Intermediate·40 hours

Financial Modeling & Valuation

Analyst Certified upon completion

Build institutional-quality financial models from scratch — the core technical skill required across every area of finance.

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Student — $199/yr

Professional — $329/yr

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Self-paced — complete on your schedule

Analyst Certified credential upon completion

Cohort internship eligibility unlocked

Downloadable models and templates

About this certification

This certification gives you the hands-on modeling foundation that investment banks, private equity firms, and corporate finance teams use daily. You will build integrated three-statement models, discounted cash flow analyses, and comparable company valuations from blank spreadsheets — not templates.

What you will learn

Build a fully integrated 3-statement financial model
Perform DCF valuation with sensitivity and scenario analysis
Construct comparable company and precedent transaction analyses
Apply best-practice modeling conventions used at top-tier firms
Present financial models clearly to investment professionals

Curriculum

Module 1: Financial Statement Fundamentals

Reading the income statement
Balance sheet structure
Cash flow statement mechanics
Linking the three statements

Module 2: Excel for Finance

Keyboard shortcuts and efficiency
Audit formulas and error-checking
Modeling best practices and conventions

Module 3: Building the 3-Statement Model

Revenue build and drivers
Expense and margin projections
Working capital schedule
Debt and interest schedule

Module 4: DCF Valuation

Free cash flow calculations
WACC derivation
Terminal value methods
Sensitivity and scenario analysis

Module 5: Comparable Company Analysis

Selecting the peer group
Spreading trading comps
EV/EBITDA and P/E multiples
Football field output

Who this certification is for

Aspiring investment banking and private equity analysts
Finance students preparing for technical interviews
Professionals transitioning into corporate finance or FP&A roles

Analyst Certified

What happens when you complete this certification

You earn your Analyst Certified credential for this track. That credential signals to employers that you can perform the core analytical work expected at this level. It also unlocks eligibility to apply for an internship cohort at one of our partner firms — a structured placement where you work on real deals alongside experienced finance professionals.