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.

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Training

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.

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Consulting

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.

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Accreditation

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

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

Next Exam: July 15, 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.

Academy

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

Upcoming Public Courses
 DATECITYCOURSE NAME
(click for description)
SPONSOR
(click to register)
Sept 18, 2017 Ottawa, ONData Manipulation with Excel - Part 1 CPA Ontario
Sept 19, 2017 Ottawa, ONData Manipulation with Excel - Part 2 CPA Ontario
Sept 27, 2017 Toronto, ONAccounting for Finance Professionals Marquee
Sept 29, 2017 Toronto, ONBuilding a Financial Model (of a Company) CPA Ontario
Oct 3, 2017 Toronto, ONBuilding a Financial Model (of a Company) CFA Toronto