11-21-2014 Financial Modeling and Forecasting Boot Camp

Friday, November 21st, 2014

Cash Budget, Capital Budgeting, Financial Statement Analysis, Financial Forecasting, Regression, Non-linear regression, Time Series models, Monte Carlo analysis – suited for corporate finance (FP&A, Treasury), and private equity industry analysts, associates, and hands-on managers.


Financial modeling and forecasting is mostly an MBA-level class in business schools, or in-house course in major corporate finance departments. As a result many financial analysts who do not have this training are often at a disadvantage and struggle to understand the concepts required to forecast financial and business performance.

This 1-day intensive training program fills that void and provides a comprehensive understanding of corporate finance, capital budgeting, cost of capital, fundamentals of stocks and bonds, regression, time-series, and Monte Carlo simulations using a hands-on approach. The boot camp covers the following:

Morning (9am to 12 noon)

  •  Introductions
  • Time Value of Money
  •  Introduction and Valuation of Bonds
  • Introduction and Valuation of Stocks
  • Cash Budget
  •  Financial Ratio Analysis

Afternoon (1pm to 5.30pm)

  • Regression
  • Non-linear Regression
  • Web Query
  • Time-Series
  • Introduction to VBA
  • Business/Financial Analytics
  • Monte Carlo Simulations

Method of instruction:

Very similar to a graduate school. Between ten to fifteen participants with laptops will go through a theoretical framework first, and then will try to solve a real-life problem using the concepts just learned and Microsoft excel. 

Required Calculator: Financial Calculator (Texas Instruments BA II PLUS). All examples in class will be demonstrated using this calculator.

Bring your Excel (2007 and above) loaded laptop to the class. 

Click here for information brochure 

Time: 9:00 AM-5:30 PM

Location:  Biltmore Court
                   520 S. Grand Avenue, Ste.  680
                   Los Angeles, CA  90071

Parking:  Self-Parking at Pershing Square (located directly across the street on Olive St.): $10.00. 

Central Library Parking: For information on discount parking rates at the library, please click here.  Library validation required.

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

Registration Link:
$600 for CFALA Members
$650 for Non-Members

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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