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There are 2 modules in this course
"Build & Validate Integrated Financial Models" is an intermediate-to-advanced course designed for finance professionals, analysts, and aspiring modelers who need to construct and validate sophisticated financial models with confidence. In a world where a single spreadsheet error can lead to billion-dollar losses, as seen in the infamous JPMorgan "London Whale" case, the ability to build reliable models is more critical than ever. This course moves beyond theory, guiding you through the practical, hands-on process of creating a dynamic three-statement model where the income statement, balance sheet, and cash flow statement are perfectly interconnected.
You will learn to engineer the critical linkages that make a model robust and self-balancing. More importantly, you will master the art of model auditing, applying systematic checks to hunt down errors, diagnose root causes, and ensure your model's integrity. Through a series of expert-led screencasts, hands-on activities, and AI-powered coaching dialogues, you will build a complete model from scratch and then stress-test it, ensuring it is a reliable tool for forecasting, valuation, and strategic decision-making. By the end of this course, you won't just know how to build a model; you'll know how to build a model you can trust.
This module lays the foundation for expert-level financial modeling. You will move from a blank spreadsheet to a fully integrated three-statement model. The focus is on the architecture—understanding how to structure assumptions, build the core statements, and engineer the dynamic linkages that ensure the model is self-balancing and internally consistent.
What's included
2 videos1 reading2 assignments
Show info about module content
2 videos•Total 14 minutes
The Architecture of an Integrated Model•6 minutes
Building the Core Statements: IS & BS•7 minutes
1 reading•Total 10 minutes
Core Principles of Model Design•10 minutes
2 assignments•Total 25 minutes
Hands-On Learning: Create a Standalone Income Statement and Balance Sheet•20 minutes
Knowledge Check: Model Linkages•5 minutes
Auditing and Validating the Financial Model
Module 2•1 hour to complete
Module details
A model is useless if it's not accurate. This module equips you with the essential skills to audit and validate your financial model. You will learn how to perform systematic checks to ensure integrity, diagnose common errors, and use Excel's built-in tools to hunt down inconsistencies, ensuring your model is reliable and decision-ready.
What's included
2 videos1 reading3 assignments
Show info about module content
2 videos•Total 14 minutes
The Essential Audit Checks for Model Integrity•7 minutes
Auditing in Excel: Using the Inquire Add-in•7 minutes
1 reading•Total 7 minutes
A Framework for Model Auditing•7 minutes
3 assignments•Total 55 minutes
Hands-On Learning: Perform a Standalone Model Audit•20 minutes
Knowledge Check: Auditing Concepts•5 minutes
Final Project: Integrated and Audited Model•30 minutes
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What will I get if I subscribe to this Specialization?
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Is financial aid available?
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.