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Financial Modeling - Building a 3 Statement Model

Learn to build financial models to better evaluate investment prospects using Excel.
A group of people sitting at a table together and going over documents in a meeting

About the Course

Amid today’s market volatility, financial modeling is among the most in-demand skills for investment professionals. Our instructor-led course will help you build representative models to guide discussions about the performance of a financial asset or portfolio and calculate the potential impact of a future event or decision.

Course Snapshot

A woman sitting at a desk facing away from the camera, her computer monitor in front of her displaying data.
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    Beginner level

    Aspiring and experienced professionals performing roles in Corporate Finance/M&A, Credit Analysis, Equity Analysis, and Private Equity

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    Gain technical skills

    Develop skills required to design and create an interactive financial model

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    Certificate of completion

    Upon completion of the course you will receive a certificate of completion

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    Online instructor led training

    Live training delivered online in boot-camp style, hands-on learning

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    12 hours to complete

    Three 4-hour long small group sessions

Meet the instructor

Ian Schnoor CFA

Principal and Founder, The Marquee Group

Ian founded The Marquee Group in 2002 to provide Excel-based financial modeling training to professionals in the financial community. Ian has built The Marquee Group into a leading provider of financial modeling training, consulting and accreditation.

Over the years, Ian has taught thousands of business professionals and university students around the world. Ian is passionate about teaching and brings a hands-on, interactive approach to every course. He has developed a framework and discipline for building models and for teaching that is now used in all of The Marquee Group’s sessions.

Ian teaches at Queen’s University and is a past recipient of the “Instructor of the Year” award in the Master of Finance program at the Smith School of Business.

Prior to establishing The Marquee Group, Ian spent a number of years in the Investment Banking departments at Citigroup and BMO Capital Markets. Ian completed his Bachelor of Commerce Honours degree with academic distinction from the University of Manitoba and has also attained the Chartered Financial Analyst (CFA) designation.

*Please note that any instructor may be replaced by a suitably qualified alternative at the sole discretion of CFA Institute. 

What You'll Learn

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    Design and structure financial models
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    Build powerful scenarios and financial statements
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    Evaluate the portfolio
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    Discuss various methodologies for evaluation
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    Conditionally format output tables to highlight results
Session Dates Times
Next Session

12 Oct 2022, 13 Oct 2022, 14 Oct 2022

8 AM EST (GMT -4)

Enrollment Details

Member Enrollment Fee

USD 1,499
Members save USD 100. Enrollment includes 30-day access to the course materials and recording through the Marquee Group.
Learn More

Standard Enrollment Fee

USD 1,599
Enrollment includes 30-day access to the course materials and recordings through the Marquee Group.
Learn More
For information about the relationship between CFA Institute and the Marquee Group, please visit our Terms and Conditions page.