Core Financial Modeling Skills in 1-Hour
from the firm hired by the top 4 investment banks to teach incoming analysts
This online class will teach you everything you need to know to start building efficient financial models. Our world-class instructor Gerard Kelly will take you through:
- Key settings
- Formatting and layout standards
- Building a simple income statement and balance sheet model, on one sheet,
then across sheets - Balancing the balance sheet using the cash flow statement
- Preparing the model for handover
- Key formatting and putting the output into a pitch book
Includes 2 Excel exercises and 2 tryouts to test your understanding.
Meet your Instructor
GERARD KELLY, CFA
Meet Gerard, instructor at Financial Edge. He has been training in finance for over 12 years!
Gerard began his career working in tax before joining Ernst & Young’s Corporate Finance Department. Here he qualified as an accountant and CFA (all 3 levels), and participated in several deals.
Gerard moved into financial training in 2008. He specializes in accounting and financial analysis, cash flow, valuation, management accounting and modeling.
Interact with your instructor via Zoom
Learn from the comfort of your own home
Our webinars are supported by Zoom. This virtual environment enables you to:
- Meet face-to-face with our Wall Street instructor team
- View screen shares from Excel files and more
- Instant message your instructor and peers
- Have the opportunity to appear ‘in front of the class’
- Work collaboratively with the group via whiteboards and annotations
- Access recordings of the live classroom once it has finished
We strongly recommend you use a webcam and microphone during your webinar to get the most out of the session.
Details
Training that works for you, no surprises
Is it right for me?
Our virtual classrooms 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. Reference the learning materials online for 365 days after the webinar.
What will I need?
A laptop is essential, ideally with a webcam and microphone, and working WiFi. You must have access to Adobe Reader and Microsoft Excel. This webinar will take place on Zoom. Participants will be sent a link to the webinar in their online classroom.
Will I get certification?
There are no exams included in the Investment Banking Online Bootcamp live series. However, those who attend all 8 online classrooms will receive a completion certification to show they have taken the time to build their finance skills.
Testimonials
Previous participants' thoughts from Gerard's training
“Gerard was amazing at explaining. I have never seen someone with such energy. How can someone make a finance workshop FUN?”
Brandon Stanford – Member of Cass M&A and PE Society
“Gerard is a really good instructor. He very clearly explains complex concepts and overall it was a great experience.”
Sylvia Rasheva – Senior Finance Manager
