Investment Banking Courses & Schedule - New York - IBI

New York

Helmsley Building

10 Post Office Sq

Washington Sq Ctr


San Francisco
424 Clay

Los Angeles
Century Blvd

Hearst Building

320 Decker

Intl Energy Center

Centre Square


Investment Banking Institute New York

Established in 2002 and with more than 34,000 professionals graduating from our program, The Investment Banking Institute is the world's largest financial modeling training program, offering an accelerated career path for both current finance professionals and all individuals seeking to enter the finance industry.

IBI has conducted more financial modeling courses in more cities than any other firm. Last year alone, we held over 1200 sessions worldwide for more than 4000 live training hours; moreover, our bankers/instructors possess a combined 172 years of I-banking and/or PE experience.

Financial Modeling Course New York


In total, our investment bankers have led or held a significant role in over $217 Billion of transactions. The result? Training with our bankers allows the effective transfer of skills that you can directly apply when seeking to enter the finance industry or add further value in your existing role. This alone is not the key to our success; IBI bankers are chosen because of their passion for teaching as well as their exceptional deal experience and training engagements within the firms they worked for.

Over the past twelve years, IBI has trained thousands of professionals who are currently working or have worked with some of the most prestigious Investment Firms on Wall Street. IBI has also trained analysts and associates on behalf of many firms. More specifically, a number of our graduates have been employed or are currently employed by the following organizations*:

Each class is comprised of multiple sessions and is limited to 20 students

New York Financial Modeling Course


Mondays & Wednesdays, February 15 – March 13
(From 6:30pm to 10:00pm)

Session 1: Wednesday, Feb 15th
Session 2: Monday, Feb 20th
Session 3: Wednesday, Feb 22nd
Session 4: Monday, Feb 27th
Session 5: Wednesday, Mar 1st
Session 6: Monday, Mar 6th
Session 7: Wednesday, Mar 8th
Session 8: Monday, Mar 13th

Saturdays & Sundays, March 4-26
(From 10:00am to 1:30pm)

Session 1: Saturday, Mar 4th
Session 2: Sunday, Mar 5th
Session 3: Saturday, Mar 11th
Session 4: Sunday, Mar 12th
Session 5: Saturday, Mar 18th
Session 6: Sunday, Mar 19th
Session 7: Saturday, Mar 25th
Session 8: Sunday, Mar 26th

Tuesdays & Thursdays, March 23 – April 18
(From 6:30pm to 10:00pm)

Session 1: Thursday, Mar 23rd
Session 2: Tuesday, Mar 28th
Session 3: Thursday, March 30th
Session 4: Tuesday, Apr 4th
Session 5: Thursday, Apr 6th
Session 6: Tuesday, Apr 11th
Session 7: Thursday, Apr 13th
Session 8: Tuesday, Apr 18th

Saturdays & Sundays, April 8 – May 7
(From 10:00am to 1:30pm)

Session 1: Saturday, Apr 8th
Session 2: Sunday, Apr 9th
Session 3: Saturday, Apr 22nd
Session 4: Sunday, Apr 23rd
Session 5: Saturday, Apr 29th
Session 6: Sunday, Apr 30
Session 7: Saturday, May 6th
Session 8: Sunday, May 7th

Mondays & Wednesdays, April 26 – May 22
(From 6:30pm to 10:00pm)

Session 1: Wednesday, Apr 26th
Session 2: Monday, May 1st
Session 3: Wednesday, May 3rd
Session 4: Monday, May 8th
Session 5: Wednesday, May 10th
Session 6: Monday, May 15th
Session 7: Wednesday, May 17th
Session 8: Monday, May 22nd

Saturdays & Sundays, May 20 – June 18
(From 10:00am to 1:30pm)

Session 1: Saturday, May 20th
Session 2: Sunday, May 21st
Session 3: Saturday, June 3rd
Session 4: Sunday, June 4th
Session 5: Saturday, June 10th
Session 6: Sunday, June 11th
Session 7: Saturday, June 17th
Session 8: Sunday, June 18th

Tuesdays & Thursdays, June 15 – July 13
(From 6:30pm to 10:00pm)

Session 1: Thursday, June 15th
Session 2: Tuesday, June 20th
Session 3: Thursday, June 22nd
Session 4: Tuesday, June 27th
Session 5: Thursday, June 29th
Session 6: Tuesday, July 6th
Session 7: Thursday, July 11th
Session 8: Tuesday, July 13th

Saturdays & Sundays, July 8-30
(From 10:00am to 1:30pm)

Session 1: Saturday, July 8th
Session 2: Sunday, July 9th
Session 3: Saturday, July 15th
Session 4: Sunday, July 16th
Session 5: Saturday, July 22nd
Session 6: Sunday, July 23rd
Session 7: Saturday, July 29th
Session 8: Sunday, July 30 th

Tuesdays & Thursdays, July 18 – August 10
(From 6:30pm to 10:00pm)

Session 1: Tuesday, July 18th
Session 2: Thursday, July 20th
Session 3: Tuesday, July 25th
Session 4: Thursday, July 27th
Session 5: Tuesday, Aug 1st
Session 6: Thursday, Aug 3rd
Session 7: Tuesday, Aug 8th
Session 8: Thursday, Aug 10th

Saturdays & Sundays, August 12 – September 10
(From 10:00am to 1:30pm)

Session 1: Saturday, Aug 12th
Session 2: Sunday, Aug 13th
Session 3: Saturday, Aug 19th
Session 4: Sunday, Aug 20th
Session 5: Saturday, Aug 26th
Session 6: Sunday, Aug 27th
Session 7: Saturday, Sept 9th
Session 8: Sunday, Sept 10 th

Mondays & Wednesdays, September 18 – October 11
(From 6:30pm to 10:00pm)

Session 1: Monday, Sept 18th
Session 2: Wednesday, Sept 20th
Session 3: Monday, Sept 25th
Session 4: Wednesday, Sept 27th
Session 5: Monday, Oct 2nd
Session 6: Wednesday, Oct 4th
Session 7: Monday, Oct 9th
Session 8: Wednesday, Oct 11th

Saturdays & Sundays, September 23 – October 15
(From 10:00am to 1:30pm)

Session 1: Saturday, Sept 23rd
Session 2: Sunday, Sept 24th
Session 3: Saturday, Sept 30th
Session 4: Sunday, Oct 1st
Session 5: Saturday, Oct 7th
Session 6: Sunday, Oct 8th
Session 7: Saturday, Oct 14th
Session 8: Sunday, Oct 15th

Saturdays & Sundays, October 28 – November 19
(From 10:00am to 1:30pm)

Session 1: Saturday, Oct 28th
Session 2: Sunday, Oct 29th
Session 3: Saturday, Nov 4th
Session 4: Sunday, Nov 5th
Session 5: Saturday, Nov 11th
Session 6: Sunday, Nov 12th
Session 7: Saturday, Nov 18th
Session 8: Sunday, Nov 19 th

Tuesdays & Thursdays, November 14 – December 14
(From 6:30pm to 10:00pm)

Session 1: Tuesday, Nov 14th
Session 2: Thursday, Nov 16th
Session 3: Tuesday, Nov 28 th
Session 4: Thursday, Nov 30th
Session 5: Tuesday, Dec 5th
Session 6: Thursday, Dec 7th
Session 7: Tuesday, Dec 12th
Session 8: Thursday, Dec 14th

Saturdays & Sundays, December 2 – 17th
(From 10:00am to 12:30pm and 1:30pm to 3:30pm)

Session 1: Saturday, Dec 2nd
Session 2: Sunday, Dec 3rd
Session 3: Saturday, Dec 9th
Session 4: Sunday, Dec 10th
Session 5: Saturday, Dec. 16th
Session 6: Sunday, Dec 17th

*Class enrollment is limited to 20 students and available on a first-come, first-served basis.



*First Name / Last Name:


*Phone Number:


Fields marked with * are required


IBI Student Testimonials

IBI NEW YORK 212-380-7027

Financial Modeling Training classes are held in the training room of our main offices located at The Helmsley Building on Park Avenue, Tenth Floor, in Midtown Manhattan. The Helmsley Building, built in 1929, and awarded office building of the year in 2006, emphasizes classical form and style with its elaborate Beaux Arts architecture. It is a Park Avenue Landmark and houses many securities firms, hedge funds, and law offices. The Helmsley Building is located directly North of the Metlife building, across the street from Grand Central Station, making the location easily accessible by subway and Metro-North railroad.

Investment Banking Institute
The Helmsley Building
230 Park Avenue, 10th Floor
New York, NY 10169

IBI China Investment Banking Exchange Program


ASHISH KOHLI is a seasoned investment banker living in New York, with over 20 years of transaction experience across all product groups of investment banking and private equity including leveraged buyouts, mergers and acquisitions, private placements, IPOs and secondary offerings, high yield debt and restructuring. He also led IB Training programs in all the firms where he worked including leading the global analyst and associate training program at HSBC in NY and London.

Ashish's experience throughout the US and Europe includes his role as a Principal/Director for the Investment Banking Division of ThinkEquity Partners NY/Panmure Gordon UK in the Corporate Finance Group leading transactions across all industries. He was previously a Vice President of Investment Banking in the Execution Group (M&A and capital raising) for HSBC Securities (USA) Inc. in NY where he executed M&A and capital raising transactions in industries such as consumer/retail, real estate and oil and gas.

Prior to HSBC, Ashish was a Senior Associate for the Investment Banking Division of Jefferies & Company as a Generalist and in the Technology and Media Group where he focused on restructuring and recapitalizations, M&A advisory and capital raisings. He advised Samsonite on its recapitalization and the deal was awarded the 2003 U.S. Middle Market Deal of the Year by Mergers and Acquisitions Advisor.

In earlier years Ashish was an Associate in the Investment Banking Division of Credit Suisse First Boston/Donaldson, Lufkin & Jenrette where he worked in the Generalist and Technology Groups, advising and raising capital for companies across a number of different sectors. He also worked with DLJ's private equity group, one of the leading private equity groups on Wall Street.

Ashish earned an MBA from the Kellogg Graduate School of Management (Dean's List). He is also a Chartered Accountant (US CPA).

Selected Transaction Experience:
  • Managed a $2.1 billion IPO for Genuity
  • Managed a $1.2 billion high yield financing and lead-managed a $825 million convertible stock offering for PSINet
  • Managed the $750 million AIM listing of Hirco real estate fund
  • Advised Samsonite Corporation on its $600 million recapitalization transaction including $106 million new equity investment by Bain Capital, Ontario Teachers Pension Fund, and Ares Capital. Deal was awarded the 2003 U.S. Middle Market Deal of the Year by Mergers and Acquisitions Advisor
  • Advised William Grant & Sons on its potential $400 million acquisition of Svedka vodka in the U.S.
  • Represented the ad hoc committee of $380.5 million 13% Senior Notes of Mpower Holding Corporation in its successful restructuring
  • Managed a $200 million AIM listing of a close-ended fund focused on renewable energy and environmental services in Asia
  • Advised PlayCore on its $200 million sale to Chartwell Investments
  • Managed a $160 million SPAC offering for a company focused on acquisition of consumer and business service companies in the U.S.
  • Managed a $160 million high yield offering for IMAX corp
  • Lead-managed a $132.5 million IPO and a $110.7 million secondary offering for ManTech International Corporation

Investment Banking Training New York City

CLASS ATTENDANCE POLICY (MAKE-UP SESSIONS AND RE-TAKES): In keeping with our primary goal of delivering the most effective financial modeling training to our students, our attendance policy is flexible to accommodate your already demanding schedule and any unexpected occurrences. Missed classes can be made up at your earliest convenience at no extra charge. If expected absences are known in advance, make-up classes can even be attended ahead of time.
Similarly, if it becomes necessary for you to re-take any sessions, you can do so as your schedule permits. We offer multiple classes simultaneously; there are always numerous options available and we will be happy to include your name on the roster for desired makeup (and/or re-take) sessions. Additional seats are always set aside in reserve for this purpose.

Financial Modeling Training New York City

Headquarters:   The Helmsley Building, 230 Park Avenue, Tenth Floor,  New York, NY 10169 
For expedited service, please call our offices

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