Financial statement analysis, introduction to Excel, three financial statement forecasting and valuation fundamentals boot camp for Amherst, Smith College, and Mount Holyoke College students. Hosted by The Loeb Center for Career Exploration and Planning at Amherst College.
The intensive 2-day weekend seminar will be led by co-founder and former investment banker, Aalok Mody, who has extensive expertise in the industry and in financial training programs across the globe. This course will provide students with applicable, strong fundamentals in financial and valuation modeling methodologies and push students beyond their comfort zones encouraging them to think critically. Through the use of interactive lectures and Q&A as well as real-world modeling and analysis, participants will be prepared for their internships or full-time positions in the finance industry.
Who should attend?
This seminar is NOT a foundation course. It is intended to prepare students in the valuation and modeling techniques used in investment banking, capital markets, equity & credit research, corporate finance, private equity, portfolio management, and business development positions. Participants will:
- Obtain practical, real-world financial skills applicable to financial industry career opportunities
- Master fundamental valuation and analysis to ensure preparedness for daily tasks expected during a job/internship
- Enhance the financial skill set needed to thrive in the financial industry
- Financial Statement Analysis Review – Provides participants with the “nuts and bolts” of accounting from a financial analysis perspective. This portion of the course focuses on accounting fundamentals emphasizing the interrelationship between the three financial statements. It is the foundation for subsequent modeling and valuation modules
- Introduction to Excel and 3 Statement Forecasting – This session will introduce participants to Excel and the fundamentals of 2 statement modeling. Participants will learn how to forecast the 3 financial statement, balance a model and handle issues related to circularities.
- Valuation Fundamentals – The goal of this session is to introduce participants to corporate valuation. The sessions focuses on the strengths and weaknesses of the 4 primary valuation methodologies as well as the calculation of equity and enterprise value.
COST PER STUDENT
$175 per student. The course fee includes 2 days of instruction and extensive course materials. Mount Holyoke students—payment is required on the first morning of the event with cash or checks made payable to Amherst College.
HOW TO REGISTER
Space is limited and priority will be given to those students who have secured internships or full-time positions for summer 2018.
Register through LyonNet (search “Pillars of Wall Street” under jobs & applications).
DEADLINE FOR REGISTRATION IS MARCH 30TH, 2018.
For more information about Pillars of Wall Street, see http://pillarsofwallstreet.com/.