Financial Analyst Training Program
Hands-on Classes in NYC
- $1313 $1195
- 35 Hours
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PC provided
We provide computers to use during class. This course is available on PC only.
- Small in-person class
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Free retake
Students may retake the course once within six months if there is an available seat.
- 185 Madison Avenue, 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.
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
- Enroll in our Summer Financial Modeling Bootcamp to prepare for interviews, internships, and full-time jobs after graduation
- Are you an intermediate Excel user? Consider taking our Financial Modeling Bootcamp to dive right into Advanced Excel and financial modeling
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
Customize your own schedule (choose dates at checkout), or choose a preset package track by expanding the dates below.
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Custom Schedule
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Oct 14–Nov 6
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Beginner Microsoft Excel
Mon, Oct 14, 10am–5pm
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Intermediate Microsoft Excel
Mon, Oct 21, 10am–5pm
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Financial Modeling Bootcamp
Mon–Wed, Nov 4–6, 10am–5pm
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Oct 30–Nov 6
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Beginner Microsoft Excel
Wed, Oct 30, 10am–5pm
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Intermediate Microsoft Excel
Thu, Oct 31, 10am–5pm
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Financial Modeling Bootcamp
Mon–Wed, Nov 4–6, 10am–5pm
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Dec 30–Jan 9
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Beginner Microsoft Excel
Mon, Dec 30, 10am–5pm
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Intermediate Microsoft Excel
Thu, Jan 2, 10am–5pm
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Financial Modeling Bootcamp
Tue–Thu, Jan 7–9, 10am–5pm
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Looking for corporate training?
We offer custom onsite training and discounted class vouchers.
The Financial Analyst Training Program Includes
Beginner Microsoft Excel
Intermediate Microsoft Excel
Financial Modeling Bootcamp
Full Course Syllabus
Download PDF OutlineExcel 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