Financial Modeling Training NYC: Investment Banking & Financial Analyst Prep Courses

Learn essential finance & accounting concepts while building a comprehensive discounted cash flow (DCF) model in Excel. In this 3-day intensive financial modeling class, you’ll go from beginner to advanced in Excel skillset; learn Finance, Accounting, and Corporate Valuation; and build a comprehensive Financial Model on a real company.

This course has a prerequisite

Prior financial experience is helpful, but not required. Those without a finance or accounting background will receive a short guide prior to the course (available in the online student portal) to acclimate themselves to terminology.

Excel proficiency equivalent to Intermediate Excel for Business is required, including VLOOKUP, Pivot Tables, and IF statements. Our Financial Analyst Training Program includes beginner and intermediate Excel along with this 3-day bootcamp.

Highly Reviewed by Our Alumni

From our hands-on training style to world-class instructors and custom-crafted curriculum, we deliver results our alumni are proud of.

Financial Modeling Bootcamp is rated 4.6 stars

in the past 24 months

Took the two day Financial Modeling Bootcamp. Extremely informative and useful. Smaller class size allows for one on one help and enables you to really understand the material you are working through. Additionally you build out a model on an actual company during the course, allowing you to perform the same kind of analysis you would use in a real office setting, as opposed to looking at generic accounting problems. Office itself is very nice, and the professors are extremely well informed. 10/10 would recommend to anyone looking to develop, sharpen, or reestablish their financial modeling skills.

Robert F.

Great experience, I highly recommend for anyone looking to break into consulting/banking!

Thomas P.

I can honestly say I learned more useful modeling and Excel skills from the Financial Modeling Bootcamp than I have through one and a half years of business school. The course effectively conveys key finance, corporate finance, and financial accounting concepts while also offering students the opportunity to build real financial models with real-time data. The 7:1 student to teacher ratio along with the experience and modeling expertise of Mourad offers a unique opportunity for a personalized learning experience. Whether you are a student looking to pursue a career in finance or a current professional simply looking to brush up on your Excel skills, I would highly recommend this course.

Noam Lipschutz

This was a great refresher course for some of the deeper financial concepts I have not used since undergrad. I think this course is phenomenal for recent college grads starting off their careers in finance or budget. It's a great intro for learning to navigate Excel shortcuts. I am 5 years in my career now and have never had the investment banking background but still have been a financial analyst and been involved in raising capital so the concepts covered were a great refresher for me.

Alexandria

Schedule & Enrollment: Financial Modeling Bootcamp

18 Hours
$995

Policies

NYC or Live Online
Free retake
Expert instructors
Small classes

Dates & times are listed in

January 8–10

Wednesday to Friday, 10am–5pm
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April 2–4

Wednesday to Friday, 10am–5pm
- Mon
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Enroll in this class

Tuition

As one of our smaller courses, tuition for this course is due in full before the start date. The best way to save on this course is to take it as part of a certificate program.

Full Tuition

$995
Due before the class starts

What’s Included

18 hours of hands-on instruction
Live, project-based training from experts
Proprietary workbook included
Retake for free within 1 year
Verified digital certificate of completion
Small class sizes

What’s included with my tuition?

A hands-on learning experience working on projects and exercises, which is proven to boost comprehension, retention, and engagement
Expert instructors who are industry professionals and experienced educators that are driven to help you succeed
Top-notch curricula that have been tried and tested over many cohorts and are consistently improved for an optimal learning experience
Supplemental materials to assist both during and after the course - please refer to specific course pages to see what supplemental materials are offered
A 1-year free retake policy which allows students to retake any part of the course or program for free to refresh the materials and gain additional practice
A certificate of completion to verify your accomplishment

Are there any additional fees or expenses?

There are no extra fees or taxes for our courses. The price you see on this page is the maximum you’ll pay us.

However, if you plan to take the course live online, you may need to obtain required software. We’ll help you get set up with a free trial of paid software prior to the class. Most of our coding classes utilize freely-available open-source software. For most of our design and motion graphics courses, we will help you get set up with a free trial of Adobe Creative Cloud. If you attend the course in-person, we will have a computer already set up for you with all of the required software for no additional cost.

Do you offer any discounts for this course?

We don’t currently offer discounts as we do our best to affordably prices our courses.

Take this course as part of a certificate program and save:

FinTech Bootcamp

Price: $4,995 | Hours: 114 Hours
Financial Analyst Training Program

Price: $1,295 | Hours: 30 Hours
“MBA” Business Certificate

Price: $3,495 | Hours: 132 Hours

Learn the Skills Guarantee™

Learn the concepts and skills covered in this course or your tuition is on us. See details and terms & conditions.

Hands-on training

Work on projects proven to boost retention

Several students, sitting at computers, looking at the front of the classroom

Time-tested curriculum

Refined over many cohorts for an optimal learning experience

The teaching method at Noble Desktop is perfect and the classes provide you with infinite knowledge that makes you eager to take everything they offer. I love Noble!
—Ivonne Ackerman

Learn from experts

Experienced educators who are driven to help you succeed

Retake for free

Refresh the materials for free within one year

Interactive Training

Learn in Real-Time with Small Class Sizes

Attend this course in-person in NYC or Live Online via Zoom. Engage with expert instructors, ask questions, and get feedback on your exercises and projects.

Unlike other providers, these are not mass open-enrollment classes. At Noble Desktop, you’ll learn in small groups (typically 8-15 students) and receive personalized attention.

On Campus in NYC 185 Madison Ave, NYC

Get face-to-face interaction with an instructor and other students when you learn at our NYC campus. Courses are hands-on with a computer and software provided.

Live, interactive class
Experienced instructor in the room with you
Computer and software provided

More about our campus

Live Online Remote, from anywhere

Get the same interactivity and access to the instructor as in-person students. There are no extra fees and we’ll work with you to ensure your remote setup is perfect.

Live, interactive class
Experienced instructor teaching over Zoom
Remote setup assistance provided

More about live online training

photo of instructor leading a class in person

student taking a class live online, seated on their living room floor, leaning against a couch

Expert Instructors

Our instructors are veterans of their field and experienced educators, driven to help you succeed.

Brian McClain

Program Director & Senior Instructor

Mourad Kattan

Program Director & Instructor

Adebayo Norman

Instructor

Garfield Stinvil

Senior Instructor

Earn a Certificate of Completion

Upon completion of this course, you’ll receive an official certificate testifying to your mastery of the curriculum. We’ll send you a link where you can download your certificate, share it online with your friends, post it to your professional network on LinkedIn, and view all your earned certificates. Congratulations on your achievement!

Shareable on

Sample credential for completion of Financial Modeling Bootcamp

Free Retake & Class Recordings

Missed a session or need a refresher? We have you covered!

Free Retake

We offer a single free retake of the class within a year.

Class Recordings

You can also access recordings of each session in your student portal within one business day of the session’s end. Recordings are available for one month after the session.

See terms and conditions.

Financial Modeling Bootcamp Curriculum

What You’ll Learn at a Glance

Financial Concepts, Market Capitalization, & Enterprise Value
Financial Accounting including accrual versus cash accounting
Discount Cash Flow (DCF) Modeling: Assumptions, Projecting Cash Flows, Sensitivities, Auditing
Excel Techniques including Data Validation, CHOOSE, Data Tables, Goal Seek and more
Leveraged Buyouts (LBO) Modeling
Real Company Analysis
Setup the Financial Model and model projections
Corporate Valuation and derive a value per share
Analyze the Model Output

Course Syllabus

Download Syllabus PDF

Day I: Advanced Excel for Financial Modeling

Advanced techniques to Expedite Workflow

Efficient formula writing
Formula & model auditing
Advanced cell locking
Hot Keys to work without the mouse
Windows & work with multiple applications
Go To Special
Paste Special
Project #1: Revenue build-up by store count and same store sales growth

Advanced Analytical Tools & Sensitivity Analysis

Goal Seek
Data Tables
Scenario Manager
Project #2: Cash flow modeling & sensitivity analysis

Database Functions for Finance

Advanced SUMIFS
VLOOKUP-MATCH
INDEX-MATCH

Functions for Financial Modeling

Financial functions
Date functions
Nested IF statements
IF Statements with AND/OR
CHOOSE function
Weighted average calculations
IFERROR
Projects #3: Loan amortization model

Day II: Intro to Corporate Finance, Accounting, & Modeling

Intro to Corporate Finance

Net Present Value (NPV) and Internal Rate of Return (IRR)
How are PV and IRR used in financial modeling?
How companies raise capital through debt and equity issuances

Enterprise value

Stocks, dividend yields, trading terminologoy, and valuation metrics
Market Capitalization: Calculate the market cap for public companies
Shares outstanding: How does share count change over time?
Enterprise Value: Calculate the enterprise value for public companies

Financial Accounting & Statement Analysis

Cash vs. accrual accounting
Assets = Liabilities + Shareholder's Equity
Annual and quarterly filings, and press releases
Income Statement: Analyze line items on an income statement; calculate growth rates, and TTM
Balance Sheet: Review assets, liabilities and shareholder's equity
Cash Flow Statement: Analyze a public company cash flow statement
Working Capital: Calculate and understand working capital

Integrated Financial Modeling

Calculate historical ratios for revenue growth, margins, and working capital
Project cash flows based on historical metrics
Create debt, equity, and working capital supporting schedules
Review how financial statements tie together and balance the model
Integrate the income statement, balance sheet, and cash flow statement in Excel

Intro to DCF Modeling

Calculate unlevered free cash flow from the integrated model
Discount cash flows using the WACC
Derive a share price from total company value

Sensitivity Analysis

Use Data Tables to sensitize the model's key inputs
Conditional Format with formulas to highlight cells that meet certain criteria
Calculate the revenue growth required to hit a certain share price

Intro to LBO Modeling

Review Leveraged Buyouts (LBOs) basics
Create a simple LBO model
Calculate the IRR and Equity Multiple

Day III: In-depth Financial Modeling & Valuation

Company Analysis

Discuss the business model and value drivers of a public restaurant company
Capital Structure: Calculate the total enterprise value and build a capital structure table
Historical Financials: Populate the historical financials
Ratios: Calculate the financial ratios

Financial projections

Create financial projections for revenues
Create financial projections for expenses
Create projections for the working capital items

Terminal Value

Estimate the company's terminal value using the Gordon Growth Model

Discounting Cash Flows

Use CAPM to estimate the company's cost of equity
Calculate the weighted average cost of capital (WACC)
Discount future cash flows with the midpoint convention

Corporate Valuation

Calculate the diluted shares outstanding using the treasury stock method
Derive a value per share from total enterprise value

Final Analysis & Reasonability Testing

Where does our model need additional analysis?
How does our value per share compare to the current price?
How do our financial projections compare to management's and the analyst community
Analyze the output and determine reasonability of the model and assumptions
What areas or assumptions require additional research?
What assumptions drive the valuation and how would changes impact our thesis
Should we invest in the stock at current prices?

Frequently Asked Questions

Who is the target audience for this course?

Participants with prior knowledge of Excel looking to add fluency in financial and accounting concepts and financial modeling skills, including:

Those working in or seeking a position in finance, including investment banking, hedge funds, private equity, real estate, and FP&A
College and graduate students looking to supplement academic coursework with practical applications of financial modeling and prepare for technical interviews
Those working in or seeking a position in the finance division of a non-financial company to gain skills in advanced Excel, corporate finance, accounting, and cash flow modeling

Does this course require any prior knowledge or experience?

Do you offer payment plans or student financing for this course?

This course does not qualify for payments plans or student financing. See our Payment Plan FAQ to find related programs that qualify.

Can I take this course online (remote learning)?

You may attend this training virtually (online) at the scheduled time the course is offered (New York, Eastern Time).

How does attending “live online” work?

Students can attend this training remotely through screen sharing software (we use Zoom).
Participants can hear the instruction, ask questions, and even share their screen with the instructor.
For audio you can use your computer’s microphone/speakers or call a phone number that we’ll provide.
Classes are activity-based and taught by a live instructor, so we strongly encourage students who are local to the area to attend in person!
You will need your own computer and copy of any required software. If you don’t have the software, you can usually do a free trial or purchase your own license. If you need assistance, contact us at hello@nobledesktop.com

What happens if I need to miss a session?

You have some options:

You can watch a recording of the session. We will provide any course materials.
If you can’t come into the classroom but can still attend remotely, we will provide you with the Zoom login information.
You can use your free retake to make up any missed class time.

Compare Financial Modeling Bootcamp to Similar Courses

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Installments
	10% non-refundable deposit
$995.00	Total You Pay