Valuation & Financial Modeling

Class Description

This 28-hour immersion program covers the most relevant valuation methodologies and modeling techniques used on Wall Street today. These are the same sessions that are provided to all incoming analysts and associates at banks, private equity firms, and hedge funds. As a result of the training, you will gain fluency in the language of finance, and if necessary, be able to ace any interviews not only in investment banking, but all other related industries in finance.


  • Business undergrads and MBA’s
  • Investment Banking analysts and associates
  • Private Equity, Hedge Fund and Venture Capital analysts and associates
  • Equity Research and Asset Wealth Management analysts and associates
  • Corporate Finance and Business Development professionals
  • Strategy Consultants & Entrepreneurs
  • Career changers and industry professionals who want to hone their modeling skills


Course Objectives

After this course student will:

  • Build complete models of discounted cash flows, comparable company analysis, and precedent transactions.
  • Understand how to review SEC filings and extract all of the relevant information.
  • Build a three-statement model by tying together income statement, balance sheet and cash flow statement.
  • Develop a leveraged buyout (“LBO”) model, full-blown merger (“M&A”) model, and back of the envelope accretion dilution model.
  • Have a marketable resume and be well prepared for technical questions in the interview process.

Class is limited to 15 students and available on a first-come, first-served basis.

For a syllabus please click here

About Us

Established in 2002, 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.

Our Classes:

  • 22 locations worldwide and over 35,000 graduates
  • Over 1,200 class sessions conducted annually
  • Market leading 9:1 student to teacher ratio
  • Industry standard valuation methodologies

Our Instructors:

  • Average 17 years of bulge bracket experience
  • Average 8 years of teaching experience with IBI
  • $225 billion in aggregate transaction volume
  • Over 750 completed transactions


10 Post Office Square, 8th Floor
Boston, MA 02109

Office: 617-938-3775

AUGUST 4th – AUGUST 19th, 2018

10:00 AM – 3:30 PM

Session 1:  Saturday, August 4th
Session 2:  Sunday, August 5th
Session 3:  Saturday, August 11th
Session 4:  Sunday, August 12th
Session 5:  Saturday, August 18th
Session 6:  Sunday, August 19th

Course Materials




IBI Financial Modeling Course
IBI Financial Modeling Course

IBI Instructor Spencer Adams

IBI Student Testimonials

Meet the Banker-Instructor

JC ChoiJ.C. CHOI has practiced corporate finance for over 20 years and participated in landmark investment-banking transactions. Throughout his career, he has been an employee of three Fortune 100 companies two of which were Wall Street bulge-bracket banks. His investment-banking experience spans across M&A, financial restructuring, equity and debt financing (public and private), initial public offerings (IPO), high-yield merchant banking, and fairness opinions, (bankruptcy and non-bankruptcy). Jung Min’s most recent Wall Street experience was as Managing Director of Westminster Securities, where he focused mostly on the Asian markets, with a particular focus on renewable and clean energy. Prior to joining Westminster Securities, Jung Min was a Vice President in the Financial Restructuring Group of Houlihan Lokey, where he helped source and successfully complete Houlihan Lokey’s largest ever debtor-side financial restructuring assignment as a Senior Associate of the firm.


>> Read More of the Boston Banker-Instructor Profile

Contact IBI Boston

Location *

How did you hear about us? *

Investment Banking Institute
10 Post Office Square, 8th Floor
Boston, MA 02109


Business Hours (Eastern Time):
Monday – Friday 9:00am to 10:00pm
Saturday – Sunday 9:00am to 7:00pm

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.