The TACTIC Financial Model
4.9
(5 ratings)
2 Weeks
·Cohort-based Course
Master the art of building agile financial models and use this skill to deepen your business insights
The TACTIC Financial Model
4.9
(5 ratings)
2 Weeks
·Cohort-based Course
Master the art of building agile financial models and use this skill to deepen your business insights
previously on:
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
01
Finance Professionals willing to fast-track their finance career with hands-on modeling skills and financial concepts understanding
02
Finance Managers looking to bridge skill gaps with strategic financial modeling, thinking in systems and solving complex problems.
03
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.
The TACTIC Financial Model
Course syllabus
Week 1
Apr 8—Apr 14
Week dates are set to instructor's time zoneEvents
- Apr
8
Maven - The Tactic Financial Model - Session 1
Maven - The Tactic Financial Model - Session 1
Mon, Apr 8, 3:30 PM - 6:00 PM UTC
- Apr
10
Maven - The Tactic Financial Model - Session 2
Maven - The Tactic Financial Model - Session 2
Wed, Apr 10, 3:30 PM - 6:00 PM UTC
- Apr
11
Maven - The Tactic Financial Model - Office Hours 1
Maven - The Tactic Financial Model - Office Hours 1
Thu, Apr 11, 3:30 PM - 4:30 PM UTC
- Apr
12
Maven - The Tactic Financial Model - Session 3
Maven - The Tactic Financial Model - Session 3
Fri, Apr 12, 3:30 PM - 6:00 PM UTC
Modules
- Introduction to Financial ModelingIntroduction to Financial Modeling6 Lessons • 5 Projects
- The Case StudyThe Case Study3 Lessons
- Forecasting RevenueForecasting Revenue4 Lessons
- Operational CostsOperational Costs4 Lessons
- Working CapitalWorking Capital5 Lessons
- Fixed AssetsFixed Assets7 Lessons
- Income TaxesIncome Taxes6 Lessons
- The Equity ScheduleThe Equity Schedule7 Lessons
- The Debt ScheduleThe Debt Schedule5 Lessons
Week 2
Apr 15—Apr 19
Week dates are set to instructor's time zoneEvents
- Apr
15
Maven - The Tactic Financial Model - Session 4
Maven - The Tactic Financial Model - Session 4
Mon, Apr 15, 3:30 PM - 5:30 PM UTC
- Apr
17
Maven - The Tactic Financial Model - Session 5
Maven - The Tactic Financial Model - Session 5
Wed, Apr 17, 3:30 PM - 5:30 PM UTC
- Apr
18
Maven - The Tactic Financial Model - Office Hours 2
Maven - The Tactic Financial Model - Office Hours 2
Thu, Apr 18, 3:30 PM - 4:30 PM UTC
- Apr
19
Maven - The Tactic Financial Model - Session 6
Maven - The Tactic Financial Model - Session 6
Fri, Apr 19, 3:30 PM - 5:30 PM UTC
Modules
- Presenting ResultsPresenting Results9 Lessons
- Scenario Building in Financial ModelingScenario Building in Financial Modeling2 Lessons • 1 Project
- Audit, Stress Test and Error proofing the modelAudit, Stress Test and Error proofing the model1 Lesson
- Recognizing the Impact of Business DecisionsRecognizing the Impact of Business Decisions2 Lessons
4.9
(5 ratings)
What students are saying
Meet your instructor
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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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
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Become Certified TACTIC Financial Modeler
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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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