Financial Modeling Crash Course and Professional Development 

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We take our newly recruited analysts and put them through an eleven week training program so that they can contribute to the club to the best of their ability. The training program topics covered each week are listed below under our "syllabus". The sessions are two hours, on Saturday mornings, starting at 10 AM in Bloch Executive Hall's Finance Lab. These classes are NOT for credit and are independent of the finance curriculum at UMKC. You will not receive a grade, but there will be quizzes used to test your knowledge and make sure you are grasping the concepts.


Syllabus - Fall Semester (Analyst Requirement)

*EACH session will be 2 hours*

Week 1 - Introduction to finance careers, Excel Crash Course, What is financial modeling, & TVM

Week 2 - What is money worth? (WACC, Present Value, IRR vs. Discount Rate) and Quiz 1

Week 3 - The Three Financial Statements (Crash Course in Accounting/using financial statements)

Week 4 - The Three Financial Statements (Crash Course in Accounting/using financial statements)

Week 5 - The Three Financial Statements and Quiz 2 

Week 6 - Projecting the Three Statements (Case Study)

Week 7 - Projecting the Three Statements (Case Study) and Quiz 3

Week 8 - Equity Value, Enterprise Value, and Multiples (Case Study)

Week 9 - Equity Value, Enterprise Value, and Multiples (Case Study) 

Week 10 - 2 Hour Valuation and DCF Case Study 

Week 11 - 2 Hour Valuation and DCF Case Study and Quiz 4

Week 12 - Congratulations! (Celebration Party)


Once the fall section is completed, analysts will be allowed to help make investment decisions and perform analysis for the endowment's $1M portfolio. If you miss any of these classes you will fall behind, we need you to be committed and to grind through the whole process! The second semester is slightly more optional, but still highly recommended and if attended will promote the analyst to the associate level, identifying their commitment to the program, they will attain more responsibility, which translates to a higher impact on the $1M portfolio. Associates will also gain a set of analysts which they will be expected to mentor and use to help with their research. New Associates will be honored at the end of the semester during UMKC-IC's private banquet. 


Syllabus - Spring Semester (Associate Level Requirement)

*All Sessions will be 3 Hours instead of only 2*

Week 1 - Accounting Interview Questions and More Advanced Accounting Topics and Quiz 1

Week 2 - More Advanced Three-Statement Projections (Case Study)

Week 3 - More Advanced Three-Statement Projections (Case Study) 

Week 4 - More Advanced Three-Statement Projections (Case Study) and Quiz 

Week 5 - 1 Week Valuation and DCF Case Study (Take Home Case Study) 

Week 6 - 1 Week Valuation and DCF Case Study (Case Study Due) & Quiz 2 / Start Merger Model

Week 7 - Merger Model (Case Study) 

Week 8 - Merger Model (Case Study) and Quiz 3

Week 9 - LBO Model (Case Study)

Week 10 - LBO Model (Case Study)

Week 11 - LBO Model (Case Study)

Week 12 - Debt, Equity, and Convertibles (Case Study)

Week 13 - Debt, Equity, and Convertibles (Case Study)

Week 14 - Debt, Equity, and Convertibles (Case Study) and Quiz 4

Week 15 - Congratulations! (Celebration Party and Honoring New Associates)


Professional Development

Your professional development is just as important as your technical development. For this reason we will put on mock interviews, informational sessions, and go over strategies for landing your dream career after your university years. Whether you want to work on Wall Street, or beat the Street from Kansas City, UMKC-IC will equip you with the necessary technical and professional skills. These sessions will be in conjunction with the Bloch Career Center, who should be your go to resource for all things resume, interview, and job finding. We will bring them in throughout the semester to lead workshops and we encourage members to get together and practice professional development as well. We will post a calendar of events as the Fall Semester gets closer.