Envision the Future: Financial Modeling Using Excel
This course teaches you how to build reliable financial models using Excel to support key business and strategic decisions. Financial models are essential tools used for planning, budgeting, forecasting, valuations, fundraising, and more. In this course, the focus is on creating complete financial projections—including the income statement, balance sheet, and cash flow statement.
You’ll learn a structured approach to building models that maintain integrity and credibility throughout the process. Whether you're new to modeling or looking to sharpen your skills, this course will equip you with the techniques and best practices to develop professional-grade financial models.
1 activity • 7 videos • duration: 1h 27m
CPA, CA Leadership
Blair is a seven-time CFO, a director, and an educator at Executive Finance Partners - a professional development and executive coaching firm for financial professionals and executives. He also serves as a corporate director and audit committee chair of publicly listed companies: Terravest Industries and Clarke Inc. He is also the Board Treasurer of the Devour Food & Film Festival and serves on various committees of CPA Nova Scotia. Blair is the author of The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
Yes it was great course
Very solid course with good content, notes, examples, etc.
Very well presented
great course - lots of details and a nice organized way to do the modelling
