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WSP CFASP Financial & Valuation Modeling Seminar – March 30-31, 2023

Learn Financial Modeling, Valuation, DCF, M&A and more!

For finance professionals and those looking to break into investment banking, corporate finance, equity research, this boot camp will teach you how to build financial and valuation models the way it’s done on the job.

Used by Top Financial Institutions

Led by experienced finance professionals, this is the same training program used to prepare incoming analysts and associates at top financial institutions.


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.


Pre-Seminar Excel training

This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.


Post-Seminar Online Access

Enrollment includes access to the following online course(s): Financial Statement Modeling and DCF Modeling

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


This boot camp is an intensive 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.

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.


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.

CPE Credit

Wall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Full Syllabus

Date: March 30-31, 2023

Time: 9:00am to 5:00pm

Portland State University | Karl Miller Center

615 S.W. Harrison Street

Portland, Oregon 97201

$250 | CFASP Members

$500 | Nonmembers


Registering for this event implies that you agree to CFASP's Waiver and Release.

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