Why have 7 of the top 10 investment banks partnered with Financial Edge?
Looking for peace of mind with an innovative edge?
Entrust us with your training program and we will bring to bear our unrivalled experience to make it a success; not only in the classroom but before and after as well. During 2016, our first year of training, we taught over 3,500 participants across EMEA, Americas and APAC.
We work closely with our clients ensuring each step is comprehensively detailed, from refining requirements and course design to planning, logistics and reporting.
years of combined experience developing and delivering training programs around the world, from start to finish
Essential not optional.
Our eLearning carefully blends cutting-edge innovation with tried and tested reliability. The platform supports global delivery across a range of devices, giving users the freedom to learn beyond the classroom. We have utilized professional studio production to achieve unprecedented instructional video quality. We are employing the latest in gamification and augmented reality to boost engagement for all learning styles. Detailed reports can be created at the touch of a button, providing training managers with up to date participant data on demand.
When it comes to classroom delivery we only hire the best instructors.
Our instructors all have a long track record of teaching large groups of participants at the leading investment banks, asset managers, hedge funds, and private equity firms in London, New York, and Hong Kong.
Your participants are kept engaged in highly interactive and practical sessions. Our training is hard but fun.
Financial Edge specializes in developing your employees’ technical skills in investment banking, asset and wealth management. We bring multi-format content designed for unparalleled participant engagement online and in the classroom.
While the company name might be new, the faculty and support team have decades of accumulated experience delivering the most demanding training programs around the world for the leading financial institutions. In our first year we taught over 3,500 participants, and continue to grow fast.
Dedicated to making your training the best it can be from start to finish.
Find out more about the entire team below, from our leading faculty, to experts in technology and global training delivery.
Alastair J G Matchett
Gerard Kelly, CFA
Dr. Bridget Lyons
Nick Drape, FCA
Dr. Colin Dooling
Petter Ljunggren, CFA
Dr Ken Lee
We complement our full-time faculty with an ever-growing associate model, working with the best independent instructors around the world.
Precise programs can be tailored to your needs.
Participants trained since January 2016
We can tailor make a program exactly to meet your needs – just contact us.
Accounting and Excel
Profitability and asset efficiency
Financial math in context
Introduction to modeling
Introduction to investment banking and capital markets
Income statement and earnings analysis
Fixed assets, intangibles, and other long-term assets
Company capital structure and financing
Cash flow statements
Taxes and tax losses
Equity method investments
Full consolidation and non-controlling interests
The bank markets
The public debt markets
Understanding banks accouting and regulation
Understanding insurance companies accounting and regulation
Modeling insurance companies
Valuing insurance companies
Three statement modeling with iterations
Building a three statement model using consensus estimates
Checking models for integrity and errors
Equity value to enterprise value bridge
Trading comparable valuation
Premiums paid analysis
WACC analysis – practical application
Discounted cash flow valuation
Valuation football field summary
M&A and LBO
Private equity/LBO acquisition analysis
Merger analysis – cash deal
Merger analysis – stock deal
Project finance modeling
Completion accounts / locked box mechanisms
Key legal agreements
Introduction to investment and portfolio management
Equity markets and products
Fixed income markets and products
Interest rate derivatives
Train with the best, we deliver at 7 of the top 10 global investment banks.
Our open enrollment courses offer highly flexible and cost-effective training for finance professionals from various backgrounds. Whether you work on Wall Street or in a corporation’s finance team, the programs and topics have been structured so that you can rapidly develop the skills you need. Find out more about each program in the adjacent section.
Is it right for me?
Our classroom courses offer distinct learning opportunities. Have your questions answered immediately by our expert instructors. Utilizing years of industry and teaching experience, they will make the learning applicable and vibrant. Propose specific challenges and reference the unique solutions* online for 365 days after the course, along with the standard learning materials.
*Depending on class size
What do I need to bring?
A laptop is essential, preferably running Microsoft Windows. A PDF reader and Excel 2003+ are required to open the supporting resources. We are happy for you to use alternatives but please be aware we cannot support these configurations. The venue will have WiFi and refreshments will be provided.
The Analyst program rapidly develops a wide range of skills fundamental for numerous finance roles. Each day is dedicated to one of 3 key topics: accounting, modeling and valuation. Participants build a comprehensive understanding of the principles and gain practical experience, establishing an outstanding foundation in each topic and flexibility for future career development. Five days:
The Accountant provides a comprehensive understanding of the techniques required to accurately present a company’s financial results. Participants will be able to quickly and confidently interpret financial data and statements, evaluate them and use the calculated information to build high quality reports. Real company data and the latest rules are covered to ensure the methods used and skills developed are immediately applicable in the workplace. Three days:
Income statement, working capital, fixed assets and intangibles
Company capital structure and financing, cash flow statements, EPS and taxes
Equity method investments, full consolidation and non-controlling interests
Financial modeling is one of the most useful skills in the world of finance. Knowing how to build models quickly and error free is critical for the decisions and recommendations that they underpin.
The Modeler provides the perfect introduction to financial modeling, developing multiple techniques for a comprehensive and practical understanding of the topic. Take your Microsoft Excel skills to the next level with the Advanced Modeling and Excel, VBA and Macros days. Five days:
Modeling Introduction and Three Statement Models
Forecast Fundamentals, Cash Sweeps and Error Checking
Valuing a company or asset efficiently and accurately is a complex task, fundamental for many finance professionals. The Valuer program will rapidly develop participants’ valuation skills using real world examples. Learn how and when to utilize key valuation methodologies and their supporting calculations. Discover the intricacies of valuing companies in different sectors and how to prepare them for comparison. Taught using best practice techniques, these practical skills can be applied directly to the workplace. Three days:
Equity value to enterprise value bridge and trading comparable valuation
Trading comparables continued and transaction comparables
WACC, DCF and the valuation summary football field
When should a company acquire another? Is the merger beneficial for the stakeholders? These are just a few of the core M&A questions that The Deal Maker will answer. Not only are mergers and acquisitions calculated and evaluated, the funding sources are examined in detail; such as private equity acquisitions including credit facilities, term loans and more. Participants will also discover how to structure an acquisition using debt financing on the leveraged buy-out and debt analysis day. Two days:
Tailored specifically for lawyers, this one-day course is perfect for professionals from various fields who need to utilize critical finance topics in order to provide accurate and reliable advice. Participants rapidly develop a range of essential accounting techniques before utilizing them in more complex methods. One day: