Top San Francisco Finance Courses

  • Investment Banking Institute Financial Modeling and Valuation

    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.

    In-person in San Francisco (location TBD) Also available online
    • See provider
    • 20 Hours
    • Weekends
    • Intermediate
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  • Training The Street Core: Financial Modeling & Corporate Valuation

    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.

    In-person in San Francisco (location TBD) Also available online
    • $6,250
    • 5 Days
    • Weekdays
    • Intermediate
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  • Training The Street M&A and LBO Analysis

    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.

    In-person in San Francisco (location TBD) Also available online
    • $2,500
    • 2 Days
    • Weekdays
    • Advanced
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  • NYIM Training Financial Modeling Bootcamp

    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.

    Available live online (virtual training) from anywhere
    • $995
    • 18 Hours
    • Weekdays, Evenings, or Weekends
    • Advanced
    • Free Retake
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  • Noble Desktop Financial Analyst Training Program

    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.

    Available live online (virtual training) from anywhere
    • $1,295
    • 30 Hours
    • Weekdays
    • Beginner
    • Free Retake
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  • NYIM Training Financial Analyst Training Program

    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.

    Available live online (virtual training) from anywhere
    • $1,295
    • 30 Hours
    • Weekdays
    • Beginner
    • Free Retake
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  • NYC Career Centers Advanced Excel for Financial Modeling

    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.

    Available live online (virtual training) from anywhere
    • $350
    • 6 Hours
    • Weekdays, Evenings, or Weekends
    • Advanced
    • Free Retake
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  • NYC Career Centers Financial Modeling Bootcamp

    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.

    Available live online (virtual training) from anywhere
    • $995
    • 18 Hours
    • Weekdays, Evenings, or Weekends
    • Advanced
    • Free Retake
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  • Training The Street Applied Excel

    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.

    In-person in San Francisco (location TBD)
    • $1,250
    • 1 Day
    • Weekdays or Weekends
    • Intermediate
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  • Berkeley Boot Camps FinTech Boot Camp

    This 24-week program gives students a comprehensive background in FinTech, covering topics such as Python programming, blockchain, advanced trading algorithms, and cryptocurrency. Students will create a professional portfolio to demonstrate their expertise to professional employers. Dedicated career services will support graduates as they look for their first job.

    In-person @ 160 Spear St, San Francisco, CA
    • $12,495
    • 24 Weeks, 10 hr/wk
    • See provider
    • Beginner
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  • General Assembly Excel Bootcamp: Formulas & Functions

    This Excel course is a workshop intended to help individuals who know the fundamentals of Excel to take their skills to the next level. In this hands-on workshop, students will be able to polish and build their Excel capabilities to get one step closer to becoming a spreadsheet power user. Students in this workshop will review shortcuts and formula writing, review spreadsheet formatting best practices, and the basics of data structure and analysis. Students will also learn how to use VLOOKUP, PivotTables, and the logic behind absolute referencing.

    In-person @ 225 Bush Street, San Francisco, CA Also available online
    • See provider
    • 1 Day
    • Weekdays or Weekends
    • Intermediate
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  • General Assembly Advanced Excel Training

    This advanced Excel course is a 3-hour class designed for individuals who are comfortable working in Excel but want to learn more advanced functionality. In this hands-on class, students will be able to review and bolster their Excel capabilities to become a spreadsheet power user. Students in this course will walk away from this course with a more robust understanding of when and how to use VLOOKUPs and HLOOKUPs, the power of INDEX & MATCH, using PivotTables and PivotCharts, and how to record macros to automate repetitive tasks.

    In-person @ 225 Bush Street, San Francisco, CA Also available online
    • See provider
    • 3 Hours
    • Weekdays or Weekends
    • Intermediate
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  • General Assembly Excel Bootcamp

    This Excel bootcamp is meant to give beginners an overview of Excel and a variety of functions you can use with Excel. Students will learn things like formatting techniques, mathematical formulas, PivotTables, charts, and more. This 4-hour Excel course is offered in-person in NYC or live online.

    In-person @ 225 Bush Street, San Francisco, CA Also available online
    • $250
    • 4 Hours
    • Weekdays or Weekends
    • Beginner
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  • Certstaffix Training Excel - Level 1

    This course teaches the fundamentals of Microsoft Excel. Students attending this 1-day course will learn how to set up workbooks, enter and format data, create charts and graphs, and use formulas to perform calculations. Students will know how to work with multiple versions of Microsoft Excel, including the mobile app and online versions.

    Live online with optional computer lab access @ 1999 Harrison St, Oakland, CA
    • $335
    • 1 Day
    • Weekdays
    • Beginner
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  • Certstaffix Training Excel - Level 2

    This 1-day course is intended to help beginners develop more advanced skills in Microsoft Excel. This intermediate program will teach students how to perform calculations, manage worksheet data, combine data from multiple sources, and analyze alternative data sets. Students will also learn how to collaborate with colleagues, track changes, and export workbooks.

    Live online with optional computer lab access @ 1999 Harrison St, Oakland, CA
    • $335
    • 1 Day
    • Weekdays
    • Intermediate
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  • Certstaffix Training Excel - Level 3

    Intermediate users of Microsoft Excel will learn advanced skills in this 1-day course. The topics covered include automation with macros, alternative datasets, and dynamic worksheets. Students will learn important principles of business intelligence data analysis, and how to create forecasts and visualizations. This course is delivered online with live instructors.

    Live online with optional computer lab access @ 1999 Harrison St, Oakland, CA
    • $335
    • 1 Day
    • Weekdays
    • Advanced
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  • Certstaffix Training Excel - Dashboards

    This 1-day program builds on foundational knowledge of Microsoft Excel. Students in this course will learn how to create advanced workbooks and worksheets and use them to create dashboards. The use of dashboards in Microsoft Excel will enable students to make business data more accessible, understandable and useful for decision-making.

    Live online with optional computer lab access @ 1999 Harrison St, Oakland, CA
    • $335
    • 1 Day
    • Weekdays
    • Intermediate
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  • AcademyX Excel Intro

    In this beginner Excel course, students will get started working in Excel and building foundational skills. This course covers spreadsheet navigation, text functions, formulas, formatting, charting, and more. Participants will walk away with the ability to perform basic workplace tasks using Excel.

    In-person @ 33 New Montgomery, San Francisco, CA
    • $295
    • 6 Hours
    • See provider
    • Beginner
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  • AcademyX Excel Intermediate

    In this intermediate Excel course, participants will build off basic concepts of Excel to perform more advanced data analysis. This course covers tables, summarizing data, PivotTables, advanced charting, and more. This intermediate course builds off basic Excel skills, including cell references, formulas, and beginner functions.

    In-person @ 33 New Montgomery, San Francisco, CA
    • $295
    • 6 Hours
    • See provider
    • Intermediate
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  • AcademyX Excel Lookups, Functions and Macros

    This advanced Excel course is designed for intermediate users to learn advanced Excel functions, lookups, and macros. This course covers lookup functions, advanced Pivots, Analysis Toolpak, macros, and more. Participants will learn to use advanced Excel techniques to solve real-world problems with data analysis.

    In-person @ 33 New Montgomery, San Francisco, CA
    • $350
    • 6 Hours
    • See provider
    • Advanced
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