Self-paced course
Self-paced course
Intro to Financial Modeling
Intro to Financial Modeling
Course Description
This is a beginner-friendly, project-based course designed to help you build financial modeling literacy.
We’ll start with an introduction to the financial modeling landscape, including common definitions, key players, types of models, and general standards and best practices.
From there we’ll introduce the concept of flows and balances, and discuss how these elements form the basis for all types of financial models.
Last but not least we’ll dive into three statement modeling, which forms the foundation for more advanced financial modeling techniques. We’ll introduce key accounting principles, review common examples of balance sheets, income statements and cash flow models, and discuss how retained earnings and net cash tie these statements together.
Throughout the course you’ll play the role of a Financial Modeling Consultant for Sarah’s Bakery, a small bakery operating in London. Your role is to help Sarah build some basic models to assess the financial health and profitability of her business, using the tools and techniques you learn throughout the course.
If you’re a data analyst or aspiring finance professional looking for an introduction to the world of financial modeling, this is the course for you.
Course Description
This is a beginner-friendly, project-based course designed to help you build financial modeling literacy.
We’ll start with an introduction to the financial modeling landscape, including common definitions, key players, types of models, and general standards and best practices.
From there we’ll introduce the concept of flows and balances, and discuss how these elements form the basis for all types of financial models.
Last but not least we’ll dive into three statement modeling, which forms the foundation for more advanced financial modeling techniques. We’ll introduce key accounting principles, review common examples of balance sheets, income statements and cash flow models, and discuss how retained earnings and net cash tie these statements together.
Throughout the course you’ll play the role of a Financial Modeling Consultant for Sarah’s Bakery, a small bakery operating in London. Your role is to help Sarah build some basic models to assess the financial health and profitability of her business, using the tools and techniques you learn throughout the course.
If you’re a data analyst or aspiring finance professional looking for an introduction to the world of financial modeling, this is the course for you.
Course Content
7 course hours
3 assignments & solutions
4 quizzes
4 skill assessments
7 CPE credits
Who should take this course
Data Analysts or aspiring finance professionals who want to develop basic financial modeling literacy
Anyone interested looking for a hands-on, beginner-friendly introduction to the world of financial modeling
Meet your instructors
Giles Male
Co-Founder @ Full Stack Modeller
Giles is one of the founding partners of Full Stack Modeller, an award-winning training platform and global community of finance professionals. He is a CIMA qualified management accountant, career financial modeller, and member of The FAST Standard’s Moderation Board.
Featured review
"The financial modeling course was exceptional, providing clear, practical insights and hands-on experience. The instructors were knowledgeable and engaging, making complex concepts easy to understand. Highly recommend for anyone seeking financial expertise!"
Rob M.
Included learning paths
Course credential
You’ll earn the course certification by completing this course and passing the assessment requirements
Intro to Financial Modeling
Intro to Financial Modeling
CPE Accreditation
CPE Credits:
7
Field of Study:
Information Technology
Delivery Method:
QAS Self Study
Maven Analytics LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For more information regarding administrative policies such as complaints or refunds, please contact us at admin@mavenanalytics.io or (857) 256-1765.
*Last Updated: May 25, 2023
Course Description
This is a beginner-friendly, project-based course designed to help you build financial modeling literacy.
We’ll start with an introduction to the financial modeling landscape, including common definitions, key players, types of models, and general standards and best practices.
From there we’ll introduce the concept of flows and balances, and discuss how these elements form the basis for all types of financial models.
Last but not least we’ll dive into three statement modeling, which forms the foundation for more advanced financial modeling techniques. We’ll introduce key accounting principles, review common examples of balance sheets, income statements and cash flow models, and discuss how retained earnings and net cash tie these statements together.
Throughout the course you’ll play the role of a Financial Modeling Consultant for Sarah’s Bakery, a small bakery operating in London. Your role is to help Sarah build some basic models to assess the financial health and profitability of her business, using the tools and techniques you learn throughout the course.
If you’re a data analyst or aspiring finance professional looking for an introduction to the world of financial modeling, this is the course for you.
Course Description
This is a beginner-friendly, project-based course designed to help you build financial modeling literacy.
We’ll start with an introduction to the financial modeling landscape, including common definitions, key players, types of models, and general standards and best practices.
From there we’ll introduce the concept of flows and balances, and discuss how these elements form the basis for all types of financial models.
Last but not least we’ll dive into three statement modeling, which forms the foundation for more advanced financial modeling techniques. We’ll introduce key accounting principles, review common examples of balance sheets, income statements and cash flow models, and discuss how retained earnings and net cash tie these statements together.
Throughout the course you’ll play the role of a Financial Modeling Consultant for Sarah’s Bakery, a small bakery operating in London. Your role is to help Sarah build some basic models to assess the financial health and profitability of her business, using the tools and techniques you learn throughout the course.
If you’re a data analyst or aspiring finance professional looking for an introduction to the world of financial modeling, this is the course for you.
Curriculum
Meet your instructors
Giles Male
Co-Founder @ Full Stack Modeller
Giles is one of the founding partners of Full Stack Modeller, an award-winning training platform and global community of finance professionals. He is a CIMA qualified management accountant, career financial modeller, and member of The FAST Standard’s Moderation Board.
Student reviews
The financial modeling course was exceptional, providing clear, practical insights and hands-on experience. The instructors were knowledgeable and engaging, making complex concepts easy to understand. Highly recommend for anyone seeking financial expertise!
Rob M.
The missing piece to that puzzle! Great Introduction to Financial Modelling, this really is a nice detailed course. Giles guides you all the way through, step by step! Loved it! Really beneficial for anyone interested in learning or to better understand the basics to Financial modelling. Highly worth checking out, certainly left me wanting more 😎
Sean Tom Ryan (STR)
I found this course to be a great introduction to financial modelling. As an operations manager, the finance team provided with Excel sheets using the Actuals vs. Budget model. I'd never thought about how the finance put the report together. But by completing this course, I've learned so much about financial models and I'm feeling much more confident about creating a simple financial model together. Giles was great at providing the information in a clear and structured manner.
Andrew Hubbard
Included learning paths
Course credential
You’ll earn the course certification by completing this course and passing the assessment requirements
Intro to Financial Modeling
Intro to Financial Modeling
CPE Accreditation
CPE Credits:
7
Field of Study:
Information Technology
Delivery Method:
QAS Self Study
Maven Analytics LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For more information regarding administrative policies such as complaints or refunds, please contact us at admin@mavenanalytics.io or (857) 256-1765.
*Last Updated: May 25, 2023
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