03-11-2015 Financial & Valuation Modeling Boot Camp March 2015

March 11, 12, and 13th, 2015

CFA Los Angeles is pleased to offer, in partnership with Wall Street Prep, one of Wall Street Prep's most popular courses to equip busy professionals and students with the financial skills they need on the job.


3-day intensive training program where trainees learn financial & valuation modeling in Excel using in a hands-on, case-study approach.  The modeling methodologies covered include:

Boot Camp Agenda

Day 1

Financial Statement Modeling and Excel Best Practices

Day 2

Valuation Overview and DCF Modeling

Day 3

M&A (Accretion/Dilution) Modeling

Pre-recorded 8-hour video lectures of LBO Modeling

Online 15-hour Trading & Transaction Comparables Modeling

Step-by-step, intuitive approach

Each modeling methodology is preceded by conceptual introductions that relate academic coursework to the hands-on step-by-step exercises trainees undertake on their computers in class.  The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

What sets this program apart?

  • The training materials that trainees receive are comprehensive and intuitive, and are designed to serve as stand-alone materials for easy use long after the training session has ended.
  • Case study presentations and an end of program examination enable both participants and supervisors to assess individual performance.
  • Our instructors are all practitioners (investment bankers, equity research analysts, etc.) with a passion for teaching with years of directly relevant real-world experience.  They understand the importance of teaching in a way that empowers finance professionals to apply the lessons from the classroom directly on the job.
  • Unlimited support for 2 years post-seminar
  • Issuance of Certification in Financial & Valuation Modeling
  • 27 CPE credits and 35 PD credits

    Additional Benefits:
    Participants registering for a boot camp will receive:

    •     12-month access to Excel crash course – valued at $39
    •     12-month subscription to Boost  Excel add-in – valued at $199 (http://wspanalytics.com/)
    •     12-month on-line access to Trading & Transaction Comparables modules - valued at $169
    •     Pre-recorded video lectures covering FSM, DCF, M&A, and LBO Modeling content - access for 1 year

Click here for information brochure on the 3-day series in March

Time: 8:00 AM-5:00 PM, March 11, 12, and 13th, 2015

Location:  University of California, Los Angeles (UCLA) - Carnesale Commons, Hermosa Room, 2nd floor

Parking: Parking will be in the Sunset Village (SV) Parking Structure and is $12 per vehicle.  Click here for parking directions.

10% Corporate Discounts available for companies who register 5 or more participants! Click here for more details.

March Registration Link:
$1,400 for CFALA Members
$1,500 for Non-Members

Methods of payment accepted: Visa/Mastercard, American Express and Discover. If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number. Mail check to: CFA Society of Los Angeles, 520 S. Grand Ave, Suite 370, Los Angeles CA 90071.

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.

Cancellation Policy

Enrollee cancellations must be made in writing and received at least 5 business days before the first day of class.  All cancellations will incur a $30.00 processing fee.  If enrollment is canceled after the 5-day deadline, a 50% cancellation fee will be charged.

For questions about the content of the program or suitability, contact  Rama Malladi, CFA, CAIA, FRM, Director of the Educational Programs,rmalladi@gmail.com or (714) 453-9763



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