Financial & Valuation Modeling Boot Camp
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Financial & Valuation Modeling Boot Camp

8/14/2019 to 8/16/2019
When: Wednesday, August 14 - Friday, August 16
8:00 am - 5:00 pm
Where: San Francisco State University
835 Market Street
6th Floor
San Francisco, California  94103
United States

Online registration is closed.
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Financial and Valuation Modeling Boot Camp

CFA Society San Francisco is pleased to partner with the global training firm, Wall Street Prep, to bring live financial and valuation modeling training to San Francisco. This intensive 3-day course offers an intuitive, step-by-step approach, using actual case studies to learn key concepts. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

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Looking for the December 4-6, 2019 boot camp? Click here to learn more.


Boot Camp Overview

Financial Statement Modeling - Day 1

You will develop a 3-statement model completely from scratch, inputting historical data and assumptions to project out financial statements by selecting, locating, and developing appropriate projection drivers.

Full Syllabus


DCF Modeling - Day 2

Participants learn how to value the company step-by-step, including how to estimate the weighted average cost of capital (WACC) in the real world, how to implement commonly used approaches to calculating terminal value, and how to use data tables to analyze a broad range of scenarios given different assumptions.

Full Syllabus


M&A Modeling - Day 3

Participants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals, pricing structures (exchange ratios, collars, "walk-away" rights), purchase accounting, and the step-by-step allocation of purchase price.

Full Syllabus


Pre-Seminar Excel online training

This boot camp assumes proficiency in Excel. Enrollment includes access to the Wall Street Prep Excel Crash Course for those who need an Excel refresher.


Online continuing education courses

Enrollment includes lifetime access to the following online course(s): Financial Statement Modeling, DCF Modeling, Comps Modeling, M&A Modeling, LBO Modeling.


What’s Included?

Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.


What to Bring

  • Laptop
  • Notepad
  • Calculator



This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar.

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Full Program (Recommended): 

Members: $1,599  $1,099

$500 off Wall Street Prep Pricing


Non-Members: $1,599  $1,299

$300 off Wall Street Prep Pricing

Days 1 & 2 Only:

Members: $1,199  $999

$200 off Wall Street Prep Pricing

Non-Members: $1,199

Register Now

Looking for the December 4-6, 2019 boot camp? Click here to learn more.


Cancellation Policy

Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Attendees will be refunded in full in the event of a cancellation.




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