What you will learn
- This specialization provides a comprehensive introduction to financial modeling, covering risk assessment, valuation, and forecasting techniques.
- Learners will gain hands-on experience using Excel, building financial models applicable in corporate finance, investment banking, and consulting.
- The course emphasizes data-driven decision-making to analyze financial statements, forecast future trends, and evaluate business risks.
- Students will explore Monte Carlo simulations, regression models, and scenario analysis for strategic financial planning.
- Real-world case studies from Wharton faculty provide practical exposure to financial modeling in various industries.
- The capstone project allows learners to apply their knowledge by creating a full-scale financial model for a business scenario.
Program Overview
Foundations of Financial Modeling
⏱️4-6 weeks
This section introduces financial modeling fundamentals and explores how data is used for decision-making in corporate finance.
Understand the core principles of financial modeling.
Learn how financial models impact business decisions.
Introduction to Excel tools and techniques used in financial analysis.
Explore the role of financial modeling across different industries.
Risk & Valuation Modeling
⏱️6-8 weeks
Learn how to assess business risks and conduct financial valuations using proven methodologies.
Understand discounted cash flow (DCF) analysis and risk modeling techniques.
Use Monte Carlo simulations to measure and manage risks.
Learn about sensitivity analysis to make more informed investment decisions.
Explore different valuation techniques used in equity research and corporate finance.
Advanced Excel for Financial Modeling
⏱️8-12 weeks
This section focuses on enhancing Excel proficiency to create sophisticated financial models.
Build financial statements and projections in Excel.
Use macros, VBA, and pivot tables for automated financial analysis.
Implement scenario planning and stress testing for business strategies.
Develop cash flow and revenue forecasting models.
Data-Driven Decision-Making in Finance
⏱️10-12 weeks
Here, you will explore how data analytics is used to improve financial decision-making.
Use regression models to analyze financial trends.
Learn how to incorporate big data in financial modeling.
Understand the impact of economic indicators on business decisions.
Apply machine learning techniques in financial forecasting.
Wharton Financial Modeling Capstone Project
⏱️12-15 weeks
In this final section, you will complete a practical financial modeling project to apply everything you’ve learned.
Create a comprehensive financial model for a business scenario.
Perform valuation and risk analysis using advanced techniques.
Present financial insights and recommendations to stakeholders.
Earn the Wharton Business and Financial Modeling Certificate upon completion.
Get certificate
Job Outlook
- The demand for financial analysts and modelers is expected to grow 11% by 2030 (U.S. Bureau of Labor Statistics).
- Financial modeling is critical in fields such as investment banking, corporate finance, and consulting.
- Entry-level financial analysts earn between $70K – $90K per year, while experienced professionals make $100K – $150K+.
- Employers seek Excel, financial forecasting, and risk modeling expertise in candidates.
- This certification enhances job prospects for roles such as Financial Analyst, Investment Analyst, and Business Consultant.
- Data-driven decision-making in finance is driving high demand for professionals with financial modeling expertise.
Specification: Business and Financial Modeling Specialization
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