There's probably no area of M&A more challenging than understanding the differences between deals structured as stock sales or asset sales/338 elections. This condensed "Power Session" will demystify these differences and walk trainees through key tax and accounting implications for both the buyer and seller. CPE Credits: 4.5. CFA Society Boston members use promo code cfaboston to receive 20% off this course.
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. Participants learn to model in an intuitive, step-by-step approach using real case studies. This Boot Camp will be led by experienced finance professionals, this is the same training program used to prepare incoming analysts and associates at top financial institutions. CPE Credits: 27. CFA Society Boston members use promo code cfaboston to receive 20% off this course.
Designed for new traders and those looking to break into trading, this trading "power session" teaches the skillset of a Wall Street trader. How do you quote bids and offers? How do you make money trading client flow? How do you move in and out of large positions? How do you stay within your risk limit? This intensive virtual training seminar is taught by Eric Cheung, a trading professional with 10 years of experience in Rates and Credit Trading at J.P. Morgan. CPE Credits: 7. CFA Society Boston members use promo code cfaboston to receive 20% off this course.
FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy, and industry dynamics. This virtual workshop fills the common knowledge gaps we see in corporate finance professionals, including modeling, data visualization, storytelling, and variance analysis in the FP&A context, along with Capex, budgeting, forecasting, and setting up a framework for effective KPI reporting. CFA Society Boston members use promo code cfaboston to receive 20% off this course.
How do private equity and real estate professionals build financial models to analyze whether to invest in a multi-family property? In this virtual "Power Session," you will learn how a real multifamily model is constructed and used to generate key investment insights. Excel Model Template Included- A comprehensive reusable multifamily real estate model template is included with this course. CPE Credits: 4.5. CFA Society Boston members use promo code cfaboston to receive 20% off this course.
The Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions. But effective PE professionals must also understand the nuances of the private equity deal process and the non-modeling day-to-day responsibilities of a PE professional. CPE Credits: 27. CFA Society Boston members use promo code cfaboston to receive 20% off this course.
This intensive boot camp is designed to equip FIG-focused investment bankers, equity research analysts, and bank industry corporate finance professionals with the practical financial skillset they need on the job. In this course, participants focus exclusively on financials and build a complete banking model, as well as a DCF and comparables valuation. Taught by experienced FIG industry professionals, this is the same intensive training used to prepare incoming analysts at top financial institutions. CPE Credits: 18. CFA Society Boston members use promo code cfaboston to receive 20% off this course.
CFA Society Boston members use promo code cfaboston to receive 20% off any of the following self-study courses.
Interested in learning more?...Contact us now.