Real Estate Development Project Modeling
2022-10-12 09:00 - 17:00, 2023-01-19 09:00 - 17:00 (America/Toronto)
Description
This course reviews real estate project finance concepts and focuses on the skills required to design and create a model to help finance professionals evaluate a real estate development investment. In the course we review a case study for a mixed-use development project and examine concepts including model design, logic, project timing and various phases and various financing structures. Various intermediate and advanced Excel tools along with helpful keyboard shortcuts will also be covered throughout the course.
View Full Outline

PLEASE NOTE that this session will be offered as a webinar and all course times are EST.
Who Will Benefit
This seminar is designed for anyone who wish to improve their financial modelling skills and those involved in preparing financial budgets, forecasts and business valuation.
Eligible for CFA & CPA professional development hours.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
Microsoft Excel is required for this session.
Participants should have experience using Excel prior to attending.

Capital Structure (LBO) Modeling
2022-10-20 09:00 - 17:00, 2023-01-31 09:00 - 17:00 (America/Toronto)
Description
This hands-on course focuses on the skills required to build and incorporate a complex capital structure into a financial model. Participants will recapitalize a company’s balance sheet and then forecast specific pieces of debt and equity so that the model can be used for credit purposes or as a Leveraged Buyout (“LBO”) model.
View Full Outline

PLEASE NOTE that this session will be offered as a Webinar and all course times are EST.
Who Will Benefit
This seminar is designed for anyone who wish to improve their financial modelling skills and those involved in preparing financial budgets, forecasts and business valuation.
Eligible for CFA & CPA professional development hours.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
Microsoft Excel is required for this session.
Participants should have experience using Excel and familiarity with basic accounting principles prior to attending.

Merger Modeling
2022-10-26 09:00 - 17:00 (America/Toronto)
Description
This hands-on course focuses on the skills required to design and create a powerful model to analyze the impact of a merger or acquisition. Issues related to combining two companies will be reviewed and discussed. The course will be taught from the perspective of finance professionals who need to quickly assess the impact of a merger between publicly traded companies.
View Full Outline

PLEASE NOTE that this session will be offered as a webinar and all course times are EST.
Who Will Benefit
This seminar is designed for anyone who wish to improve their financial modelling skills and those involved in preparing financial budgets, forecasts and business valuation.
Eligible for CFA & CPA professional development hours.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
Microsoft Excel is required for this session.
Participants should have experience using Excel and familiarity with basic accounting principles prior to attending.

Python 1: Core Data Analysis
2022-10-27 09:00 - 17:00, 2023-02-09 09:00 - 17:00 (America/Toronto)
Description
During this hands-on course, participants will gain the skills needed to develop Python programs to solve typical Finance problems, cutting through the noise of generic “Data Science” courses. Participants will be introduced to best-practices programming in Python to clean, analyze, and visualize financial data.
View Full Outline

PLEASE NOTE that this session will be offered as a webinar and all course times are EST.
Who Will Benefit
This seminar is designed for anyone who wish to learn and improve their programming skills and automate tasks in financial roles. Participants will learn best practices to clean, manipulate, analyze and visualize financial data.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
In advance of the course, Python 3.8 and your preferred IDE (Integrated Development Environment) should be installed to run the code.
Participants do not require prior programming knowledge but a general understanding of programming principals is recommended.

Excel 1: Core Data Analysis
2022-12-06 09:00 - 17:00, 2023-01-17 09:00 - 17:00, 2023-03-21 09:00 - 17:00 (America/Toronto)
Description
This hands-on course is an intensive program that will transform participants into Excel “Power Users”. The course is focused on the pertinent Excel tools that are required in a business environment to efficiently analyze and manipulate data and to create compelling financial analyses. Participants will also learn numerous other tips, tricks and keyboard shortcuts to increase efficiency. Assignments, handouts and examples will be used throughout the day.
View Full Outline

PLEASE NOTE that this session will be offered as a webinar and all course times are EST.
Who Will Benefit
This seminar is designed for anyone who uses Excel regularly and wants to become more efficient and effective.
Eligible for CFA & CPA professional development hours.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
Microsoft Excel is required for this session.
Participants should have experience using Excel prior to attending.

Building a Financial Model (of a Company)
2022-12-08 09:00 - 17:00, 2023-01-24 09:00 - 17:00, 2023-03-02 09:00 - 17:00, 2023-03-28 09:00 - 17:00 (America/Toronto)
Description
This hands-on course focuses on the skills required to design and create an interactive financial model of a company that adheres to the highest industry standards. The course material includes model design, logic, construction, financial concepts and accounting treatment. During the seminar, participants will build a model that includes a forecast of a company’s income statement, cash flow statement and balance sheet.
View Full Outline

PLEASE NOTE that this session will be offered as a webinar and all course times are EST.
Who Will Benefit
This seminar is designed for anyone who wish to improve their financial modelling skills and those involved in preparing financial budgets, forecasts and business valuation.
Eligible for CFA & CPA professional development hours.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
Microsoft Excel is required for this session.
Participants should have experience using Excel prior to attending.

Valuation 1: DCF
2022-12-15 09:00 - 17:00, 2023-01-26 09:00 - 17:00, 2023-03-29 09:00 - 17:00 (America/Toronto)
Description
This hands-on course is focused on the practical implementation of a Discounted Cash Flow (“DCF”) valuation analysis. The skills required to build a DCF analysis will be discussed and incorporated into a financial model. Participants will learn to recognize and avoid the most common errors that finance professionals make when creating a DCF analysis. This course will also include a number of Excel tips and skills to help a user check and audit a financial model.
View Full Outline

PLEASE NOTE that this session will be offered as a Webinar and all course times are EST.
Who Will Benefit
This seminar is designed for anyone who wish to improve their financial modelling skills and those involved in preparing financial budgets, forecasts and business valuation.
Eligible for CFA & CPA professional development hours.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
Microsoft Excel is required for this session.
Participants should have experience using Excel and familiarity with basic accounting principles prior to attending

CFA Society Italy - Python 1: Core Data Analysis
2023-02-21 17:00 - 2023-02-23 20:30 (Europe/Rome)
Description
During this hands-on course, participants will gain the skills needed to develop Python programs to solve typical Finance problems, cutting through the noise of generic “Data Science” courses. Participants will be introduced to best-practices programming in Python to clean, analyze, and visualize financial data.
View Full Outline

PLEASE NOTE that this session will be offered as a webinar and all course times are in CET. This course will take place over two days, February 21, 2023 from 5:00 p.m. to 8:30 p.m. CET and February 23, 2023 from 5:00 p.m. to 8:30 p.m. CET.
Who Will Benefit
This seminar is designed for anyone who wish to learn and improve their programming skills and automate tasks in financial roles. Participants will learn best practices to clean, manipulate, analyze and visualize financial data.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
In advance of the course, Python 3.8 and your preferred IDE (Integrated Development Environment) should be installed to run the code.
Participants do not require prior programming knowledge but a general understanding of programming principals is recommended.

VBA for Finance Professionals
2023-03-07 09:00 - 17:00 (America/Toronto)
Description
This hands-on course focuses on the skills needed to harness the power of macros to help automate worksheet processes. Participants will learn to design, build and error check macros that are robust and easy to use. Participants will be introduced to best practices using VBA (Visual Basic – the programming language for macros) and the construction of powerful, error-free macros.
View Full Outline

PLEASE NOTE that this session will be offered as a webinar and all course times are EST.
Who Will Benefit
This seminar is designed for anyone who wish to learn and improve their programming skills and automate their day to day tasks in financial or accounting roles. Participants will learn to design, build and error check macros that are robust and easy to use.
Eligible for CFA & CPA professional development hours.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
Microsoft Excel is required for this session.
Participants should have some computer programming experience and a strong working knowledge of Excel.

Excel 2: Advanced Data Analysis
2023-03-23 09:00 - 17:00 (America/Toronto)
Description
This session covers advanced level Excel topics that are required to manage and analyze data. This hands-on course is intended for anyone who uses Excel
extensively and who is already comfortable with the skills that were taught in “Excel 1: Core Data Analysis”. Assignments, handouts and examples will be used throughout the day.
View Full Outline

PLEASE NOTE that this session will be offered as a webinar and all course times are EST.
Who Will Benefit
This seminar is designed for anyone who uses Excel extensively and wants to become more proficient with advanced data analysis tools.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
Microsoft Excel is required for this session.
This course assumes the participant should already be comfortable with the skills that were taught in Data Manipulation with Excel- Part 1.

Real Estate Development Project Modeling
2023-04-12 09:00 - 17:00 (America/Toronto)
Description
This course reviews real estate project finance concepts and focuses on the skills required to design and create a model to help finance professionals evaluate a real estate development investment. In the course we review a case study for a mixed-use development project and examine concepts including model design, logic, project timing and various phases and various financing structures. Various intermediate and advanced Excel tools along with helpful keyboard shortcuts will also be covered throughout the course.
View Full Outline

PLEASE NOTE that this session will be offered as a webinar and all course times are EST.
Early Bird Pricing ends March 29, 2023.
The final deadline to register for the session is April 9, 2023 at 11:59 PM EST.

Who Will Benefit
This seminar is designed for anyone who wish to improve their financial modelling skills and those involved in preparing financial budgets, forecasts and business valuation.
Eligible for CFA & CPA professional development hours.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
Microsoft Excel is required for this session.
Participants should have experience using Excel prior to attending.

Refund & Cancellation Policy
Attendees can receive refunds up to 3 days before your event start date. After the 3 day window, we will no longer issue a refund. We will, however, be happy to send you the course materials or alternatively, you can opt to transfer your session to a friend.

Python 1: Core Data Analysis
2023-04-26 09:00 - 17:00 (America/Toronto)
Description
During this hands-on course, participants will gain the skills needed to develop Python programs to solve typical Finance problems, cutting through the noise of generic “Data Science” courses. Participants will be introduced to best-practices programming in Python to clean, analyze, and visualize financial data.
View Full Outline

PLEASE NOTE that this session will be offered as a webinar and all course times are EST.
Early Bird Pricing ends April 12, 2023.
The final deadline to register for the session is April 23, 2023 at 11:59 PM EST.
Who Will Benefit
This seminar is designed for anyone who wish to learn and improve their programming skills and automate tasks in financial roles. Participants will learn best practices to clean, manipulate, analyze and visualize financial data.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
In advance of the course, Python 3.8 and your preferred IDE (Integrated Development Environment) should be installed to run the code.
Participants do not require prior programming knowledge but a general understanding of programming principals is recommended.

Refund & Cancellation Policy
Attendees can receive refunds up to 3 days before your event start date. After the 3 day window, we will no longer issue a refund. We will, however, be happy to send you the course materials or alternatively, you can opt to transfer your session to a friend.

Excel 1: Core Data Analysis
2023-05-09 09:00 - 17:00 (America/Toronto)
Description
This hands-on course is an intensive program that will transform participants into Excel “Power Users”. The course is focused on the pertinent Excel tools that are required in a business environment to efficiently analyze and manipulate data and to create compelling financial analyses. Participants will also learn numerous other tips, tricks and keyboard shortcuts to increase efficiency. Assignments, handouts and examples will be used throughout the day.
View Full Outline

PLEASE NOTE that this session will be offered as a webinar and all course times are EST.
Early Bird Pricing ends April 25, 2023.
The final deadline to register for the session is May 4, 2023 at 11:59 PM EST.
Who Will Benefit
This seminar is designed for anyone who uses Excel regularly and wants to become more efficient and effective.
Eligible for CFA & CPA professional development hours.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
Microsoft Excel is required for this session.
Participants should have experience using Excel prior to attending.

Refund & Cancellation Policy
Attendees can receive refunds up to 3 days before your event start date. After the 3 day window, we will no longer issue a refund. We will, however, be happy to send you the course materials or alternatively, you can opt to transfer your session to a friend.

Building a Financial Model (of a Company)
2023-05-24 09:00 - 17:00 (America/Toronto)
Description
This hands-on course focuses on the skills required to design and create an interactive financial model of a company that adheres to the highest industry standards. The course material includes model design, logic, construction, financial concepts and accounting treatment. During the seminar, participants will build a model that includes a forecast of a company’s income statement, cash flow statement and balance sheet.
View Full Outline

PLEASE NOTE that this session will be offered as a webinar and all course times are EST.
Early Bird Pricing ends May 10, 2023.
The final deadline to register for the session is May 18, 2023 at 11:59 PM EST.
Who Will Benefit
This seminar is designed for anyone who wish to improve their financial modelling skills and those involved in preparing financial budgets, forecasts and business valuation.
Eligible for CFA & CPA professional development hours.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
Microsoft Excel is required for this session.
Participants should have experience using Excel prior to attending.

Refund & Cancellation Policy
Attendees can receive refunds up to 3 days before your event start date. After the 3 day window, we will no longer issue a refund. We will, however, be happy to send you the course materials or alternatively, you can opt to transfer your session to a friend.
