The Modeler
Our online financial modeling course provides the perfect introduction to building models, developing multiple techniques for a comprehensive and practical understanding of the topic.
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Access every course we offer with a Felix plan. Over 275 hours of learning content across 3,793 videos and counting.
£449
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3,784 videos across 427 playlists in our Boost plan.
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3000+ students enrolled
12
Hours to Complete
6
Topics
70
Practical exercises
The Modeler includes
- 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
- 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
- Steps before editing
- Inserting a new item
- Removing an old item
- After editing
- Relevant keyboard shortcut keys
- 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
- Why banks want to be repaid early
- Cash sweep mechanisms
- How to model cash sweeps
- Building a three statement model with a cash sweep
- Top ten errors
- Auditing and error checking toolkit
- Checking your own model
- Checking someone else’s model
The Modeler
| skills-certificate
Introduction to Modeling
2.5
Hours
13
Practical exercises
Get to grips with the fundamentals of financial modeling in this essential module.
Introduction to Modeling
66 video minutes
13 excel exercises
Video minutes 66
Excel Exercises 13
Three Statement Modeling with Iterations
2
Hours
10
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
Three Statement Model Editing
1
hour
5
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
Three Statement Model with Estimates
2
12
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
Building a Model With Cash Sweep
3
Hours
19
Practical exercises
Covering historic data, debt and interest calculations, cash sweeps, revolvers, circularities and more.
Building a Model With Cash Sweep
71 video minutes
19 excel exercises
Video minutes 71
Excel Exercises 19
Checking a Model for Integrity and Errors
1
Hour
11
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
Learn from our expert instructors
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.
What Our Students Say
Get The Modeler Skills Certificate
Single Course
- Lifetime access
- Expert instructor support
Boost Plan
Includes full access to all certified courses.
- 184+ hours of instructor-led learning
- Search across 350+ playlists, 3000+ videos and Q&As
- Role-focused pathways
- Expert instructor support
Pro Plan
Full Felix access including all learning content and data features.
- 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 | 38 | 38 |
| Skills certificates | 1 | 51 | 51 |
| 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 370+ playlists, 3500+ videos and Q&As | |||
| 10 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 7,500 firms globally | |||
| Current and historic filings for over 4,000 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 | |||
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