Financial Analyst & Investment Banking Training in NYC

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.

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.

Learn the Skills Guarantee™

Hands-on, personalized training

Learn with real-world projects
Cutting edge curriculum

Step-by-step instruction to boost retention
Learn from industry experts

Gain industry knowledge from professionals
Free retake

Retake the course for free within one year

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

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

What You’ll Learn

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

Courses in this Package

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

Unit 1
7 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
7 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
21 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.

Download Syllabus PDF High-level Overview

Schedule & Enrollment: Financial Analyst Training Program

$1,373 $1,195
35 Hours
NYC or Live Online
Free retake
Setup assistance
Expert instructors
Small classes

Policies

Course times are listed in Eastern Time.

Custom Schedule

Enroll
August 13–20 Show package courses

Registration closing soon
Enroll
- Beginner Microsoft Excel
  
  Aug 13, Friday, 10am–5pm
- Intermediate Microsoft Excel
  
  Aug 16, Monday, 10am–5pm
- Financial Modeling Bootcamp
  
  Aug 18–20, Tue–Fri, 10am–5pm

This Course is Available Live Online

You can attend this training live online at the scheduled time the course is offered (New York, Eastern Time) through screen-sharing software Zoom (free for you).
Our live online training is interactive and hands-on, just like our in-person classes. There are no extra fees and we’ll work with you to ensure your setup is perfect

Classes are activity-based and taught by a live instructor.
You can hear the instruction, ask questions, and share your screen—all in real-time.
Retake the course for free (in-person or live online) within one year.

See What Students Are Saying About Live Online

“Overall experience on Zoom was maybe even better than in IRL classroom because the instruction takes place right on your own screen, with less distraction. Great overall experience.”
“Given the fact that we had to do this entire class remotely due to Covid-19, I didn’t have very high expectations it would run so smoothly. However, I don’t think it could’ve gone any better. Not only do I feel very comfortable with the program now, but I’m actually excited to use it!”
“This was the first online class I’ve taken with ND and it was a great experience. Looking forward to the other classes I’ve signed up for!”

Learn more about how our live online training works

Online Training Demo

1-Minute Overview

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 any discounts for this course?

Discounts

This program is a discounted package of classes that is 15–25% off the individual class prices.
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

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

Financial Analyst Course in Manhattan, NYC

Prerequisites

Learn the Skills Guarantee™

Hands-on, personalized training

Cutting edge curriculum

Learn from industry experts

Free retake

What You’ll Learn

Courses in this Package

Beginner Microsoft Excel

Intermediate Microsoft Excel

Financial Modeling Bootcamp

Financial Analyst Training Program Overview

Excel for Business Fundamentals

Introduction

Formulas

Formatting

Charts & Tables

Workbook Management

End of Class Project

Intermediate Excel for Business

Worksheet Management

Working with Text

Database Functions

Logical Functions

Pivot Tables

Statistical Functions

Advanced Charts

End of Class Project

Financial Modeling Bootcamp

Day I: Advanced Excel for Financial Modeling

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

Day III: In-depth Financial Modeling & Valuation

Schedule & Enrollment: Financial Analyst Training Program

Custom Schedule Enroll

August 13–20 Show package courses Registration closing soon Enroll

Beginner Microsoft Excel

Intermediate Microsoft Excel

Financial Modeling Bootcamp

This Course is Available Live Online

See What Students Are Saying About Live Online

Online Training Demo

Frequently Asked Questions

Does this course require any prior knowledge or experience?

Do you offer any discounts for this course?

Discounts

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

Can I take this course online (remote learning)?

How does attending “live online” work?

Looking for corporate training?

Why Learn at Career Centers

Highly Reviewed by Our Alumni

Excel & Financial Modeling Courses for Financial Analysts

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

Compare Financial Analyst Training Program to Similar Courses

Microsoft Excel Bootcamp

Financial Modeling Bootcamp

Advanced Excel for Financial Modeling

Intermediate Microsoft Excel

Custom Schedule

Enroll

August 13–20 Show package courses

Registration closing soon
Enroll