Financial Modelling

What is Financial Modelling

Financial modelling turns a company’s historicals and assumptions into a structured forecast used for decisions. Learn to connect the income statement, balance sheet, and cash flow, build scenarios, and translate insights into a valuation.

• Model financial data to support decisions, built from a blank sheet, not pre-built templates.
• Apply skills across equity research, investment banking, corporate finance, and FP&A.
• Forecast key drivers, integrate schedules, and value via DCF/comps—ending with an equity research write-up.

Pre-requisites to Learn Financial Modelling

Level Zero Course

New to finance? Start with Fintree's free Level Zero™ program. It builds the basics accounting, finance math, and Excel fundamentals so you're ready for the Financial Modelling Certification.

Basic Excel Sheet Skills

Comfort with formulas, lookups, PivotTables, data cleaning, charts, and shortcuts to focus on modelling, not mechanics.

Curriculum

Not a Template.
A Thinking Model.

Working with Real Data

Work with real data from publicly listed companies—building sound assumptions to structure valuation methods and forecast future performance. Every number is a decision, not a pre-filled template.

Think on the Job

Learn job-ready skills that go beyond theory—built through hands-on practice with real company data and industry-relevant scenarios that mirror actual modelling work.

Exam Structure

Scores are shared privately along with Loom feedback so you can iterate fast.

Other Important Details

Certification

Earn a FinTree certificate upon clearing the Financial Modelling Examination; placement assistance is available via the FinTree placement cell.

Course Material

Get 6 months' access to pre-recorded, sector-based modelling videos for flexible, self-paced learning.

Projects with Real Data

Work on projects using listed company data, gaining hands-on exposure to diverse markets.