Valuation and Financial Modeling

Learn the Language of Finance

Get the competitive advantage you need by learning the tools of the trade

Securing a job in finance is more competitive than ever.  To separate yourself from the pack, you need an edge. Our program helps you earn that edge, through our proven methods and expert first in class instructors.

Course Information

Structure

Each program consists of a 28-hour class, typically offered over three to four weekends, with a weeknight course offered in NY.

Personal Preparation

We provide a comprehensive resume and mock interview guide.  Our bankers provide personalized resume feedback and strengthen your mock interview skills. 

SESSIONS

Class 1

SESSION 1 - INTRODUCTION AND FINANCIAL STATEMENT ANALYSIS

  • Introduction of Banker/Instructor
  • Discussion of Financial Modeling Syllabus
  • Introduction of Students and their Desired Goals
  • Financial Markets Overview
  • What are the Investment Banks & Private Equity Firms looking for in a potential candidate?
  • SEC Filings, including Annual Reports (10-K) and Quarterly Reports (10-Q)
  • Historical – Income Statement, Balance Sheet and Cash Flow
  • Financial Statement Analysis (Ratio Analysis)
Class 2

SESSION 2 - COMPREHENSIVE VALUATION ANALYSIS

  • Why do we value companies?
  • Difference between Book Value and Market Value
  • Understanding Equity Value vs. Total Enterprise Value (TEV)
  • The three (3) Generally Accepted Valuation Methodologies
  • Spreading Comps
  • Combining all three (3) Valuation Methodologies
Class 3/4

SESSIONS 3 / 4 - INTEGRATED CASH FLOW MODELING

  • Uses for a Financial Model on Sell-side and Buy-side
  • Tips for Setting up a Financial Model
  • Spreading Historic Financial Statements
  • Deriving Historic Ratios, Trends and Variables
  • Creating Five Year Projections for Income Statement, Balance Sheet, Cash Flows
  • Debt and Interest Schedule
  • Integration of Projected Income Statement, Balance Sheet and Cash Flow
  • Revolver Modeling
  • Sensitivities on Financial Model
Class 5/6

SESSIONS 5 / 6 - COMPLETE LBO MODELING

  • Uses for An LBO Model on Sell-side and Buy-side
  • Review of LBO Model Structure
  • Sensitivities on LBO model and Return Analyses
Class 6/7

SESSIONS 6 / 7 - MERGER (ACQUISITION) MODELING

  • Uses for a Merger Model
  • How to build a Merger Model
Class 8

SESSION 8 - INVESTMENT BANKING PROCESS AND BEST PRACTICES, INTERVIEW SKILLS, AND RESUME REVISION

  • Conclusion of Financial Modeling
  • Investment Banking Process
    • M&A and Private Placement
    • Financing
    • Sell-side Process
  • Career Resources
    • Guidelines for resume writing, structured for Investment Banking & Private Equity positions
    • Skills acquired through IBI incorporated on student’s resume
    • Top 140 interview questions and questions to ask interviewer
    • Investment Banking & Private Equity specific insight
    • What we looked for when hiring analysts and associates
    • Examples of rewritten resumes, including proper format and style