Financial and Valuation Modeling Boot Camp

This intensive 2-day weekend seminar is led by former investment bankers with applied expertise in financial and valuation modeling methodologies. It bridges the gap between academics and the real world to equip students with the  hands-on practical financial skills that they will need to excel during the recruiting process and on the job.

Hosted by Alberta School of Business.

Enrollment & Agenda

Enrollment
$199*
* Please note that we have filled the first 40 seats.

Location

This boot camp will be held at University of Alberta , classroom TBD. Full location details will be confirmed and emailed to you prior to the course.

  • 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.

  • 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.

  • Pre-Seminar Excel online 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 continuing education courses
    Enrollment includes lifetime access to the following online course(s): Financial Statement ModelingDCF Modeling.

Boot Camp Overview

This boot camp is an intensive instructor-led training program where students 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.

Experienced Instructors

Our instructors are all practitioners with years of directly relevant real- world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job.

What to Bring

Laptop, Notepad, and Calculator.

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.

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.

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 includes lifetime access to our continuing education online training platform and our popular monthly webinar series.

Full Boot Camp Agenda

Financial Statement Modeling

Review key Excel skills for financial modeling

  • Basic Excel techniques and keyboard shortcuts
  • The most accurate way to perform Excel’s basic functions without the mouse
  • Customize Excel’s default settings for effective modeling

Learn to format and structure financial models to limit errors and simplify auditing

  • Standard modeling structures and formulas
  • Best practices in modeling
  • Learn the correct way to check models for errors, accuracy and integrity
  • Check and fix circular reference and iteration problems (#REF)
  • Tools for formula checking and auditing

Learn how to present financial statement model

  • Create a ratios page
  • Prepare a model for distribution
  • Learn summary and sensitivity analysis using data tables

Financial statement model development

  • Learn to build projection drivers
  • Learn to integrate assumptions into financial models – learn what makes a good assumption
  • Build core statements:
    • Cash flow statement
    • Balance sheet
    • Income statement
  • Build supporting schedules:
    • Debt schedule
    • Working capital
    • Interest schedule
    • Retained earnings
    • PP&E analysis
  • Understand the interconnectivity of the core financial statements and learn how the cash flow statement, income statement, and balance sheet are linked.
  • Learn to apply automatic “balance checks”
  • Understand treatment of non-recurring charges and  tax implications on financial models
  • Understand implications of new FASB regulations on financial models used by investment banks and other financial institutions.
DCF Modeling

Valuation methodologies deconstructed

  • Learn market-based valuation, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE, EV/EBITDA, etc.)
  • Intrinsic valuation, including DCF and LBO (floor) valuation
  • Presentation of valuation results using sensitivity analysis and data tables

Enterprise value relationships

  • Participants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise, including:
    • Market capitalization
    • Enterprise value
    • Options
    • Preferred stock
    • Minority interests
    • Debt
    • Cash and marketable securities
    • Treasury Stock Method of Calculating Diluted Shares Outstanding

Calculate free cash flows using the unlevered valuation approach

  • Use previously built model to derive unlevered earnings and unlevered free cash flow
  • Handle working capital items, deferred taxes and long-term accruals 

Discount the cash flows

  • Learn how to derive a discount rate by deriving the cost of debt and the cost of equity
  • Derive the cost of capital using CAPM
  • Select the correct discount rates

Calculate the value

  • Estimating terminal value
  • Calculating enterprise value
  • Using the enterprise value to determine implied share prices

Sensitivity analysis

  • Analyze key input assumptions at various sensitivities

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.