312-251-1301 info@cfachicago.org

Event Detail

Advanced Financial Modeling - Core Model (Ended)


Intermediate Proficiency Using Excel & Solid Grasp of Basic Accounting Fundamentals Required

Date, Time, and Location:
Wednesday, December 14, 2011 (add this event to your Outlook Calendar)
9:00 am
The Standard Club, 320 S Plymouth Ct, Chicago, IL  60604   (Driving Directions)

CFA Chicago and Wall St. Training




Date, Time, and Location:
Wed., Dec. 14, 2011
9:00 am - 5:00 pm
The Standard Club, 320 S. Plymouth Ct., Chicago

Program Description:
This course takes a practical, hands-on approach to the quantitative and technical aspects of advanced financial modeling using Excel. You will build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing debt sweep schedule. Properly manage the use of circular references and avoid plugs to balance your model and mastering best practices of model building. While knowledge of advanced accounting concepts is not required for this course, you should possess knowledge of basic accounting ratios and a basic understanding of how the major financial statements are interrelated. You will leave the classroom with a fully constructed and cleanly built, self-contained model that can be customized and applied to other companies. You will be able to layer other analyses onto this core projection model, including credit and leverage statistics, valuation analyses, or mergers and acquisitions modeling.

Prerequisites:
Intermediate proficiency using Excel and a solid grasp of basic accounting fundamentals are required. Lack of basic Excel skills will impede your ability to effectively acquire and implement the techniques and shortcuts that are presented in this program.

Fee:
Members - $495
Non-Members - $595
Student-Members - $125 (Limited seats available)
(payable by cash, check or credit card - NO FUNCTION TICKETS)*

CFA Institute Qualified Activity: Eligible for 7 credit hours

Attire:
Business Casual

Menu:
Lunch will be provided.

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

Agenda:
8:30 am - 9:00 am: Registration
9:00 am - 5:00 pm: Seminar

Materials:
Bring your PC laptop with Microsoft Excel installed and a working USB port. (Macs with Office 2008 will not be as effective). NOTE: Laptops will not be provided.

Wall Street Training David Kovacs
Principal and Lead Instructor - Wall Street Training

About Instructor:
Mr. Kovacs, Principal and Lead Instructor at Wall Street Training, specializes in investment banking, private equity, and venture capital with extensive experience in both mature and emerging markets. He focuses on a variety of industries and has analyzed hundreds of deals, executing both sell-side (M&A) and buy-side (PE & VC) engagements. Mr. Kovacs has held positions at Hinduja Group, one of the largest diversified groups in the world with over $50 billion under management; Samarian Partners, a venture capital firm focusing on real estate, entertainment, energy, and healthcare; Blackstone's Private Equity Division; and at Citigroup's Investment Banking Division. He earned a Bachelor's degree in Economics and Finance at the College of Staten Island (CUNY).

About Wall St. Training:
Wall St. Training provides professional financial training solutions to Wall Street through hands-on classroom training and customized corporate training programs for financial analysis which take a hands-on, interactive, practical, non-theoretical approach. Wall Street Training's clients include Bank of America/Merrill Lynch, Credit Suisse, Citigroup, Deutsche Bank, Fidelity, GE, Goldman Sachs, JPMorgan, Morgan Stanley, TPG, and many others. For more information: www.wallst-training.com and www.wstselfstudy.com.

*Special Notes Regarding Fees:
Student rate only available to students approved as a Student-Member of CFA Chicago for 2011-2012. Regular and Affiliate Members may apply function tickets as payment for Non-member or Student-Member. Credit card is required to guarantee ALL reservations except for ONLINE reservations using FUNCTION TICKETS. No day-of-event pre-registrations accepted (on-site only, if applicable and space available). There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, December 9.

A Passport Event This is a "Passport Program." Members of any local 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.

This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program. Please click here if you would like more information.

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.