Private Equity Boot Camp
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Private Equity Boot Camp

 Export to Your Calendar 5/13/2020 to 5/15/2020
When: Wednesday, May 13 - Friday, May 15, 2020
From 8am to 5pm
Where: San Francisco State University (downtown)
835 Market Street
6th Floor
San Francisco, California  94103
United States

Online registration is available until: 5/11/2020
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Private Equity Boot Camp

CFA Society San Francisco is pleased to partner with the global training firm, Wall Street Prep, to bring live private equity boot camp training to San Francisco. This intensive 3-day course teaches trainees how to construct comprehensive LBO models used to support real transactions and provides insight into the private equity deal process and the day-to-day responsibilities of a PE professional.

Through our partnership with Wall Street Prep, we are offering a discount of up to $700 off registration for this course. Please view the pricing below to see your discount and register for the course.

Register Now


Boot Camp Overview

LBO and PE Overview, LBO Modeling - Day 1

The boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities at each phase of a deal, from the review of teasers and first round bids to the due diligence process and LOI phase through deal closing. The second half of the day focuses on LBO concepts, typical deal structures and current industry dynamics.

LBO Modeling/PE Deal Process - Day 2

Trainees begin the LBO modeling process, paying special attention to the most common and challenging issues that emerge when modeling buyouts. We will focus the modeling on various equity and debt tranches, perform scenario and sensitivity analyses and finish with the modeling of advanced functionality and purchase price allocation.

LBO Modeling/PE Deal Process - Day 3

Trainees continue the LBO modeling process. By the end of Day 3 trainees will have built a comprehensive LBO model.

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.

Post-Seminar Online Access

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.  In addition, it is strongly recommended that attendees complete the Financial Statement Modeling online course that comes with enrollment ahead of the seminar.



Members: $1,799  $1,099

$700 off Wall Street Prep Pricing


Non-Members: $1,799  $1,299

$500 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.


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