Financial Analyst Training Program
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Book live on Noble DesktopSummary
In this financial analyst program, you'll gain basic and intermediate skills in Excel, review corporate finance and financial accounting concepts, and build a comprehensive valuation model for a public company. This bootcamp is the most effective and affordable course to gain the skills you need to succeed at a top financial firm. The program covers the following areas:
- Core Excel Skills: Build a strong foundation in Excel with formulas, functions, Pivot Tables, and shortcuts.
- Advanced Excel for Financial Modeling: Learn advanced techniques including Goal Seek, financial functions, shortcuts, and using cash flow projection tools.
- Accounting, Corporate Finance & Valuation: Review corporate finance and accounting concepts, including enterprise value, financial statement analysis, DCF modeling techniques, and corporate valuation principles.
- Financial Modeling: Build an integrated 3-statement financial model. Create a DCF model for a public restaurant company using current financial data. Review company presentations, earnings releases, and financial reports to determine the model drivers and assumptions. Using valuation principles, you will derive a value per share and evaluate the equity as a potential investment.
Prior knowledge of finance and accounting is helpful but not required, as these topics are covered throughout the program. Attendees will receive a short pre-learning guide one week prior to the start of the course.
Curriculum
What you'll learn
- Write essential formulas and functions, including database functions like VLOOKUP & HLOOKUP.
- Create persuasive data visualizations using line, column, and pie charts (and print and share the work).
- Create Pivot Tables and use logical statements, including AND, OR, and IF statements, and statistical functions such as Ranking, COUNTIFS, and SUMIFS.
- Perform real company analysis and set up models and projections using real-world data.
- Work with Discounted Cash Flow Modeling, Corporate Valuation, and Leveraged Buyout Modeling techniques.
- Learn the basics of important financial accounting concepts, including market capitalization, enterprise value, and accrual and cash accounting.
Course outline
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Excel Level I: Fundamentals 6 hours
Join us for a beginner Excel workshop where you'll learn the essentials of Microsoft Excel, including calculations, basic functions, graphs, formatting, and printing. This comprehensive course is perfect for those with limited experience looking to expand their proficiency.
- Get comfortable with the Excel interface and learn multiple ways to enter and organize data in a worksheet.
- Work with rows, columns, and worksheets by inserting, deleting, hiding, grouping, and managing spreadsheet elements.
- Build foundational Excel skills with Autofill, basic calculations, AutoSum, and essential functions such as SUM, AVERAGE, MAX, MIN, and COUNT.
- Use formulas more effectively with absolute references, logical true/false tests, text functions, and multi-input functions.
- Format spreadsheets for clarity with cell formatting and conditional formatting that highlights data based on specific rules.
- Create visual reports with column charts, line charts, pie charts, sparklines, and Excel Tables.
- Manage workbooks more efficiently using Freeze Panes, printing tools, display options, templates, and essential keyboard shortcuts and Excel tips.
- Reinforce key concepts through end-of-class projects designed to review what you learned.
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Excel Level II: Intermediate 6 hours
Learn intermediate Excel functions like VLOOKUP and SUMIFS, and how to summarize data with Pivot Tables, Sort & Filter databases, and split and join text. Gain the skills needed to utilize complex Excel functions and prepare for more advanced training.
- Navigate worksheets more efficiently using keyboard shortcuts and Excel tools that speed up movement within and between cells.
- Work with formulas and text by reviewing calculation methods, splitting text with Text to Columns, and joining text with CONCAT and the ampersand.
- Manage cell ranges with Paste Special, Paste Special Values, and named ranges to format data, hardcode results, and simplify references in calculations.
- Use database tools such as VLOOKUP, XLOOKUP, Sort & Filter, and Remove Duplicates to find, organize, and clean large sets of data.
- Build PivotTables to summarize large databases, group data within PivotTables, and create multiple PivotTables on a single worksheet.
- Apply logical, math, and statistical functions including IF, AND, OR, SUBTOTAL, SUMIFS, and COUNTIFS to analyze data based on conditions and filtered results.
- Improve data quality with Data Validation and reinforce key course concepts by completing an end-of-class project.
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Financial Modeling Bootcamp 18 hours
Join our financial modeling class to learn essential finance and accounting concepts, build a discounted cash flow (DCF) model in Excel, acquire advanced Excel skills, explore corporate finance and valuation, and create a financial model on a real company. This hands-on course will teach you practical financial skills.
- Financial concepts, market capitalization, and enterprise value
- Financial accounting, including accrual versus cash accounting
- Discounted cash flow (DCF) modeling: assumptions, projecting cash flows, sensitivities, auditing
- Excel techniques, including Data Validation, CHOOSE, Data Tables, and Goal Seek
- Leveraged buyout (LBO) modeling
- Real company analysis
- Setting up the financial model and model projections
- Corporate valuation and how to derive a value per share
- How to analyze the model output
What's included
- Free course retake within one year to refresh the material and gain practice.
- Class recordings
Stated by the provider. Confirm what your tuition covers before enrolling.
Live classes
Choose dates and book your instructor-led class on nobledesktop.com.
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In-person or live online
Mon, Tue, Wed, Thu, Fri
10:00–17:00 · America/New_York (EDT)
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In-person or live online
Mon, Tue, Wed, Thu, Fri
10:00–17:00 · America/New_York (EST)
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In-person or live online
Mon, Tue, Wed, Thu, Fri
10:00–17:00 · America/New_York (EDT)
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In-person or live online
Mon, Tue, Wed, Thu, Fri
10:00–17:00 · America/New_York (EDT)
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In-person or live online
Mon, Tue, Wed, Thu, Fri
10:00–17:00 · America/New_York (EDT)
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In-person or live online
Mon, Tue, Wed, Thu, Fri
10:00–17:00 · America/New_York (EDT)
Confirm current dates and availability on Noble Desktop before booking.
Self-paced course
Learn through recorded lessons on your own schedule.
This program is available for 90 days. You can choose when to start your access period. Once you activate, you will have 90 days to complete it (access the course materials, quizzes, projects and videos). You may request one extension of seven (7) days. Other extension requests will be evaluated on a case-by-case basis. Videos are not downloadable.
- Tuition
- $1,295
- Course length
- 30 hours
- Schedule
- On your schedule
In this financial analyst program, you'll build basic and intermediate Excel skills, review corporate finance and financial accounting concepts, and construct a comprehensive valuation model for a public company. This bootcamp is the most effective and affordable way to gain the skills you need to succeed at a top financial firm. The program covers core Excel skills, giving you a strong foundation with formulas, functions, Pivot Tables, and shortcuts. You'll also dive into advanced Excel for financial modeling, learning techniques like Goal Seek, financial functions, shortcuts, and cash flow projection tools. On the finance side, you'll review accounting, corporate finance, and valuation concepts, including enterprise value, financial statement analysis, DCF modeling techniques, and corporate valuation principles.
The program wraps up with financial modeling, where you'll build an integrated 3 statement financial model and create a DCF model for a public restaurant company using current financial data. You'll work through company presentations, earnings releases, and financial reports to determine the model drivers and assumptions. Applying valuation principles, you'll derive a value per share and evaluate the equity as a potential investment. Prior knowledge of finance and accounting is helpful but not required, since these topics are covered throughout the program. Attendees will receive a short pre learning guide one week before the course begins.
Self-paced curriculum
What you'll learn self-paced
- Write essential formulas and functions, including database functions like VLOOKUP and HLOOKUP
- Create persuasive data visualizations using line, column, and pie charts (and print and share your work)
- Build Pivot Tables and apply logical statements such as AND, OR, and IF, along with statistical functions like Ranking, COUNTIFS, and SUMIFS
- Perform real company analysis and set up models and projections using real world data
- Work with Discounted Cash Flow Modeling, Corporate Valuation, and Leveraged Buyout Modeling techniques
- Learn the basics of key financial accounting concepts, including market capitalization, enterprise value, and accrual and cash accounting
Self-paced course outline
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Excel Level I: Fundamentals Course Online (Self-Paced) 6 hours
Join us for a beginner Excel workshop where you'll learn the essentials of Microsoft Excel, including calculations, basic functions, graphs, formatting, and printing. This comprehensive course is perfect for those with limited experience looking to expand their proficiency.
- Become familiar with the interface and data entry
- Learn essential formulas and functions
- Format and print your work
- Create charts, including line, column, and pie charts
- Learn tips and tricks for easy workbook management
- Review key concepts in a final project
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Excel Level II: Intermediate Course Online (Self-Paced) 6 hours
Learn intermediate Excel functions like VLOOKUP and SUMIFS, and how to summarize data with Pivot Tables, Sort & Filter databases, and split and join text. Gain the skills needed to utilize complex Excel functions and prepare for more advanced training.
- Learn to split and join text, apply data validation, and create named ranges
- Use database functions such as VLOOKUP and HLOOKUP
- Write logical formulas using AND, OR, and IF functions
- Create Pivot Tables to efficiently summarize and analyze large datasets
- Apply statistical functions such as RANK, COUNTIFS, and SUMIFS
- Build advanced combo charts by combining multiple chart types
- Reinforce key concepts through a guided final project
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Financial Modeling Bootcamp (Self-Paced) 18 hours
Take this self-paced financial modeling class to learn core finance and accounting concepts, build a discounted cash flow model in Excel, strengthen advanced Excel skills, and explore corporate finance and valuation using real company data. The course focuses on practical, job-ready financial modeling skills you can apply at your own pace.
- Core financial concepts, including market capitalization and enterprise value
- Financial accounting fundamentals, with a focus on accrual versus cash accounting
- Discounted cash flow modeling, covering assumptions, cash flow projections, sensitivity analysis, and model auditing
- Advanced Excel techniques such as Data Validation, CHOOSE, Data Tables, and Goal Seek
- Leveraged buyout modeling and valuation fundamentals
- Real company financial analysis using practical data
- Structuring financial models and building clear, reliable projections
- Corporate valuation methods and how to calculate value per share
- Interpreting and evaluating model outputs for accuracy and decision-making
What's included with self-paced
- Self-paced video lessons
Self-paced lessons
Watch free previews and explore the lessons included with enrollment at Noble Desktop.
Excel Level I: Fundamentals Course Online (Self-Paced)
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Interface
Lesson 1: Introduction
8:26
Explore the Microsoft Excel user interface, including the Quick Access Toolbar, Ribbon tabs and groups, Review tab features, Insert Function button, Zoom slider, Sheet Selector buttons, and the expansive rows and columns.
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Rows and Columns
Lesson 1: Introduction
6:02
Insert, delete, hide, and group rows and columns using ribbon commands, right-click menus, keyboard shortcuts, and grouping buttons.
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Autofill
Lesson 2: Formulas
9:07
Use Excel's autofill and flash fill features to efficiently complete patterns and replicate data across cells.
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Data Entry
Lesson 2: Formulas
5:13
Learn techniques for efficient data entry, editing, copying, pasting, and cutting in spreadsheets.
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Calculations
Lesson 2: Formulas
10:16
Learn to perform basic calculations in Excel using formulas, cell references, and functions like AVERAGE while considering the order of operations (PEMDAS).
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Autosum Functions
Lesson 2: Formulas
9:58
Use Excel's AutoSum functions to quickly calculate Sum, Average, Max, Min, and Count in tables.
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Text Functions
Lesson 2: Formulas
8:04
Use text functions like PROPER, UPPER, LOWER, and TRIM in Excel to efficiently adjust text casing and remove extra spaces.
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True False
Lesson 2: Formulas
7:14
Verify statements in Excel as true or false using comparison operators.
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Absolute Cell References
Lesson 2: Formulas
10:07
Utilize absolute cell references in Excel formulas to fix a specific cell while autofilling calculations, preventing unwanted shifts in cell references.
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Multi Input Functions
Lesson 2: Formulas
12:37
Learn to use multi-input Excel functions like LEFT, RIGHT, SUMPRODUCT, and ROUND for extracting data, calculating totals, and managing rounding errors efficiently.
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Formatting
Lesson 3: Formatting
14:04
Explore various Excel formatting tools to enhance cell appearance, including changing colors, fonts, alignment, number formats, and merging cells.
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Conditional Formatting
Lesson 3: Formatting
9:30
Use conditional formatting to visually highlight and differentiate data based on set criteria within Excel.
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Line Chart
Lesson 4: Charts & Tables
5:34
Create a basic line chart in Excel by selecting a single cell in your data, using the insert tab to choose a line chart, and customizing it with quick layout, color, and style options.
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Column Chart
Lesson 4: Charts & Tables
7:53
Create a column chart by selecting data, inserting it from the Insert tab, and customizing elements like axis titles, data labels, and grid lines through the Chart Design tab.
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Trendlines
Lesson 4: Charts & Tables
3:05
Apply trend lines to charts by selecting the desired type (linear, exponential, linear forecast, or moving average) in the chart design options.
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Pie Chart
Lesson 4: Charts & Tables
7:27
Create and customize pie charts by selecting data, converting between 2D, 3D, and donut styles, and isolating specific slices for emphasis.
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Tables
Lesson 4: Charts & Tables
13:52
Learn to create and use Excel tables for efficient data management and analysis.
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Printing
Lesson 5: Workbook Management
10:00
Explore and adjust printing options in Excel by utilizing the Page Layout tab to control margins, orientation, print area, page breaks, print titles, scale to fit, and gridlines, while adding headers and footers through the Insert tab for enhanced page setup and layout management.
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Worksheets
Lesson 5: Workbook Management
7:04
Manage Excel worksheets by inserting, deleting, hiding, moving, copying, and renaming them using right-click options or the ribbon menu.
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Freeze Panes
Lesson 5: Workbook Management
5:03
Freeze panes by selecting the desired row or column below or to the right of where you want the freeze, then choose "Freeze Panes" from the View tab.
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Excel Tricks
Lesson 5: Workbook Management
9:14
Explore Excel tricks like repeating commands with F4, applying multiple formats using Format Painter, inserting comments and links, and capturing screenshots directly into your spreadsheet.
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Excel Level II: Intermediate Course Online (Self-Paced)
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Enrollment required
Tips and Fundamentals
Lesson 5: Workbook Management
10:24
Review and apply Excel's autosum functions and formula auditing tools to calculate totals, averages, and high scores, detect and fix errors, and ensure correct formula dependencies.
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Navigation
Lesson 1: Worksheet Management
6:58
Navigate and select cells in a spreadsheet using keyboard shortcuts like arrow keys, control, shift, and page up/down for efficient data management.
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Paste Special
Lesson 2: Working with Text
8:55
Use paste special in Excel to apply formats, perform calculations, and change data orientation.
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Paste Special Values
Lesson 2: Working with Text
3:14
Use "paste special values" to copy and paste only the results of formulas as text without including the formulas themselves.
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Splitting Text
Lesson 2: Working with Text
5:08
Use text-to-columns to split data in a spreadsheet into separate columns based on delimiters like commas or spaces.
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Joining Text
Lesson 2: Working with Text
5:06
Join text using either the concatenate function or the ampersand method to combine cells with specified separators like spaces or dashes.
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Named Ranges
Lesson 3: Cell Ranges
3:56
Create named ranges for assets, liabilities, and equity to simplify referencing them in calculations.
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Data Validation
Lesson 4: Database Functions
7:35
Use data validation in Excel to create drop-down lists that restrict cell input to specified numerical or text values, with options to customize error alerts and input messages.
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Remove Duplicates
Lesson 4: Database Functions
3:51
Remove duplicates by selecting a cell in the data, going to the Data tab, clicking Remove Duplicates, and confirming the selection.
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VLOOKUP
Lesson 4: Database Functions
10:06
Use VLOOKUP to find information in a table by specifying a lookup value, table array, column index number, and choose between exact or approximate match.
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HLOOKUP
Lesson 4: Database Functions
2:58
Use HLOOKUP to find a lookup value horizontally in a row by selecting the row index number instead of the column index number.
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Sort and Filter
Lesson 4: Database Functions
15:53
Sort and filter data using Excel's home or data tab, create subtotals for grouped data, and practice these skills through specific tasks like multi-level sorting, filtering, and applying subtotals.
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Pivot Tables New
Lesson 5: Pivot Tables
10:00
Create a basic pivot table by converting your data into an Excel table, then use the pivot table options to summarize and filter the data, remembering to refresh for updates.
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Pivot Grouping Timelines
Lesson 5: Pivot Tables
5:16
Group and filter pivot table data by time periods using the group and insert timeline features.
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Multiple Pivot Tables
Lesson 5: Pivot Tables
11:40
Explore pivot tables by inserting fields multiple times, using value field settings for different calculations, employing slicers for easy filtering, and connecting slicers to multiple pivot tables for synchronized filtering.
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If Statements
Lesson 6: Logical Functions
8:30
Explain how to use if statements and if error functions in Excel for logical testing and error handling.
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And Or
Lesson 6: Logical Functions
6:17
Use AND to ensure all criteria are true and OR to check if at least one criterion is true when evaluating conditions.
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COUNTIFS and SUMIFS
Lesson 7: Statistical Functions
9:46
Count and sum data based on conditions using COUNTIFS and SUMIFS functions in Excel, which act as filters for specified criteria across multiple columns.
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Combo Charts
Lesson 8: Advanced Charts
5:01
Create a combo chart with a secondary axis for better comparison, and format it by adjusting bar colors, background, border, and adding effects.
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