You are strongly encouraged not to miss live sessions, as a great part of the experience is both the live-reveals and the participant interaction.

In other words, you get to:

• learn in real-time
• apply in real-time, and
• reflect in real time

Yes, sessions are recorded and you can go through them on your own, but learning may be more limited.

We meet for 5 weeks, 4 hours each session. It is intentionally spaced out over a number of days and weeks so you can work your schedule around it.

That's 20 hours all in: content, discussion, reflection, cases, and Q&A.

There is occasional pre-work and post-session work but it is minimal.

It is not customary for me to offer refunds. Across hundreds of training, seminars, workshops, and conferences -- in person and virtual -- to thousands of people, I have never been asked once for a refund.

For one in-person training program, there was a blizzard and my flight was canceled. I offered a rescheduling option for a future date.

I offer more than a dozen training programs and immersive development experiences across a wide range of finance and accounting topics.

Here are the other programs I offer in partnership with Maven.

This program is designed for professionals who want to hone their skills in 3-statement financial, operations modeling and forecasting.

We meet live on Zoom.

Each session consists one or more modules. Each module ties into prior and future modules, so it is vital to try to avoid missing classes.

Sessions begin with an intro, a tie-in to a real example, exercises, discussion, and reflections.

There are lessons where you will be expected to complete them on your own.

Prerequisites for the course include the following:

• You should have a basic-to-intermediate understanding of Microsoft Excel
• You should have a current version (2016 or later) of Microsoft Excel, ideally (though not necessary) on a PC.
• You should have at least an basic understanding of accounting and finance concepts.

Yes, it qualifies for 20.0 CPE credits.

Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Yes. You get all of the template models, clean and completed. You get access to my FP&A and CFO community.

Most on-demand courses teach steps for plugging numbers into templated models. They don’t teach the nuances that you’re likely to encounter across a wide range of instances. Advanced financial modeling trainers tend to not come from FP&A and restructuring backgrounds.

According to alumni, this is the best financial modeling course available.