Financial Modeling Bootcamp

Hands-on Classes in NYC

$895
21 Hours
PC provided
Small in-person class
185 Madison Avenue, NYC

All Microsoft Excel Courses Financial Modeling Bootcamp

Master Financial Modeling

Build a comprehensive DCF (Discounted Cash Flow) model and master essential financing and accounting concepts. First, you'll dive into advanced Excel functions for finance like VLOOKUP and IF statements. You'll then review corporate financing and accounting concepts before building a financial model.

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

Prerequisites

Intermediate Microsoft Excel or knowledge equivalent to this level. Students without corporate finance or accounting knowledge should request access to and review our free online preparatory materials after registering for the course.

Course Overview

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

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

Full Course Syllabus

Download PDF Outline

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?