From the Experts in Financial Modeling

Design and create a dynamic financial model of a company that adheres to the highest industry standards

Gain the skills required to design and create an interactive financial model of a company that adheres to the highest industry standards. The course material includes model design, logic, construction, financial concepts and accounting treatment. During the course, participants will build a model that includes a forecast of a company’s income statement, cash flow statement and balance sheet.

Learning Topics Include

  • Design and Structure a Financial Model

    Design and layout a financial model clearly and logically

    Discuss the need for a model to serve as a marketing tool

    Create clearly defined inputs and assumptions sections

    Connect strings of data to create assumptions and footnotes

  • Build Powerful Scenarios and Financial Statements

    Use switches to create effective scenarios and value drivers

    Forecast and build-up a company’s revenues and expenses

    Design and incorporate a company’s income statement, balance sheet and cash flow statement

  • Incorporate all Relevant Schedules

    Construct all necessary schedules

    Use Lookup functions within the model to effectively extract information

    Properly incorporate Senior Term Debt with an amortizing repayment schedule

    Create a robust Bank Operating Line (or Revolving Credit Facility)

    Design and incorporate a cash sweep for a company’s Bank Operating Line

Sample Content: Chapter 2a - Modeling as a Discipline

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The Gold Standard of Financial Modeling

Includes all content from our live sessions and incorporates Marquee’s teaching approach honed by 20 years in the classroom

  • 55 expert videos. Pause, fast forward, and rewind to suit your individual pace

  • 7+ Hours of Interactive Content

  • A Certificate will be provided upon course completion

  • Practice assignments with step-by-step instructions and full answer key

  • Presentation book of key concepts (50 pages of key finance resources and Excel formulas)

  • Dedicated course support

  • Video Closed Captions for user accessibility

Hear from Our Learners

  • Outstanding, like everything the Marquee Group does.
    John S. (Toronto, Canada)

  • An all-encompassing, elaborate course, with in-depth examples, challenging questions, and a great comprehensive model building process. Highly recommended!
    Yuvraj S.L. (Massachusetts, USA)

  • I was blown away by the quality and detail of the course, taking away an enormous amount of knowledge and most importantly the technical skills that I am sure will help with my career goals.
    Justin C. (Toronto, Canada)

  • Completely satisfied. The course will prepare you to forecast a company's Financial Statement and build the F/S with ease; simple formula in excel without compromising any quality.
    Riyad M. (Dhaka, Bangladesh)

  • The financial modeling course is amazing! Without question, this course is the best I have ever seen. I learned a lot in the MBA program. However, this course is the missing piece that completes my financial competence.
    Jesus J. (Texas, USA)

Earn a Financial Modeling Certification

from the Financial Modeling Institute (FMI)

This course prepares candidates for the Advanced Financial Modeler (AFM) exam offered by the Financial Modeling Institute (FMI)

Access Financial Modeling

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Course curriculum

    1. Welcome and Course Objectives

    2. FAQs: Maximizing Your Success in this Course

    3. Course Materials and Technology Requirements

    1. Learning Objectives

    2. 2a - Modeling as a Discipline

    3. 2b - Modeling Fundamentals

    4. 2c - Precision Moldings Case Study

    5. 2d - Planning the Model

    6. 2e - Completed Model Review

    7. 2f - Incorporating Scenarios

    8. 2g - Model Structure

    1. Learning Objectives

    2. 3a - Centre Across Selection

    3. 3b - Custom Formatting - Introduction

    4. 3c - Custom Formatting - 0 vs #

    5. 3d - Custom Formatting - Four Ways

    6. 3e - Custom Formatting Colors and Spacing

    7. 3f - CONCATENATE Function

    8. 3g - CONCATENATE and Formatting

    9. 3h - Scenarios Page Construction

    10. 3i - Scenarios CHOOSE Function

    11. 3j - Scenarios Page Drop Down Menus

    12. 3k - Assignment

    1. Learning Objectives

    2. 4a - The Engine

    3. 4b - Revenue Schedule

    4. 4c - Revenue Constraint

    5. 4d - Assignment

    1. Learning Objectives

    2. 5a - Operating Costs Overview

    3. 5b - Operating Costs Schedule

    4. 5c - Modeling Operating Leverage

    5. 5d - Assignment

About this course

  • $195.00
  • 77 lessons
  • 7 hours of video content

Also Available

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