A focused subject for finance and consulting professionals who build models for valuation, M&A, LBOs and venture investments. Twelve courses and projects across two series, taking analysts and associates from financial statements to advanced LBO modelling. Intermediate to Advanced.
Investment decisions, M&A transactions, LBOs, venture rounds and credit ratings all come back to the model. This subject takes finance and consulting professionals from financial statements through to advanced LBO modelling, with four applied workplace projects covering credit ratings, startup valuation, M&A and a full leveraged buyout.
See the learning outcomes →Start with the three financial statements and the projection toolkit. End with detailed LBO models that incorporate accounting principles and decision-grade analysis.
Real cases: rating a company seeking funding, evaluating a startup investment, valuing a target ahead of a merger, and calculating returns from a private equity LBO.
Every model lands in a finance or consulting scenario. Built in Excel, framed for the analyst, associate or consultant who has to defend the result in a room.
Every milestone is independently accredited by CPD, CPE and NASBA, so what learners earn here counts towards continuing professional development.
Every outcome is mapped to a specific lesson and assessed through scenario‑based exercises. Learners walk away with practical skills they can apply on the next client engagement, deal review or board pack.
Income statement, balance sheet and cash flow statement, plus the financial analysis moves that turn the numbers into a view on the business.
Modeling EssentialsProject forward the revenue, cost and balance sheet position of a business. The forecasting skill that anchors every credit, valuation and investment call.
Modeling EssentialsEnterprise and equity value, the capital asset pricing model, terminal value and the valuation craft analysts are expected to defend in a room.
Modeling EssentialsFrom the first LBO course through to detailed multi‑part advanced LBO modelling. Debt structures, accounting principles and the analyses that decide whether a deal goes ahead.
Across Both SeriesFast‑growth, early‑stage businesses don't fit the standard valuation playbook. Build a model that works for the venture context.
Advanced ModelingAnalyse a target, structure the transaction, build the merger model and produce the analysis that says whether the deal makes financial sense.
Advanced ModelingThe Financial Modeling subject is built as two series. “Financial Modeling Essentials” covers statements, projections, valuation and an introduction to LBOs. “Advanced Financial Modeling” goes deeper into startup investments, M&A and multi‑part advanced LBO modelling. Four workplace projects threaded through.
Statements, projections, valuation and a first leveraged buyout. The foundations every modeller needs before going deeper.
Understanding the three financial statements is foundational for every modeller. Cover the income statement, balance sheet and cash flows, then run a first financial analysis in Excel.
Predict the future performance and financial health of a business by building five‑year projections across the three statements for case‑study company MarkerCo.
A workplace project. Help a credit rating agency rate a company seeking funding for the first time, with three years of past statements and five years of projections.
Estimate a company's value using several techniques. Enterprise and equity value, the capital asset pricing model, terminal value and the analyst's valuation craft.
Debt structures sit at the heart of private equity work. Watch a private equity firm use different forms of debt to acquire MarkerCo in a leveraged buyout.
Beyond the essentials. Startup valuation, M&A modelling and detailed multi‑part LBO transactions, with three workplace projects to lock the skills in.
Valuation models for fast‑growth, early‑stage businesses need a different playbook. Value TrackerTime, a fictional startup raising from a venture capitalist.
A workplace project. Help a startup IT consulting company evaluate an investment offer with projections that reflect the realities of an early‑stage business.
M&A combines two companies into a single entity. Analyse a fictional acquisition in the clothing retail industry from start to finish.
A workplace project. Build the valuation model for a window and door retailer seeking a buyer, then model the merger when the optimum buyer turns out to be a competitor.
A much more detailed LBO model than the introductory course. New concepts, accounting principles and the modelling moves that separate intro from advanced.
Adjust statement projections for the acquisition, then run the analyses that lead to a recommendation on the proposed deal for case‑study buyer Dealer‑Partners.
A workplace project. A private equity firm is acquiring a soft drinks manufacturer in an LBO. Build the transaction model and evaluate the firm's expected returns.
Financial Modeling sits inside Kubicle's wider library, alongside subjects on Excel, Power BI, Tableau, SQL, Data Literacy, AI, presentation skills and project management. Most teams pair Financial Modeling with Excel to keep the spreadsheet fundamentals sharp underneath.
Try for Free →Kubicle is engineered around a single goal: practical skills that get used. Every design choice, from lesson length to assessment style, is made to keep finance and consulting professionals engaged and to translate watch time into measurable outcomes at their desk.
Most lessons run 5–10 minutes. Designed to fit between meetings, not block out a Tuesday afternoon. The result: 80% completion vs. a 7% industry benchmark.
Learners build a portfolio of project work, not a list of completion certificates. Skills are practised on the kind of data they'll see on a real engagement.
CPD, CPE and NASBA accreditation means credits count toward continuing professional development. Certificates are shareable on LinkedIn the moment they're earned.
Every course slots into a wider learning path. Pair Financial Modeling with Excel, Data Literacy, Power BI or presentation skills as the team's needs grow.
Engagement and skill-gain dashboards from day one. Leaders see exactly where capability is building and where it isn't, by team and by role.
Modules are refreshed continuously to reflect new tools, regulation and the rise of generative AI. You never pay for material that's gone stale.
The numbers, the accreditations and the customer outcomes are all on the table, so L&D, Early Careers and Practice Leads can build the business case fast.
Every course awards CPE / CPD credits via NASBA‑recognised accreditation, so time spent here counts on a CV and on the team's compliance log.
These aren't aspirational numbers. They are the measured outcomes Kubicle clients report after a typical rollout, with manager‑level dashboards from day one so practice and L&D leaders can see exactly where capability is building.
More than 60% of Kubicle learners report saving between 30 minutes and 2 hours every week thanks to sharper data skills. Time redirected to higher-value work, and a measurable productivity dividend at the team level.
45% of Kubicle learners apply newly-acquired skills daily, the difference between training that's watched and training that's worked.
75%+ of learners report measurable gains in both data analysis and the communication skills needed to make insights land with stakeholders.
Kubicle was easy to set up and our learners were quickly engaged. It's effectively closed our skill gap, especially in tools like Excel and data processing, and the real-time progress tracking and certifications are why we'll keep using it.
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Still have a question? Send an enquiry and one of our learning advisors will walk you through it within a business day.
Try for Free →Finance and consulting professionals who build models for valuation, M&A, LBOs, credit ratings or venture investments. Audit, advisory, deals, corporate finance, FP&A and private equity roles all qualify. The twelve courses and projects are pitched at intermediate analysts and associates with Excel comfort and a basic grasp of finance fundamentals.
Roughly twenty‑four hours of content across twelve courses and projects, worth 20 CPE/CPD credits. Most learners complete the full subject across four to six weeks of casual study, fit around real client and modelling work.
A basic one. Series 01 starts from the three financial statements and projections, so an intermediate Excel user with finance fundamentals can begin there. Series 02 is pitched at advanced learners who already build models in role. Anyone newer to Excel typically starts with the Excel subject first to get the spreadsheet fundamentals in place.
Financial Modeling is a single subject inside the wider Kubicle library, which also covers Excel, Power BI, Tableau, SQL, Visualization Fundamentals, Data Literacy, AI literacy and project management. Most teams pair Financial Modeling with Excel to keep the spreadsheet fundamentals sharp underneath, or with Data Literacy and presentation skills to round out the modelling craft.
Yes. Kubicle credentials are independently accredited by CPD, CPE and NASBA. Every course and project awards CPE/CPD credits that learners can apply toward continuing professional development. Certificates are shareable on LinkedIn the moment they're issued.
Yes, all three. Series 01 covers a first company valuation (CAPM, terminal value, enterprise and equity value) and an introduction to leveraged buyouts. Series 02 goes deeper with startup valuation, full M&A modelling and a two‑part advanced LBO programme. Four workplace projects are spread across the two series so the modelling lands on real cases.
Yes. Kubicle offers off‑the‑shelf integrations with leading LMS providers and the engineering team will build a custom integration for any other system you run. SSO is supported across the board, and a Reporting API exposes engagement and completion data to your dashboards.
Kubicle is ISO 27001 certified, GDPR‑compliant, and undergoes regular third‑party penetration testing. Granular roles, SSO and audit logging are built in.
Of course. Send an enquiry and a learning advisor will scope the rollout, recommend the right starting point for your team, and put together a pilot proposal with a tailored quote.
Send a short enquiry and a learning advisor will come back within one business day with a tailored recommendation: a curriculum mapped to your team's roles, a sample pathway through Financial Modeling (and any related subjects), and a quote you can take to budget. Built for teams of 5 to 100, deployable in days.