Advanced Financial Modeling - Core Model
(Intermediate Proficiency Using Excel & Solid Grasp of Basic Accounting Fundamentals Required)

This course takes a practical, hands-on approach to the quantitative and technical aspects of advanced financial modeling using Excel. You will build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing debt sweep schedule. Properly manage the use of circular references and avoid plugs to balance your model and mastering best practices of model building. While knowledge of advanced accounting concepts is not required for this course, you should possess knowledge of basic accounting ratios and a basic understanding of how the major financial statements are interrelated. You will leave the classroom with a fully constructed and cleanly built, self-contained model that can be customized and applied to other companies. You will be able to layer other analyses onto this core projection model, including credit and leverage statistics, valuation analyses, or mergers and acquisitions modeling.

IMPORTANT:
Prerequisite: Intermediate proficiency using Excel and a solid grasp of basic accounting fundamentals are required. Lack of basic Excel skills will impede your ability to effectively acquire and implement the techniques and shortcuts that are presented in this program.

Note: Bring your PC laptop with a CD-ROM drive and Microsoft Excel installed. (Macs with Office 2008 will not be as effective).

Eligible for 7 credit hours

This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program. Please click here if you would like more information.

Location:
The Standard Club
320 S. Plymouth Ct.

Date:
Tuesday, December 1, 2009

Lunch will be provided.

Materials: Bring your PC laptop with a CD-ROM drive and Microsoft Excel installed. (Macs with Office 2008 will not be as effective) Note: Laptops will not be provided.

Attire:
Business Casual

Fees:
2008 Pricing
Member Rate: $495 (cash, check or credit card)
Student-Member Rate: $125 (cash, check or credit card); Limited seats available
Note: This rate is only available to students who have been approved as a Student-Member of CFA Chicago for 2009-2010.
Non-Member Rate: $595 (cash, check or credit card)

Credit card is required to guarantee ALL reservations.
(Visa, MasterCard, American Express, Discover and Diners Club are accepted)

This is a "Passport Program." Members of any local CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

For Reservations:
Register online below, or by phone: 312-251-1301

Cancellations accepted until 5:00 pm, November 30. There is a $5 surcharge for walk-ins.