Investing Classes NYC

Join the Financial Analyst Training Program, offering hands-on instruction from experts in NYC or live online, where you'll master Excel, delve into corporate finance, and construct a valuation model for a public company. Gain basic to intermediate Excel skills, review corporate finance and financial accounting concepts, and create comprehensive valuation models in an interactive setting, receiving personalized attention in small group classes.

This course provides an overview of stocks and bond fundamentals, including stock pricing and valuation, financial statements, and bonds using real-world examples from publicly traded companies. Participants will learn what moves stock prices and the essentials of valuation (such as P/E ratios and DCF analysis), financial statements, and the fundamentals of investing. With the principles taught in this course stressed by value investors such as Warren Buffett and Benjamin Graham, students will gain a sound understanding of how financial markets work. Tuition includes hands-on training, a free retake, and a course manual. This course offers flexible scheduling options and is available online or in NYC.

This intensive five-day financial analyst bootcamp will equip students with the Excel skills and financial business acumen to launch a career as a financial analyst. The first section of this bootcamp centers around Excel fundamentals and introduces students to Excel basics like formulas, formatting, charts, and workbook best practices. The second section of the bootcamp exposes students to more intermediate topics in Excel, like working with text, LOOKUP functions, PivotTables, statistical functions, and combo charts. The third and final section of the bootcamp focuses on financial modeling and introduces students to advanced financial modeling techniques with Excel, covers key concepts in corporate finance and accounting, and explores in depth the best practices around financial modeling and valuation.

In this comprehensive 5-day financial analyst program, participants will master Excel and finance concepts needed to succeed at top financial firms. Participants will learn how to value a company using a DCF model and will build a valuation model on a public company. Topics covered include core Excel skills, advanced Excel for financial modeling, accounting, corporate finance and valuation, and financial modeling. Tuition includes hands-on training, a free retake, and a course manual. The course has flexible scheduling options and is available online and in NYC.

This 1-day course teaches students the fundamentals they need to understand the stock market and investing. Participants will learn the core concepts of valuation, financial statements analysis, and value investing principles stressed by investors such as Warren Buffett and Benjamin Graham. This course uses a hands-on approach for participants to walk away with the ability to start doing their own research on investment opportunities. Topics covered include stocks, bonds, options, real estate, valuation techniques, financial data, investing principles, and financial bubbles.

This 3-day financial modeling bootcamp has been designed for individuals looking to learn the fundamentals of corporate finance and accounting. Day one focuses on advanced Excel techniques for financial modeling and teaching students’ best practices with formula writing, short cuts, tools like Goal Seek and Scenario Manager, and advanced functions, including INDEX-MATCH, CHOOSE, and IFERROR. Day two centers on accounting and corporate finance topics, like Enterprise Value, Financial Statements, Discounted Cash Flow (DCF) models, sensitivity analysis, and leveraged buyouts. The third and final day dives deeper into advanced financial modeling and valuation topics and teaches students about how to perform company analysis, create financial projections, understanding terminal value, corporate valuations, as well as final analysis and reasonability testing.

The Financial Modeling Bootcamp provides comprehensive training on building financial models for business analysis and decision-making. Participants will learn essential skills in Excel, from constructing dynamic models to conducting sensitivity analyses, equipping them with practical tools for careers in finance and investment.

In this course, high school students will learn the fundamentals of finance and investment strategies. By the end of the class, they will have developed their own investment portfolios.