This is a beginner-friendly, project-based course designed to help you build financial modeling literacy.

We’ll start with an introduction to the financial modeling landscape, including common definitions, key players, types of models, and general standards and best practices.

From there we’ll introduce the concept of flows and balances, and discuss how these elements form the basis for all types of financial models.

Last but not least we’ll dive into three statement modeling, which forms the foundation for more advanced financial modeling techniques. We’ll introduce key accounting principles, review common examples of balance sheets, income statements and cash flow models, and discuss how retained earnings and net cash tie these statements together.

Throughout the course you’ll play the role of a Financial Modeling Consultant for Sarah’s Bakery, a small bakery operating in London. Your role is to help Sarah build some basic models to assess the financial health and profitability of her business, using the tools and techniques you learn throughout the course.

If you’re a data analyst or aspiring finance professional looking for an introduction to the world of financial modeling, this is the course for you.