the instructor.
For audio you can use your computer’s microphone/speakers or call a phone number that we’ll provide.
Classes are activity-based and taught by a live instructor, so we strongly encourage students who are local to the area to attend in person!
You will need your own computer and copy of any required software. If you don’t have the software, you can usually do a free trial or purchase your own license. If you need assistance, contact us at nyc@careercenters.com

What happens if I need to miss a session?

You have some options:

You can watch a recording of the session. We will provide any course materials.
If you can’t come into the classroom but can still attend remotely, we will provide you with the Zoom login information.
You can use your free retake to make up any missed class time.

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Excel & Financial Modeling Courses for Financial Analysts

Training Program for Investment Banking, Hedge Funds, Private Equity, Real Estate & Finance Professionals

To become a successful financial analyst, you'll need several skills, including a strong comfort level in Excel, a background in accounting, finance, and valuation, and financial modeling capabilities. This training program is geared toward current or aspiring financial analysts, including investment banking, private equity, hedge funds, asset management, real estate, and venture capital.

After completing this program, you will:

Go from beginner to advanced in your Excel capabilities
Learn accounting concepts: Financial statements, working capital, and footnotes
Learn financial concepts: Enterprise value, corporate valuation, Discounted Cash Flow Modeling, LBO Modeling
Build financial modeling skills: Learn how to project cash flows for companies in Excel

Installments		List Price
$129.50	10% non-refundable deposit	--
$995.00	Financial Modeling Bootcamp	$995
$170.50	Intermediate Microsoft Excel	$249
▴ Your 10% deposit has been applied, as well as the certificate discount of $198
Free	Beginner Microsoft Excel	$249
$1,295.00	Total You Pay

Financial Analyst Course in NYC or Live Online

Prerequisites

Highly Reviewed by Our Alumni

Schedule & Enrollment: Financial Analyst Training Program

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