All Courses

Our courses cover the essential elements of financial modeling, valuation, analysis and numerous useful (and sometimes underutilized) Microsoft Excel skills.

Financial Modeling

The Marquee Group was founded to teach the skills required to design and create an interactive financial model that adheres to the highest industry standards.

During our modeling courses, we teach participants to develop a strong plan and to ask the right questions to properly understand the company. We focus on model design, construction and accounting so that the model can be presented as a communication tool.

A flexible, dynamic and intuitive model builds credibility and creates confidence.

General Financial Modeling

Specialized Industry Modeling

Infrastructure Modeling

Data Science & Analytics

Data science is an interdisciplinary field that uses scientific methods, processes, algorithms and systems to extract knowledge and insights from data in various forms.

Our courses focus on providing a core understanding of methods used in building such data-driven models and acquire hands-on experience with analytics tools that are widely used in practice.

Participants in our course will not only be able to save hours by implementing custom-made solutions, but also produce code that is intuitive and transferable within their teams.

As is the case for all Marquee Group courses, our courses focus on hands-on work sessions throughout the training.

Advanced Excel

Business professionals are inundated with data. More so than ever, people are overwhelmed with the amount of data available.

Our Excel courses are focused on data analysis. We focus on the most critical Excel skills that business professionals require in order to analyze, manage and automate their data. In addition, we also have courses in two powerful complements to Excel: VBA for macro creation and automation; and, Power BI Desktop for powerful dashboarding, analysis and visualization of data.

Participants in our courses go back to their desks and save hours from implementing the tools and skills that were taught during our courses.

These sessions are interactive with hands-on work sessions throughout the seminars.


One of the most common reasons for building a financial model is to forecast earnings or cash flows which can then be used to value a company or a project.

Our courses discuss valuation theory but the focus is on implementation. We bridge the gap between academic knowledge and industry practice. We review the most common errors that people make when doing valuation work and discuss the critical technical (or Excel) skills needed to incorporate the valuation ideas into a spreadsheet.

These courses are invaluable for anyone who is preparing a valuation or who is going to check and audit models.

Credit & Lending

Credit professionals need to analyze a potential borrower’s business and financial condition to ensure the bank makes the right credit decision.

Marquee has developed a series of seminars that provide a deep understanding of fundamental business and credit analysis, cash flow forecasting, valuation and transaction structuring. Our courses are tailored to the specific training needs of the various credit professionals within the finance industry from small commercial banking loans to large capital markets transactions.

The programs will include hands-on exercises developed from actual transactions and in many cases are developed jointly with our clients to include specific credit underwriting processes and practices.


Accounting is the language of business and anyone working in a business environment should have a solid grasp of accounting concepts and financial statements. We have encountered a number of business professionals (i.e., engineers, marketing, human resources, etc.) who have not had the opportunity to take accounting courses and find it challenging to review, audit or interpret financial statements or budgets related to their department or project.

These accounting courses do not focus on traditional accounting topics (i.e., such as T-Accounts and debits/credits) but are designed to help business professionals who need to use the financial statements.

Depending on the level of knowledge of the participants in the seminar, we are able to provide an introduction to financial statements or push into advanced accounting concepts that will challenge people with an accounting background.


These courses are designed to provide students familiarity and confidence with core financial skills and an understanding of the world of finance. Whether the goal is to succeed in a business program, to add business skills to your repertoire or to set yourself apart as a job candidate, these courses will help you.

Mining & Energy

The Marquee Group has a portfolio of detailed mining and energy modeling courses covering the natural resources sector.

These courses are case-based and use specific examples of industry projects and companies. Our approach to training is very interactive as participants build a model using a best-in-class template that we provide.

Our models are intuitive, flexible and completely dynamic. They also serve as a corporate communications tool by building credibility and creating confidence.




As legal professionals seek to be their clients’ “advisor of choice”, fluency with financial skills has become more important than ever. These courses are designed for lawyers to help expand their familiarity and understanding of the financial activities of their clients and financial advisors. Designed for professionals with a wide variety of practice areas and backgrounds, these courses have been successfully delivered to groups ranging from associates to equity partners. A focus on essential issues, core practices and real-life case studies make these courses accessible and efficient for the participants as well as qualifying for professional development hours.

PowerPoint & Data Communications

Great financial analysis is important but it is also essential to communicate insights and make recommendations. Our data communication courses help participants take "the next step" and create compelling and attractive presentations quickly and easily.

PowerPoint remains critical to communicating strategy and financial analysis. All too often the development of a good presentation becomes a bottleneck and consumes a disproportionate amount of time.

Participants will learn to effectively leverage PowerPoint’s most important features to create more impactful presentations in less time. The Data Storytelling courses will help communicate analysis and insight that is easy to understand and resonates with an audience.

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