The TACTIC Financial Model

2 Weeks


Cohort-based Course

Master the art of building agile financial models and use this skill to deepen your business insights

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Course overview

Become a strategic financial modeler and build business acumen

You'll learn how to become a strategic modeler through the application of the TACTIC Financial Model framework. You'll acquire the tools to build models that are not just efficient but highly adaptable, capable of evolving with new data and changing business goals. You'll master the alignment of your models with strategic objectives and learn how to incorporate real-time data and design specialized tools for deeper analysis. These skills will set you apart in the FP&A field, equipping you to produce actionable insights that can guide your organization's strategic decisions.

Who is this course for


Finance Professionals willing to fast-track their finance career with hands-on modeling skills and financial concepts understanding


Finance Managers looking to bridge skill gaps with strategic financial modeling, thinking in systems and solving complex problems.


Corporate teams aiming to upskill their staff, break silos, grasp the business holistically, and lead strategy.

What you’ll get out of this course

You will Master Global Best Practices in Financial Modeling

Learn top financial modeling practices to create robust models efficiently

You will Craft Comprehensive 3-Statement Models from ground-up

Gain skills to project future scenarios with a fully linked 3-statement model for any business.

You will Build a Strong Foundation in Modeling

Lay the groundwork for advanced models like DCF, M&A, and LBO with a solid understanding of the 3-statement model.

You will learn how to Ensure Model Accuracy

Learn to audit and error-proof your models, ensuring reliability and transparency for top management decisions.

You will learn how to leverage Financial Modeling to acquire Business Acumen

Financial Modeling can be a key that opens many doors. We will discover how to use Financial Modeling to learn different areas and industries and get your seat at the table at any organization.

This course includes

8 interactive live sessions

Lifetime access to course materials

61 in-depth lessons

Direct access to instructor

6 projects to apply learnings

Guided feedback & reflection

Private community of peers

Course certificate upon completion

Maven Satisfaction Guarantee

This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.

Course syllabus

Expand all modules

    Meet your instructor

    Carolina Lago

    Carolina Lago

    Carolina is a seasoned finance professional with over 15 years of experience in Financial Planning & Analysis (FP&A), holding a Master's degree in Accountancy with a specialization in Data Analytics. Her expertise spans multiple industries and various global locations, lending a rich, diverse perspective to her work.

    Recognizing a gap in the market for flexible yet robust financial models, Carolina leveraged her years of experience to create a Financial Modeling Framework called TACTIC. The framework facilitates the creation of a modular and flexible model very versatile but at the same time with solid calculations that adapt to different situations.

    This course is meticulously designed to assist financial professionals, offering a straightforward yet comprehensive approach to crafting financial models with the use of this framework and other best practices in the market.

    Carolina's multi-industry experience, coupled with a strong academic background, makes her not just a number-cruncher but a strategic planner capable of interpreting data to drive actionable insights.

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    Free resource

    Financial Modeling Essentials

    All you need to know about Financial Modeling in one single page. A great tool to have right in front of you as you build your model.

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    Become a Certified TACTIC Financial Modeler

    Become a Certified TACTIC Financial Modeler

    Become Certified TACTIC Financial Modeler

    Show your achievement on LinkedIn with a verifiable credential badge and certificate.

    Learning is better with cohorts

    Learning is better with cohorts

    Active hands-on learning

    This course builds on live workshops and hands-on projects

    Interactive and project-based

    You’ll be interacting with other learners through breakout rooms and project teams

    Learn with a cohort of peers

    Join a community of like-minded people who want to learn and grow alongside you

    Frequently Asked Questions

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