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Advanced Financial Modeling
Using Excel

DATE

Friday, October 12, 2007

TIME

9:00 a.m.-5:00 p.m.

LOCATION

NYSSA
1177 Avenue of the Americas, 2nd Floor
(between 45th and 46th Streets), NYC (Directions)
Photo ID required for access to the building.

INSTRUCTOR

Hamilton Lin, CFA (Instructor Bio)

TUITION

Members $495 | Nonmembers $595

SPECIAL OFFER

Register for 2 courses and save $50!
Register for 3 courses and save $75!
This offer pertains to NYSSA professional development courses
and cannot be combined with any other offer or coupon.

CREDITS
PD/CE/CPE = 7

                             

Register Online

Register by Mail/Fax

Policies/
Procedures

Fall Catalog (PDF)


COURSE
DESCRIPTION

Build a fully integrated financial statement projection model with income statement projections, self-balancing balance sheet, automated cash flow statement, and balancing cash flow sweep/debt schedule. Learn how to auto balance the model without plugs, integrate the model via interest, and control for circular references as well as best practices. Leave the classroom with a fully constructed model that can be customized and applied to other companies.

Note: Bring your PC laptop with Microsoft Excel installed and a CD-ROM drive. (Excel 2007, Vista, and Macs may not be as effective.)

Prerequisites: Knowledge of basic accounting ratios and a fundamental understanding of how the major financial statements are interrelated, are necessary. Intermediate proficiency using Excel and a solid grasp of basic accounting fundamentals are required. NYSSA’s “Basic Financial Modeling Using Excel” and “Corporate Valuation Methodologies” classes are recommended, but not required.

Note: To maximize the educational value of this program, it is strongly recommended that you have a basic understanding of Excel and are familiar with its functions and features. Lack of basic Excel skills will impede your ability to effectively acquire and implement the techniques and shortcuts that are presented in this program. If you have any questions, or for further information, please contact the Education Department at education@nyssa.org.

Level: Advanced


 


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