Financial Modeling That Actually Makes Sense
We teach analysts how to build models that work in real business situations. No fluff or theory that falls apart when you need it most. Just practical techniques you'll use every week.
See Our Approach
Built for People Who Actually Build Models
Most courses teach you formulas. We teach you judgment. The kind that comes from seeing what breaks in real client presentations and fixing it before anyone notices.
Our instructors spent years in equity research and corporate finance. They've built hundreds of models under deadline pressure. That experience shapes how we teach.
Real Scenario Work
Practice with actual company data and messy inputs that need cleaning.
Error Prevention
Learn the checks and balances that catch mistakes before they matter.
Presentation Ready
Build outputs that executives can understand without explanation.
Flexible Structure
Adapt templates to different industries without starting from scratch.
How We Structure the Learning
Three phases that take you from spreadsheet basics to building complete valuation models. Each builds on what came before.
Foundation Mechanics
Master the technical setup—formula architecture, dynamic referencing, and audit trails that make models transparent and maintainable.
Business Logic
Connect financial statements properly. Learn how revenue assumptions flow through to cash generation and balance sheet changes.
Valuation Integration
Apply DCF, comparable company analysis, and precedent transactions. Understand when each method fits and when it misleads.
Upcoming Program Schedule
We run intensive programs three times per year. Sessions combine live instruction with hands-on modeling work. Next cohort starts September 2025.
Fall Session Opens
Twelve-week intensive program. Live instruction Tuesday and Thursday evenings, with weekend modeling workshops. Applications open July 15.
Winter Accelerated Track
Eight-week compressed format for experienced analysts. Focuses on advanced valuation techniques and sector-specific considerations.
Spring Standard Program
Full curriculum covering foundation through advanced applications. Best for analysts transitioning into modeling-focused roles.
Maeve Caldwell
Senior Financial Analyst
The program changed how I approach model construction. I used to build everything from scratch each time. Now I have a flexible framework that adapts to different scenarios without breaking.
Maeve joined us after three years in corporate FP&A. She wanted to transition into equity research but felt her modeling skills weren't sharp enough. Six months after completing the program, she landed a role at a mid-market research shop.