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


International Energy Center
11811 North Freeway, Suite 500
Houston, TX 77060

Office: 214-774-4891

FEBRUARY 9th – MARCH 3rd, 2019

10:00 AM – 3:30 PM

Session 1:  Saturday, February 9th
Session 2:  Sunday,February 10th
Session 3:  Saturday, February 23rd
Session 4:  Sunday, February 24th
Session 5:  Saturday, March 2nd
Session 6:  Sunday, March 3rd


****Please note there are no classes Saturday and Sunday February 16th & 17th in observance of President’s Day.****

Course Materials


IBI Financial Modeling Course
IBI Financial Modeling Course

IBI Instructor Jeff Noland

IBI Student Testimonials

Meet the Banker-Instructor

Joshua Larson has over 25 years of multinational experience in the financial services industry.  He started his Investment Banking career as an Associate with Credit Suisse First Boston and then for Banque Paribas as Head of Russian Banking.  Following his tenure with BP Josh helped established the Moscow office for Goldman Sachs where he was the Co-Head of  Russian Investment Banking Operations for several years . He was subsequently appointed Executive Director at Morgan Stanley as head of the bank’s Russian operations.  Josh was then a Managing Director at The Carlyle Group, one of the world’s largest and most successful investment firms with $201 billion of assets before becoming the Chief Executive Officer of a comprehensive financial services firm. His particular areas of industrial expertise are energy and power, oil and gas, forest products, and financial services. He has played a large range of leadership and mentoring roles during his career.


>> Read More of the Banker-Instructor Profile

Contact IBI Houston

Location *

How did you hear about us? *

Investment Banking Institute
International Energy Center
11811 North Freeway, Suite 500
Houston, TX 77060


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.