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)
- Accounting Fundamentals
- Accounting Principles and Standards
- Advanced Excel Formulas Course
- Budgeting and Forecasting
- Building a 3 Statement Financial Model
- Business Valuation Modeling Part I
- Business Valuation Modeling Part II
- Capital IQ Fundamentals
- Corporate & Business Strategy
- Dashboards & Data Visualization
- Excel Crash Course - Spreadsheet Formulas for Finance
- Excel VBA for Finance
- Financial Analysis Fundamentals
- Financial Modeling Template Library
- FP&A Monthly Cash Flow Forecast Model
- Introduction to Corporate Finance
- Leveraged Buyout LBO Modeling
- Macabacus Essentials
- Math for Corporate Finance
- Mergers & Acquisitions (M&A) Modeling
- Mining Financial Model & Valuation
- PowerPoint & Pitchbooks
- Presentation of Financial Information
- Professional Ethics
- Reading Financial Statements
- Real Estate Financial Modeling
- Renewable Energy - Solar Financial Modeling Course
- Scenario & Sensitivity Analysis in Excel
- Startup / e-Commerce Financial Model & Valuation Course
- The Amazon Case Study (New Edition)
Prep Courses
- Careers in Commercial Banking
- Accounting Fundamentals
- Introduction to Banking
- Banking Products and Services
- Forms of Business Structure
- Fundamentals of Credit
- IBISWorld Fundamentals
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
- Lending to Medical Professionals
- Profitable Lead Generation
- Careers in Commercial Banking
- Accounting Fundamentals
- Introduction to Banking
- Banking Products and Services
- Forms of Business Structure
- Fundamentals of Credit
- IBISWorld Fundamentals
- 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
- Commercial Banking - Debt Modeling
- Real Estate Fundamentals
- Commercial Mortgages
- Construction Finance Fundamentals
- Equipment Finance
- Lending to Complex Structures
- Syndicated Lending
- Retail, Restaurant, & Franchise Lending
- Lending to Medical Professionals
- Profitable Lead Generation
- Case Study - Woodchucks Ltd. Owner Occupied Commercial Real Estate
- Case Study - RockCrusher Rentals
- Professional Ethics
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 Hedge Funds
- 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
- Prime Services and Securities Lending
- 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
- Bayesian Thinking
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)™
