GFIA™ gives you practical knowledge.

We provide you the skillset possessed by star analysts of Wall Street’s top firms.

✓ Boosts your resume

GFIA^™ can be included on your resume and LinkedIn profile, which will prove your financial knowledge.

✓ Prepares you for interview

The GFIA^™ curriculum covers all the key concepts commonly tested in finance interviews.

✓ Stand out on the job

You will develop highly practical knowledge that you can use on the job to stand out from peers.

As a GFIA^™, you’ll possess highly practical skills

Research Companies

Skill Overview

How do you find information on companies? Where do you find information about a company’s financials, such as its revenue, expenses, cash flow, assets, and liabilities? Where should you begin the research?

By the time you become a GFIA™, you will know exactly where to find the information you need and how to analyze businesses in a structured manner.

Investing Strategy
Annual Reports (i.e. 10-K)
Quarterly Reports (i.e. 10-Q)

Investor Presentations
Press Releases
Investor Relations

Build DCF Model

Skill Overview

Building Discounted Cash Flow (DCF) models is an important task for financial analysts. It’s how we determine the intrinsic value of a company.

As a GFIA™, you will be able to confidently build DCF models. You’ll understand the different components in a DCF, such as UFCF and WACC. You’ll also be able to flexibly adjust between different terminal value methodologies.

Project Unlevered Free Cash Flow
Capital Asset Pricing Model
Determine WACC

Perpetuity Growth Method
Terminal Multiple Method
Discount Periods

Analyze Financial Statements

Skill Overview

What are the different line items on the financial statements and what do they represent? How do you extract meaningful insights from the financial statements? How do you project future financials?

As a GFIA™, you’ll be able to analyze financial statements to understand the real story about a company. You’ll also be able to forecast financials in a scientific manner.

Income Statement
Cash Flow Statement
Balance Sheet

Forecasting & Projections
Calculate Financial Metrics
Identify Key Issues

Build LBO Model

Skill Overview

Knowing how to build Leverage Buyout (LBO) models is a requirement for candidates who want to pursue a career in investment banking or in private equity.

As a GFIA™, you will become very familiar with LBO models. You’ll understand how LBOs work, why they are profitable and be able to comfortably build LBO models from start to finish through a structured and organized approach.

Purchase Price Calculation
Sources & Uses
Project Levered Free Cash Flow

Debt Schedule
Navigate Circular Reference
Calculate Investment Returns

Value Companies & Stocks

Skill Overview

Valuation is at the heart and soul of financial analysis. How do you determine what the different businesses and their stocks are truly worth? What are the different metrics that analysts use to measure valuations?

By the time you become a GFIA™, you will be able to value companies and stocks using a wide range of valuation methodologies.

Calculate Enterprise Value
Calculate Equity Value
Determine Intrinsic Value

Perform TSM Analysis
Wall Street Consensus
Valuation Multiples

Understand Capital Structure

Skill Overview

As a GFIA™, you’ll have a strong grasp of the composition of different companies’ capital structure. You’ll understand the different tranches of debt, their common characteristics, and be able to model them in Excel.

You’ll also understand how the different debt tranches can affect a company’s cash flow obligations and valuation.

Revolving Credit Facility (RCF)
Term Loan A / Term Loan B
Bonds and Mezzanine

Credit Statistics
Key Credit Terms
Capital Structure Seniority

Build M&A Model

Skill Overview

Mergers & Acquisition (M&A) are very prevalent. Companies around the world execute M&A transactions worth trillions of dollars every year. Understanding the dynamics of M&A is essential to a successful career in finance.

As a GFIA™, you’ll possess a deep understanding of how M&A transactions work. You’ll be able to build M&A model from start to finish and understand the levers that drive key metrics.

Strategic vs. Financial Acquirers
Cash vs. Stock
Modeling Standalone Financials

M&A Synergies
Accretion / Dilution
Modeling Pro Forma Financials

Build 3-Statement Model

Skill Overview

Knowing the different lines on the 3 financial statements and how they are connected is not enough. A successful financial analyst today needs to be able to build a fully-integrated 3-statement financial model.

GFIAs can build full-blown 3-statement financial models. You’ll know how to link the different lines with one another and diagnose hidden problems that plague many analyst models.

Projecting Income Statement
Projecting Cash Flow Statement
Projecting Balance Sheet

Uncommon Line Items
Working Capital Schedule
Balancing the Balance Sheet

View the Curriculum

GFIA^™
Career Paths

Explore Career Paths

Investment Banking

GFIA™ will help candidates recruiting for roles in M&A, industry coverage and capital markets groups.

Alternative Investments

GFIA™ will help candidates recruiting for buyside investing roles in private equity, hedge funds, and venture capital.

Money Management

GFIA™ will help candidates recruiting for roles in mutual funds, asset management, and private wealth management.

Corporate Finance

GFIA™ will help candidates recruiting for roles such as corporate development, corporate treasury, financial planning & analysis, and investor relations.

“I was asked multiple interview questions about capital structure considering the fact that it’s a shop that does a lot of distressed investing. I believe I fared well with the questions, but I would have been much more crisp/refined in my responses if I’d been able to go through the Lumovest GFIA^™ modules.”

– Citi Investment Banking Analyst