Financial Modeling the Way It's Done on the Job
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Learn Financial Modeling, Valuation, DCF, M&A and more!
For finance professionals and those looking to break into investment banking, corporate finance, equity research, this boot camp will teach you how to build financial and valuation models the way it’s done on the job.
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Step-By-Step Virtual Zoom Training
Participants learn to model in an intuitive, step-by-step approach using real case studies.
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Used by Top Financial Institutions
Led by experienced finance professionals, this is the same training program used to prepare incoming analysts and associates at top financial institutions.
Earn a Certification in Financial Modeling
Completion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street's #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling, DCF, Comps and M&A.
All Upcoming Dates
Agenda
Each day runs from 9a-5p.
Day 1
Day 1
Financial Statement ModelingYou will develop a 3-statement model completely from scratch, inputting historical data and assumptions to project out financial statements by selecting, locating, and developing appropriate projection drivers.
Day 2
Day 2
DCF ModelingParticipants learn how to value the company step-by-step, including how to estimate the weighted average cost of capital (WACC) in the real world, how to implement commonly used approaches to calculating terminal value, and how to use data tables to analyze a broad range of scenarios given different assumptions.
Day 3
Day 3
M&A ModelingParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals, pricing structures (exchange ratios, collars, “walk-away” rights), purchase accounting, and the step-by-step allocation of purchase price.
Online
Online
Pre-Seminar Excel TrainingThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.
Online
Online
Post-Seminar Online Access-
Enrollment includes access to the following online course(s):
- Financial Statement Modeling
- DCF Modeling
- Comps Modeling
- M&A Modeling
- LBO Modeling
Wall Street Prep training is used at ...
Who is this Boot Camp For?
- Investment banking analysts and associates
- Private equity, asset management and hedge fund associates
- Corporate finance and business development professionals
- MBA students and business undergraduates
- Anyone seeking to improve their financial modeling skill set
Boot Camp Details
Revisit what you learn
This virtual seminar will be recorded and available for you to review any time from your Wall Street Prep learning dashboard.
Overview
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.
What’s Included?
Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.
Prerequisites
This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar.
CPE Credit
Wall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Cancellation Policy
- Cancellations made up to 3 weeks before the event receive a full refund.
- Cancellations up to 1 week before the event incur a 20% cancellation fee.
- No refunds are given for cancellations within 1 week of the event.
- Wall Street Prep reserves the right to cancel seminars due to low enrollment, with full refunds issued to participants in such cases.
Transfer Policy
Participants wishing to change their enrollment date or switch bootcamps must adhere to the following criteria:
- Requests must be submitted at least 1 week before the original seminar start date.
- Only one transfer is allowed per registration, to be used within one year of the initial registration.
- Transfers are final and non-refundable.
- The new bootcamp must be of equal or lesser cost; otherwise, participants will be charged the difference.
- Participants who do not attend their original bootcamp without prior notice are ineligible for transfer.
Trainee Reviews
— Daniel P.
— Alice S.
— Andrew A.
— Maksim S.
— Livia L.
— Greg P
Why Attend a Boot Camp?
Comprehensive Training
Our live courses pulls no punches. Each boot camp is the same intensive training used to prepare incoming analysts at top financial institutions.
Learn by Doing
Attendees “learn by doing” by working through practical exercises and building financial models from scratch using real case studies.
Networking Opportunity
Boot camps provide an opportunity to network with MBAs and professionals from industries including investment banking, corp dev and FP&A.
Experienced Instructors
Our instructor-practitioners are experienced bankers who give real-world context by connecting training to their own experience on the desk.
Excel Mastery
Our training reinforces speed, efficiency and consistency in Excel that investment banking analysts are expected to have on Day 1.
Continuing Ed & Webinars
Enrollment to most boot camps includes access to our continuing education online training platform and webinar series.
Further Reading
Can't Attend? Enroll in the Premium Package
Earn 27 CPE Credits with WSP Online Courses
Questions? We're Standing By.
To learn more about this boot camp, fill out the form below or call us at: 617-314-7685