Foundations of Financial Modeling

This hands-on course teaches the core principles and structure of financial modeling in Excel. Participants will learn how to build dynamic, logic-based models that support budgeting, forecasting, and business analysis.

By the end of this course, participants will be able to:
– Understand the components and purpose of financial models.
– Build three-statement models with proper linkages.
– Apply best practices in Excel modeling logic and structure.
– Perform scenario analysis and sensitivity testing.
– Format models for clarity, accuracy, and decision-making.

1- Introduction to Financial Modeling Principles
2- Building a Model Framework and Linking Statements
3- Forecasting Revenue and Cost Drivers
4- Scenario Planning and Sensitivity Tools
5- Model Review, Audit, and Presentation

Junior analysts, finance associates, budget officers, and professionals seeking a strong modeling foundation.

Excel-based labs, model templates, interactive walkthroughs, and logic-building exercises.

Participants will be equipped to construct accurate, clear, and practical financial models to support real-world decisions.