Instructor-led program (virtual)

The
Investment 
Modeling Program

The Investment Modeling Program is a comprehensive three-day instructor-led training program designed to equip aspiring financial analysts and investment professionals with the essential skills and knowledge required to excel in financial modeling.

This program (one of our most popular programs) focuses on building a fully integrated three-statement financial model from scratch, covering design, financial data extraction and cleaning, forecasting, investment thesis building, sensitivity analysis, and scenario analysis..
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Investment modeling program dates

Achieve your goals

Model like a top-ranked pro

Our modeling program emphasizes hands-on exercises and real-life case studies, allowing participants to apply the concepts learned to real-world scenarios. Our Expert instructors with extensive industry experience guide participants through the program, providing personalized feedback, insights, and mentorship. 

Participants have the opportunity to collaborate with peers, fostering a supportive and interactive learning environment conducive to knowledge sharing and networking. The program equips participants with the practical modeling skills demanded by the financial industry, enhancing their career prospects and employability.

Build a three statement model

Participants will learn to construct a comprehensive financial model that integrates the income statement, balance sheet, and cash flow statement. Through hands-on exercises, they will gain a deep understanding of the relationships between these statements and how to ensure consistency and accuracy in modeling.

Good models do clever.
Great models do clever, with ease

The program emphasizes the importance of designing and structuring financial models for clarity, transparency, and ease of use. Participants will learn best practices for organizing worksheets, naming conventions, and cell referencing, ensuring the models are logical, scalable, and user-friendly.

Financial modeling - clean, clear and effective

Master the art of financial modeling, a crucial skill for investment analysts. Discover how to build comprehensive and dynamic financial models using Excel, incorporating revenue projections, expense forecasts, and valuation methodologies., coupled with detailed sensitivity and scenario analysis

A paperless program

The program embraces a paperless approach, utilizing digital resources and tools to minimize environmental impact. Additionally, participants will gain insights into incorporating ESG considerations into financial modeling, aligning their analysis with sustainable and responsible investing principles.

Who should attend?

The Analyst Modeling Program is ideal for individuals aspiring to pursue careers as

  • investment analysts,
  • credit analysts,
  • portfolio managers,
  • M&A bankers,
  • private equity professionals
  • or related roles within the finance and investment management industry.


It is suitable for recent graduates, early-career professionals, or those seeking to transition into investment-related fields

A good understanding of accounting principles is a prerequisite for this program. Participants should possess basic knowledge of financial statements, including income statements, balance sheets, and cash flow statements. This prerequisite ensures participants can fully engage with the modeling concepts covered in the program.
Testimonials

You are in good hands

I can honestly say, this class, is the best class I've taken in my investment career..

US- based portfolio manager

Their initiatives around education are without peer - a really exceptional effort

EMEA-based portfolio manager

The quality of the training, their style and
approach to the task at hand are one of kind and
their modelling skills are second to none! 

US-based Buy-side analyst

His patience, knowledge and ability to make complicated things seem simple are unmatched


European Sell-side analyst