| Financial Analysis Series - Advanced Financial Modeling - Core Model |
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This event is closed for registration
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| Date: |
6/17/09 |
| Time: |
9:00 AM - 5:00 PM |
| Member Cost: |
$525.00 |
| Nonmember Cost: |
$650.00 |
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To pay with a check, download
the registration form. |
| Refund Policy: |
Refund less $50 non-refundable deposit available until 5pm on October 9, 2009. |
| Location: |
CFASF Program Center |
| Address: |
300 Montgomery St, SF, CA |
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Instructor(s):
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Hamilton Lin, CFA - Wall Street Training |
| Event Description: |
| View flyer
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 cash flow sweep/debt schedule. 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. Emphasis is placed on the integration of the major financial statements and becoming experts in Excel. Learn how to balance a model utilizing debt sweep and the danger of circular references. You will leave the classroom with a fully constructed 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. |
| Other Information: |
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| Hamilton Lin, CFA, President & Founder of Wall St. Training, has a broad background in investment banking and mergers & acquisitions in diverse industries ranging from oil & gas to insurance to asset management and related sectors. Prior to founding his firm, he worked at: Goldman Sachs Investment Banking, where he standardized his group's best practices; Bank of America's M&A department, where he customized many of the firm's models; various boutique middle-market investment banks, executing private transactions; and Ryan Labs, an asset-liability asset management firm. Hamilton has taught as an adjunct professor at Baruch College and Hunter College in New York City. He graduated from NYU Stern in Finance and International Business, is a Chartered Financial Analyst and has taught all levels and all study sessions of the CFA exam. |
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