CFA Institute has approved this program, offered by The Investment Banking Institute, for 24.5 CE credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
The Investment Banking Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.learningmarket.org.
The Investment Banking InstituteFinancial Modeling and Valuation Training Program has been accepted by the CFP Board for Continuing Education credit. 28.5 hours of CE credit have been granted by the CFP Board. CERTIFIED FINANCIAL PLANNERS will have their CE credit submitted automatically by providing their CFP Board ID number, and the last 4 digits of their Social Security number at the time of registration.
We tailor resume revision, interview preparation, mock interviews, and placement to individual students
Financial modeling and valuation analysis proficiency guaranteed after 28 hours of live training
Our financial modeling training programs are led by seasoned investment bankers with extensive transaction experience
We offer the longest training duration (1 full month, 28 hours of training)
We customize your class sessions to fit your professional schedule
You can make-up and/or re-take classes indefinitely, included in the tuition at no extra charge
Computer laptops provided to trainees upon request
Access to Reuters Knowledge Database through our Investment Banker Development Partnership
Full time staff available for continued support and career advancement beyond the live training
Live training-class photo
PERSONALIZED INSTRUCTION FROM SENIOR BANKERS
The most unique aspect of our financial modeling training is the interaction with the instructor that our small classes provide. Our instructors are seasoned bankers from large, well known firms with years of experience and expertise gained from hundreds of transactions. (Please call to request the resume and transaction experience of any of our Bankers/Instructors).
As a student, you will learn firsthand every aspect of investment banking and private equity as if you were working in your first year as a financial analyst or associate. You will also learn by interacting with the instructor; you will build financial models along with the banker in the classroom. Every aspect of financial modeling will be covered, from structuring LBOs and mergers to analyzing companies using all the traditional valuation methodologies.
COURSE MATERIALS INCLUDED WITH TUITION
4 Week IBI Financial Modeling Training: Eight 3.5-Hour Sessions taught by a Senior Banker
CD-ROMs with all class materials and Financial Models
Training Manuals and Case-Studies, including Distressed Security Analysis
Detailed reusable, modifiable Excel model templates
Prerequisite Materials sent electronically in advance
Personalized resume and cover letter revision
Interview preparation, career advice, and job contacts
200 page electronic manual, "IBI Desktop Guide to Valuation and Financial Modeling: A Practical Approach"
EACH SESSION INCLUDES THE FOLLOWING INFORMATION
(All materials are submitted to trainees electronically as well as on CD-ROM upon request)
Proprietary electronic presentations outlining the structure and content of each session
Proprietary Excel based financial models, templates and spreadsheets, including homework assignments
SEC filings relevant to the specific Excel based financial models built in the sessions
IBI University Training
CORPORATE AND ACADEMIC ENGAGEMENTS
Below is a partial list of corporations and universities from which professionals and students have enrolled in the Investment Banking Institute's live financial modeling training programs. The list is arranged in alphabetical order by Company type and Business, Graduate or Undergraduate schools.
Bulge Bracket Investment Banks
Al Rajhi Financial Services Co.
Banco Bilbao Vizcaya Argentaria
Bear Stearns (now JPMorgan)
BofA - Bank of America
Cantor Fitzgerald L.P.
CSFB - Credit Suisse First Boston
Deutsche Bank AG
Goldman Sachs Group, Inc
HSBC Bank USA, N.A.
JPMorgan Chase & Co.
Lehman Brothers (now Barclays)
Mitsubishi UFJ Financial Group
Merrill Lynch & Co., Inc.
Oppenheimer & Co. Inc.
RBC Capital Markets
The Royal Bank of Scotland Group, plc
SGCIB - Societe Generale
TD Securities Inc.
Middle Market Investment Banks
Bayern LB NY
CIT Group Inc.
Citadel Investment Group, LLC
Cowen and Company, LLC
Cronus Partners LLC
Duff & Phelps Corporation
GMP Securities L.P.
H.C. Wainwright & Company
Integris Partners, Ltd.
Jeffries & Company, Inc.
The Jordan Edmiston Group
Kimball & Cross Investment Management
Mensura Capital, LLC
NB Financial - National Bank Financial
Nomura Holdings, Inc.
Piper Jaffray & Co.
Raymond James Financial, Inc.
RBS Greenwhich Capital
Rodman & Renshaw Capital Group, Inc.
Silicon Valley Bank - SVB Financial Group
Boutique Investment Banks
Private Equity - Venture Capital
Acorn Capital Group
AIBNY - Allied Irish Bank
AllCapCorp - Allegiance Capital
Alliance Asset Management, Inc
Alothon Group LLC
Alvarez and Marsal
Amber Capital Investment Management
Artha Capital Management Inc.
Athenian Venture Partners
Blue and Gold Ventures, LLC
Bravia Capital Partners, Inc.
Bridge Global Strategies LLC
Bryant Park Capital, Inc.
Bunker Hill Capital
CC Hinckley Company LLC
Cerberus Capital Management, LP
DAC Consulting, Inc.
Dahlman Rose & Company, LLC
Devante Capital Inc.
DH Capital, LLC
DML Capital Partners, Inc.
Dragonfly Capital Partners, LLC
Emigrant Capital Corporation
Environmental Capital Partners, LLC
Evergreen Advisors LLC
Fortress Investment Group
Frankel Group LLC
Galley Eco Capital LLC
Grassroots Capital Management
GSP Cap - Galatioto Sports Partners
Guild Partners, LLC
Hamilton Lane, LLC
HG Private Equity Fund
HPC Capital Management Corporation
HT Capital Advisors, LLC
Kingsmill Capital Partners, Inc.
Lineage Capital, LLC
Lindsay Goldberg LLC
M & A Capital Group, LLC
Maxim Group LLC
Midtown Partners & Co. LLC
New Capital Partners
Pegasus Capital Advisors, LP
Petro Capital Advisors LLC
Rosemont Solebury Capital Mgmt
Sawaya Segalas & Co. LLC
Solar Power Partners Inc.
Sovereign Investment Company
Valiant Partners Co., Ltd.
Viking Asset Management, LLC
Vulcan Capital Inc.
Wolfensohn & Company
Yorkville Advisors LLC
Zephyr Management, L.P.
Hedge Funds and Asset Management
Avenue Capital Group
Amber Capital LP
BCG Securities, Inc.
Cincinnati Asset Management, Inc.
Five Mile Capital Partners LLC
GASY Investment Company
Hotchkis and Wiley Capital Mgmt, LLC
HT Capital Management Ltd
Lombard Capital Management, LLC
Man Investments, Inc.
McLean Budden Limited
Newberger Berman Group LLC
Newbrook Capital Advisors LP
Owl Creek Asset Management LP
Performance Equity Management, LLC
Perella Weinberg Partners
Rochdale Securities LLC
State Street Capital Markets LLC
Tiedemann Wealth Management
The Vanguard Group, Inc.
Weston Capital Asset Management LLC
York Capital Management, LLC
Advisory and Consulting
Booz Allen Hamilton
The Boston Consulting Group
Bowne & Co., Inc.
Brendan Wood International
Capital Strategies - Capstrat
Cedar Capital LLC
Conifer Securities, LLC
Deloitte & Touche LLP
Ernst & Young
Glass, Lewis & Co.
Grant Thornton LLP
McKinsey & Company
PAC Management & Consulting, Inc.
Pison Consulting Co., Inc.
PWC - PricewaterhouseCoopers
Spring Ventures Inc.
The Thorton Group, Inc.
WM Partners LLP
Real Estate Investment and Development
The Barone Group
Benenson Capital Partners, LLC
Cadillac Fairview Corporation Ltd
Cammeby's International Ltd
Capital Realty Investors, LLC
Cedar Capital Partners
Centerline Capital Group
Clearview Operating LP
The Durst Organization
HG Capital, LLC
Investor Financial Corporation
Providence Group LLC
Vulcan Real Estate
Bank of New York Mellon Corporation
Countrywide Financial Corporation
Emigrant Savings Bank
Israel Discount Bank of New York
Lloyds Banking Group
MB Financial Bank, N.A.
NeXerra Financial Services, Inc.
RBC - Royal Bank of Canada
TwinStar Credit Union
USBank - U.S. Bancorp Investments, Inc.
Whitney National Bank
Insurance and Reinsurance
AIG - American International Group, Inc.
Guarantee Life Insurance Corporation
Liberty Mutual Insurance Company
Northwestern Mutual Life Insurance
Q Capital Strategies, LLC
Industrial - Technology - Life Sciences
Altair Nanotechnologies, Inc
Cisco Systems, Inc.
The Coca-Cola Company
Cryogas Engineering LLC
Deluxe Entertainment Services Group Inc.
Eco-Tech Solutions Inc.
Emprise Consulting, LLC
Enserco Energy Inc.
GE - General Electric Company
Gemini Tankers LLC
GMX - Global Mail Exchange
Henry Schein, Inc.
Hunt Oil Company
Lockheed Martin Corporation
Louis Dreyfus Group
The Miner Corporation
Neos Energy LLC
Ovation Pharmaceuticals, Inc.
Research in Motion RIMM
Rio Technical Services, Inc.
Shell Oil Company
Terranova Systems Inc.
United Parcel Service, Inc.
(Law, Search, and Ratings Agencies)
Baum, Stevens Inc
Cravath, Swaine, & Moore LLP
Dow Jones & Co., Inc.
Forrester Research, Inc.
Gibson, Dunn, & Crutcher LLP
Killeen & Stern, PC
K&L Gates LLP
Moody's Investors Service
The Revelation Law Firm
Ropes & Gray LLP
Russell Stephens LLC
PR Financial Marketing LLC
Skadden, Arps, Slate, Meagher & Flom
Standard & Poor's Financial Services LLC
Weil, Gotshal & Manges LLP
Government & Regulatory Agencies
FINRA - Financial Industry Regulatory, Inc.
FDIC - Federal Deposit Insurance Corporation
International Finance Group
The United Nations
The United States Army
US Department of the Treasury
World Bank Group
Business and Graduate Schools
Alabama A&M - School of Graduate Studies
Arizona - W.P. Carey School of Business
Babson - F.W. Olin Graduate School of Business
Bard College Graduate School
Baruch - Zicklin School of Business - Graduate
Bentley - McCallum Graduate School of Business
Binghamton University Graduate School
Boston College Graduate School
Boston University Graduate School
Brigham Young - Marriot School of Management
Brooklyn Law School
Bryant University - Graduate School of Business
Cal Poly - Research and Graduate Program
California, Berkeley - Haas School of Business
California, San Diego - Graduate School
California, Santa Barbara - Gevirtz Graduate
University of Cambridge
Carnegie Mellon - Tepper School of Business
Case Western Reserve - Graduate School
Clark University Graduate School of Management
Clarkson - Business - Graduate Program
University of Chicago - Booth School of Business
Columbia University Business School
Cornell University - The Johnson School
Dartmouth College - Amos Tuck Business
Drew - Caspersen School of Graduate Studies
Drexel - Bennett S. LeBow College of Business
Duke University - Fuqua School of Business
Duquesne - John F. Donahue Graduate Business
Emory University - Goizueta Business School
University of Florida Graduate School
Fordham - Graduate School of Business
George Washington University, Business
Georgetown - McDonough School of Business
Georgia Southern - Jack N. Averitt College
University of Hartford - Barney School of Business
Harvard Business School
Hofstra University - Frank G. Zarn Business
Howard University - Graduate School
Indiana University - Kelley School of Business
INSEAD Business School of the World
Iona College - Hagan School of Business
Iowa State University - College of Business
Ithaca College - School of Business
Johns Hopkins - Carey Business School
Kent State - Graduate School of Management
Keller Graduate School of Management
LaSalle University - School of Business
Lehigh - College of Business and Economics
London Business School
London School of Economics
Loyola, Chicago - Graduate School of Business
Maryland - Robert H. Smith School of Business
Massachusetts at Lowell - Graduate School
Mass Institute of Tech (MIT), Sloan MBA
McGill - Graduate and Postdoctoral Studies
Michigan State - Eli Broad Graduate School
Michigan Technological - School of Business
Morgan State - Earl G. Graves Business
New Hampshire - Whittemore School of Business
New York Law School
UNC at Chapel Hill - Kenan-Flagler Business
Northeastern - College of Business Administration
Northwestern - Kellogg School of Management
NYU - Stern School of Business
Ohio State University - Fisher College of Business
Pace University - Lubin School of Business
University of Pennsylvania - The Wharton School
Pennsylvania State University -Graduate School
Pepperdine - Graziadio School of Business
Princeton - The Bendheim Center for Finance
Richard Ivey School of Business
Richmond University - London
RIT - Philip Saunders College of Business
Rochester - Simon School of Business
Roger Williams - Gabelli School of Business
Rutgers University, School of Business
Sacred Heart - John F. Welch Business
Seton Hall University - Stillman Business
University of Southern California - Graduate
Southern Methodist University - Cox Business
Stanford University - Graduate School of Business
Stony Brook University - Graduate School
SUNY - Graduate Studies at Multiple Locations
Syracuse University Graduate School
Texas at Austin - McCombs School of Business
Tufts - Graduate School of Arts and Sciences
University of Toronto - Rotmon Management
UCLA, Anderson School of Management
Vanderbilt - Owen Graduate School
University of Vermont - Graduate College
Villanova University - School of Business
Washington University, St. Louis - Olin Business
University of Waterloo (Canada) - Graduate
Wesleyan College - Graduate Programs
Wisconsin - Sheldon B. Lubar School of Business
Yale University School of Management
Yeshiva University - Sy Syms School of Business
University of Akron
Alabama A&M University
Arizona State University
Brigham Young University
California Polytechnic University, San Luis Obispo