Financial Analyst Training Program in NYC or Live Online

Hands-on Classes in NYC

  • tag-solid $1333 $1195
  • clock-solid 35 Hours
  • display-solid PC provided help-solid
  • users-solid Small in-person class
  • map-marker-solid 185 Madison Avenue, NYC
  • cloud-line Also available live online
All Financial Modeling Courses Financial Analyst Training Program

Financial Analyst Course in Manhattan, NYC

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.

Questions?

Do you have questions that aren't answered in the program descrtiption? Email the program director directly to find out if this is the right course for you.

Related Courses

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.

Upcoming Class Dates help-solid

  • Custom Schedule

  • May 13–29

    • Beginner Microsoft Excel

      Wed, May 13, 10am–5pm

    • Intermediate Microsoft Excel

      Wed, May 20, 10am–5pm

    • Financial Modeling Bootcamp

      Wed–Fri, May 27–29, 10am–5pm

  • May 19–29

    • Beginner Microsoft Excel

      Tue, May 19, 10am–5pm

    • Intermediate Microsoft Excel

      Wed, May 20, 10am–5pm

    • Financial Modeling Bootcamp

      Wed–Fri, May 27–29, 10am–5pm

  • Jun 1–25

    • Beginner Microsoft Excel

      Mon, Jun 1, 10am–5pm

    • Intermediate Microsoft Excel

      Mon, Jun 8, 10am–5pm

    • Financial Modeling Bootcamp

      Tue–Thu, Jun 23–25, 10am–5pm

  • Jun 11–25

    • Beginner Microsoft Excel

      Thu, Jun 11, 10am–5pm

    • Intermediate Microsoft Excel

      Thu, Jun 18, 10am–5pm

    • Financial Modeling Bootcamp

      Tue–Thu, Jun 23–25, 10am–5pm

  • Jun 17–25

    • Beginner Microsoft Excel

      Wed, Jun 17, 10am–5pm

    • Intermediate Microsoft Excel

      Thu, Jun 18, 10am–5pm

    • Financial Modeling Bootcamp

      Tue–Thu, Jun 23–25, 10am–5pm

  • Aug 3–19

    • Beginner Microsoft Excel

      Mon, Aug 3, 10am–5pm

    • Intermediate Microsoft Excel

      Mon, Aug 10, 10am–5pm

    • Financial Modeling Bootcamp

      Mon–Wed, Aug 17–19, 10am–5pm

  • Aug 7–19

    • Beginner Microsoft Excel

      Fri, Aug 7, 10am–5pm

    • Intermediate Microsoft Excel

      Fri, Aug 14, 10am–5pm

    • Financial Modeling Bootcamp

      Mon–Wed, Aug 17–19, 10am–5pm

  • Aug 13–19

    • Beginner Microsoft Excel

      Thu, Aug 13, 10am–5pm

    • Intermediate Microsoft Excel

      Fri, Aug 14, 10am–5pm

    • Financial Modeling Bootcamp

      Mon–Wed, Aug 17–19, 10am–5pm

Corporate training classroom
Career Centers teacher helping a student

Looking for corporate training?

We offer custom onsite training and discounted class vouchers.

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phone-handset-solid 212 • 684 • 5151
file-group-solid Download Syllabus

The Financial Analyst Training Program Includes

Beginner Microsoft Excel

Complete beginners and novice users will learn Excel basics in this course. Get practice with calculations and formulas, charts and tables, worksheet and workbook formatting, and basic hotkeys to accelerate your workflow. You'll be well-versed in Excel fundamentals by the end of this course.

Intermediate Microsoft Excel

Our intermediate Excel class is hands-on and uses real-world examples throughout the training. The instructor will first explain the concept along with an example, and then you'll perform an exercise on your own. Our step-by-step training manual is the perfect reference guide for during and after the class.

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.

Full Course Syllabus

file-group-solid Download PDF Outline

Excel for Business Fundamentals

Introduction

  • Interface
  • Data Entry

Formulas

  • Autofill
  • Calculations
  • True or False
  • AutoSum Functions
  • Text Functions
  • Multi-Input Functions
  • Absolute Cell References

Formatting

  • Formatting
  • Format Painter
  • Conditional Format

Charts & Tables

  • Line Chart
  • Column Chart
  • Pie Chart
  • Tables

Workbook Management

  • Printing
  • Worksheets
  • Repeat Action
  • Shortcuts

End of Class Project

  • Project
  • Save and Close

Intermediate Excel for Business

Worksheet Management

  • Navigation
  • Paste Special

Working with Text

  • Splitting Text
  • Joining Text
  • Named Ranges
  • Data Validation
  • Sort & Filter
  • Remove Duplicates

Database Functions

  • VLOOKUP
  • HLOOKUP
  • VLOOKUP - Closet Match

Logical Functions

  • AND, OR
  • IF statements

Pivot Tables

  • Pivot Tables
  • Pivot Tables & Grouping
  • Multiple Pivot Tables

Statistical Functions

  • Ranking
  • COUNTIFS
  • SUMIFS

Advanced Charts

  • Combo Charts

End of Class Project

  • Project

Financial Modeling Bootcamp

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

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