Financial Modeling in Excel

Financial Modeling in Excel is an original Mai Studies programme in accounting technology & analytics. Over 8 weeks and roughly 80 guided hours you work through recorded classes, written notes, practical activities, knowledge checks and assessed tasks marked against a published rubric with an 80% pass mark. All material is written in-house. Mai Studies is independent: no official examination content, question bank, recording or branding from any certification body is reproduced, and completion leads to a Mai Studies completion certificate rather than a regulated or accredited qualification.

8 weeks 80 guided hours Intermediate

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No account needed to buy. Pay with your card and we create your student account from the email you enter, with this programme ready inside it for twelve months.

Financial Modeling in Excel course artwork

What you will achieve

Explain the core principles of financial modeling in excel in plain language
Apply the methods safely and correctly to realistic scenarios
Produce a documented portfolio piece assessed against a published rubric
Plan your next steps in financial modelling

Entry guidance

— Comfortable with beginner-level financial modelling
— Willingness to complete weekly practical work

Original Mai Studies learning material. This is a professional completion programme, not a regulated qualification or university accreditation.

Programme syllabus

8 applied modules

Lessons: 6
Assessed tasks: 3
Practice questions: 36
Timed mock papers: 2

Foundations of Financial Modeling in Excel

Core concepts, vocabulary and working environment for financial modeling in excel.

2 lessons · 12 practice questions · 1 assessed task

1. What financial modeling in excel really involves35 min study · 3 learning objectives · practical activity
A grounded tour of the problems this intermediate programme solves and the language practitioners use.
2. Setting up your working environment37 min study · 3 learning objectives · practical activity
Prepare the tools, accounts and folder structure you will use throughout the programme.

Foundations of Financial Modeling in Excel: assessed task — marked out of 100, pass at 80%

Applied practice in Financial Modeling in Excel

Hands-on work that turns theory into a repeatable method for financial modelling.

2 lessons · 12 practice questions · 1 assessed task

1. Working through a realistic scenario35 min study · 3 learning objectives · practical activity
Follow a complete worked example end to end, explaining each decision as you go.
2. Common mistakes and how to avoid them37 min study · 3 learning objectives · practical activity
The errors that cost practitioners most time, and the checks that catch them early.

Applied practice in Financial Modeling in Excel: assessed task — marked out of 100, pass at 80%

Portfolio project, assessment and next steps

Produce assessed evidence of your capability and plan the study that follows this programme.

2 lessons · 12 practice questions · 1 assessed task

1. Building your portfolio piece38 min study · 3 learning objectives · practical activity
Plan, build and document a piece of work you can show to an employer or client.
2. Where to go next37 min study · 3 learning objectives · practical activity
Honest guidance on further study, practice habits and how this fits a wider career path.

Portfolio project, assessment and next steps: assessed task — marked out of 100, pass at 80%

Model design: inputs, calculations, outputs and checks

Taught notes, worked examples, a step-by-step model build, a marked assignment and twelve explained questions for Model design: inputs, calculations, outputs and checks.