312-251-1301 info@cfachicago.org

Event Detail

Sold Out - Financial Statement Modeling Using Excel (Ended)

Date, Time, and Location:
Tuesday, December 11, 2007 (add this event to your Outlook Calendar)
12:30 pm
The Standard Club, 320 S. Plymouth Ct., Chicago, IL  60604   (Driving Directions)

CFA Chicago and Wall St. Training




Financial Statement Modeling Using Excel
(Intermediate Proficiency Using Excel Required)

Learn how to model and build a five-year financial statement projection and valuation model from scratch. You will be provided with a 10K (Annual Report), a list of advanced Excel shortcuts and customized macros. With a focus on incorporating and fusing your accounting knowledge into the mechanics of Excel, you will input publicly available information and learn various shortcuts to construct a five-year income statement projection model from revenue down to earnings per share. Combined with your knowledge of the basics of corporate finance and valuation, translate the model into a discounted cash flow analysis. Leave the classroom with an easily scalable and customizable model that can be immediately applied to other companies.

Prerequisite: Intermediate proficiency using Excel is required. This Financial Modeling class is a technical workshop. NOTE: Lack of Excel skills will impede your ability to effectively acquire and implement the techniques and shortcuts that are presented in this program.

Eligible for 3 credit hours

This Seminar qualifies for credit under the guidelines for the CFA Institute Professional Development Program. Please see http://www.cfainstitute.org/memresources/pdprogram/ for more information.

Location:
The Standard Club
320 S. Plymouth Ct.

Date:
Tuesday, December 11, 2007

Time:
12:30 pm - Registration
1:00 - 4:30 pm - Seminar

Materials:
Bring your PC laptop with CD-ROM drive with Microsoft Excel installed. (Excel 2007, Vista, and Macs may not be as effective.) Note: Laptops will not be provided.

Attire:
Business Casual

Fees:

Member Rate: $250 (cash, check or credit card)

Student-Member Rate: $125(cash, check or credit card); limited seats available
Note: This rate is only available to students who have been approved as a Student-Member of CFA Chicago.

Non-Member Rate: $300 (cash, check or credit card)

We require a credit card guarantee for ALL reservations.
(Visa, MasterCard, American Express, Discover and Diners Club are accepted)

A Passport Event This is a "Passport Program." Members of any CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

For Reservations
Register online below, or by phone: 312-251-1301

Cancellations accepted until 5:00 pm, December 6. There is a $5 surcharge for walk-ins.

Sorry, this event is sold out.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.