The Modeler includes

skills certificate

The Modeler

| skills-certificate

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Introduction to Modeling

| Completion Certificate
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2.5

Hours

13

Practical exercises

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

 

Introduction to Modeling

66 video minutes

13 excel exercises

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Video minutes 66

Excel Exercises 13

  • 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
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Three Statement Modeling with Iterations

| Completion Certificate
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2

Hours

10

Practical exercises

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

Three Statement Modeling with Iterations

77 video minutes

10 excel exercises

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Video minutes 77

Excel Exercises 10

  • 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
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Three Statement Model Editing

| Completion Certificate
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1

hour

5

Practical exercises

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

Three Statement Model Editing

35 video minutes

5 excel exercises

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Video minutes 35

Excel Exercises 5

  • Steps before editing
  • Inserting a new item
  • Removing an old item
  • After editing
  • Relevant keyboard shortcut keys
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Three Statement Model with Estimates

| Completion Certificate
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2

12

Practical exercises

Learn how to clean up the income statement and balance sheet and get accurate estimates for revenues and EBIT

Three Statement Model with Estimates

70 video minutes

12 excel exercises

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Video minutes 70

Excel Exercises 12

  • Cleaning up the income statement and balance sheet and simplifying the line items
  • Getting estimates for revenues and EBIT
  • Building multiple scenarios into a model’s assumption
  • Modeling a forecast debt repayment schedule from the notes
  • Key ratios
  • Checking the model for reasonableness
  • Formatting and putting the output into a pitch book
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Building a Model With Cash Sweep

| Completion Certificate
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3

Hours

19

Practical exercises

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

Building a Model With Cash Sweep

71 video minutes

19 excel exercises

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Video minutes 71

Excel Exercises 19

  • Why banks want to be repaid early
  • Cash sweep mechanisms
  • How to model cash sweeps
  • Building a three statement model with a cash sweep
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Checking a Model for Integrity and Errors

| Completion Certificate
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1

Hour

11

Practical exercises

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

Checking a Model for Integrity and Errors

36 video minutes

11 excel exercises

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Video minutes 36

Excel Exercises 11

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

Established on Wall Street, Financial Edge has taught at the biggest bulge-bracket firms since 2016, and now we offer that very same training online for you. It’s no secret that banking is fiercely competitive, which is why our Wall Street recognized certification is designed to let your employers know you have the skills to succeed.

This course is officially CPD certified

Continuing Professional Development (CPD) keeps a record of your increasing skills, knowledge and experience throughout your career, which now includes select Financial Edge certifications.

What Our Students Say

The Modeler Skills Certificate is included in your Felix Plan

Boost

Get full access to all our certified courses and instructor support.
ON SALE

Includes full access to all certified courses.

£449
£269.440% off
Billed annually.
Get Started
Boost includes:
  • 184+ hours of instructor-led learning
  • Search across 350+ playlists, 3000+ videos and Q&As
  • Role-focused pathways
  • Expert instructor support

Pro

Gain additional access the full suite of data and analytics tools used by Wall Street analysts.
ON SALE

Full Felix access including all learning content and data features.

£699
£419.440% off
Billed annually.
Get Started
Pro includes:
  • Everything in the Boost plan
  • Streamlined company data
  • Current and historic filings for over 7000 companies
  • Market and industry data
  • Ready-to-use sector and transaction models

Compare plans

Boost Pro
Completion certificates 38 38
Skills certificates 51 51
Micro-degrees 12 12
Searchable library of 350+ playlists, 3000+ videos and Q&As
10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 4,000 US firms
Current and historic filings for over 7,000 firms globally
Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro)
Regional and industry data sets
Ready-to-use sector and transaction models
Boost £449 £269.4 Billed annually Get Started
Pro £699 £419.4 Billed annually Get Started

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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Our online courses reflect the training new analysts receive at the leading financial organizations. They're challenging, but if you want to demonstrate you are as good as the best in the industry then this is the course for you. The top investment banks will recognize our micro-degree certifications, making them perfect for graduates looking to land a job or a professional preparing for a new role.

Are Financial Edge's courses credible?

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The 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 the Modeler help me get a job?

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Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into finance or change roles.

How long do I have to complete the Modeler ?

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Everyone works at their own pace so there's no restrictions, all you need is an active Felix plan for the course you are completing. All Felix plans renew annually.

Are there any hidden costs?

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No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.

What is CPD?

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All of our online courses are CPD accredited. CPD stands for Continuing Professional Development and makes demonstrating your commitment to learning easy. Your institution or accrediting body may track CDP points through activities, units or hours. Check with the relevant party to find out how you should be monitoring your progress.

What support will I get along the way?

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Our expert instructors are standing by to answer questions and help you develop a detailed understanding of finance complexities. Our technical support team are also ready to help with any system problems.