profit500-130hExperts in Financial Modeling

We are a leading provider of financial modeling training, consulting and accreditation.

We help finance professionals use our unique modeling framework to turn their models into powerful communication tools that lead to better, more effective decisions.



Since 2002, we have been leading courses at numerous banks, corporations, professional societies and universities.

Participants learn the Marquee framework and discipline for model design, structure and development which leads to the creation of best-in-class, user-friendly financial models.



Through our unique approach to modeling, we build and improve existing forecast models and we create custom Excel solutions for a wide range of clients.



This program is a rigorous, controlled exam that demonstrates modeling acumen and proficiency.

Successful candidates receive the Accredited Financial Modeler (“AFM”) designation.

Next Exam: October 21, 2017

Public Courses

We offer a number of open-enrollment courses through various professional societies.

Course Descriptions

Our courses cover the essential elements of financial modeling, valuation and advanced Excel skills.


Check out our Academy section which contains financial modeling resources, including keyboard shortcuts, Excel functions, modeling tips and finance articles.

Upcoming Public Courses
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Nov 27, 2017 Toronto, ONData Manipulation with Excel - Part 1 CFA Toronto
Nov 28, 2017 Toronto, ONData Manipulation with Excel - Part 2 CFA Toronto
Dec 1, 2017 Toronto, ONBuilding a Financial Model (of a Company) CFA Toronto
Dec 1, 2017 Toronto, ONData Analysis and Communications with Excel CPA Ontario
Dec 4-5, 2017 Toronto, ONVBA For Finance Professionals CFA Toronto