Dallas

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.

Audience

  • 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

NEXT DALLAS CLASS

Las Colinas Country Club
320 Decker Drive, Suite 100
Dallas, TX 75062

Office: 214-774-4891


JUNE 9th – JUNE 24th, 2018

10:00 AM – 1:30 PM

Session 1:  Saturday, June 9th
Session 2:  Sunday, June 10th
Session 3:  Saturday, June 16th
Session 4:  Sunday, June 17th
Session 5:  Saturday, June 23rd
Session 6:  Sunday, June 24th


Course Materials


Accreditation

NASBA

CPE

IBI Financial Modeling Course
IBI Financial Modeling Course

IBI Instructor Jeff Noland

IBI Student Testimonials

Meet the Banker-Instructor

Art Baker is an accomplished corporate development and finance professional with 10+ years of experience. He has led cross-functional teams of 10-30 people and managed 3-5 junior employees and has worked internationally and across the U.S. Currently he is focused on transforming AAA’s business with the application of new technologies in shared mobility, IoT, connected and autonomous vehicles.

Previously Art was the Strategy and Business Development Manager for General Motors whose market cap exceeds $50 billion. He was also a Vice President of Mergers and Acquisitions in Capital Markets for the Royal Bank of Canada where he was directly responsible for sourcing, diligencing and executing over 25 transactions. Art started his career working for the Yukos Oil Company in Moscow and Direct Energy in Toronto.

>> Read More of the Banker-Instructor Profile

Contact IBI Dallas

Location *

How did you hear about us? *

Investment Banking Institute
Las Colinas Country Club
320 Decker Drive, Suite 100
Dallas, TX 75062

214-774-4891

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

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.