Upcoming Financial Analysis Events
Join our comprehensive workshop series designed to enhance your financial analysis skills through hands-on learning and real-world applications. Each session builds upon proven methodologies used by industry professionals.
Register for EventsAdvanced Portfolio Optimization Workshop
Learn sophisticated techniques for portfolio construction and risk management. This intensive workshop covers modern portfolio theory, factor models, and optimization algorithms used by professional fund managers.
- Duration: 2 Days (9 AM - 4 PM)
- Location: heliotraventis Training Center
- Prerequisites: Basic finance knowledge
- Materials: Laptop, Calculator, Workbook
Risk Management and Derivatives Seminar
Master the fundamentals of financial risk assessment and derivative instruments. Explore hedging strategies, options pricing models, and practical risk measurement techniques used in institutional settings.
- Duration: 3 Days (8:30 AM - 5 PM)
- Location: heliotraventis Training Center
- Prerequisites: Portfolio theory knowledge
- Materials: Financial calculator, Excel access
Financial Modeling and Valuation Intensive
Build comprehensive financial models from scratch using industry-standard techniques. Cover DCF analysis, comparable company analysis, and scenario modeling for investment decision-making.
- Duration: 4 Days (9 AM - 5 PM)
- Location: heliotraventis Training Center
- Prerequisites: Advanced Excel skills
- Materials: Excel 2019+, Case studies
Workshop Preparation Guide
Technical Requirements
Each workshop requires specific software and hardware. Most sessions need Excel 2019 or newer, with some requiring specialized financial calculators.
- Microsoft Excel 2019 or Office 365
- Financial calculator (HP 12C recommended)
- Laptop with minimum 8GB RAM
- Stable internet connection for online resources
Pre-Workshop Materials
We'll send preparation materials two weeks before each event. These include reading assignments, practice problems, and software setup instructions.
- Complete assigned reading chapters
- Review basic financial formulas
- Install required software updates
- Download practice datasets
Knowledge Prerequisites
While we accommodate different skill levels, having foundational knowledge helps maximize learning. We provide refresher materials for key concepts.
- Basic understanding of financial statements
- Familiarity with time value of money
- Elementary statistics knowledge
- Excel formula and function experience
Sarah Mitchell, CFA
Lead Financial Analysis Instructor
With over 15 years of experience in institutional portfolio management and risk assessment, Sarah brings real-world expertise to every workshop. She's worked with pension funds, endowments, and private wealth management firms throughout her career.
What to Expect
Our workshops combine theoretical foundations with practical applications, ensuring you leave with skills you can immediately apply in professional settings.
Interactive Learning Environment
Small group sizes ensure personalized attention and opportunities for questions. Each session includes hands-on exercises using real market data and case studies from actual financial institutions.
Industry-Relevant Tools
Learn using the same software and methodologies employed by professional analysts. We cover Bloomberg functions, Excel modeling techniques, and specialized financial analysis tools.
Networking Opportunities
Connect with fellow finance professionals, share experiences, and build relationships that extend beyond the workshop. Many participants continue collaborating on projects after completing our programs.