Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Financial Modeling Course


Learn to Build Accurate and Reliable Financial Models from the Ground Up

The Financial Modeling Course will guide you through a step-by-step process to develop earnings forecast models. You'll use detailed earnings model templates that are on par with those used by global investment banking firms.

You'll get exposure to industry best practices in building earnings models from scratch through a series of closely guided exercises and model answers. You'll learn how to build a detailed model using our 13-step proprietary process. And you'll learn from many practical examples, such as how to de-bug and balance a complex model through a series of simple steps.

This course is delivered in partnership with Copal Amba, a division of Moody's Analytics.

Key Learnings:

  • Learn how to extract relevant company information from various filings and subscription data sources.
  • Gain in-depth knowledge of best-practice modeling principles and techniques.
  • Build a defendable forecast for revenue and cost drivers.
  • Build comprehensive financial models from scratch.
  • Incorporate sensitivity analysis to arrive at a range of earnings estimates.
  • Gain practical experience in designing solutions to real-world financial modeling challenges.

Who Should Enrol

This course is ideal for equity analysts, corporate finance professionals, portfolio managers, business analysts and anyone who aspires to one of these capital market roles.