Financial & Valuation Modeling Boot Camp (Virtual Workshop)
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Financial & Valuation Modeling Boot Camp (Virtual Workshop)

Master financial and valuation modeling in this 3-day intensive virtual boot camp

8/26/2020 to 8/28/2020
When: Wednesday, August 26 - Friday, August 28, 2020
8:00 a.m. - 5:00 p.m.
Where: Live Virtual Training
United States

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Financial and Valuation Modeling Boot Camp

In partnership with Wall Street Prep

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 boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

Perfect for finance professionals and those looking to break into the industry. The Financial and Valuation Modeling Boot Camp will teach you how to build models the way it's done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions.

  • Learn Financial Modeling, Valuation, DCF, M&A and more!
  • Taught by experienced bankers
  • Includes Excel model templates

Virtual training runs daily from 9:00 a.m. to 5:00 p.m. The days will be filled with interactive exercises as learners move back and forth between classroom lecture, small group breakout rooms, competitions and 1-on-1 interaction.

Through our partnership with Wall Street Prep, we are offering a discount of up to $600 off registration  for this virtual course. Please view the pricing below to see your discount and register for the virtual training.

Register Now



DAY 1: Financial Statement Modeling

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.

DAY 2: DCF Modeling

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.

DAY 3: M&A Modeling

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.

Boot Camp Syllabus

Who is this boot camp for?

  • Investment banking analysts and associates
  • Private equity, asset management and hedge fund associates
  • Corporate finance and business development professionals
  • MBA students and business undergraduates
  • Anyone seeking to improve their financial modeling skill set-Seminar Excel online training

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 Wall Street Prep's continuing education online training platform and their popular monthly webinar series.

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

Virtual Training Setup

Learn about technical details and more via Wall Street Prep's Virtual Training FAQ.


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.


Full Program (Recommended):

Members:$1,699 $1,099

$600 off Wall Street Prep Pricing


 Non-Members:$1,699 $1,299

$400 off Wall Street Prep Pricing

Days 1 & 2 Only:

Members:$1,599 $999

$600 off Wall Street Prep Pricing


Non-Members:$1,599 $1,199

$400 off Wall Street Prep Pricing

Register Now


Is your firm interested in group pricing? Send us a note:


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.


This event qualifies for 16-32 hours of continuing education credits for CFA charterholders.

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