Financial Modeling Course - Learn Excel Modeling

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Our online financial modeling course provides the perfect introduction to building models, developing multiple techniques for a comprehensive and practical understanding of the topic.

Available in Mandarin – visit APAC site

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Get lifetime access to this course, plus expert instructor support through Felix.

£199

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3,784 videos across 427 playlists in our Boost plan.

£449

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£699

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3000+ students enrolled

Hours to Complete

Topics

Practical exercises

The Modeler includes

The Modeler

| skills-certificate

Introduction to Modeling CPE

| Completion Certificate

1.5

Hours

Practical exercises

CPE credits available

Our free financial modeling course covers key settings, formatting standards, building models on one sheet and across sheets, balancing the balance sheet using the cash flow statement, and preparing the model for handover. By the end, you’ll be able to forecast three statement models given a simple set of assumptions and using keyboard shortcuts.

Introduction to Modeling

45 video minutes

12 excel exercises

Video minutes 45

Excel Exercises 12

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

| Completion Certificate

Hours

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

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

Three Statement Model Editing

| Completion Certificate

hour

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

Video minutes 35

Excel Exercises 5

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

Three Statement Model with Estimates

| Completion Certificate

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

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

Building a Model With Cash Sweep

| Completion Certificate

Hours

Practical exercises

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

Building a Model With Cash Sweep

73 video minutes

16 excel exercises

Video minutes 73

Excel Exercises 16

Why banks want to be repaid early
Cash sweep mechanisms
How to model cash sweeps
Building a three statement model with a cash sweep

Checking a Model for Integrity and Errors

| Completion Certificate

Hour

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

Video minutes 36

Excel Exercises 11

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

Learn from our expert instructors

Alastair Matchett

–

Ex-J.P. Morgan

Andrea Ward

–

Ex-Lehman Brothers

Gerard Kelly

–

Ex-Ernst & Young

Deborah Taylor

–

Ex-Barclays director

Petter Ljunggren

–

Ex-Goldman Sachs

Jonathan Rugg

–

Ex-Lloyds private banking

Andrew Jones

–

Ex-Standard Bank

Learn more about our full faculty

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.

Learn more about our certification

What Our Students Say

Get The Modeler Skills Certificate

Single Course

Get lifetime access to this course!

£199

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Single purchase includes:

Lifetime access
Expert instructor support

Boost Plan

Includes full access to all certified courses.

£449

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Boost includes:

266+ hours of instructor-led learning
Search across 480+ playlists, 4000+ videos and Q&As
Role-focused pathways
Expert instructor support

Pro Plan

Full Felix access including all learning content and data features.

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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

	Single Course	Boost Plan	Pro Plan

Completion certificates	6	42	42
Skills certificates	1	59	59
Micro-degrees		12	12
Lifetime access to course
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Searchable library of 480+ playlists, 4000+ videos and Q&As
12 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 7000 firms globally
Current and historic filings for over 4000 US firms
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

	Single course £199 Start learning	Boost £449/year Expand skills	Pro £699/year Maximize potential

Frequently Asked Questions

What tech do I need?

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?

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?

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?

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 ?

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?

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

What support will I get along the way?

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.

What is the difference between a Felix subscription and buying a single course?

Purchasing a single course gives you lifetime access to that one program. Purchasing a yearly Boost or Pro Felix subscription gives you access to our full library of 50+ certifications for the duration of your subscription. With a Pro plan, you’ll also be able to access our streamlined company and market data alongside productivity tools.

Visit our FAQ page for more