Financial Modeling Analyst Program

What is the Financial Modeling Analyst Program?

Master the art of financial modeling and valuation analysis with our industry-focused program. Designed for students and finance professionals, this program builds the analytical and technical skills needed to excel in today’s dynamic financial landscape.

Through hands-on training and real-world case studies, participants learn to build robust financial models, perform strategic valuation, and apply advanced techniques in forecasting, decision-making, and quantitative analysis.

Whether you aim to strengthen your analytical foundation, accelerate your finance career, or gain an edge in investment and corporate finance roles, the Financial Modeling Analyst Program equips you with practical, job-ready skills for success.

PROGRAM OVERVIEW

Who should take this PROGRAM?

✔ Graduates
– who want to upskill and understand the relation between numbers and concepts
– who want to decode the finer nuances of finance
– who want to build their career in core finance profiles
– who want to switch from a non-finance background to a finance specialization

✔ Professionals (MBA, CA, CFA, FRM, ACCA, CPA, CAIA, Corporate Finance Employee)
– who want to upgrade their resume and skillsets
– who want to switch to finance
– who want to feel more confident in their workplace
– who want to prepare for their next finance interview’s practical round

PROGRAM SUMMARY

Building Blocks

• Topic 1 - Financial Statement Analysis
• Topic 2 - Business Drivers Understanding
• Topic 3 - Advanced Ratio Analysis
• Topic 4 - Industry & Sector Analysis
• Topic 5 - Finance Concepts

Financial Modeling Visualizations

• Topic 1 - Cover page, model structure & design
• Topic 2 - The Front End
• Topic 3 - Data Visualization & Dashboards

Preliminary Financial Modeling

• Topic 1 - Excel for Financial Modeling
• Topic 2 - Three Statement Modeling
• Topic 3 - Three Statement Modeling from Scratch (case-based)
• Topic 4 - Three Statement Modeling with Estimates
• Topic 5 - Three Statement Modeling with Projections

Advanced Financial Modeling

• Topic 1 - Building model with cash Sweep
• Topic 2 - Operational financial modeling
• Topic 3 - Budgeting & Forecasting Modeling
• Topic 4 - Sensitivity & Scenario Analysis
• Topic 5 - Listed company financial modeling
• Topic 6 - Sector-specific financial modeling (optional)
• Topic 7 - Financial modeling case resources (15+ cases)

Valuation

• Topic 1 - Discounted Cash Flow (DCF) Analysis
• Topic 2 - Comparable Company Analysis (CCA)
• Topic 3 - Precedent Transaction Analysis
• Topic 4 - Valuation exercise (Comprehensive)

CAPSTONE PROJECT**

• Beta Insights™ Capstone Project 1
• Beta Insights™ Capstone Project 2
• Beta Insights™ Capstone Project 3
**minimum one out of the three