Online Financial Analyst & Investment Banking Training Course

The premier skill development training course not found anywhere else

Develop the core financial analyst soft and technical skills with our advanced training and case study method

Your Instructor Luis Romero

What You’ll Learn

Technical & Soft Skills

  • Corporate finance
  • Accounting introduction
  • Build financial models from scratch
  • Corporate Valuation
  • Technical chart analysis
  • Leveraged buyout modeling
  • Mergers & acquisitions analysis
  • Excel functions and shortcuts
  • Understanding SEC filings, 10K & 10Q reports
  • Create professional investment presentations in power point
  • Learn financial statement analysis

How To Create Professional Investment Reports

Advanced Skills

  • Analyze companies from multiple perspectives
  • Assess company situations, identify issues and create solutions
  • Build client-ready pitchbooks from scratch
  • Writing an effective resume
  • Interview skills

Requirements

  • No experience is required.
  • We will cover the basics and gradually increase your knowledge.
  • A strong commitment to learning a new skill.
  • You will need Microsoft Excel 2010 version or newer
  • You will need Microsoft PowerPoint 2010 version or newer.

Course Description

This course was carefully designed to teach students all the soft and technical skills needed for a career in finance that is applied by finance professionals each day on the job. Our curriculum and content are grounded with best industry practice giving you a full immersion into the world of finance. By the end of the course, you would have a strong understand of the stock analysis process and how professional analysts formulate investment ideas from their analysis. You will master the skills professionals on Wall Street use each day.

Shorten the learning curve. Learn the skills and gain the hands-on experience needed to become a professional analyst in weeks.

Our program is broken down into 4 learning phases.

  • Phase 1: Technical Finance Skills: During this phase, you will develop core technical skills with a foundation in corporate finance, accounting, financial modeling, valuation, leveraged buyout, and mergers & acquisitions analysis.
  • Phase 2: Case Study Method: During this phase, you will work on case studies designed to teach you how to analyze companies from multiple perspectives. You'll learn to assess situations, identify issues and create solutions to improve companies.
  • Phase 3: Practical Hands-On Experience: Implement your newly gained skills by creating an investment pitchbook from scratch. This exercise will require students to demonstrate high-level situation assessment while applying the right technical and soft skills to create a professional client-ready product.
  • Phase 4: Professional Development: In this phase, you’ll learn how to brand yourself to land your dream job. We provide guidelines and the principals to building an effective resume to help you stand out. In addition, we provide you with our interview prep course designed to help you better prepare for interviews and answer questions with a high degree of confidence.

Frequently asked questions

Who is this course for?

  • College students or professionals
  • Anyone looking to acquire the core technical and soft skills professionals on Wall Street implement on the job
  • Anyone who wants a career transition into finance
  • For entrepreneurs aiming to gain practical experience to develop and grow a business
  • Anyone looking to learn financial modeling, company valuation and stock analysis skills

How long will it take to complete the course?

  • The average time it takes to complete this course is 8 – 12 weeks.

How do 1-on-1 review sessions work?

  • After you complete your case studies in Phase 3, one of our Analysts will review your investment presentations and provide you with feedback on how to improve it. Sessions are typically between 30 minutes to 1 hour in duration.

Online Financial Analyst & Investment Banking Training Course

For careers in Investment Banking, Private Equity, Hedge Funds, Venture Capital and Corporate Development
The Course Overview

Learn the technical modeling skills and high-level thought process of acquiring and selling companies. The course emphasizes the critical thinking required to solve problems for clients, including raising capital, debt, equity financing, M&A and LBO transactions. Additionally, you’ll learn the technical and soft skills to analyze stocks like a professional and be able to create your own investment reports from scratch.

Learning Objective

Develop a strong fundamental knowledge of accounting, Excel, financial modeling, chart analysis and the investment process required to work as a research or investment analyst. Understand the thought process behind LBO transactions while learning financial modeling complexities. Identify issues within the project and apply critical thinking and the correct skills to solve problems.

The Outcome

Gain the soft and technical skills applied by analysts each day on-the-job. You’ll know how to build complex financial models, perform valuation, and understand the role of an analyst in corporate finance. You’ll be prepared and desk-ready on day one of your finance career.

Curriculum & Tuition
Course Modules – Technical Training Self-Study Hours Review Sessions
Business Fundamentals 3
Financial Modeling 8
Corporate Valuation 5
Technical Analysis 2
Leveraged Buyout Modeling 6
Mergers & Acquisitions Modeling 6
Case Studies – Practical Application
Investment & Valuation Case - Amazon 14
Investment & Valuation Case - Domino's Pizza 14
Investment & Valuation Case - Walmart 12
Investment & Valuation Case - FedEx 14
Leveraged Buyout Case – Express 3
Strategic Consideration Analysis 1
Hands-On Experience
Pitch Book Project 15 1
Professional Development
Building Your Resume / Interview Prep 2
Total 105 1
Tuition $596
Early Enrollment Tuition - 17% off $497

Our Training Process

Phase 1: Technical Finance Skills

During this phase, you will develop core technical skills with a foundation in corporate finance, accounting, financial modeling, valuation, leveraged buyout, and mergers & acquisitions analysis.

Phase 2: Case Study Method

During this phase, you will work on case studies designed to teach you how to analyze companies from multiple perspectives. You'll learn to assess situations, identify issues and create solutions to improve companies.

Phase 3: Practical Hands-On Experience

Implement your newly gained skills by creating an investment pitchbook from scratch. This exercise will require students to demonstrate high-level situation assessment while applying the right technical and soft skills to create a professional client-ready product.

Phase 4: Professional Development

In this phase, you’ll learn how to brand yourself to land your dream job. We provide guidelines and the principals to building an effective resume to help you stand out. In addition, we provide you with our interview prep course designed to help you better prepare for interviews and answer questions with a high degree of confidence.

Our Students Work At

Access Romero Alpha Investment Club

Receive 3 months free access to our exclusive investment club with course enrollment

  • Learn the real skills of stock valuation using fundamental and technical analysis
  • Become a smarter and more skilled investor
  • Learn how to identify investing opportunities and stay ahead of the curve

Member Benefits

Live Market Update Sessions
Session Topics:
  • Market update
  • Sector rotation analysis
  • Headline news
  • Stock analysis
  • Watch list

Additional Benefits

Coming Soon
  • Daily posts, charts, videos
  • Market commentary
  • Access investment case studies
  • Access our investment research reports
  • Participate in portfolio buy or sell
  • Network with other student professionals
  • Alpha Community Fund

500+

Happy Students

3,000+

Mentored Hours

97%

Satisfaction

100%

Support

Meet Your Instructor And Our Founder

“I love sharing my knowledge by teaching and helping junior professionals and students achieve their potential.”

Luis Romero

Mr. Romero has over a decade of professional finance experience. He is the principal and founder of Romero Capital, a long/short family equity fund. Before this, he conducted financial training programs for corporate and individual clients across the U.S. and the world.

He was an equity analyst at Seven Points Capital and 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 industries. He has also worked with start-ups in the food & beverage and education sectors.

Mr. Romero graduated from Baruch College, Zicklin School of Business with a B.B.A. in Finance and minor in philosophy.

  • Over a decade of Professional Experience
  • Eight Years Designing and Executing Financial Training Programs
  • Over 500 Finance Professionals and University Students Mentored
  • Former Hedge Fund Analyst and Trader
  • Former Mergers & Acquisitions Investment Banking Analyst

Our Course At-A-Glance

100% Online

Real-World Case
Studies

Live 1-on-1 Review
Sessions

Free Access to
Romero Alpha

2 Months Average Course Completion
Time

Study At Your
Own Pace