Best Financial Modeling Classes NYC: Find Courses & Onsite Training

Top NYC Financial Modeling Courses

Key Insights

Financial modeling involves creating dynamic forecasts of a company’s financial statements using collected data, which aids in understanding the potential impacts of various decisions on the company.

There are several types of financial models with different uses, including the three-statement model, the discounted cash flow (DCF) model, and the merger and acquisition (M&A) model.

While there are no set prerequisites for learning financial modeling, prior knowledge in business, finance, and Excel can enhance the learning experience.

Financial modeling requires a combination of business, financial knowledge, and technical modeling expertise, and mastery often comes with a significant amount of practice.

In a financial modeling course, students typically learn basic accounting and financial concepts, Excel skills, company analysis, financial projections, and corporate valuation, among other topics.

Financial modeling skills are in high demand in New York City, home to numerous financial businesses, 45 Fortune 500 companies, and over 1,500 active fintech startups.

NYC Financial Modeling Courses by School

Here are some of the top NYC schools offering Financial Modeling training, including Training The Street (5 courses), NYC Career Centers (3 courses), and NYIM Training (3 courses).

NYC Career Centers

NYC location: 185 Madison Avenue, New York, NY, 10016 US

Career Centers offers intensive business courses and corporate training in the heart of New York City and remotely online. They offer courses in Microsoft Excel, finance & accounting, data analytics, Microsoft Office, and design.
Career Centers’s Top NYC Financial Modeling Courses
- Financial Modeling Bootcamp
  - 18 Hours
  - $995
  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.
- Advanced Excel for Financial Modeling
  - 6 Hours
  - $350
  This 1-day Microsoft Excel course is designed for individuals with some prior Excel experience but who are looking to build a career in finance and are excited to learn advanced Excel tools for financial analysis. There are a number of advanced topics and techniques covered in this course, including techniques to expedite workflow, advanced analytical tools and sensitivity analysis, database functions for finance, and functions for financial modeling. The course also incorporates three projects to help review and solidify the major topics covered throughout the course.
- Financial Analyst Training Program
  - 30 Hours
  - $1,295
  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.
NYIM Training

NYC location: 185 Madison Avenue, New York, NY, 10016 US

NYIM Training offers results-oriented business courses and corporate training online and in New York. With hands-on courses and certifications in data analytics, design, programming, office productivity, and finance, its extensive offering provides flexible training solutions for professionals and businesses.
NYIM’s Top NYC Financial Modeling Courses
- Financial Modeling Bootcamp
  - 18 Hours
  - $995
  In this comprehensive Financial Modeling bootcamp, participants learn to master the advanced Excel, financial modeling, corporate finance, and accounting skills they need to succeed in various finance-related positions. This complete program covers advanced Excel for financial modeling, a crash course in finance and accounting, and a real-world financial modeling project, with essential topics including sensitivity analysis, financial functions, modeling shortcuts, financial statements, model drivers, and modeling assumptions. Tuition includes hands-on training, a free retake, and a training manual. The course has flexible scheduling options and is available online and in NYC.
- Financial Analyst Training Program
  - 30 Hours
  - $1,295
  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.
- Advanced Excel for Financial Modeling
  - 6 Hours
  - $350
  In this course, participants will learn how to write efficient and flexible formulas, create sensitivity analysis, and master Excel's features for applications in finance. They will master the advanced Excel tricks, techniques, and tools financial analysts use to build and audit financial models. Among the topics included are cash flow modeling and projections in Excel, shortcuts and techniques for financial modeling, including navigation, formula writing, and working without the mouse, auditing financial models and writing efficient, flexible formulas, and much more. Finally, conquer advanced functions financial analysts need, such as nested functions, VLOOKUP-MATCH, and INDEX-MATCH. Tuition includes hands-on training, a free retake, and a course manual. The course has flexible scheduling options and is available live online or in NYC.
Noble Desktop

NYC location: 185 Madison Avenue, New York, NY, 10016 US

Founded in 1990, Noble Desktop offers part-time and full-immersion courses on anything you can think of from design and coding to business. Located in New York City and providing courses both online and in-person, Noble Desktop prides itself on accommodating dynamic courses and bootcamps with hands-on learning, time-tested curriculums, and education from top industry experts.
Noble Desktop’s Top NYC Financial Modeling Courses
- Financial Analyst Training Program
  - 30 Hours
  - $1,295
  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.
Investment Banking Institute

The Investment Banking Institute offers immersive bootcamps in financial modeling and valuation both virtually and onsite. They currently offer bootcamps in New York, Chicago, Dallas, Houston, Los Angeles, and San Francisco.
Investment Banking Institute’s Top NYC Financial Modeling Courses
- Financial Modeling and Valuation
  - 20 Hours
  - See provider
  This financial modeling bootcamp is geared towards students or analysts in business or finance looking to gain skills in financial modeling. Participants will learn hands-on by building financial models in the course. This course covers DCF modeling, finding key financial information online, tying together financial statements, and creating LBO and M&A models.
Training The Street

NYC location: 275 Madison Avenue, New York, NY, 10016 US

Training the Street is mainly focused on training students interested in financial modeling and fundamentals of finance. They offer virtual and on-site training in New York City where they host training seminars and comprehensive programs. Training the Street also provides corporate training and personal one-on-one sessions with groups of more than 300 at a time.
Training The Street’s Top NYC Financial Modeling Courses
- Core: Financial Modeling & Corporate Valuation
  - 5 Days
  - $6,250
  This financial modeling course teaches the commonly-used valuation and modeling techniques. Students will learn fundamental Excel and finance skills needed for financial modeling, build a DCF model, create an M & A model, and make an LBO model.
- M&A and LBO Analysis
  - 2 Days
  - $2,500
  In this advanced modeling course, students will focus on M&A and LBO analyses. Students will learn key accounting and finance concepts for each type of analysis as they build towards a full project analysis. This course features a mix of instructor teaching as well as project work building an M&A model as well as an LBO model.
- Applied Excel
  - 1 Day
  - $1,250
  In this beginner Excel class, students will learn the fundamental skills of Excel with hands-on work. This course starts with the basics of Excel setup and best practices. After that, students will learn to work with text, analyze data, perform scenario analysis, and start working with macros.
- Undergraduate Bootcamp
  - 3 Days
  - $3,750
  This internship prep course is designed to help undergraduate students prepare for finance internships. This course teaches student financial modeling and valuation concepts to prepare them for internships. Topics include financial statement analysis, valuation, and financial modeling.
American Management Association

NYC location: 1601 Broadway , New York, New York, 10019 US

American Management Association (AMA) is a professional development organization that offers a variety of courses and certificates for business professionals. Founded in 1913, AMA is committed to providing high-quality educational experiences that help professionals achieve their career goals. The organization's courses are taught by experienced business professionals who are passionate about teaching and helping professionals develop their skills.
American Management Association’s Top NYC Financial Modeling Courses
- Advanced Financial Forecasting and Modeling Workshop
  - 15 Hours
  - $2,695
  This workshop delves deep into enhancing participant's skills in financial forecasting and modeling. It equips individuals with knowledge to identify and forecast future business trends and teaches techniques for building more robust and accurate financial models. It's an ideal choice for professionals who are looking to expand their understanding of corporate finance, financial modeling, and forecasting.

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NYC Financial Modeling
Corporate & Onsite Training

Upskill or reskill your workforce with our industry-leading corporate and onsite Financial Modeling training programs. Conduct the training onsite at your location or live online from anywhere. You can also purchase vouchers for our public enrollment Financial Modeling courses.

Learn Financial Modeling for a New Career

Financial modeling is the use of a tool built into Excel to forecast the future financial performance of a business. These predictions are based on the historical performance of a company, and inferences of the future. It’s used by investment banks, corporate development boards, and financial planners. Learning how to do financial modeling is essential to landing careers in finance.

Financial Modeling is one of the core skills needed to secure one of these positions. See the career pages for more information on required skills, tips for landing a job, typical day-to-day work, and where to find job postings.

Learn More About NYC Financial Modeling Courses

Financial modeling involves collecting financial data, such as income and expenses, and using that data to build a financial model that forecasts the future performance of the company. That financial model is used to get a better understanding of how various decisions might impact the company. In a recent Forbes article, the author explains, “A financial model is simply a forecast. More specifically, it’s a dynamic forecast in a spreadsheet of a company’s financial statements. These models often cover a period of five to 10 years, though some models are shorter and some are longer.”

There are different types of financial models, which have different uses. For instance, one type of model might be used to budget for the future, while another might be used to make a decision about raising capital. A three-statement model is one of the most basic. It links a company’s income sheet, balance statement, and cash flow. Another type of model is the discounted cash flow (DCF) model. This estimates how much a company is worth, based on its ability to generate future cash flows. The merger and acquisition (M&A) is also a popular model. It is used to help evaluate the potential implications of a merger or acquisition.

Are there Prerequisites to Learning Financial Modeling?

Many financial modeling classes have no prerequisites, however, financial modeling is a skill that requires business and finance knowledge, in addition to proficiency in Excel. Even if these skills aren’t required, you’re likely to get more out of the class, and have an easier time mastering the content, if you have some basic finance and Excel knowledge. Some classes even require a certain level of proficiency. There are classes that provide students with a pre-course learning packet that covers some of these basic concepts in order to prepare students for the class.

Is It Difficult to Learn Financial Modeling?

Financial modeling is not an easy skill to learn. It requires business and financial knowledge, in addition to technical modeling expertise. Your financial modeling learning experience will also depend, in part, on your existing knowledge and experience. If you already have some basic accounting or finance knowledge, you’re likely to have an easier time learning. Fluency in Excel is also beneficial. Another thing that will impact your learning process is the amount of time that you devote to learning and practice. The more time you spend practicing your skills, the quicker you’re likely to master financial modeling. Ultimately though, this is a skill that almost anyone can learn. Enrolling in a paid class can be helpful. With a paid class, you’ll have an expert instructor to guide you through the learning process, and you’ll have someone to answer all of your questions along the way.

What Will You Learn in a Financial Modeling Course?

Most financial modeling courses cover basic accounting and financial concepts, as well as Excel skills. In order to do financial modeling, you’ll need to understand many different business concepts, and will need to be able to work with financial documents, so many courses start by teaching you how to make sense of financial data. Some of the things you might learn about include company analysis, financial projections, and corporate valuation. You’ll also learn how to input and manipulate financial data with Excel, the spreadsheet most commonly used for financial modeling. Specific Excel skills that are typically covered include functions for financial modeling, database functions, and advanced analytical tools. Many different types of financial models exist, and when you take a class, you’re also likely to learn about those models, and how to create some of them.

NYC Industries That Use Financial Modeling

Financial modeling is used in most financial industries, and with the largest economy in New York State and one of the largest in the world, New York City is home to many financial businesses. According to NYC International Business“With a market boasting 8.6 million potential customers–and more than 25 million in the metro area–the economic opportunities in NYC are endless. With its strong economy and infrastructure, global workforce, and cross-industry innovation, it's no wonder that NYC is considered the business center of the world.”The organization finds that finance is one of the city’s key industries. NYC International Business calls New York City, “The world's most sophisticated and diverse financial center.” It explains that 45 Fortune 500 companies are located there, in addition to a large amount of capital, and the city attracts and fuels many large financial companies. That includes Morgan Stanley, Bank of America, American Express, Chase, and Merill Lynch.

The FinTech industry, in particular, is thriving in New York City. According to the New York State website, “New York is ranked #2 in fintech investment, with more than $10.4 billion in VC invested in 2022. New York is home to more than 1,500 active fintech startups, including 35 unicorns.” Built In calls New York City, “One of the world’s great tech innovation hubs and is arguably the most powerful city in finance.” It says that the city’s top FinTech startups include Valon, Alloy, Chainalysis, Ocrolus, Landis, Pitchbook Data, YieldStreet, Better.com, and Fundera.

Financial Modeling Jobs & Salaries in NYC

Financial modeling skills are utilized in many different finance-related careers including that of Financial Analyst, Investment Analyst, Research Analyst, and Investment Banker. Payscale provides salary estimates for many of these jobs. It finds that a Financial Analyst in New York City can expect to earn about $57,000 to $105,000, and the average salary for an Investment Analyst is $67,000 to $147,000. A New York City Research Analyst earns $51,000 to $116,000, according to Payscale, and an Investment Banker earns $77,000 to $329,000.

The U.S. Bureau of Labor Statistics (BLS) is a federal agency that collects and analyzes labor market information. It provides job growth projections for Financial Analysts. Between 2023 and 2032, the agency predicts 8 percent growth in this profession, more than double the average U.S. job growth rate of 3 percent. For Financial Managers, BLS predicts 16 percent job growth. The agency finds that the New York City metropolitan area has the highest level of employment for Finance and Investment Analysts in the country, with more than 50,000 people employed. It also finds that this is the second-highest-paying metropolitan area. In addition to having a large number of Financial Analysts, New York City also employs the most Financial Managers–about 68,000–and is the top-paying metropolitan area for Financial Managers.

Best Financial Modeling Classes & Schools in NYC

New York City offers many different options for students who want to learn financial modeling. Located in midtown Manhattan, Noble Desktop runs a number of different in-person financial modeling courses. The Financial Modeling Bootcamp covers fundamental finance and accounting concepts. Students also create a comprehensive discounted cash flow model, basing it on a real company. There are three class sessions, and tuition is $995. In order to take this class, students should have an intermediate level of Excel mastery. Noble also offers a number of different Excel classes for students who need to learn this program, like the Excel Bootcamp, which covers beginner to advanced skills.

A second Noble Desktop option is the Financial Analyst Training Program, which covers core Excel skills, as well as Excel skills for financial modeling. Students who take this course learn about financial modeling, and they build a 3-statement financial model. Instructors also cover reviewing company presentations, financial reports, and earnings releases so that students are able to find model drivers and assumptions. The course also covers accounting, corporate finance, and valuation. While there are no official prerequisites, students will benefit from some knowledge of finance and accounting. There are five sessions in the class, and tuition is $1,295.

The New York Institute of Finance also offers an in-person financial modeling class in New York City. The Financial Modeling Professional Certificate is a five-day course that costs $3,899. Students learn how to build complex financial models in Excel. They should have basic Excel and Word processing skills. Specific skills covered include Pro-Forma modeling, Projection-Valuation modeling, valuation using multiples, the three-stage valuation model, and sensitivity analysis.

Training the Street also offers in-person financial modeling classes in a number of different cities, including New York City. Its Fast Track: Financial Modeling covers finance, accounting, and Excel. Students receive guided lectures and participate in micro exercises, and they learn to build their own financial models. Tuition is $2,500, or for students who register 30 days or more in advance, it is $2,300.

Another New York City-based school that runs in-person courses is NYC Career Centers. Its Financial Analyst Training Program has five sessions, where students gain Excel proficiency and learn financial modeling. Tuition is $1,295. Instructors also cover corporate finance, and help students create a comprehensive Discounted Cash Flow model. This model can be used for students’ portfolios.

NYC Careers Centers also offers Advanced Excel for Financial Modeling. Students need to have intermediate-level skills in Excel to take this class. It is a one-day workshop, and will leave students with the skills needed to build and audit financial models. Some of the specific topics covered include advanced functions, formula writing for financial modeling, cash flow and modeling projections, bond yields, IRR, NPV, and financial functions. The cost of the class is $350.

Best Live Online Financial Modeling Classes & Schools

If you prefer to learn financial modeling live online, you’ll also find a number of different options. Financial & Valuation Modeling runs through Wall Street Prep. This class takes place in a bootcamp format, and is three days long. It costs $1,699. Tuition includes a pre-seminar Excel course. Students also get the post-seminar courses, Financial Statement Modeling, DCF Modeling, Comps Modeling, M&A Modeling, and LBO Modeling. The course covers inputting historical data and assumptions, creating a 3-statement model from scratch, and DCF and M&A modeling. Instead of attending for the full three days, students also have the option to attend only two days of this course and pay $1,299.

Live online financial modeling courses are also offered through the Wall Street Oasis. The Financial Modeling & Valuation Bootcamp takes two days to complete and costs $997. There are a total of 16 hours of instruction. Students who take this course will achieve an advanced level of mastery in Excel. The course also covers foundational finance skills such as working with income sheets, balance statements, and cash flow statements, and LBO modeling, M&A modeling, Financial Statement modeling, Valuation modeling, and DCF modeling.

The American Management Association also offers a number of different classes in financial modeling. AMA's Finance Workshop for Non-Financial Executives has four sessions and costs $2,995. It is focused on the principles of corporate finance and designed for managers, directors, vice presidents, and top executives in sales, production, manufacturing, and marketing. Students learn how to look at a firm from a financial perspective, how to understand annual reports, and accounting essentials. They also learn about cost analysis, capital budgeting, evaluating financial statements, operational budgeting, and profit planning.

The American Management Association also runs a financial modeling course for students who already have some experience. The Advanced Financial Forecasting and Modeling Workshop has two sessions and costs $2,695. It covers building financial models, analyzing the results, and communicating data about those results. In addition, instructors cover advanced Excel modeling techniques such as simulation add-ins, and analyzing and applying diagnostics. Students will create their own financial models from real-world examples.

Corporate and On-site Financial Modeling Training

New York City companies that want to train their employees in financial modeling can schedule a corporate training session with Noble Desktop. Noble offers on-site or virtual training sessions, with flexible scheduling options and content customized according to your needs. Virtual training takes place via a teleconferencing platform like Zoom. Students also receive comprehensive support materials to reinforce what they learn, like study guides and access to premium training videos. Another way to train employees is to purchase vouchers for Noble’s regular group classes, and let employees schedule their own training. A discount is offered with the purchase of multiple vouchers. Contact Noble Desktop for more information about corporate training options.

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Top NYC Financial Modeling Courses

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Key Insights

NYC Financial Modeling Courses by School

Career Centers’s Top NYC Financial Modeling Courses

Financial Modeling Bootcamp

Advanced Excel for Financial Modeling

Financial Analyst Training Program

NYIM’s Top NYC Financial Modeling Courses

Financial Modeling Bootcamp

Financial Analyst Training Program

Advanced Excel for Financial Modeling

Noble Desktop’s Top NYC Financial Modeling Courses

Investment Banking Institute’s Top NYC Financial Modeling Courses

Financial Modeling and Valuation

Training The Street’s Top NYC Financial Modeling Courses

Core: Financial Modeling & Corporate Valuation

M&A and LBO Analysis

Applied Excel

Undergraduate Bootcamp

American Management Association’s Top NYC Financial Modeling Courses

Advanced Financial Forecasting and Modeling Workshop

NYC Financial Modeling Corporate & Onsite Training Noble Desktop

Financial Modeling Training Locations in or Near NYC

Learn Financial Modeling for a New Career

Financial Analyst

Private Equity Associate

Research Analyst

Investment Banker

Investment Analyst

Learn More About NYC Financial Modeling Courses

Are there Prerequisites to Learning Financial Modeling?

Is It Difficult to Learn Financial Modeling?

What Will You Learn in a Financial Modeling Course?

NYC Industries That Use Financial Modeling

Financial Modeling Jobs & Salaries in NYC

Best Financial Modeling Classes & Schools in NYC

Best Live Online Financial Modeling Classes & Schools

Corporate and On-site Financial Modeling Training

NYC Career Centers Financial Modeling Bootcamp
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NYC Financial Modeling
Corporate & Onsite Training