Financial Modeling Bootcamp
via Noble Desktop
Affiliated with Course Report
Build financial models in Excel in Noble Desktop's Financial Modeling Bootcamp. The course covers accounting concepts, company analysis, discounted cash flow, and leveraged-buyout modeling, with attention to assumptions and sensitivity. Spreadsheet techniques are applied to constructing and checking a model that represents a financial scenario.
- Difficulty
- Beginner
- Format
- Live or Self-paced
Choose how you learn
Compare formats, then explore the details for your choice.
Enrollment and course access are provided by Noble Desktop.
Is this course right for you?
Intermediate Excel proficiency is required, including lookups, PivotTables, and IF statements. If you need that preparation, compare the Financial Analyst Training Program, which combines Excel training with this modeling course in a longer sequence.
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Summary
This three-day bootcamp pairs advanced Excel training with real-world finance and accounting principles to give you a well-rounded, practical skill set. On the Excel side, you'll dig into advanced tools like CHOOSE, Data Tables, Goal Seek, data validation, and auditing techniques, all applied in the context of building dynamic, accurate financial models. You'll also explore foundational financial concepts like enterprise value, accrual accounting, market capitalization, and financial statement analysis, giving you the theoretical grounding to structure your models effectively.
The heart of the bootcamp is the hands-on modeling work. You'll build an integrated 3-statement model and a discounted cash flow valuation using real company data, complete with detailed projections, terminal value calculations, and sensitivity testing. From there, you'll practice conducting valuation analysis and deriving share prices from your model outputs, then learn how to test your work for reasonability and adapt it for use in professional corporate settings. By the end, you'll have the kind of practical financial modeling experience that's directly applicable to high-stakes financial analysis.
Who this course is for
Participants with prior knowledge of Excel looking to add fluency in financial and accounting concepts and financial modeling skills, including: Those working in or seeking a position in finance, including investment banking, hedge funds, private equity, real estate, and FP&A College and graduate students looking to supplement academic coursework with practical applications of financial modeling and prepare for technical interviews Those working in or seeking a position in the finance division of a non-financial company to gain skills in advanced Excel, corporate finance, accounting, and cash flow modeling
Prerequisites
Prior financial experience is helpful, but not required. Those without a finance or accounting background will receive a short guide prior to the course (available in the online student portal) to acclimate themselves to terminology. Excel proficiency equivalent to Excel Level II: Intermediate is required, including VLOOKUP, PivotTables, and IF statements. Our Financial Analyst Training Program includes beginner and intermediate Excel along with this 3-day bootcamp.
Topics included
Curriculum
What you'll learn
- 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
Course syllabus
Day I: Advanced Excel for Financial Modeling
Advanced techniques to Expedite Workflow
- Efficient formula writing
- Formula & model auditing
- Advanced cell locking
- Hot Keys to work without the mouse
- Windows & work with multiple applications
- Go To Special
- Paste Special
- Project #1: Revenue build-up by store count and same store sales growth
Advanced Analytical Tools & Sensitivity Analysis
- Goal Seek
- Data Tables
- Scenario Manager
- Project #2: Cash flow modeling & sensitivity analysis
Database Functions for Finance
- Advanced SUMIFS
- VLOOKUP-MATCH
- INDEX-MATCH
Functions for Financial Modeling
- Financial functions
- Date functions
- Nested IF statements
- IF Statements with AND/OR
- CHOOSE function
- Weighted average calculations
- IFERROR
- Project #3: Loan amortization model
Day II: Intro to Corporate Finance, Accounting, & Modeling
Intro to Corporate Finance
- Net Present Value (NPV) and Internal Rate of Return (IRR)
- How are NPV and IRR used in financial modeling?
- How companies raise capital through debt and equity issuances
Enterprise value
- Stocks, dividend yields, trading terminology, and valuation metrics
- Market Capitalization: Calculate the market cap for public companies
- Shares outstanding: How does share count change over time?
- Enterprise Value: Calculate the enterprise value for public companies
Financial Accounting & Statement Analysis
- Cash vs. accrual accounting
- Assets = Liabilities + Shareholder's Equity
- Annual and quarterly filings, and press releases
- Income Statement: Analyze line items on an income statement; calculate growth rates, and TTM
- Balance Sheet: Review assets, liabilities and shareholder's equity
- Cash Flow Statement: Analyze a public company cash flow statement
- Working Capital: Calculate and understand working capital
Integrated Financial Modeling
- Calculate historical ratios for revenue growth, margins, and working capital
- Project cash flows based on historical metrics
- Create debt, equity, and working capital supporting schedules
- Review how financial statements tie together and balance the model
- Integrate the income statement, balance sheet, and cash flow statement in Excel
Intro to DCF Modeling
- Calculate unlevered free cash flow from the integrated model
- Discount cash flows using the WACC
- Derive a share price from total company value
Sensitivity Analysis
- Use Data Tables to sensitize the model's key inputs
- Conditional Format with formulas to highlight cells that meet certain criteria
- Calculate the revenue growth required to hit a certain share price
Intro to LBO Modeling
- Review Leveraged Buyouts (LBOs) basics
- Create a simple LBO model
- Calculate the IRR and Equity Multiple
Day III: In-depth Financial Modeling & Valuation
Company Analysis
- Discuss the business model and value drivers of a public restaurant company
- Capital Structure: Calculate the total enterprise value and build a capital structure table
- Historical Financials: Populate the historical financials
- Ratios: Calculate the financial ratios
Financial projections
- Create financial projections for revenues
- Create financial projections for expenses
- Create projections for the working capital items
Terminal Value
- Estimate the company's terminal value using the Gordon Growth Model
Discounting Cash Flows
- Use CAPM to estimate the company's cost of equity
- Calculate the weighted average cost of capital (WACC)
- Discount future cash flows with the midpoint convention
Corporate Valuation
- Calculate the diluted shares outstanding using the treasury stock method
- Derive a value per share from total enterprise value
Final Analysis & Reasonability Testing
- Where does our model need additional analysis?
- How does our value per share compare to the current price?
- How do our financial projections compare to management's and the analyst community's?
- Analyze the output and determine reasonability of the model and assumptions
- What areas or assumptions require additional research?
- What assumptions drive the valuation and how would changes impact our thesis?
- Should we invest in the stock at current prices?
What's included
- Free course retake within one year to refresh the material and gain practice.
- Course workbook
- Class recordings
Stated by the provider. Confirm what your tuition covers before enrolling.
Schedule & enrollment
Find dates that fit your schedule, then book on Noble Desktop.
All class times are Eastern (ET).
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Dates
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Class time
Starts at 10am ET
Final session ends at 5pm ET
Attend
In-person or live online
-
Dates
–
Class time
Starts at 10am ET
Final session ends at 5pm ET
Attend
In-person or live online
-
Dates
–
Class time
Starts at 10am ET
Final session ends at 5pm ET
Attend
In-person or live online
-
Dates
–
Class time
Starts at 10am ET
Final session ends at 5pm ET
Attend
In-person or live online
-
Dates
–
Class time
Starts at 10am ET
Final session ends at 5pm ET
Attend
In-person or live online
-
Dates
–
Class time
Starts at 10am ET
Final session ends at 5pm ET
Attend
In-person or live online
Confirm current dates and availability on Noble Desktop before booking. Enrollment opens in a new tab.
Self-paced course
Learn through recorded lessons on your own schedule.
This course is available for 30 days. You can choose when to start your access period. Once you activate, you will have 30 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
- $995
- Course length
- 18 hours
- Schedule
- On your schedule
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This self-paced bootcamp blends advanced Excel training with real-world finance and accounting concepts, allowing you to learn on your own schedule. You’ll build professional financial models step by step, including integrated three-statement and discounted cash flow models, while developing the core skills used in high-stakes financial analysis across corporate finance and investment roles.
As you progress through the course, you’ll strengthen Excel skills specific to finance, including advanced functions, data tables, auditing tools, data validation, and Goal Seek to create dynamic, accurate models. You’ll also explore essential finance and accounting concepts such as enterprise value, accrual accounting, and market capitalization, then apply them by building full valuation models with real company data. By the end, you’ll know how to test your models, run sensitivity analysis, and use your outputs to support valuation and decision-making in professional settings.
Who the self-paced course is for
This course is ideal for participants who already have a working knowledge of Excel and want to build fluency in finance and accounting concepts while developing practical financial modeling skills. It is suited for: Professionals working in or pursuing roles in finance, including investment banking, hedge funds, private equity, real estate, and FP&A College and graduate students looking to complement academic coursework with hands-on financial modeling experience and prepare for technical interviews Professionals in, or seeking roles within, the finance teams of non-financial companies who want to strengthen skills in advanced Excel, corporate finance, accounting, and cash flow modeling
Self-paced prerequisites
Prior financial experience is helpful, but not required. Those without a finance or accounting background will receive a short guide prior to the course (available in the online student portal) to acclimate themselves to terminology. Excel proficiency equivalent to Excel Level II: Intermediate is required, including VLOOKUP, Pivot Tables, and IF statements. Our Financial Analyst Training Program includes beginner and intermediate Excel along with this 3-day bootcamp.
Self-paced curriculum
What you'll learn self-paced
- 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
Self-paced syllabus
Day I: Advanced Excel for Financial Modeling
Advanced techniques to Expedite Workflow
- Efficient formula writing
- Formula & model auditing
- Advanced cell locking
- Hot Keys to work without the mouse
- Windows & work with multiple applications
- Go To Special
- Paste Special
- Project #1: Revenue build-up by store count and same store sales growth
Advanced Analytical Tools & Sensitivity Analysis
- Goal Seek
- Data Tables
- Scenario Manager
- Project #2: Cash flow modeling & sensitivity analysis
Database Functions for Finance
- Advanced SUMIFS
- VLOOKUP-MATCH
- INDEX-MATCH
Functions for Financial Modeling
- Financial functions
- Date functions
- Nested IF statements
- IF Statements with AND/OR
- CHOOSE function
- Weighted average calculations
- IFERROR
- Project #3: Loan amortization model
Day II: Intro to Corporate Finance, Accounting, & Modeling
Intro to Corporate Finance
- Net Present Value (NPV) and Internal Rate of Return (IRR)
- How are PV and IRR used in financial modeling?
- How companies raise capital through debt and equity issuances
Enterprise value
- Stocks, dividend yields, trading terminology, and valuation metrics
- Market Capitalization: Calculate the market cap for public companies
- Shares outstanding: How does share count change over time?
- Enterprise Value: Calculate the enterprise value for public companies
Financial Accounting & Statement Analysis
- Cash vs. accrual accounting
- Assets = Liabilities + Shareholder's Equity
- Annual and quarterly filings, and press releases
- Income Statement: Analyze line items on an income statement; calculate growth rates, and TTM
- Balance Sheet: Review assets, liabilities and shareholder's equity
- Cash Flow Statement: Analyze a public company cash flow statement
- Working Capital: Calculate and understand working capital
Integrated Financial Modeling
- Calculate historical ratios for revenue growth, margins, and working capital
- Project cash flows based on historical metrics
- Create debt, equity, and working capital supporting schedules
- Review how financial statements tie together and balance the model
- Integrate the income statement, balance sheet, and cash flow statement in Excel
Intro to DCF Modeling
- Calculate unlevered free cash flow from the integrated model
- Discount cash flows using the WACC
- Derive a share price from total company value
Sensitivity Analysis
- Use Data Tables to sensitize the model's key inputs
- Conditional Format with formulas to highlight cells that meet certain criteria
- Calculate the revenue growth required to hit a certain share price
Intro to LBO Modeling
- Review Leveraged Buyouts (LBOs) basics
- Create a simple LBO model
- Calculate the IRR and Equity Multiple
Day III: In-depth Financial Modeling & Valuation
Company Analysis
- Discuss the business model and value drivers of a public restaurant company
- Capital Structure: Calculate the total enterprise value and build a capital structure table
- Historical Financials: Populate the historical financials
- Ratios: Calculate the financial ratios
Financial projections
- Create financial projections for revenues
- Create financial projections for expenses
- Create projections for the working capital items
Terminal Value
- Estimate the company's terminal value using the Gordon Growth Model
Discounting Cash Flows
- Use CAPM to estimate the company's cost of equity
- Calculate the weighted average cost of capital (WACC)
- Discount future cash flows with the midpoint convention
Corporate Valuation
- Calculate the diluted shares outstanding using the treasury stock method
- Derive a value per share from total enterprise value
Final Analysis & Reasonability Testing
- Where does our model need additional analysis?
- How does our value per share compare to the current price?
- How do our financial projections compare to management's and the analyst community
- Analyze the output and determine reasonability of the model and assumptions
- What areas or assumptions require additional research?
- What assumptions drive the valuation and how would changes impact our thesis
- Should we invest in the stock at current prices?
What's included with self-paced
- Course workbook