Financial Modeling & Valuation Course

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Preparing Business students for the real world of Finance and Investmentsvaluation.romeromentoring.com

Financial Modeling & Valuation Course

Financial Modeling & Valuation Course

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Financial Modeling & Valuation Course

Who is the course designed for and who should enroll?

Students majoring in Business or Finance who are looking to complement their university education with practical experience and professional standards shouldregister for the course. The course provides practical, hands on experience in junior level careers in investment banking, hedge funds, equity research, and private equity.

Investment Banking AnalystFinancial ModelingCorporate ValuationMergers & AcquisitionsLBO Modeling

Equity Research AnalystBusiness TrendsIndustry DriversCatalyst for GrowthGrowth Drivers

Private Equity AssociateDeal Sources & UsesLeverage CapacityTransaction FeasibilityCapital StructureReturn on Investment

Hedge Funds Investment AnalystSector RotationRisk ManagementTechnical AnalysisFundamental ValuationTrading Strategies

We designed our curriculum around practical on the jobskills in the following professions:

Our online Modeling & Valuation Course is designed to teach you the practical on-the-job skills that professional Wall Street analysts apply everyday on the job. We bridge the gap between academic theory and real world practice. Our course is taught by a seasoned Wall Street professional who apply years of experience into each topic and case.

Financial Modeling & Valuation Course

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Course Curriculum

Coporate ValuationModule 2 / Week 2 / 7 Hours

The corporate valuation lecture explores common valuation techniques used by Wall Street professionals to value companies. The lecture has been designed with “on the job” experience. The primary focus of the course is to teach students the practical applications of theoretical methodologies. In our case study we will value the target company and determine whether it is over or undervalued by the market.

Topics CoveredDiscounted Cash Flow analysis Comparable Company analysis Precedent Transaction analysis Sum of the Parts analysis Weighted Average Cost of Capital Valuation Assumptions Valuation Conclusions

Financial Statements ModelingModule १ ∕ Week 1 / 7 hours

Financial statements modeling is essential and the fundamental building block of analyzing a company through valuation methods. Students will learn how to build a dynamic financial state-ment projections model from scratch using real case studies, blending accounting, finance and Excel skills.

Topics CoveredPerforming due diligenceAssumptions and model driversCash flow statementsFinancial modelsDebt schedule Equity analysis or Equity researchError proofing your Financial Model

Introduction Practicality

Practical ApplicationCase Study / Weeks 5 - 9 / 30 Hours

The live case study teaches in real time how a market professional applies modeling, valuation and technical analysis techniques to value a business. Students learn how to apply judgement and solve difficulties that may present itself when valuating public companies.

Case ApplicationCase IntroductionDue DiligenceBuild Case Financial Statements ModelTest ScenariosTrouble Shoot ModelCorporate ValuationTechnical AnalysisInvestment Conclusion

The Financial Modeling & Valuation Course is a 9-week online course designed to teach students the soft and technical skills Wall Street professionals apply on the job. The course uses current and practical case studies to bridge the gap between theory and real world practicality. By the end of 9 weeks students will be able to build practical financial statements and valuation models, identify important chat patterns, determine if the stock is undervalued or overvalued and much more.

Technical Analysis Module 3 / Weeks 3 - 4 / 10 hours

The Technical analysis lecture explores how professionals apply forecasting of future financial price movements based on the examination of past price movements. Students learn to identify important price patterns that help with predicting price moves. Technical analysis uses a wide variety of charts that show price over time.

Topics CoveredSupport and ResistanceDouble Tops & Bottoms Gartley AB = CD Pattern Volume Pivot Points Supply & Demand Market Psychology

Financial Modeling & Valuation Course

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Our Online PlatformOver 30 live lectures of in-depth analysis to master financial analysis

Platform Features

Live ClassesLearn real time through our platform using current event examples to help you understand theory with practical application.

Course Library Access recorded classes anytime you need in our course library to review topics from our lectures.

Q&A DashboardBe part of the class, interact with your instructor, ask questions and engage in lectures and market discussions.

Student ProfilesStand out with your individual profile and meet other business students in our course.

Announcement BoardStay on top of lecture updates, financial markets and career information through our announcement board.

QuizzesTest your level of understanding of each course through our quizzes and exams.

Financial Modeling & Valuation Course

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Course Information

Upcoming Courses

Fall 2017 October 23rd - December 22ndWinter 2018 February 19th - April 20thSummer 2018 June 18th - August 17th

Classes are held online in the evenings from 6:00-8:00PM EST 2-3 times per week

Students should have basic knowledge of financial accounting and excel.

A strong desire to learn and commitment.

5-8 hours a week to commit to the course.

Requirements

Due to limited space availability, a cancelation fee of 30% applies if canceled within 5 days of the class start date. No refund will be given after 5 days of the class start date.

Please submit an application to be considered for the Financial Modeling & Valuation Course

Application link: valuation.romeromentoring.com/application

Refund Policy

Course Application

Course Tuition $945

Early Enrollment Tuition $745Tuition discount ends 10/10/2017

www.valuation.romeromentoring.comEmail: Info@romeromentoring.comPhone: (646) 722-2756

Enrollment Tuition

Contact

Financial Modeling & Valuation Course

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Instructor

Mr. Romero has conducted financial training programs for corporate and individual clients around the U.S. and the world. Mr.Romero is a Principal and Founder of Romero Capital, a long-short family equity fund. Prior to this he was a senior banker at Kerburn Rose advising middle market companies. Before joining Kerburn Rose he was an equity trader at Seven Points Capital. Mr. Romero began his career at Credit Suisse as a Mergers & Acquisitions analyst in New York where he acquired deal experience in the technology, industrial and health care sector.

Mr. Romero also served as Director at the New York School of Finance and program manager at Sponsors for Educational opportunities a Non-profit organization providing career service, mentoring and training to minority students.

Luis F. RomeroFounder

Romero CapitalPrincipal | Portfolio Manager Long-short equity fund with focus on technical, event driven and fundamental base investing strategies

Romero MentoringFounder | Mentor Provides training and mentoring to outstanding college students pursuing careers on Wall Street

Kerburn RoseSenior AssociateInvestment Banking boutique with focus on M&A and capital raises to middle market companies with a concentration in the Pharmaceutical sector

Sponsors for Educational Opportunity (SEO)Program ManagerNon-profit organization providing career service, mentoring and training to minority students

Seven Points CapitalJunior Trader Propriety equity trading firm executing strategies including algorithm, technical, event driven strategies

Credit Suisse Mergers & Acquisitions Analyst Bulge Bracket Investment Bank offering financial advisory and securities product services to corporations, governments and institutional investors

Baruch College – Zicklin School of BusinessB.B.A Finance and Investments, Minor: Philosophy, 2008

Sponsors for Educational Opportunity (SEO)Investment Banking program alum, 2006

Professional Experience

Academic Background

Financial Modeling & Valuation Course

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About UsAfter more than a decade of professional experience on Wall Street, our founder noticed that recent college graduates lacked guidance and the skills needed to succeed early in their careers. Students and junior professionals struggled as they entered the business world because they lacked the proper technical skills. There is a proficiency gap between what university courses teach and real-world practical needs. In order to make a difference, our founder began by helping students with free workshops and career advice. After working with hundreds of junior professionals and college students he saw more evidence of the need for a program like ours. Our founder sought to further improve this gap. His passion for teaching and commitment to making a difference lead him to design a structured course that will bridge the gap between academic theory and real world practicality. His mission is for every student to have access to our course and gain the foundation to truly understand the complex world of business and finance.

www.valuation.romeromentoring.comEmail: Info@romeromentoring.comPhone: (646) 722-2756