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This Is A Custom Widget

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.

Financial Modeling – AFM Certification (BOS: 03/09 – 03/10)

$1,240.00 $1,116.00

2天强化班提供最全面的AFM备考战略:跟随UTL,逐步掌握最实用的财务建模技能

课程时间:2019年3月9日、10日(周六、周日)09:00 – 18:00

课程形式:波士顿面授 + 线上

课程内容:

  • 两日线下课程备战The Advanced Financial Modeler (AFM) Certification
  • 线上Excel实操课程(6+小时,价值$180)
  • 线上Financial Statement Analysis课程(6+小时,价值$180)

课程包括:

  • AFM Certification备考教材
  • Excel快捷键使用指南
  • Excel及财务分析线上课程(报名日起至课程结束后3个月有效)
  • 学员社区及邮件答疑支持(报名日起至课程结束后3个月有效)
  • 线下课程提供午餐、咖啡/饮料、点心

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Advanced Financial Modeler (AFM) Certification 两日强化班

日程安排 Schedule

  • Pre-Boot Camp
    Since Enrollment
  • Day 1
    9:00AM - 6:00PM
  • Day 2
    9:00AM - 6:00PM
  • Post-Boot Camp
    3-month after Boot camp
 
线下课程表
$968 /学员
  • Pre-Boot Camp
    Since Enrollment

    Online-Prerequisite
    The boot camp assumes proficiency in Excel, and basic accounting. It is required to finish “Excel Essential” and “Accounting Essential for Financial Modeling” before join the boot Camp.

  • Day 1
    9:00AM - 6:00PM

    Financial Statement Modeling 1
    We will together develop a complete and robust 3- statement Financial Model step-by-step from scratch. The first day forcus on setup foundations necessary for Financal Modeling: theories of accounting, skills of Excel, best practices of Modeling and setting up Modeling Templates

  • Day 2
    9:00AM - 6:00PM

    Financial Statement Modeling 2
    The second day shift gear towards building 3-statement projections in detail, setting up post-projection analysis such as Scenarios Analysis, executive summary and printing format setup.

  • Post-Boot Camp
    3-month after Boot camp

    Online-Support
    Trainee will have access to “Excel Essential”, and “Accounting Essential” for three month after boot camp. An support account accessing “UTL community” will also be granted for three month after boot camp.

教学大纲 Syllabus

Section 1: Excel Essential for Financial Modeling (Excel高级应用:快捷键、公式、透视表等)

Section 2: Accounting Essential for Financial Modeling (财务报表分析)

Section 3: Building a Financial Statement Model (财务建模)

Section 4: Model Presentation (利用 Excel 进行财务建模及数据呈现)

开课前准备 Prerequisite

UToolLearning AFM 两日强化班课程内容涉及基础的财务会计知识及Excel使用技能。建议没有相关背景的学员,注册报名后完成财务分析 (Financial Statement Analysis)Excel进阶(Excel Essential) 线上课程。

上课所需材料 What to Bring

安装Microsoft Excel的电脑(建议Windows系统);提供内部备考资料(打印版),学员无需额外花钱购买其它教材。

退款政策 Cancellation Policy

报名学员在开班前2周申请取消报名,可获得全额退款;开班前1周申请取消报名,将被收取课程原价20%的费用($256)作为取消费;开班前一周内取消报名,将不予退款。对于报名人数不足的情况,UToolLearning保留取消课程的权利。如若课程取消,已报名学员将获全额退款。

关于FMI

Financial Modeling Institute (FMI) 提供国际公认的高级Excel、财务分析和建模技能的认证,分为三个级别:Advanced Financial Modeler (AFM),Chartered Financial Modeler (CFM),Master Financial Modeler (MFM)。每年4月、10月在全球20余个城市进行考试。

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关于AFM

高级财务建模师(Advanced Financial Modeler, AFM)是FMI所提供的三个认证级别中的第一级别,侧重于对考生设计和构建财务模型的技能考察。考生通常拥有1-3年的相关经验,适用于Analyst级别。

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UTL波士顿教室