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Become a Valuation Expert
Valuation Master Class Boot Camp graduates can confidently value any company in the world and possess in-demand industry skills.
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6-week guided intensive online Boot Camp
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Daily live sessions, team support, progress tracking
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Final valuation project is tangible evidence of your dedication
Date for the next Boot Camp: 08 January 2024 - 16 February 2024
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Become a Valuation Expert
Valuation Master Class graduates can confidently value any company in the world and gain in-demand industry skills.
-
6-week guided intensive online Boot Camp
-
Daily live sessions, team support, progress tracking
-
Final valuation project is tangible evidence of your dedication
Date for the next Boot Camp:
08 January 2024 - 16 February 2024
What Is the Valuation Master Class Boot Camp?
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.
3 Reasons You Should Join the Boot Camp
Boot Camp Overview
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Lectures
Consume 30 hours of video course content, broken into manageable chunks over the 6 weeks.
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Final project
Write a complete equity research report from scratch and get feedback from industry experts.
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Live sessions
Join 3 live sessions per week to gain further research insights and feedback on your assignments.
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Presentation
Present your final project to a panel of judges and withstand a challenging Q&A.
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Assignments
Value 2 companies using our institutional valuation model and strengthen your writing skills.
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LinkedIn
Improve your LinkedIn profile to attract recruiters or build your own brand using our secret tips.
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Accountability
Join weekly team meetings with aspiring finance professionals to stay on track.
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Guest lectures
Meet experts from various industries and get your questions answered in the Q&A
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Daily Support
Get support, encouragement, and feedback from Dr. Stotz and his team.
Graduates are mailed a physical certificate of completion and receive a LinkedIn recommendation. Dr. Stotz will introduce eligible graduates to Boot Camp corporate sponsors for interviews for internships or jobs.
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How the Valuation Master Class Boot Camp Works
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Week 1
You start building a foundation in accounting and financial statement analysis. With this knowledge and our unique dataset, you experience how to use financial measures to assess a company's financial success (or failure). Also, you start research on your final project by writing the company background.
Level: Beginner
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Week 2
Learn the 6 steps to derive reasonable assumptions for a revenue forecast and see how a professional analyst breaks down revenue into its core drivers. You will apply this knowledge to write a qualitative revenue breakdown about your final report company and conduct a quantitative forecast.
Level: Intermediate
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Week 3
Get to know the secrets to forecasting the P&L and the asset side of the balance sheet. You follow along and create a forecast using our instructional valuation model. On top of that, you will learn the power of storytelling and how to write equity research that stands out from the crowd.
Level: Advanced
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Week 4
We switch now to the liabilities side of the balance sheet and see how to set assumptions for the funding of the business. Regarding your final project, you start developing the investment thesis and the top 3 story drivers, constituting the core of your research.
Level: Advanced
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Week 5
Apply various valuation methods and learn how to choose the appropriate method to value different companies. Also, we show you how to spot common valuation mistakes and how to avoid them. With that knowledge you are well prepared to work on your own valuation of the final report company.
Level: Advanced
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Week 6
The remaining lecture content focuses on assessing a company's relative financial performance and investment attractiveness using our tools. To graduate from the Boot Camp, you must submit your complete written report and present it to our team.
Level: Expert
Our Students Made Careers At
Background of Our Boot Camp Attendees
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Students and Grads
who want practical experience in finance to get a job
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Finance Professionals
Who want to build a competitive advantage in valuation
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Professionals
who want to switch their careers to the field of finance
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Investors
who wish to learn company valuation to improve their stock selection
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Business Owners / Executives
who want to unlock and maximize the value of their business
Annapurna Chatterjee
India
Equity Analyst
Chatchada Singchoovong
Thailand
Financial Advisor
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Skills and Learning Objectives
Understand and recall basic accounting concepts
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.
Analyze management strategy and competitive advantage
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.
Get familiar with essential corporate finance topics
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.”
Learn various forecasting techniques to derive reasonable and assumptions
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.
Apply various valuation methods to determine the fundamental value of a company
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.
Become efficient in conducting research and improve your writing & presentation skills
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
Company valuation is not easy, but in this program, Dr. Stotz and his team will lead you through valuable lessons that will save you a huge amount of time.
This Boot Camp was better than what I was taught at Cambridge because the Boot Camp was more industry-oriented; we focused on practical skills, not academic lectures.
In the Valuation Master Class Boot Camp, you will learn how to approach valuation, read financial statements and come up with stories to support a company valuation backed by data and arguments.
#2 Learned real-world finance skills step-by-step
Dr. Stotz has made the learning process in the Valuation Master Class Boot Camp as simple as possible. This Boot Camp is essential for you to get started in the finance industry because it equips you with the core skills.
In the Valuation Master Class Boot Camp, you get an excellent overview and understanding of each industry across the world. I recommend this course to top management or entrepreneurs who want to increase the financial benefit they bring to their companies.
Dr. Stotz made valuation easy! In the Valuation Master Class Boot Camp, he broke down the different line items in a company’s financials. In addition, he explained how each impacts a company’s valuation
#3 Absorbed a lifetime of knowledge from a #1 voted analyst
Even though I’m teaching how to invest in stocks, in the Boot Camp, I learned how a professional equity analyst builds a company forecast. I also learned many shortcuts from Dr. Stotz, a true master in the real world of finance and valuation.
I studied economics and came from a non-financial background and found the Valuation Master Class Boot Camp very valuable. I gained from the practical assignments, connections with Dr. Stotz and other finance leaders, the camaraderie and international culture of the other students, and the LinkedIn profile guidance I received.
The Valuation Master Class Boot Camp is amazing! It added a lot of value to my career. Weekly team meetings and networking with fellow team members are features that are missing in most online courses.
#4 Made lifelong connections and got access to finance jobs
You will not find the lessons taught in the Valuation Master Class Boot Camp in any textbooks because it comes from decades of Dr. Stotz’s and his partners’ experience.
The Valuation Master Class Boot Camp was one of the most remarkable journeys in my life. I could not believe my transformation in only six weeks.
In 6-weeks, you will gain knowledge and a transformation that would take you years to acquire anywhere else!
#5 Began to transform to become a world-class financial analyst
The Valuation Master Class Boot Camp was one of the most incredible learning experiences I have ever had! I highly recommend it.
The Valuation Master Class Boot Camp will transform you from someone lacking confidence in finance to an analyst with tools and skills. One essential skill you will learn is how to uncover critical stories about companies that drive value.
When Andrew says, “The Valuation Master Class Boot Camp is about transformation, not information,” believe him! You will be transformed!
ZERO RISK
for 7 days
You have 7 days to request a full refund after the course starts, no questions asked.
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Is the Boot Camp Suitable for Me?
Is the Boot Camp conducted online?
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.
Can I attend the Boot Camp if I don’t have a financial background?
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.
Can I attend the Boot Camp if I’m working or studying full-time?
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.
How advanced are the lessons? Will I be able to keep up?
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.
Could this help me land a job?
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.
Could this help me to change my career path to work in finance?
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.
Could it help me beat the market and become a better investor?
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.
Is the Boot Camp all 5 modules of the Valuation Master Class?
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.
What is the difference between Boot Camp and Foundation?
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.
Is the content practical and useful in the real world?
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.
I’ve already attended the Valuation Master Class. Should I join the Boot Camp too?
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.
Can this course help me with passing the CFA exam?
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.
Could this help me become a better manager?
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.
Do you have any courses to deepen my knowledge further after the Boot Camp?
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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