Skip to main content
Boot Camp Overview
Perfect for finance professionals and those looking to break into the industry, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions.
Agenda
Each day runs from 9a-5p.
Weekend 1
Weekend 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.
Weekend 2
Weekend 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.
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
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
Wall Street Prep Virtual Training
WSP virtual training events are NOT your traditional online classes. We've all been there: You log in only to watch a presenter go back and forth from webcam to screen share.
A WSP Virtual Boot Camp is an engaging learning experience that preserves the opportunity for instructor-trainee interaction, experiential learning and networking with fellow learners.
Learners move back and forth between classroom lecture, small group breakout rooms, competitions and 1-on-1 conversations at a lively pace.
What University of Alberta Students are Saying
-
From:This training program is truly "best in class." All of the materials are very thorough, from printed manuals to online courses to live instruction. I will recommend and encourage my program to consider making this training mandatory.
-
From:I feel like I have many more tangible skills and knowledge to take with me into interviews now. This training seminar was much more in depth than any of my finance courses so far.
-
From:This training is too valuable an opportunity to pass up for students preparing for the finance industry. By far, this is the best training I have had. The instructor presented the material very well, and it was paced perfectly over two days.
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.
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 to most boot camps includes access to our continuing education online training platform and webinar series.