Wall Street Prep
Thu Mar 30 - Fri Mar 31, 2023 (PT)

Portland
Financial & Valuation Modeling

2-Day Boot Camp
Location: Portland
Date: Mar 30-Mar 31, 2023
Times: 9a-5p Daily (PT)
CPE Credits: 18
$1200
Full Boot Camp
$750
Member Price
Date doesn't work? Start Learning Now Online

Financial modeling the way it's done on the job

  • Learn Financial Modeling, Valuation, DCF, M&A and more!For finance professionals and those looking to break into the industry, this boot camp will teach you how to build financial and valuation models the way it’s done on the job.
  • Step-By-Step TrainingParticipants learn to model in an intuitive, step-by-step approach using real case studies.
  • Used by Top Financial InstitutionsLed by experienced finance professionals, this is the same training program used to prepare incoming analysts and associates at top financial institutions.

Agenda

Day 1
Financial Statement Modeling

You 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
DCF Modeling

Participants 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.

Online
Pre-Seminar Excel training

This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.

Online
Post-Seminar Online Access

Enrollment includes access to the following online course(s): Financial Statement ModelingDCF ModelingComps ModelingM&A ModelingLBO Modeling

View Full Syllabus
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Wall Street Prep training is used at ...

clients clients

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

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

CPE logoWall 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

Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.

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Seminar Location

Portland State University
1825 SW Broadway,
Portland, OR
97201

Trainee Reviews

"The course includes really good information that will be valuable going forward. It was very good, the same level or above compared to other courses taken."
Daniel P.
"The course is very useful and fun. It is a great way to learn how to model and to be able to understand by asking questions. Loved it!"
Alice S.
"The instructors were everything you could ask for – extremely knowledgeable, responsive, helpful, and did a great job of breaking down difficult concepts. They were also highly knowledgeable and always there to help. This course was far more effective, relevant, and in-depth than others I have taken."
Andrew A.
"It’s really good to have someone who has so many years of actual practical experience to go over the materials and share real life insights as to why we do these instead of just going through the content or the ‘how’."
Livia L.
"Solid overview of most important concepts and practices."
Maksim S.
"The course material is very applicable for equity research, particularly the non-gaap financials and all of the excel shortcuts and tips that were taught. I’m taking away a lot of useful excel functions and shortcuts that I’ll be using everyday now."
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.

Can't Attend? Enroll in the Premium Package

  • Everything You Need To Master Financial Modeling
  • Learn Financial Statement Modeling, DCF, M&A, LBO and Comps.
  • The same training program top investment banks use to train their professionals.
Learn More
CPE logo

Earn 18 CPE Credits for this Seminar

CPE logo 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 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.nasbaregistry.org.

Questions? We're standing by.

To learn more about this boot camp, fill out the form below or call us at: 617-314-7685

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The Wall Street Prep Quicklesson Series

7 Free Financial Modeling Lessons

Get instant access to video lessons taught by experienced investment bankers. Learn financial statement modeling, DCF, M&A, LBO, Comps and Excel shortcuts.