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CFA Practical Skills Modules 2026-27 2

The document outlines the importance of financial modeling skills for finance careers, emphasizing the need for technical acumen and design skills. It details a course that teaches how to build three-statement financial models, covering best practices, model design, and advanced Excel techniques. Key learning objectives include understanding financial models' purpose, creating key schedules, and solving common modeling problems.

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Conaya Moyana
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811 views1 page

CFA Practical Skills Modules 2026-27 2

The document outlines the importance of financial modeling skills for finance careers, emphasizing the need for technical acumen and design skills. It details a course that teaches how to build three-statement financial models, covering best practices, model design, and advanced Excel techniques. Key learning objectives include understanding financial models' purpose, creating key schedules, and solving common modeling problems.

Uploaded by

Conaya Moyana
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Overview of Financial Modeling

Financial modeling skills are essential for anyone pursuing a career in finance. Models
synthesize a vast amount of information to help users make better investment and business
decisions. The modeler’s technical acumen, design skills, as well as an understanding of the
underlying business determine the effectiveness of the model.
In Financial Modeling, you will learn how to build three-statement financial models as it’s done
on Wall Street. You will explore best practices, discover optimal model flow and design, and
strengthen your Excel skills alongside the instructor in a step-by-step series of videos.
Knowledge check questions provide feedback throughout the module. Upon completion, you
will be ready to tackle more complex modeling cases in practice.
Watch a sample video from the Financial Modeling PSM for a quick lesson in the use of the MIN
function.

Key learning objectives for Financial Modeling

 Explore financial modeling best practices, optimal model design and flow, and financial
statements.
 Discover how to build key model schedules, such as revenues, costs, fixed assets, taxes,
working capital, debt, and equity.
 Practice advanced Excel techniques in tandem with the instructor.
 Build a working, presentation-ready financial model in Excel.
 Solve the most common financial modeling problems.

Key learning objectives by unit

Unit 1: Getting Started


 Explore the purpose and use of financial models.
 Examine the assignment and the company that you will model.
 Discover how to properly plan and design a financial model.
 Explore the common approaches to tab structure.
 Study the optimal flow of a financial model.

Unit 2: The Front End


 Examine the importance of having a cover page in a financial model.
 Discover the need for a well-designed, customized executive summary.
 Define the optimal way to centre titles in a financial model.
 Identify how to properly add headers and footers to your model.
 Explain the importance of having a well-designed assumptions tab in every model.
 Explore powerful custom formatting skills to ensure all the values in your model are
clear.
 Discover how to design and build a scenarios page within a model.
 Apply four different methods to create the live case that is used to run the model.
 Examine how to build a combo box to control and change the scenario being used in the
model.
 Explore data validation, an alternative way to change the scenario.

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