About NYSSAMember ServicesProgramsCFACareer ResourcesCorporate Resources
 

         Advanced Search


 

    

 

Home

Advanced Financial Modeling
Using Excel


Registration is closed. Walk-ins will not be accepted.

DATE

Thursday, June 28, 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 $475 | Nonmembers $575

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

                             

Registration
Closed

Register by Mail/Fax

Policies/
Procedures

Summer Catalog (PDF)


COURSE
DESCRIPTION

This course takes a practical, hands-on approach to the quantitative and technical aspects of advanced financial modeling using Excel. You will build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing cash flow sweep/debt schedule. While knowledge of advanced accounting concepts is not required for this course, you should possess knowledge of basic accounting ratios and a basic understanding of how the major financial statements are interrelated. You will leave the classroom with a fully constructed model that can be customized and applied to other companies. You will be able to layer other analyses onto this core projection model, including credit and leverage statistics, valuation analyses, or mergers and acquisitions modeling.

Bring your laptop to class (with Microsoft Excel installed and a CD-ROM drive). PC laptops recommended.

Prerequisite: Intermediate proficiency using Excel and a solid grasp of basic accounting fundamentals are required. NYSSA’s “Basic Financial Modeling Using Excel” class is 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


   
 


Jobs Network    |    Member Services    |   Privacy Policy    |    Site Map    |    Contact Us

The New York Society of Security Analysts, Inc, ©NYSSA 2010
1540 Broadway, Suite 1010, New York, NY 10036