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Financial & Valuation Modeling Boot Camp – Wall Street Prep

March 1, 2023 - March 3, 2023

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Cvent Transition Guide

Presented by Wall Street Prep, master financial and valuation modeling in this 3-day intensive virtual boot camp

Overview

This boot camp is an intensive virtual 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.

CFANY.org: $1359.20
Standard Rate: $1,699

Agenda

Please note: Each daily session goes from 9AM – 5PM EST

View Full Syllabus

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.


Day 3M&A MODELING

Participants 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 | 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 lifetime access to the following online course(s): Financial Statement Modeling, DCF Modeling, Comps Modeling, M&A Modeling, LBO Modeling

Boot Camp Details