Special Offer: This Financial Modeling & Stock Pitch Training is included in the Asset Management & Hedge Fund Practical Preparation Package!

With the package, you save more than 20%! Most participants choose the Asset Management & Hedge Fund Practical Preparation Package!

Check the details of the Asset Management & Hedge Fund Practical Preparation Package here

A must for aspiring Asset Management and Hedge Fund professionals! Fully master the skills to deliver your analysis as a “financial model + pitch structure” package!

“You can analyze, but struggle with model design and pitch structure.”
— Unless you overcome this barrier, your work will not resonate with professional investors or interviewers.

In this training, you will be thoroughly coached on how to take your outputs—such as company analysis, earnings forecasts, and financial analysis—compile them into an integrated PL/BS/CF financial model, and then present them in a stock pitch format that meets real-world professional standards.

With the intended audience in mind (fund managers, PMs, investment committees, interviewers, etc.), you will master model design starting from assumptions, integration of quantitative and qualitative elements, and proposal structures that meet professional fund standards step by step.

Fully master professional model building, pitch structuring, and persuasion techniques!

• Independently build a financial model with integrated PL, BS, and CF that meets real-world standards
• Design assumptions for revenue, costs, capital policy, etc., and develop future forecasts
• Perform valuations using DCF and multiples, and present Upside/Downside scenarios
• Structure a stock pitch that delivers a Buy/Sell investment recommendation in 3–5 minutes
• Complete a practical model + pitch deck that can be directly submitted to PMs or interviewers

Target Audience

• Aspiring asset management or hedge fund professionals who feel they “cannot build models” or “lack clarity in investment recommendations”
• Students or professionals who have been asked in interviews, internships, or OJT to “build a model and present” and felt unprepared
• Those who want to develop the ability to take financial, operational, KPI, and competitive analysis and turn it into an investment decision
• Professionals in investment banking, PE funds, or corporate planning who want to combine modeling skills with proposal ability

Training Content

• Design and structure of a financial model linking PL, BS, and CF
• Model-building exercises from assumption design to KPI output
• Valuation organization using DCF, PER, and EV/EBITDA, and presenting Upside
• Stock pitch structuring to deliver Buy/Sell in 3 minutes (Conclusion → Rationale → Catalyst → Risk)
• Document structuring and writing design that ensure reproducibility, persuasiveness, and clarity
• Completion of a model + pitch deck that can be directly used for investment committees, PM reviews, or final interviews

In the professional world, “if you can’t build a model, you’re not trusted” and “if you can’t pitch, you’re not given responsibility.”
No matter how high the quality of your analysis, without the ability to build models and structure proposals, it won’t be considered professional work.
In this training, you will fully master how to create outputs that can actually be entrusted to you.

This Financial Modeling & Stock Pitch Training is included in the Asset Management & Hedge Fund Practical Preparation Package!

The package includes all the necessary training and is more than 20% cheaper than purchasing each individually! If you want to finish your output to completion, this package is by far the best choice!

Check the details of the Asset Management & Hedge Fund Practical Preparation Package here