Financial Analyst Training Program
IDCFA

Hands-on Training from Experts Live Online

Master the essential skills needed for a career in financial analysis, including Excel, financial modeling, and corporate finance. You'll work with real-world case studies to build valuation models, analyze financial statements, and forecast performance. Ideal for those pursuing roles in investment banking or corporate finance.

This course includes

  • 30 hours of live, project-based training from experts
  • Access to class recordings (30 days)
  • Verified digital certificate of completion
  • Learn at an accredited institution

In this financial analyst program, you’ll develop essential and intermediate Excel skills, review corporate finance and financial accounting concepts, and build a full valuation model for a public company. This bootcamp offers one of the most efficient and affordable ways to gain the skills needed to excel at a top financial firm.

  • Core Excel Skills: Establish a solid Excel foundation with formulas, functions, Pivot Tables, and time-saving shortcuts.
  • Advanced Excel for Financial Modeling: Master advanced tools including Goal Seek, financial functions, shortcuts, and cash flow projection techniques.
  • Accounting, Corporate Finance & Valuation: Refresh corporate finance and accounting knowledge, covering enterprise value, financial statement analysis, DCF modeling methods, and core valuation principles.
  • Financial Modeling: Build an integrated 3-statement financial model and a DCF model for a public restaurant company using current data. Review presentations, earnings reports, and financial statements to identify model drivers and assumptions. Apply valuation methods to determine share value and assess the equity as an investment opportunity.

While prior finance or accounting experience is useful, it’s not required, as these areas are covered during the program. Participants will receive a brief pre-learning guide one week before the course begins.

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Courses in this Package

This is the recommended order, but some courses may be taken in a different order.

Download Syllabus PDF

Unit 1 6 Hours

Excel Level I: Fundamentals

In this beginner Excel course, you will learn the essentials of Microsoft Excel, including calculators, basic functions, graphs, formatting, and printing.

  • Become familiar with the interface and data entry
  • Learn essential formulas and functions
  • Format and print your work
  • Create charts, including line, column, and pie charts
  • Learn tips and tricks for easy workbook management
  • Review key concepts in a final project

Unit 2 6 Hours

Excel Level II: Intermediate

Learn intermediate Excel functions like VLOOKUP and SUMIFS, and how to summarize data with Pivot Tables, Sort and Filter databases, and split and join text.

  • Learn to split and join text, add data validation, and use named ranges
  • Use database functions such as VLOOKUP and HLOOKUP
  • Add logical statements, including AND, OR, and IF statements
  • Create PivotTables to quickly summarize large databases
  • Use statistical functions such as RANK, COUNTIFS, and SUMIFS
  • Create advanced combo charts from multiple charts
  • Review key concepts by creating a final project

Unit 3 18 Hours

Financial Modeling Bootcamp

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.

  • Financial concepts, market capitalization, and enterprise value
  • Financial accounting, including accrual versus cash accounting
  • Discounted cash flow (DCF) modeling: assumptions, projecting cash flows, sensitivities, auditing
  • Excel techniques, including Data Validation, CHOOSE, Data Tables, and Goal Seek
  • Leveraged buyout (LBO) modeling
  • Real company analysis
  • Setting up the financial model and model projections
  • Corporate valuation and how to derive a value per share
  • How to analyze the model output

Schedule & Enrollment: Financial Analyst Training Program

  • 30 Hours
  • Price before discounts: $1,493 Full tuition: $1,295
  • Live Online
  • Expert instructors
  • Small classes

  • Custom Schedule
    Enroll

  • October 20–24 Show package courses
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  • October 20–24 Show package courses
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