Acquire skills needed to succeed as an investment banker, asset manager, equity analyst, and value investor. In the 6-week Boot Camp, you gain a strong finance, forecasting, and valuation foundation.
Get 1-on-1 mentorship from Dr. Andrew Stotz, CFA, to discuss your career objectives and how to achieve your goals. Dr. Stotz is a #1-rated Financial Analyst and former Head of Research who has valued companies for 30+ years.
Our Students Made Careers At
Background of Our Boot Camp Attendees
Skills and Learning Objectives
You will learn how shareholders set up a business. You will also learn about balance sheet basics and the four main types of long-term assets. You will understand the importance of inventory, calculate depreciation, recognize core accounting principles, and comprehend the meaning of accrual accounts. You will learn how to calculate gross profit and see how it drives retained earnings. Finally, you will understand how a business settles accounts receivables and payables.
You will learn how companies create a competitive advantage and how competitive advantage starts with revenue. You will also explore the ten main economic sectors, especially their growth patterns, and learn about ten leading companies from each. You will understand how to measure growth, internal liquidity, profit margins, and profitability. You will see how an expert breaks down profitability to reveal a company’s sources of return. You will be able to measure and thoroughly understand the financial risks that a company faces. In this final session, Dr. Stotz will dive deeper into one of the most critical profitability measures, return on invested capital.
You will see the beauty of the balance sheet and understand how a manager should view the tradeoff between strategic and core assets. Dr. Stotz will demonstrate the different proportions of core assets by sector to show each sector’s true source of value. You will learn about the difference between a company’s strategic and core funding. You will get to know a company’s number one financial risk. Finally, you will learn about the difference between liability funding, equity funding, and funding from “free money.”
Dr. Stotz will demonstrate how to use the ValueModel to forecast and value one company. The lesson starts with an introduction to strategies for forecasting revenue, gross profit, and operating profit. Next, you learn how to predict the most critical items in the balance sheet, with a particular focus on “free money.” The subject matter will begin to come to life as Dr. Stotz reveals the story of the subject company you are valuing.
You will learn about the discounted cash flow method, which is the foundation of valuation. You will get to know Dr. Stotz’s original research on the cost of equity, return on invested capital, and beta. The session wraps up with the topic of relative valuation by applying Dr. Stotz’s unique sensitivity analysis tool.
The final project comprises a complete equity valuation report. This report is one of the core outcomes of the Valuation Master Class Boot Camp. You will write a company story, revenue breakdown, risk overview, and executive summary for your chosen company, like a professional analyst does. Another crucial part of your report is your forecast and valuation. The report contains all key financial statements and ratios. Also, you have to come up with a target price and a recommendation to buy, hold, or sell the stock. The valuation should be linked to your company story. Finally, you have to deliver an exciting presentation and defend your company in front of Dr. Stotz and his team. Once you successfully passed the presentation, you acquired all the necessary skills to be a professional analyst.
Top 5 Things Students Experienced in the Boot Camp
#1 Gained practical experience in company valuation
#2 Learned real-world finance skills step-by-step
#3 Absorbed a lifetime of knowledge from a #1 voted analyst
#4 Made lifelong connections and got access to finance jobs
#5 Began to transform to become a world-class financial analyst
Is the Boot Camp Suitable for Me?
Yes, the Boot Camp is a 6-week guided course with deadlines to meet and includes additional live sessions 3-5x per week (you can access a recording if you can’t attend a specific live session). We estimate that you need to allocate about 3 hours per day Monday-Friday to complete the Boot Camp. If you fall behind, you have the weekends to catch up.
Certainly! The course material starts at zero, so even someone without a financial background could understand it. But it moves quickly through the content, so you need to have a strong passion for learning finance and valuation.
On average, you should be able to allocate about 3 hours per day for the Boot Camp. Deadlines are set on a weekly basis, so you will be able to catch up on weekends if you have fallen behind one week.
The lessons move from beginner to advanced quickly. This is where your passion for learning will be critical because the course will quickly become tough. We release new material only after all students have consumed the previous lesson. This means we do not leave less advanced students behind; it also foster's a team spirit.
You will learn everything that Dr. Stotz has learned from his experience as a head of research and analyst. As a manager, he has seen thousands of job candidates and will teach you what it takes to stand out.
With more than 28,000 followers on LinkedIn, Dr. Stotz is well connected and will assist you in making your LinkedIn profile more attractive to potential employers.
Absolutely. We have had many engineers and accountants who wanted to shift to a career in finance. The foundation you will build should be enough to get prospective employers to talk to you about shifting your career to finance.
You will be required to manage a model portfolio from the day you start until graduation day. This will raise your understanding of what it takes to manage risk and return. In addition, you will gain a better understanding of what drives markets and the factors that drive the valuation of a business.
In the Boot Camp, you will complete Valuation Master Class Foundation: Finance Made Ridiculously Simple, Module 1, and Module 2. You will also do additional assignments that are relevant to an equity analyst, fund manager, and investment banker. During the Boot Camp, you will write a research report on a company of your choice, learn how to present with confidence, and make a final presentation of your report.
When you have completed the Boot Camp, you are qualified to continue with Valuation Master Class Professional, which includes Modules 3-5.
In Foundation, you study by yourself, watching videos and completing assignments at your convenience, which means you do not have a 6-week deadline to complete the course.
The Boot Camp includes additional assignments to prepare you for a job in finance, and you are mentored by Dr. Stotz and his team throughout the 6-week course. You will also write and present a full company research report. Dr. Stotz will help you find your career path and teach you crucial presentation skills.
All course content is based on Dr. Andrew Stotz's 30 years of teaching and experience working in valuation. You will be valuing companies using the practical tools that helped him become a #1 ranked analyst.
If you have completed Module 1 or attended the 2-day Live seminar, the Boot Camp may still benefit you. There’ll be some repetition in the lessons, but the additional assignments, the company research report, etc., are not in Module 1/Live. Also, you’ll get further practical experience in Module 2.
If you have completed all five modules of the Valuation Master Class, you have learned most of what is taught in the Boot Camp.
The CFA Level I exam is vast, covering many topics ranging from pension fund accounting to political economy. Equity valuation is one topic among many in the CFA Level I exam, which means you will gain shallow knowledge of many topics. The Valuation Master Class Boot Camp goes deep into one topic: Equity valuation. So, attending the Boot Camp will help deepen your understanding in this one area.
This course will help in two ways. First, great managers understand finance. You will gain a deep understanding of finance and valuation. Second, you will understand how analysts and fund managers think about a company they are considering investing in. The result is that you will become a better-equipped manager to engage with the various stock market participants.
It’s not a requirement. But, if you want more practical experience in forecasting and valuation, you can continue with Valuation Master Class Professional, which includes Modules 3-5. By completing professional, you’ll gain expertise in valuing different companies, which could take years to gain at the job.
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