REFM Private Coaching enables you to accurately and elegantly solve financial modeling problems with Excel.
Want to gain deep confidence in your modeling skills?
Want us to teach you about one of your own models?
Have a big job interview coming up with a modeling test?
Set yourself up for success by learning in a one-to-one or one-to-two format.
Get the same high-impact live training we give our corporate clients, but 100% custom to you.ac
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What Clients Say
Benefits of Private Coaching
- Undivided attention of instructor
- Improved Excel-based problem-solving and analysis skills, quicker work turnaround and fewer mistakes
- Stronger performance on projects
- Increased confidence in advanced sensitivity analysis abilities
- Improved financial modeling knowledge, understanding and customization capabilities
- Sharpened presentation of transaction financials
- Heightened credibility with potential partners, lenders, investors and internal stakeholders
How Private Coaching Works
The ideal first step is to tell us about your background and your goals with the coaching program. Once we know this, we can recommend relevant content modules and a pre-set package (shown below), or we can customize content and a package to suit your needs.
Sessions are available on weekdays during business hours Eastern time up through 7:30 PM EST, with some exceptions.
The venue can be either in Atlanta for a concentrated block of hours, or online through screensharing sessions lasting one hour each. Online sessions can be on consecutive weekdays or spread out however you wish. Depending on our schedule, we could get started as soon as tomorrow.
How To Use The Coaching Hours
How we spend the time is 100% up to you. Options include:
- Initial delivery of our existing self-study content, with you performing hands-on exercises
- Review of your questions on our self-study content that you have studied prior to the coaching session
- You observing us building a model from scratch, such as that for a job interview technical modeling test
- Us walking you through one of your own financial models, explaining concepts and model architecture.
Meet Your Coach
Ready to give us the information we need to suggest a package?
Available Packages
Note: The packages below are based on commonly-requested coaching hour blocks. Larger packages are available at a discounted rate.
Silver (Great Starter Package)
$1,999for 1 person/session | $2,499 for 2 people
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Package includes:
- A hard copy of Real Estate Finance and Investments: Risks and Opportunities textbook and digital audio of The Linneman Kirsch Tapes, 7+ hours of in-depth insights on the textbook
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– Three –
Private one-hour training sessions (recorded if desired)
- Level 1 Excel for Real Estate Bootcamp Certification self-study product
- $400 in REFM self-study credits
- 20% Lifetime discount on REFM’s Excel-based Templates
- 20% Lifetime discount on all webinars and public courses
Gold (The Most Popular)
$2,999for 1 person/session | $3,699 for 2 people
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Package includes:
- A hard copy of Real Estate Finance and Investments: Risks and Opportunities textbook, and digital audio of The Linneman Kirsch Tapes, 7+ hours of in-depth insights on the textbook
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– Six –
Private one-hour training sessions (recorded if desired)
- Level 1 Excel for Real Estate Bootcamp Certification self-study product
- Level 2 Real Estate Finance Bootcamp Certification self-study product
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- $600 in REFM self-study credits
- 25% Lifetime discount on REFM’s Excel-based Templates
- 20% Lifetime discount on all webinars and public courses
Platinum (Most Coaching Sessions)
$4,499for 1 person/session | $5,599 for 2 people
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Package includes:
- A hard copy Real Estate Finance and Investments: Risks and Opportunities textbook and digital audio of The Linneman Kirsch Tapes, 7+ hours of in-depth insights on the textbook
-
– Ten –
Private one-hour training sessions (recorded if desired)
- Level 1 Excel for Real Estate Bootcamp Certification self-study product
- Level 2 Real Estate Finance Bootcamp Certification self-study product
- Level 3 Single Transaction Joint Venture Equity Partnership and Waterfall Modeling Bootcamp Certification self-study product
- $1,000 in REFM self-study credits
- 30% Lifetime discount on REFM’s Excel-based Templates
- 20% Lifetime discount on all webinars and public courses
