Master Financial
Modeling
800+
MODELS BUILT BY ALUMNI
4–8
WEEKS TO COMPLETE
97%
SATISFACTION RATE
15+
YEARS INDUSTRY EXP.
ABOUT THIS SERVICE
More Than a Spreadsheet Course
Financial modeling is the language of high-stakes decisions. This program teaches you to speak it fluently — with precision, speed, and the commercial judgment that separates analysts from advisors.
Delivered by a CFA Charterholder with 15+ years of experience across investment banking, private equity, and corporate finance, each session is built around live model construction using real company data. You won’t be following templates — you’ll be building from first principles.
Fully customised to your industry, role, and current skill level
Live sessions with screen-share, Q&A, and full recording access
Model files, templates, and case studies included for every module
Certificate of Completion recognised by employers and shareable on LinkedIn
SKILLS COVERED
What You'll Be Proficient In
3-Statement Modeling
95%
DCF Valuation
90%
LBO Modeling
80%
Scenario & Sensitivity
85%
12+
LIVE SESSIONS
30+
MODEL TEMPLATES
6
CASE STUDIES
1:1
COACHING OPTION
WHAT YOU’LL LEARN
Full Curriculum Breakdown
Six core modules, each building on the last — from foundational Excel mechanics to advanced multi-scenario LBO models.
MODULE 01
Excel for Finance
Master the formulas, shortcuts, and structural techniques that professional analysts use every day.
- Advanced lookup & reference functions (INDEX/MATCH, OFFSET)
- Dynamic named ranges and data validation
- Error-proofing and audit trail best practices
- Keyboard shortcuts for speed modelling
MODULE 02
3-Statement Model
Build a fully integrated Income Statement, Balance Sheet, and Cash Flow model from a blank sheet.
- Revenue drivers and operating assumptions
- Working capital and capex schedules
- Debt schedules and interest calculations
- Circular reference resolution techniques
MODULE 03
DCF Valuation
Derive the intrinsic value of a business using Discounted Cash Flow analysis and WACC construction.
- FCFF and FCFE projection methodologies
- WACC from first principles (CAPM, cost of debt)
- Terminal value: Gordon Growth vs. exit multiple
- Sensitivity tables and tornado charts
MODULE 04
Comparable Analysis
Perform rigorous market-based valuation using trading comparables and precedent transaction analysis.
- Selecting and scrubbing the right peer group
- EV/EBITDA, P/E, EV/Revenue benchmarking
- Calendarisation and LTM adjustments
- Control premium and synergy analysis
MODULE 05
LBO Modeling
Construct a leveraged buyout model to assess returns, debt paydown, and exit scenarios for PE deals.
- Sources & uses and transaction structure
- Debt tranches and amortisation schedules
- Returns analysis: IRR, MOIC, cash yield
- Management equity and waterfall mechanics
MODULE 06
Scenario & Sensitivity
Stress-test your models, build scenario managers, and present outputs for executive decision-making.
- Bull / base / bear case framework
- Data tables and two-variable sensitivity maps
- Monte Carlo simulation concepts
- Board-ready output formatting and charts
IDEAL CANDIDATES
Who Is This Program For?
This program is designed for professionals who need to build, interpret, or present financial models as part of their day-to-day role.
Investment Bankers & Analysts
Graduates and junior analysts seeking to sharpen deal execution skills, build pitchbook-ready models, and accelerate promotion timelines.
Private Equity Professionals
Associates and VPs who need to move faster on deal screening, LBO construction, and portfolio monitoring models.
FP&A & Corporate Finance
Managers and directors in corporate roles who want to build robust planning models, budgeting frameworks, and board-ready dashboards.
Entrepreneurs & Founders
Founders preparing investor-ready financial models for fundraising, stress-testing their unit economics, and planning for scale.
HOW IT WORKS
Your Journey from Enrolment to Mastery
Needs Assessment
Custom Curriculum
Live Sessions
Practice & Feedback
Certificate & Support
DELIVERY OPTIONS
Choose Your Learning Format
Every format covers the same rigorous curriculum — the difference is how and when you learn.
1:1 Private
Coaching
The fastest way to level up. Fully customised sessions focused on exactly the models you need to build in your current role.
- 2–3 sessions per week, 90 minutes each
- Curriculum built around your real work projects
- All session recordings provided within 24 hours
- Direct Slack/WhatsApp access to instructor
- LinkedIn certificate upon completion
Group
Training
Ideal for teams of 4–20. Delivered as a focused intensive over 2–5 days, on-site or virtually, using your company’s own data.
- Fully customised to your company's industry
- Interactive exercises using your own financials
- Pre-training skills assessment for all participants
- Post-program skills measurement report
- Certificates issued to all graduates
Self-Paced
Online
Pre-recorded video lessons with downloadable model files, assignments, and a final assessment — available 24/7 from anywhere.
- 40+ video lessons across 6 modules
- Downloadable Excel files for every topic
- Graded assignments with written feedback
- Community Q&A forum with instructor
- 12 months access after enrolment
SOFTWARE & TOOLS
Tools You'll Master
Every tool is used in real-world finance roles. You’ll finish the program confident with all of them.
Excel
CORE
PowerPoint
OUTPUT
Bloomberg
DATA
CapIQ
DATA
Python
ADVANCED
Macabacus
PRODUCTIVITY
Ready to Build Models That
Actually Get Used?
Book a free 30-minute discovery call and we’ll design a program that maps exactly to your role, goals, and timeline.