Financial Modeling Course in NYC: Hands-on Prep for Financial Analysts

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.

Financial Modeling Bootcamp in Manhattan, NYC

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

Questions

Our staff is available to help you determine if this is the right course for you. Email the program director with your questions.

Related Courses

Need to learn Excel? Check out our Excel classes
Learn Excel, corporate finance, and financial modeling together in our Financial Analyst Training Program

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.

Highly Reviewed by Our Alumni

From our hands-on training style to world-class instructors and custom-crafted curriculum, we deliver results our alumni are proud of.

Financial Modeling Bootcamp is rated 4.8 stars

in the past 24 months

Excellent value for cost. Lot of personal attention with small class sizes. Overall great class.

Jason Rampersad

Mourad is a fantastic presenter with a great grasp on the information and has the skills to teach it effectively!

Kevin Fischer

As someone pursuing a career change, the hands-on, practical experience I got from the financial modeling bootcamp was exactly what I needed.

Kevin Strang
Mount Sinai

Learn the Skills Guarantee™

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

Hands-on, personalized training

Learn with real-world projects

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

Bonus Video Training Included

In addition to 21 Hours of live training, you’ll receive lifetime access to self-paced training videos, a $95 value.

Schedule & Enrollment: Financial Modeling Bootcamp

21 Hours
$995

Policies

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

Course times are listed in Eastern Time.

August 17–19

Wednesday to Friday 10–5pm

Enroll
October 26–28

Wednesday to Friday 10–5pm

Enroll

Tuition

As one of our smaller courses, tuition for this course is due in full before the start date. The best way to save on this course is to take it as part of a certificate program.

Full Tuition

$995
Due before the class starts

What’s Included

21 hours of hands-on instruction
Live, project-based training from experts
Retake for free within 1 year
Supplemental refresher video suite
Verified digital certificate of completion
Small class sizes

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?
Discounts

We don’t currently offer discounts as we do our best to affordably prices our courses.

Take this course as part of a certificate program and save:
- Financial Analyst Training Program
  
  Price: $1,295 | Hours: 35 Hours

This Course is Available in NYC or Live Online

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
Free retake within one year

Students seated in computer classroom with workbooks, paying attention to instructor

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
Free retake within one year

Online Training Demo

1-Minute Overview

More about live online training

What You’ll Learn

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

Course Syllabus

Download Syllabus PDF

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?

Show full syllabus

Frequently Asked Questions

Does this course require any prior knowledge or experience?

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.
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

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