Course information

Financial Modeling Course Outline

Module 1: Introduction to Financial Modeling

  • What is Financial Modeling?
  • Uses of Financial Model
  • Importance of Financial Models
  • Steps to Build a Financial Model
  • Types of Financial Modeling
  • Financial Modelling Skills

Module 2: Valuation

  • Valuation Methods
  • More Valuation Methods

Module 3: Excel

  • Excel Shortcuts
  • Excel Formulas Cheat Sheet
  • Advanced Excel Formulas and Functions

Module 4: Data Dashboard

  • What is a Data Dashboard?
  • Dashboard Visualisation
  • Types of Data Dashboard
  • Benefits of Using Data Dashboards
  • How do Data Dashboards Work?

Module 5: Presentation

  • What is a Pitchbook?
  • How a Pitch Book is Created?
  • Types of Pitchbooks

Module 6: Uses of Financial Modeling

  • Risk Management
  • How do Financial Modeler’s Define Risks?
  • Common Approaches to Risk Modeling
  • Budgeting
  • Financial Forecasting
  • Budgeting Vs Financial Forecasting

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Who should attend this Financial Modeling Course?

The Financial Modeling Training Course in New York is a comprehensive course designed to equip professionals with the skills and techniques needed to create, analyze, and interpret financial models. This course can be beneficial for professionals who are involved in the Financial Modeling process, such as:

  • Financial Analysts
  • Corporate Finance Professionals
  • Portfolio Managers
  • Business and Strategy Consultants
  • Financial Analysts
  • Consultants
  • Risk Managers
  • Finance Professionals

Prerequisites of the Financial Modeling Course

There are no formal prerequisites for this Financial Modeling Training Course.

Financial Modeling Course Overview

The Financial Modeling Course in New York is a comprehensive course designed to provide participants with the knowledge and skills required to create, analyze, and interpret financial models. Financial Modeling is a crucial aspect of financial analysis and decision-making in various industries, including finance, investment, and business planning.

Understanding Financial Modeling is essential for professionals across various fields, including Finance, Investment Banking, Corporate Finance, and Strategic Planning in New York. Financial Analysts, Investment Professionals, Business Analysts, and individuals involved in financial forecasting should aim to master this subject to enhance their ability to analyze data, make projections, and assess the financial feasibility of projects and investments.

This comprehensive 1-day training in New York, offered by The Knowledge Academy, covers the principles and techniques of financial modeling, including creating financial models, analyzing financial data, and making informed financial projections. Experienced instructors guide participants through hands-on exercises and real-world financial modeling scenarios, ensuring they can confidently apply financial modeling principles in their professional roles.

Course Objectives

  • To develop proficiency in Financial Modeling techniques
  • To master Excel and relevant software tools
  • To gain hands-on experience through real-world case studies
  • To understand industry best practices in Financial Modeling
  • To enhance decision-making and forecasting skills

Upon completing the Financial Modeling Course in New York, delegates will benefit from enhanced knowledge and practical skills in financial modeling. They will be well-equipped to create, analyze, and interpret financial models, enabling them to make informed financial decisions, projections, and assessments in their professional roles.

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What’s included in this Financial Modeling Training Course?

  • World-Class Training Sessions from Experienced Instructors
  • Financial Modeling Certificate
  • Digital Delegate Pack

Why choose us

Our New York venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

New York City is the biggest city in the United States. It is the most populous urban agglomerations in the world. New York is often described as the cultural and financial capital of the world. Education in the USA is provided by both public and private schools, and is mandatory until the age of 16.  Pupils conducting their schooling within the USA start off at preschool, followed by elementary school, then middle school, before finishing at high school.  At age 18, US citizens are able to engage in higher education.  Higher education in the USA normally comes in the form of a college, undergraduate school, or a community college – that latter of which doesn’t normally cost anything to attend.  Candidates participating in a course at a college will gain credits towards a bachelor’s degree, whilst candidates participating a course at a community college will be earning credits in order to achieve an associate’s degree. The public school system is run by the New York City Public School board. It is the biggest school system in the United States. They serve approximately 1.1 million pupils in 1,700 schools. There are nine special schools for those who are academically or artistically gifted. There are approximately 900 additional privately-run secular and religious schools in the city. There are roughly 600,000 students in New York that are enrolled in one of the 120 higher education institutions. There are a number of notable universities in the City of New York. These include: Columbia University, New York University and the New York Institute of Technology. Columbia is the highest ranked New York University in the world rankings, coming in at number 22. It is a private Ivy League research university that has twenty school including Columbia College, the School of Engineering and Applied Science, and the School of General Studies. New York is also home to a number of specialist art schools such as the world renowned Juilliard School that specialises in the performing arts. At The Knowledge Academy we offer over 50,000 classroom based training courses in the United States, including popular locations such as New York.

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Address

NYC Seminar and Conference Center
71 West 23rd Street
Suite 515
New York
NY 10010

T: +1 7204454674

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Financial Modelling Course in New York. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Financial Modelling Course in New York, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Financial Modelling Course in New York FAQs

Financial Modeling is the process of creating a summary of a company's expenses and earnings in the form of a spreadsheet that can be used to calculate the impact of a future event or decision.
No formal prerequisites are required for this course, making it suitable for beginners. However, a basic understanding of Excel and finance concepts benefits delegates.
Financial models vary widely, including Discounted Cash Flow (DCF), comparative company analysis, Merger and Acquisition (M&A) models, Leveraged Buyout (LBO), and financial budgeting and forecasting models, each serving different purposes.
The four major components of Financial Modeling are: Assumptions and Drivers, Income Statement, Balance Sheet, and Cash Flow Statement. These elements interlink to forecast a company's financial performance and position.
Yes, Financial Modeling is worth learning. It equips you with essential skills for making informed business decisions, evaluating investments, and forecasting financial performance, which are valuable in finance and strategic planning roles.
The scope of Financial Modeling includes forecasting financial performance, analyzing investments, valuing companies, budgeting, strategic planning, and decision-making support for businesses and investors.
This Financial Modeling Course is ideal for professionals in Finance, Investment Banking, Corporate Development, Treasury, Financial Planning & Analysis (FP&A), and anyone aspiring to enhance their financial analysis skills.
In this Financial Modeling Course, delegates will have a 1-day training with our experienced instructors, a digital delegate pack consisting of important notes related to this course, and a certificate after course completion.
The duration of this Financial Modeling Course is 1 day.
Yes, a certificate will be provided upon completion of this Financial Modeling Course.
In this course, you'll learn to build robust financial models, master Excel functions, analyze financial statements, and create forecasts to support business decision-making and investment analysis.
Completing this course enhances proficiency in critical finance skills, aiding professionals in making informed decisions, analyzing complex data, and advancing their careers.
The Financial Modeling Course offered by The Knowledge Academy provides networking events and career development opportunities, fostering connections and enhancing professional growth for delegates.
Common career paths for financial modeling experts include investment banking, corporate finance, asset management, and financial analysis. The course provides practical skills and industry knowledge crucial for these roles.
The Knowledge Academy stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking Financial Modeling Certification.
The training fees for Financial Modelling Coursein New York starts from $1295
The Knowledge Academy is the Leading global training provider for Financial Modelling Course.
Please see our Finance Courses courses available in New York
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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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