Financial Model Building Mastery

Build professional-grade financial models that drive real business decisions. Our comprehensive program takes you from basic spreadsheet work to advanced modeling techniques used by industry professionals.

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How Our Program Works

  • 1

    Foundation Building

    Master Excel functions, financial statement structure, and basic modeling principles. You'll work with real company data from the start.

  • 2

    Core Modeling Skills

    Build your first complete three-statement model, learn scenario analysis, and understand how assumptions flow through financial statements.

  • 3

    Advanced Applications

    Create DCF valuations, LBO models, and sensitivity analyses. Each project mirrors real-world consulting assignments.

  • 4

    Portfolio Development

    Build five complete models across different industries. These become your portfolio for job applications or client presentations.

Students working on financial models with laptops and financial data displays

Learn From Industry Professionals

Our instructors bring years of hands-on experience from investment banking, corporate finance, and financial consulting. They've built the models that drive million-dollar decisions.

Portrait of financial modeling instructor Rebecca Chen

Rebecca Chen

Senior Financial Analyst

Former investment banking analyst at Goldman Sachs. Rebecca has built valuation models for over billion in M&A transactions. She specializes in teaching complex financial modeling concepts through practical, real-world examples.

Portrait of corporate finance expert Patricia Williams

Patricia Williams

Corporate Finance Director

Twenty years of corporate finance experience across retail and technology sectors. Patricia brings real-world perspective on how financial models are actually used in business decision-making and strategic planning.

Portrait of financial consultant Dr. Angela Foster

Dr. Angela Foster

Financial Modeling Consultant

Independent consultant who's helped over 200 companies improve their financial planning processes. Angela focuses on teaching best practices for model design, documentation, and error prevention.

Student Success Journey

Follow Marcus through his experience in our program and the career progress that followed

September 2023

Program Start

Marcus joined our program as a junior accountant wanting to move into financial analysis. His Excel skills were basic, and he'd never built a complete financial model.

December 2023

First Portfolio Model

Completed his first three-statement model for a retail company. Marcus said this was the moment he realized he could actually do this work professionally.

March 2024

Career Transition

Accepted a financial analyst position at a mid-sized consulting firm. His interview included building a quick DCF model - something he couldn't have imagined doing before the program.

August 2024

Project Leadership

Led his first client engagement, building a comprehensive financial model for a potential acquisition. His manager noted the quality of his documentation and model structure.

January 2025

Continued Growth

Now mentors junior team members on financial modeling best practices. Marcus recently completed a complex LBO model that impressed the partner-level team.

Professional workspace with financial charts and modeling software on multiple screens

Ready to Build Your Financial Modeling Skills?

Our next cohort begins in September 2025. Classes are limited to 15 students to ensure personalized attention and meaningful feedback on your work.

View September 2025 Schedule Ask Questions