San Francisco

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


424 Clay Street
San Francisco, CA 94111

Office: 415-738-2527

OCTOBER 13th – OCTOBER 28th, 2018

10:00 AM – 3:30 PM

Session 1 :  Saturday, October 13th
Session 2:  Sunday, October 14th
Session 3:  Saturday, October 20th
Session 4:  Sunday, October 21st
Session 5:  Saturday, October 27th
Session 6:  Sunday, October 28th

JANUARY 12th – 27th, 2019

10:00 AM —  3:30 PM

Sessions 1 & 2:  Saturday, January 12th
Sessions 3 & 4:  Sunday, January 13th
Sessions 5 & 6:  Saturday, January 19th
Sessions 7 & 8:  Sunday, January 20th
Sessions 9 & 10:  Saturday, January 26th
Sessions 11 & 12:  Sunday, January 27th

Course Materials


IBI Financial Modeling Course
IBI Financial Modeling Course

IBI Instructor Spencer Adams

IBI Student Testimonials

Meet the Banker-Instructor

Wesley Kennedy is an accomplished finance professional and entrepreneur with extensive experience in Investment Banking, Equity Research and Venture Capital.  He is currently the Chief Financial Officer and Co-Founder of The Lotus Method, a multi-location proprietary fitness company designed specifically for motherhood.  He is responsible for all financial aspects of the company, including capital raising.  He is also the Founder and Principal of WCK Consulting, which provides capital raising and financial advisory services to early stage companies.  He has raised over $60 million of capital on behalf of his clients.

Wesley started his career as a Analyst for Silicon Valley Bank, the largest underwriter of early stage credit risk and venture debt in the United States.  He provided traditional, mezzanine and Debtor in Possession (“DIP”) financing to various Venture backed technology companies.  In addition, he was an Investment Banking Analyst for Ziegler Capital Markets where he helped support senior bankers across all aspects of the transaction process.  He then joined Green Street Advisors as an Equity Research Associate, which is the #1 ranked equity research firm covering Real Estate Investment Trusts (“REIT’s”).  Wesley was also an Investment Banking Associate with Thomas Weisel Partners, later sold to Stiefel, in their Convertible Securities division.  His primary responsibilities included pitching high growth oriented companies, modeling convertible bond offerings, and supporting their proprietary trading desk by performing extensive credit and valuation analysis.  Lastly, he was the Lead Equity Research Analyst for Tier1 Research, focusing on the IT sector and cloud enabled companies.

>> Read More of the Banker-Instructor Profile

Contact IBI San Francisco

Location *

How did you hear about us? *

Investment Banking Institute
424 Clay Street
San Francisco, CA 94111


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.