Financial Modeling Course

Learn hands-on skills required to design and create an interactive financial model of a company that adheres to the real-world industry standards.

Starting Early Summer

Presented by:

About this course

This hands-on course focuses on the skills required to design and create an interactive financial model of a company that adheres to the highest industry standards.

The course material includes model design, logic, construction, financial concepts and accounting treatment. During the seminar, participants will build a model that includes a forecast of a company’s income statement, cash flow statement and balance sheet.

AFM Exam Ready

This course serves as a preparatory course for the Advanced Financial Modeler (AFM) exam. For more information, visit


Students should have a solid grasp of basic accounting fundamentals and proficiency with Excel prior to taking this course.


This course requires 8 - 12 hours, depending on the amount of material to be covered.

Presented by

The Marquee Group

The Marquee Group is a global leader in financial modeling and data analytics training programs. Having led annual training programs at prominent business schools such as UoT Rotman School of Management and UBC Sauder School of Business, investment banks, asset managers, commercial banks, and professional societies, teaching thousands of students and professionals across the globe.

Topics covered

1.  Design and Structure a Financial Model

  • Design a clear and logical financial model
  • Discuss the need for a model to serve as a marketing tool
  • Create clearly defined inputs and assumptions
  • Connect strings of data to create assumptions and footnotes

2.  Build Powerful Scenarios and Financial Statements

  • Use switches to create effective scenarios and value drivers
  • Forecast and build-up a company’s revenues and expenses
  • Design and incorporate a company’s income statement, balance sheet and cash flow statement

3.  Incorporate All Relevant Schedules

  • Construct all necessary schedules, including:
    • Depreciation / CAPEX Schedule
    • Working Capital Schedule
    • Income Tax Schedule
    • Debt and Interest Schedule
    • Shareholders’ Equity Schedule
  • Use Lookup functions within the model to effectively extract information
  • Properly incorporate Senior Term Debt with an amortizing repayment schedule
  • Create a robust Bank Operating Line (or Revolving Credit Facility)
  • Design and incorporate a cash sweep for a company’s Bank Operating Line
  • Balance the company’s balance sheet

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