Financial Modeling

5.0 CPEFinance

Transform your data into insights with professional financial modeling. Learn to build dynamic models, project outcomes, and drive smarter decisions with confidence.

VIDEO COURSE

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About this course

Master the art and science of financial modeling in this hands-on course designed for finance professionals. Whether you’re analyzing data, evaluating business scenarios, or performing valuations, this course provides the tools and techniques to create robust, dynamic, and error-proof financial models. With step-by-step guidance, real-world examples, and industry best practices, you’ll gain the skills to confidently tackle any modeling challenge.

What you’ll learn

Upon completion of this course, you will be able to:

Core principles of financial modeling, including dynamic, flexible, and error-proof design.
How to build fully integrated financial statements (Income Statement, Balance Sheet, and Cash Flow Statement).
Techniques for projecting revenue, expenses, and cash flows based on real-world assumptions.
Sensitivity and scenario analysis to evaluate business outcomes under different conditions.
Industry best practices for formatting, labeling, and designing models for clarity and accuracy.
Application of financial models for valuations, business planning, and strategic decision-making.

Course content

6 lessons · 39 steps · 3h 2m of video

01LESSON 1Welcome2 items

02LESSON 2Modeling Best Practices & Intro to the Case5 items

03LESSON 3Projecting the Income Statement5 items

04LESSON 4Projecting the Balance Sheet15 items

05LESSON 5Creating a Scenario and Sensitivity Analysis10 items

06LESSON 6Conclusion1 item

Locked

Final assessment

Course access is required to take this assessment.

25 questions70% to passUnlimited attempts

On course completion: 5.0 CPE and a certificate

Course details

CPE: 5.0
Field of study: Finance
Course level: Not specified
Delivery method: QAS™ Self Study
Prerequisites: You should have an intermediate knowledge of Excel (e.g. IF statements, VLOOKUP, COUNTIFS, etc.). <strong>If you are not comfortable with Excel, we recommend taking our <a href="https://wisdify.com/bootcamps/online-microsoft-excel-course/">Microsoft Excel Bootcamp</a>.</strong>
Advance preparation: Not specified
Course content: 6 lessons · 39 steps
Assessment: Final assessment · 25 questions · pass 70%
Completion deadline: 365 days from enrollment
Last updated: August 2017
Registration: A free Wisdify account and course enrollment are required.