Upcoming Financial Courses

Transform your financial expertise with our comprehensive training programs designed for today's dynamic markets

Course Schedule 2025

Our carefully structured programs blend theoretical knowledge with practical application, preparing you for real-world financial challenges and career advancement opportunities.

Advanced Financial Modeling & Valuation

July 15 - Sept 10
  • 8-week intensive program with hands-on projects
  • DCF modeling, LBO analysis, and merger models
  • Excel mastery with advanced functions and macros
  • Industry case studies from real transactions

Master the art of financial modeling with techniques used by top investment banks and consulting firms. You'll build complex models from scratch and learn to present findings with confidence to senior stakeholders.

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Risk Management & Portfolio Analysis

Sept 22 - Nov 3
  • 6-week comprehensive risk assessment training
  • VaR calculations and stress testing methodologies
  • Portfolio optimization using modern theory
  • Regulatory compliance and reporting standards

Navigate complex risk landscapes with confidence. This program covers quantitative risk models, regulatory frameworks, and practical tools for managing institutional portfolios across various asset classes.

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Corporate Finance & Strategic Planning

Nov 17 - Dec 19
  • 5-week executive-level program
  • Capital structure optimization strategies
  • M&A transaction analysis and due diligence
  • Financial planning and budgeting frameworks

Develop strategic thinking skills essential for senior finance roles. Learn to evaluate investment opportunities, optimize capital allocation, and drive financial performance in corporate environments.

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Senior Financial Instructor

Sarah Chen, CFA

Lead Financial Instructor & Program Director

With over 15 years of experience in investment banking and asset management, Sarah brings real-world expertise to every course. She's worked with major financial institutions across North America and has trained hundreds of finance professionals throughout her career.

Her teaching approach combines rigorous analytical training with practical application, ensuring students can immediately apply their skills in professional settings. Sarah specializes in helping students transition from theoretical knowledge to confident execution.

CFA Charterholder MBA Finance 15+ Years Experience Investment Banking