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.



We are partners in The Financial Modeling Institute (FMI), which offers three distinct levels of financial modeling accreditation. Each level requires passing a rigorous, controlled exam that is offered worldwide to test financial modeling proficiency.

Next Level 1 Exam: April 28, 2018

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
(click for description)
(click to register)
Mar 21, 2018 Vancouver, BCBuilding a Financial Model (of a Company) CPA BC
Mar 22, 2018 Vancouver, BCMining Financial Modeling CPA BC
Mar 22, 2018 Toronto, ONMerger Modeling Marquee
Mar 26, 2018 Toronto, ONBuilding a Financial Model (of a Company) CFA Toronto
Mar 27, 2018 Toronto, ONData Manipulation with Excel - Part 1 CFA Toronto