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At a Glance

100 - 200 hours

6 months to complete

Financial modeling, valuation and analysis

Excel skills focus

Starting at $497

60 - 100 hours

4 months to complete

Credit analysis, lending and risk

Documentation skills

Starting at $497

100 - 150 hours

Average completion time of 6 months

Asset classes, trading strategies

Capital markets knowledge and trading techniques

Starting at $497

150 - 200 hrs

6 months to complete

Data transformation, modeling, and visualization

Statistical and predictive analysis using code

Starting at $497

Skills Learned

Financial modeling and valuation techniques, dashboards and data visualization in Excel
Pitchbooks and presentations in PowerPoint
Industry-specific financial models and case studies

Credit analysis and underwriting, risk assessment, financial modeling, and loan pricing
Master the 5 Cs of credit, loan documentation, covenants, and early warning signs

Equities, fixed income, foreign exchange, commodities, derivatives
Technical analysis, behavior finance, and trading strategies

Sourcing data from various sources including SQL databases and CSV files
Transforming and automating repetitive data tasks such as combining files
Data modelling & data visualization to evaluate performance and trends, using interactive visuals and dashboards
Statistical and predictive analysis to model uncertain scenarios
Machine learning concepts to constantly improve automated decision making

Career Paths

Investment Banking
Financial Planning and Analysis (FP&A)
Private Equity
Corporate Development
Equity Research
Other areas of Corporate Finance

Commercial Loan Officer
Credit Analyst
Corporate Banking
Rating Agencies
Real Estate Lending
Business Banking

Sales & Trading
Asset & Portfolio Management
Wealth Management
Buy-Side and Sell-Side Analysts
Treasury
Risk Management

Business Intelligence Analyst
Data Analyst
Data Visualization Specialist
Quantitative Analyst
Data Scientist

Courses Offered

Prep Courses

Accounting Fundamentals
Capital IQ Fundamentals
Excel Crash Course - Spreadsheet Formulas for Finance
Introduction to Corporate Finance
Macabacus Essentials
Math for Corporate Finance
Reading Financial Statements

Core Courses

Accounting Principles and Standards
Budgeting and Forecasting
Building a 3 Statement Financial Model
Business Valuation Modeling Part I
Business Valuation Modeling Part II
Dashboards & Data Visualization
Financial Analysis Fundamentals
FP&A Monthly Cash Flow Forecast Model
PowerPoint & Pitchbooks
Professional Ethics
Scenario & Sensitivity Analysis in Excel

Elective Courses

Advanced Excel Formulas Course
Corporate & Business Strategy
Excel VBA for Finance
Leveraged Buyout LBO Modeling
Mergers & Acquisitions (M&A) Modeling
Mining Financial Model & Valuation
Presentation of Financial Information
Real Estate Financial Modeling
Renewable Energy - Solar Financial Modeling Course
Startup / e-Commerce Financial Model & Valuation Course
The Amazon Case Study (New Edition)

Prep Courses

Careers in Commercial Banking
Accounting Fundamentals
Banking Products and Services
Forms of Business Structure
Fundamentals of Credit
IBISWorld Fundamentals
Introduction to Banking

Core Courses

5 Cs of Credit
Reading Business Financial Information
Assessing Drivers of Business Growth
Evaluating a Business Plan
Assessing Management
Cash Flow Cycles and Analysis
Financial Analysis for Credit
Building a 3 Statement Financial Model
Loan Security
Loan Covenants
Credit Administration and Documentation
Loan Pricing
Account Monitoring and Warning Signs
Business Writing Fundamentals
Completing a Credit Application
Professional Ethics

Elective Courses

Commercial Banking - Debt Modeling
Real Estate Fundamentals
Commercial Mortgages
Construction Finance Fundamentals
Equipment Finance
Lending to Complex Structures
Syndicated Lending
Retail, Restaurant, & Franchise Lending

Prep Courses

Economics for Capital Markets
Foreign Exchange Essentials
Introduction to Capital Markets
Math Fundamentals for Capital Markets
Refinitiv Workspace Essentials

Core Courses

Fixed Income Fundamentals
Introduction to Commodities
Introduction to Derivatives
Introduction to Equity Markets
Introduction to Foreign Exchange
Introduction to Portfolio Management
Professional Ethics

Elective Courses

Advanced Fixed Income
Behavioral Finance
Convertible Bonds
Credit Fixed Income
High-Yield Bonds, Subordinated Debt, and Loans
Intermediate Fixed Income
Intermediate Futures & Forwards (Part 1)
Intermediate Futures & Forwards (Part 2)
Intermediate Options – Trading Strategies
Intermediate Swaps
Introduction to Hedge Funds
Repo (Repurchase Agreements)
Securitized Products Part 1
Short Duration Products
Trading Using Technical Analysis

Prep Courses

Introduction to Business Intelligence
Data Science Fundamentals
Statistics Fundamentals

Core Courses

Power Query Fundamentals
Power BI Fundamentals
Power Pivot Fundamentals
SQL Fundamentals
Tableau Fundamentals
Dashboards & Data Visualization
Case Study - Financial Statements in Power BI
Case Study - Trading Dashboard in Tableau
Python Fundamentals
Modeling Risk with Monte Carlo Simulation
Loan Default Prediction with Machine Learning
Professional Ethics

Elective Courses

Excel VBA for Finance

What will I earn upon completing the entire program?

Financial Modeling & Valuation Analyst (FMVA)® certification

Certified Banking & Credit Analyst (CBCA)™ certification

Capital Markets & Securities Analyst (CMSA)® certification

Business Intelligence & Data Analyst (BIDA)™

Learn More

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