Financial Modeling
Forecast the future performance of a company, project or investment with a fully integrated financial model on Microsoft Excel
What is Financial Modeling?
Financial models are built-in excel to forecast the financial performance of a company, project or investment
Financial modeling is the task of constructing excel based quantitative models of real-world financial and operational situation of any business. The objective of a financial model is to forecast the future performance of a financial asset, portfolio, company, project, or any form of financial investment.
Watch our Financial Modeling expert, Rahul Sonthalia, CFA, CMA as he provides a keen insight into the world of Financial Modeling - the key driving force behind any effective business strategy.
Learning Journey
The below diagram displays the various modeling courses recommended for candidates based on their theoretical knowledge and expertise - beginner, intermediate, and advanced.
Financial Analyst Foundation Program
Before starting the CFA/CMA journey
During the Level I CFA program
Excel Analytics for Finance Professional
Three Statement Modeling & Valuation
During/After the Level I CFA program
Advanced Financial Modeler (AFM)
(Optional)
M&A and LBO Modeling
Bank Modeling
Project Finance Modeling
Real Estate Modeling
After Level I CFA program or During Level II/Level III CFA programs
Chartered Financial Modeler (CFM)
(Optional)
Recommended Learning Pathway in Financial Modeling
Our financial experts have created an array of specialized modeling programs for each sector below to help you pick and choose the right program
that will support your long-term strategy.
Banking
Excel Analytics for Professionals
Three Statement Modeling and Valuation
M&A and
LBO Modeling
OPTIONAL:
Bank Modeling & Valuation
Excel Analytics for Professionals
Three Statement Modeling and Valuation
Bank Modeling & Valuation
OPTIONAL:
M&A and LBO Modeling
Excel Analytics for Professionals
Three Statement Modeling and Valuation
Project Finance Modeling
OPTIONAL:
M&A and LBO Modeling
Estate
Excel Analytics for Professionals
Three Statement Modeling and Valuation
Real Estate
Modeling
OPTIONAL:
Project Finance Modeling
Accounting
Excel Analytics for Professionals
Three Statement Modeling and Valuation
Project Finance Modeling
OPTIONAL:
M&A and LBO Modeling
Value Proposition
Excel Exercises
Apply and practice advanced analytical tools via Excel-based exercises
Case Studies
Access financial models for regional and global company case studies
Certification
Recieve Kaplan participation certificate for each training program
Our trainers
Rahul Sonthalia, CFA, CMA
Rahul has over 12 years of experience in teaching financial modeling and investment banking courses in the UK, Singapore, and the MENA region.
He specializes in financial analysis, equity valuation, macro-economic research, and equity research. Rahul has delivered training to Saudi Aramco, ADIA, NCB, BAE Systems, Bupa and Deloitte.
Shanin Thomas, CFA
Shanin has over 10 years of work experience in equity research, portfolio management, investment banking and financial modeling.
He has taught prominent programs such as CFA, financial modeling, business valuation, equity research, value investing, and derivatives. He has also delivered training for Saudi Aramco.
Hear from our students
Student Speaks: Umar Masood
Discover how Umar learned to convert theoretical CFA program concepts into practical applications on excel at our Financial Modeling course.
Student Speaks: Eva Reinerova
Learn how Eva, an financial analyst working with numbers, budgets and business forecasts benefited from our financial modeling course.
Student Speaks: Tichaona Maviyo
Explore how Tacha's desire to learn and expand his knowledge, spurred him to take up our financial modeling course.
Looking for corporate training?
Part of the largest financial services education provider in the world, Kaplan offers multiple learning pathways to fulfill the needs of fresh, intermediate and advanced level students looking to join financial modeling training courses in Dubai, Abu Dhabi and across the world.
We design all of our programs to meet our client’s particular challenges by gaining an in-depth understanding of an organization’s culture and derive at most-suited delivery mechanisms - through collaborative customization.
