Have a big job interview coming up with a modeling test component?

Want to master Excel skills faster regardless?

Set yourself up for success by learning in a one-to-one or one-to-two format in-person or online. We will teach you basic and advanced principles, step you through Excel models line-by-line, and oversee your performing of skills exercises.

Get the same high-impact live training we give our corporate clients, but 100% custom to youac

pace

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 exceptions made as needed.

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 we can spend the coaching contact 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

Packages available

Note: The packages below are based on commonly-requested coaching hour blocks. Larger packages are available at a discounted rate.

Benefits include

• 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

Popular one-on-one coaching topics include

• REFM’s Level 1 through 3 Bootcamps (Excel For Real Estate, Real Estate Finance, and JV Waterfall Modeling)
• Individual asset transaction modeling (e.g., Apartment Building Acquisition, Mixed-Use Condominium Development)
• Private Equity Fund modeling

Our off-the-shelf content library

Our catalog of current training offerings is available below. Custom-tailored programs and testing are available upon request. Email training@GetREFM.com with inquiries.