Growth500profit500-130hExperts 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: October 20, 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
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Feb 25-26, 2019 Calgary, ABVBA For Finance Professionals CFA Calgary
Feb 27-28, 2019 Toronto, ONBuilding a Financial Model (for a Real Estate Development Project) Marquee
Feb 27-28, 2019 Edmonton, ABBuilding a Financial Model & DCF Valuation Analysis CFA Edmonton
Mar 1, 2019 Scarborough, ONBuilding a Financial Model (of a Company) CPA Ontario
Mar 2, 2019 Toronto, ONMining Financial Modeling Marquee