Our comprehensive course, based off the curriculum developed by DealMaven, Inc.,  runs the gamut from analyst-level modeling and comp skills to senior banker transaction structuring and valuation expertise.

• Accounting for Financiers
• Comparable Company Analysis
• Financial Modeling
• Leveraged Finance, LBO, and M&A Modeling

FactSet instructors have taught more bankers and done more deals than those of our competitors. They’ll help you build thorough models and teach you how to use financial analysis tools to make the financial analysis process more efficient and accurate.

The program includes access to the Financial Analysis Knowledge Base, FactSet market data tools, and the Productivity Suite for the duration of the course.  

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June 2 - 6 Curriculum Outline

To view the complete curriculum (PDF), click here >>

Accounting for Financiers, Monday, June 2

• Financial statement analysis
• Valuation impact of key line items (Net Debt, EBITDA, options, etc.)
• Fundamental accounting principles
• Hands-on reinforcement of key concepts through Excel exercises

Comparable Company Analysis, Tuesday, June 3

• Discounted cash flow analysis
• Comparables selection
• Hands-on practice with actual SEC filings to arrive at key valuation multiples
• Comp building using industry-standard FactSet tools
• Accounting red flags

Financial Modeling: Forecasting Model, Wednesday - Thursday, June 4 - 5

• Build fully integrated forecasting model from scratch
• Scenario analysis, transaction pro forma, DCF, average interest and more
• Application of Excel tips and tricks and shortcut keys

Leveraged Finance, LBO, and M&A Modeling, Friday, June 6

• Leveraged finance fundamentals
• LBO modeling
• M&A accretion/dilution modeling

About the Instructor

Ben J. Sopranzetti, Ph.D. Associate Professor of Finance, Rutgers University Winner of 11 Excellence in Teaching Awards, and honored by BusinessWeek as a "Favorite Finance Professor" for 2007-2008 Principal, Innovative Financial Solutions, Inc. (New Jersey and Beijing), with experience on 18 deals ranging in size from $20-$250 million BSEE, MSEE, PhD. Finance, University of Illinois at Urbana-Champaign

REFUND POLICY: If the enrollee cancels, the refund is based upon the number of days before the start of class that the enrollee cancels: 21 or more days before the start of class, no cancellation fee; between 7 and 21 days: 50% cancellation fee; 7 days or less: 100% cancellation.