| Advanced Financial Modeling Using Excel - Core Model |
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This event is closed for registration
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| Date: |
6/21/07 |
| Time: |
9:00a - 5:00p |
| Member Cost: |
$500.00 |
| Nonmember Cost: |
$600.00 |
| Refund Policy: |
Refund less $50 non-refundable deposit available until June 18, '07.
No refunds given after June 18, 2007. Credits: Fees cannot be credited toward future courses. |
| Location: |
300 Montgomery Classroom |
| Address: |
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Instructor(s):
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Hamilton Lin, CFA |
| Event Description: |
| 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.
Prerequisite: Intermediate proficiency using Excel and a solid grasp of basic accounting fundamentals are required. The "Basic Financial Modeling Using Excel' course is highly recommended, but not required. **IMPORTANT - PLEASE NOTE**
To maximize the educational value of this program, we strongly recommend that you have a basic understanding of Excel and its functions and features. Lack of basic Excel skills will impede your ability to effectively acquire and implement the techniques and shortcuts that are presented in this program. REQUIRED EQUIPMENT - Laptop (PC prefered)
Bring your laptop with a CD-ROM to class with Microsoft Excel installed. PC laptops recommended. |
| Other Information: |
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INSTRUCTOR:
Hamilton Lin, CFA, has a broad background in investment banking and mergers & acquisitions. He is the President and Founder of Wall St. Training (www.wallst-training.com), a financial-services training and consulting company. Wall St. Training provides hands-on classroom training and customized corporate training programs for financial analysts in Investment Banking, Equity Research, Asset Management and related fields. Prior to founding his firm, Hamilton was at a boutique investment bank specializing in the financial institutions industry. He has also worked at Hales & Co., a boutique merchant bank focused on the middle-market insurance industry; Banc of America Securities' mergers and acquisitions group; Ryan Labs; and Goldman Sachs Investment Banking. He teaches several dozens of classes a year at the New York Society of Securities Analysts, the Boston Security Analysts Society, Hong Kong Society of Financial Analysts and Stamford CFA Society. He has taught as Adjunct Professor at Baruch and Hunter Colleges in New York City, and has also appeared in Who's Who in America. |
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