Toronto

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 TORONTO CLASS

TD Canada Trust Tower
161 Bay Street, Suite 2700
Toronto, Ontario M5J 2S1

Office: 416-619-4867


OCTOBER 20th – NOVEMBER 4th, 2018

Saturdays 1:30pm – 6:00pm 

Sundays 10:00am – 12:30pm & 1:30pm – 3:30pm

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


FEBRUARY 10th – MARCH 3rd, 2019

10:00 AM — 1:00 PM, 2:00 PM – 4:30 PM  & 9:00 AM – 11:30 AM

Sessions 1:  Sunday, February 10th
Sessions 2:  Saturday, February 16th
Sessions 3:  Sunday, February 17th
Sessions 4:  Sunday, February 24th
Sessions 5:  Saturday, March 2nd
Sessions 6:  Sunday, March 3rd


Course Materials


 

IBI Financial Modeling Course
IBI Financial Modeling Course

IBI Instructor Spencer Adams

IBI Student Testimonials

Meet the Banker-Instructor

Vikram Iyer

VIKRAM IYER, CFA, is a subject matter expert in Valuation, Financial Modeling and Financial Statement Analysis, with over 10 years of teaching experience in the application of Investment Banking knowledge, analysis of Pro-Forma deals, Precedent Transactions, Comparable Analysis models.

Vikram began his career as an Investment Banking Analyst with Citigroup where he covered valuation of companies primarily in Telecommunications, Media and Technology. Then based in Mumbai, he was integrated with all regional franchises including AMRS, APAC and EMEA in preparation of Pitch books.

Vikram then transitioned to become an Equity Research Associate with Morgan Stanley in Mumbai, tracking more than 30 companies in the APAC region. Working with the lead analyst, Vikram’s expertise was in the generation of ideas, and defining the next growth set.

>> Read More of the Banker-Instructor Profile

Contact IBI Toronto

Location *

How did you hear about us? *

Investment Banking Institute
TD Canada Trust Tower
161 Bay Street, Suite 2700
Toronto, Ontario M5J 2S1

416-619-4867

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.