Included courses

Introduction to Modeling

4.8 STARS

Star Rating
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About

Get to grips with the fundamentals of financial modeling in this essential module.

 

Completion time

2.5 Hours

Level

Completion Certificate

About

Get to grips with the fundamentals of financial modeling in this essential module.

 

Completion time

2.5 Hours

Level

Completion Certificate

Module

Video Minutes

Excel Exercises

Introduction to Modeling

63

13

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Video minutes63

Excel Exercises13

  • Key settings
  • Formatting and layout standards
  • Building a simple income statement and balance sheet model, on one sheet, then across sheets
  • Balancing the balance sheet using the cash flow statement
  • Preparing the model for handover
  • Key formatting and putting the output into a pitch book

Three Statement Modeling with Iterations

5 STARS

Star Rating
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About

Learn how to integrate and model the three major financial statements using real accounts.

Completion time

5 Hours

Level

Completion Certificate

About

Learn how to integrate and model the three major financial statements using real accounts.

Completion time

5 Hours

Level

Completion Certificate

Module

Video Minutes

Excel Exercises

Introduction to Modeling

63

13

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Video minutes63

Excel Exercises13

  • Key settings
  • Formatting and layout standards
  • Building a simple income statement and balance sheet model, on one sheet, then across sheets
  • Balancing the balance sheet using the cash flow statement
  • Preparing the model for handover
  • Key formatting and putting the output into a pitch book

Three Statement Modeling with Iterations

59

15

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Video minutes59

Excel Exercises15

  • Income statement construction and highlighting key numbers
  • Calculation schedules (PP&E, retained earnings, operating working capital, and debt)
  • Balancing the balance sheet with a cash sweep
  • Calculating interest using average balances
  • Circular references and iterations
  • Working with a circular reference switch
  • Preparing the model for handover
  • Key formatting and putting the output into a pitch book

Three Statement Model Editing

5 STARS

Star Rating
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About

Discover how to edit a financial model, as well as learn timesaving shortcuts.

Completion time

50 Minutes

Level

Completion Certificate

About

Discover how to edit a financial model, as well as learn timesaving shortcuts.

Completion time

50 Minutes

Level

Completion Certificate

Module

Video Minutes

Excel Exercises

Three Statement Model Editing

44

0

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Video minutes44

Excel Exercises0

  • Steps before editing
  • Inserting a new item
  • Removing an old item
  • After editing
  • Relevant keyboard shortcut keys

Building a Model With Cash Sweep

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About

Covering historic data, debt and interest calculations, cash sweeps, revolvers, circularities and more.

Completion time

2.5 Hours

Level

Completion Certificate

About

Covering historic data, debt and interest calculations, cash sweeps, revolvers, circularities and more.

Completion time

2.5 Hours

Level

Completion Certificate

Module

Video Minutes

Excel Exercises

Building a Model With Cash Sweep

62

17

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Video minutes62

Excel Exercises17

  • 3 Statement modeling steps – a reminder
  • Historic data – one feed rule
  • Debt and interest calculations – overview
  • Cash sweep – mandated and accelerated payments
  • Revolver detail
  • Long-term debt detail
  • Circularities
  • Prepare for handoff

Checking a Model for Integrity and Errors

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About

Error checking fundamentals, techniques, keyboard shortcuts, prevention methods and more.

Completion time

1 Hour

Level

Completion Certificate

About

Error checking fundamentals, techniques, keyboard shortcuts, prevention methods and more.

Completion time

1 Hour

Level

Completion Certificate

Module

Video Minutes

Excel Exercises

Checking a Model for Integrity and Errors

36

11

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Video minutes36

Excel Exercises11

  • Top ten errors
  • Auditing and error checking toolkit
  • Checking your own model
  • Checking someone else’s model

From Skills Certificate to Recognized Micro-Degree

Upgrade your résumé with the same certification we use at the world’s top 4 investment banks.

Pass the exam and demonstrate your new financial modeling capabilities on LinkedIn with The Modeler Skills Certificate.

Take the next step, challenge yourself to join the best financial analysts by earning an investment banking micro-degree recognized on Wall St.

testimonials

what our students say

Individuals

Tzu-Chieh Lin

The Modeler

This is the right practical training which you cannot learn from professors in the university.

Corporate clients

Summer Intern 2020

The Modeler

The Modeler by Financial Edge gives the student an opportunity to learn hands-on experience in financial modeling. From short cuts and revision techniques to Three Model Statement creation. Certainly an insightful experience.

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Frequently Asked Questions

What tech do I need?

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Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

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Learn the core financial modeling skills required for numerous roles across investment banking, private equity, trading and sales, equity research and more. Perfect for graduates looking to bridge the gap between academia and industry, or professionals preparing for a new role. Enhance your career by mastering the practical skills you need to know.

Are Financial Edge's courses credible?

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The 4 leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best analysts in the world, why not challenge yourself with the same content and certification with the same Wall Street instructors ready to answer your questions.

Will this course help me get a job at an investment bank?

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Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into investment banking or corporate finance roles in other industries.

How long do I have to complete the courses?

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We are delighted to announce that we now offer lifetime access on all online courses! Fit studying around your schedule. Learn at your own pace with on-demand video, practical examples to download and expert instructor support.

Are there any hidden costs?

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No. Everything you need to earn your skill certificate is included, from instructor-led videos and Excel exercises to the exam.

How do I join Financial Edge's alumni?

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Join our world-class alumni on LinkedIn by upgrading your skill certification to any one of our micro-degree’s. To unlock all alumni benefits, you will need to verify you have successfully passed all courses within the online program.

Want to Join Our Prestigious Alumni?

JOIN THE BEST

By completing any one of our micro-degree’s, you will be able to join our prestigious alumni on LinkedIn alongside hires at the top 4 investment banks. After becoming a member of this elite community, you can unlock exclusive benefits such as course discounts and more.

Other courses you may be interested in

The Investment Banker

Get the same training as new hires to the top 4 investment banks. This online program covers accounting, financial modeling, valuation (including discounted cash flow and WACC), plus M&A and LBO analysis.

£399 (Inc Tax)

4.6 Stars

Star Rating

Excel Efficiency for Financial Modeling and Data Analysis

Learn the same Excel skills we teach at the top 4 global investment banks. Start navigating your worksheet efficiently, boost productivity with keyboard shortcuts, and learn to use the powerful built-in functions every finance professional should know.

£99 (Inc Tax)

4.3 Stars

Star Rating

Free Course – Excel Efficiency Essentials

From finance professionals to fashion designers, Excel is one of today’s most critical productivity tools, spanning all industries. Beat the fear of Excel’s complexity with this short, free taster course. Master the fundamentals and become more efficient at work.

FREE

4.4 Stars

Star Rating