Financial Modeling Professional Certificate

New York Institute of Finance

How long?

  • 5 days
  • in person, online

What are the topics?

New York Institute of Finance


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Who should attend

  • Entry level finance professionals
  • investment professionals
  • financial analysts
  • corporate bankers
  • and lateral hires

About the course

Learn how to build common to complex financial models on Excel with information provided both on financial statements and from external sources. Prerequisite knowledge:

  • Undergraduate degree or equivalent, proficiency in basic Excel, Word processing skills


Day 1


  • Introduction / Tips & tricks that will help you speed up your spread sheeting
  • Multiple sheet models
  • Multiple file models
  • Drilling down: allows one to double-click a formula, and move back to its source. This can be particularly useful in the creation of menus
  • Logical tests
  • Protecting your data
  • Database activities
  • Pivot tables
  • Grouping downloaded data by account headings
  • Vertical and horizontal lookup tables
  • The Choose function
  • Interactive formulas to extract data
  • String functions
  • Data tables
  • Outlining
  • Graphs
  • Indirect addressing

Day 2


  • Introduction and Overview
  • Projection-Valuation Modeling Best Practices
  • Pro-Forma Modeling
  • Exercises

Day 3


  • Case Study: Analyze historic information and develop a projection basis
  • Mergers and Acquisitions
  • Projecting financial statements for a complex M&A
  • Debt capacity and credit analysis for the acquisition
  • Alternative financing methods
  • Sensitivity analysis on cash flows
  • Case Study Exercises
  • Cost of Capital and CAPM
  • Return on equity
  • Seven steps using CAPM to determine the cost of capital
  • Implied risk premium in the current P/E multiple

Day 4


  • Four Steps using the Gordon Model to determine the cost of capital
  • Four steps using the P/E multiple to determine the cost of capital
  • Financial Valuation Case Study Exercises Review and Discussion
  • Accrual Accounting Valuation
  • Accrual accounting valuation exercises
  • Valuation Using Multiples
  • Multiples valuation exercises
  • Transaction Multiples

Day 5


  • Implied profit margin
  • Three-stage valuation model
  • Develop an accrual accounting valuation model Review and Discussion
  • Warrants and Executive Stock Options
  • Warrant valuation
  • Value outstanding warrants
  • Share Repurchases
  • Using share repurchases to calculate growth in distributions
  • Sustainable growth rate
  • Share repurchases for comparable companies
  • Presentation of Valuation and conclusion



  • Use common function keys
  • Construct a basic IF statement
  • Differentiate between different ways of summing and counting
  • Select alternatives to using the IF function
  • Use error trapping
  • Control the appearance of numbers and text
  • Apply various methods for determining dates
  • Select and apply appropriate lookup and reference functions
  • Create a Pivot Table to analyze data sets
  • Use functions for discounting on uneven periods
  • Understand other useful Excel features
  • Apply financial modeling best practices
  • Project an income statement and balance sheet
  • Force-balance the balance sheet
  • Construct a Statement of Cash Flows
  • Calculate free cash flow
  • Incorporate projection scenarios in a model
  • Add an automatic cash sweep feature to a model
  • Construct a discounted cash flow model to determine the intrinsic value of equity
  • Perform meaningful sensitivity analysis
  • Construct a valuation sheet to apply the APV valuation approach
  • Value a stream of future interest tax shields
  • Measure residual earnings (earnings above or below required earnings).
  • Determine the value of earnings using accrual accounting
  • Determine the value of equity or the firm using multiples

Financial Modeling Professional Certificate at New York Institute of Finance

From  $3,119
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Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Read more about Finance

During Finance courses, you will get acquainted with a huge number of financial analyst tools and learn how to work with them. So, you will learn how to make and analyze financial reporting, calculate the main financial indicators of the company and ...

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