Financial Analyst Training Program

• Get comfortable with the Excel interface and learn multiple ways to enter and organize data in a worksheet.
• Work with rows, columns, and worksheets by inserting, deleting, hiding, grouping, and managing spreadsheet elements.
• Build foundational Excel skills with Autofill, basic calculations, AutoSum, and essential functions such as SUM, AVERAGE, MAX, MIN, and COUNT.
• Use formulas more effectively with absolute references, logical true/false tests, text functions, and multi-input functions.
• Format spreadsheets for clarity with cell formatting and conditional formatting that highlights data based on specific rules.
• Create visual reports with column charts, line charts, pie charts, sparklines, and Excel Tables.
• Manage workbooks more efficiently using Freeze Panes, printing tools, display options, templates, and essential keyboard shortcuts and Excel tips.
• Reinforce key concepts through end-of-class projects designed to review what you learned.

Learn intermediate Excel functions like VLOOKUP and SUMIFS, and how to summarize data with Pivot Tables, Sort & Filter databases, and split and join text. Gain the skills needed to utilize complex Excel functions and prepare for more advanced training.

• Navigate worksheets more efficiently using keyboard shortcuts and Excel tools that speed up movement within and between cells.
• Work with formulas and text by reviewing calculation methods, splitting text with Text to Columns, and joining text with CONCAT and the ampersand.
• Manage cell ranges with Paste Special, Paste Special Values, and named ranges to format data, hardcode results, and simplify references in calculations.
• Use database tools such as VLOOKUP, XLOOKUP, Sort & Filter, and Remove Duplicates to find, organize, and clean large sets of data.
• Build PivotTables to summarize large databases, group data within PivotTables, and create multiple PivotTables on a single worksheet.
• Apply logical, math, and statistical functions including IF, AND, OR, SUBTOTAL, SUMIFS, and COUNTIFS to analyze data based on conditions and filtered results.
• Improve data quality with Data Validation and reinforce key course concepts by completing an end-of-class project.

Join our financial modeling class to learn essential finance and accounting concepts, build a discounted cash flow (DCF) model in Excel, acquire advanced Excel skills, explore corporate finance and valuation, and create a financial model on a real company. This hands-on course will teach you practical financial skills.

• Master core financial concepts including market capitalization, enterprise value, and financial accounting principles
• Build a full DCF model including assumptions, projected cash flows, sensitivities, and auditing
• Apply advanced Excel techniques such as data validation, CHOOSE, data tables, and Goal Seek
• Set up financial model projections and perform corporate valuation to derive a value per share
• Analyze model output and apply leveraged buyout (LBO) modeling techniques
• Apply your skills to a real company analysis from start to finish