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Financial Modeling & Forecasting

Transform your data into insights with professional financial modeling. Learn to build dynamic models, project outcomes, and drive smarter decisions with confidence.

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Access all courses starting at $25/month.

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3 hrs 4 mins

📖

34 Lessons

🎓

5.0 NASBA CPE Credits

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Language: English

Master the art and science of financial modeling in this hands-on course designed for finance professionals. Whether you’re analyzing data, evaluating business scenarios, or performing valuations, this course provides the tools and techniques to create robust, dynamic, and error-proof financial models.

With step-by-step guidance, real-world examples, and industry best practices, you’ll gain the skills to confidently tackle any modeling challenge.

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In this course, you'll learn...

 ✅  Core principles of financial modeling, including dynamic, flexible, and error-proof design. 

 ✅  How to build fully integrated financial statements (Income Statement, Balance Sheet, and Cash Flow Statement). 

 ✅  Techniques for projecting revenue, expenses, and cash flows based on real-world assumptions. 

 ✅  Sensitivity and scenario analysis to evaluate business outcomes under different conditions. 

 ✅  Industry best practices for formatting, labeling, and designing models for clarity and accuracy. 

 ✅  Application of financial models for valuations, business planning, and strategic decision-making. 

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How you'll apply these skills...

  • Build financial models that support critical business decisions and planning. 
  • Conduct scenario analysis to assess risk and prepare for various business conditions. 
  • Perform valuations using robust and well-structured financial models. 
  • Impress stakeholders with professional, clear, and well-organized financial reports. 
  • Transition into more analytical finance roles where modeling is a core responsibility.
  • Use sensitivity analysis to identify key business drivers and optimize strategies.

Additional Info

📝  Format
      3-6 minute videos, 5 quizzes, and a final exam

🖥️  Field of Study
      Finance

💼  CPEs
      5.0

📋  Prerequisites
      You should have an intermediate knowledge of Excel (e.g. IF statements, VLOOKUP, COUNTIFS, etc.). If you are not comfortable with Excel, we recommend taking our Microsoft Excel Bootcamp.

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Access all courses starting at $25/month.

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Copyright © 2025 Wisdify, Inc. All Rights Reserved. Wisdify, Inc. 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 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.

Corey

Corey is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Corey is a big believer in the power of online learning and community with 15 years of finance and accounting experience.

Kelsey Murphy

Kelsey is Wisdify’s expert content developer. Taking feedback from our students, Kelsey creates extremely relevant blog posts and leads the development of Wisdify’s other free resources.

Prior to Wisdify, Kelsey worked as a business technology strategy consultant for Forrester, a global research and advisory firm. While there, she acted as project manager for numerous research-based consulting projects.

Kelsey earned a BA in Economics and Mathematics from Wellesley College.

Madison Bess

Madison oversees the social media strategy at Wisdify and makes sure we stay closely connected with our students, receive their feedback, and provide our students with valuable information.

Prior to Wisdify, Madison successfully ran the social media accounts for multiple companies. She also found time to start her own personal training company (which she still runs).

Madison earned a BA in English from Brigham Young University.

Maryn Coughran

Maryn is a co-founder and leads the marketing and outreach efforts at Wisdify. She ensures we are connecting with our customers, hearing their feedback, and then implementing their suggestions.

Prior to Wisdify, Maryn co-founded (along with Nate) BostonExcel, a Microsoft Excel training company that worked with dozens of companies in virtually every industry. Maryn’s clients included numerous Fortune 1000 companies, prestigious universities, startups and everything in between. She also happened to write and illustrate a children’s book. Let’s just say she’s a woman of many talents.

Maryn earned a BA in Economics from Wellesley College.

Joe

Joe is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Joe is a big believer in the power of online learning and community with 20 years of finance and accounting experience.

 

The Buckaroos

Gwyn, Jack, and Kate are the adorable tow-heads that lead up Wisdify’s campaigns on cuteness, energy, and sleep-deprivation.