Give your new hires or sharpen your own skills with the same modeling and valuation training trusted by top financial institutions.
Not sure what course to take?
Standard Courses
Singular to multi-day, instructor-led programs covering accounting, modeling, and valuation end-to-end. In-person or virtual.
days
per day, per seat
Most Popular
Up to 5 days
Our flagship course blends finance, and Excel training aimed at providing hands-on, real-world, and practical applications that a finance professional needs.
per day
2 days
Learn how to build your own interactive three-statement financial model from “scratch”, blending accounting, finance, and Excel skills.
Up to 3 days
Interpreting financial results of companies to gain a solid understanding of financial statements. Demystify financial disclosures and use tools to efficiently unpack the numbers.
per day
NEW Course
3 days
The financial modeling and valuation course is built for the AI era, covering three-statement models, DCF, and comps, accelerated by AI and sharpened by judgment.
Up to 5 days
Develop the skills needed to perform in the PE industry. Learn how to construct a detailed operating model focusing on revenue build, variable cost, overhead, and SG&A.
per day
3 days
The Bootcamp gives interns and undergraduate students the skills they need to excel in upcoming internships, bridging the gap from theoretical coursework covered on campus.
5 days
Developed for new and lateral hires, get the same level of training as our on-site training clients. This course provides real-world applications of the standards that a professional needs.
1 day
Focusing on importing, preparing, parsing, analyzing, and presenting data in Excel. This course improves Excel skills and efficiencies via shortcuts and functions.
8 Sessions
Designed for the working professional. This 8-session course covers FSA, Valuation, Financial Modeling, and Specialized Modeling. Each session runs from 6:30pm to 10:00pm.
2 Days
Learn the financial essentials of software industry analysis, including customer retention metrics, accounting issues, and understanding software models.
2 Days
From acquisition modeling to cash flow analysis, learn key real estate metrics and terms, evaluate property cash flows, analyze different property types, and finally build an acquisition model.
More ways to learn
Go from zero to desk-ready across the full curriculum.
Close one specific skill gap in a single sitting.
SprinTTS · Short-form
Focused, single-topic sessions, built to fit a busy desk schedule. Same instructors, same standard, scoped to one topic.
length
per seat
3 hours
Analyze documents, conduct research, and streamline daily finance workflows with Claude.
3 hours
Learn advanced prompt engineering, Projects, Skills, and Cowork, building the consistency and reliability needed to run these tools at scale across finance workflows.
3 hours
Learn how to use ChatGPT in finance to enhance productivity, analyze documents, conduct research, and streamline daily workflows.
3 hours
Learn advanced prompt engineering, Projects, Agents, Skills, and Work. Build the consistency and reliability needed to run these tools at scale.
3 hours
Learn how to use AI and Microsoft Copilot in finance to automate analysis, accelerate research, and improve productivity across Excel, PowerPoint, Word, and Outlook.
3 hours
Build on the fundamentals with advanced prompt engineering, Analyst and Researcher agents, custom Copilot agents, and Copilot Studio. A hands-on follow-up for Copilot users who want to go deeper.
3.5 hours
Build a flexible P&L and market model from scratch in Excel. Learn how to translate ambiguous business problems into structured, decision-ready models.
3.5 hours
3 hours
Learn how to value multi-segment companies by breaking them into parts, reviewing consolidation rules for equity investments and building a full sum-of-the-parts model.
3 hours
Develop a practical understanding of working capital analysis, forecasting, seasonality, financing, and M&A considerations.
3 hours
TBC
2 hours
This hands-on course teaches modeling of leveraged finance debt structures, including revolvers, PIK debt, cash sweeps, variable rates, and key lender/investor metrics.
3 hours
Learn to analyze distressed situations, structure restructuring solutions, and assess recoveries across the capital stack.
3.5 hours
Evaluate and model Private Equity exit strategies, analyze their impact on returns, and assess which option is most suitable based on real-world market conditions.
1 Day
From direct lending and credit analysis to distressed investing, hybrid structures, and deal terms, learn how private credit funds underwrite, structure, and manage risk.
2 hours
Learn how to model PIK securities, mezzanine financing with warrants, dividend recapitalizations, and share repurchases.
1 day or 2 half-days
Learn how to structure financial models for development, construction, and operational phases across hyperscaler, wholesale, and retail colocation clients.
3.5 hours
TBC
