self-paced course

Financial Modeling Standards and Best Practices

Master the art of error-free, efficient, and professional financial modeling with Financial Modeling Standards & Best Practices. Whether you're an FP&A pro or a finance enthusiast looking to level up, this hands-on course will transform your Excel skills into a career-boosting superpower. 
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Your Instructor: Christian Wattig

2.5-Hour Course

30-Day Money Back Guarantee

2.5 NASBA CPE Credits

Language: English

Course Curriculum

What You'll Learn

Course Description:

Financial modeling is more than just numbers—it's the backbone of sound decision-making in finance and accounting. Financial Modeling Standards & Best Practices equips you with the skills to create models that are accurate, adaptable, and reliable. Designed for finance professionals, this self-paced, NASBA-approved course dives deep into best practices for workbook design, formula transparency, quality control, and more. You'll learn how to avoid common pitfalls in Excel, streamline your modeling process, and ensure your work meets professional standards. With step-by-step guidance and practical exercises, you'll not only master the theory but also gain hands-on experience building and optimizing financial models.

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Who Should Take This Course?

Management Accountants

Enhance your ability to create precise, adaptable models that support strategic decision-making and performance analysis.

Finance Professionals

Build reliable models that drive accurate financial insights and critical business recommendations.

Accountants

Ensure your financial models meet professional standards with error-free formulas and built-in quality checks.

FP&A

Streamline forecasting, budgeting, and analysis with robust financial models that are easy to update and share.
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Behind the Scenes

Video Lesson Sneak Peek

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Top features

How The Course Works

Self-Paced Learning

Navigate through the course at your own speed, with the freedom to start, pause, and resume lessons whenever fits your schedule.

All-Inclusive Content

Gain access to a wide range of resources, including video lectures, reading material, formula guides, and practical exercises designed for in-depth understanding.

Interactive Quizzes

Test your knowledge as you progress with lesson quizzes that provide immediate feedback, helping reinforce learning and measure improvement. Take a comprehensive final assessment to demonstrate mastery of the subject matter.

NASBA Certification

Upon successful completion, earn a certificate recognized by the National Association of State Boards of Accountancy (NASBA), showcasing your proficiency and dedication to professional excellence, and earn credits towards your annual CPE certification requirements, ie CMA, CPA, CIA, etc. 
Meet Your Instructor

Christian Wattig

Christian Wattig is an accomplished FP&A expert with over a decade of leadership experience in multinational corporations and fast-growing tech start-ups. He spent eleven years at Procter & Gamble and Unilever, where he led FP&A and accounting teams. After earning his MBA from NYU Stern, Christian transitioned to the tech sector and played a pivotal role in taking Squarespace public as an FP&A leader. Now, he shares his expertise as the Director of the Wharton School's FP&A certificate program and via LinkedIn where he has more than 100,000 followers. He's taught employees from respected companies like Amazon, Microsoft, Walmart, Uber, Adobe, and Goldman Sachs.

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NASBA Course Information

DELIVERY METHOD

QAS Self-Study

FIELD OF STUDY

Finance

CPE CREDITS

NASBA: 2.5

KNOWLEDGE LEVEL

Basic

PREREQUISITES

None

ADVANCED PREP

None

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CPE Flow 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. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
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Frequently Asked Questions

How many CPE credits can I earn?

The course will provide 2.5 NASBA-approved CPE credits. 

Are there any prerequisites for this course?

No, there are no prerequisites. The course is designed for a basic knowledge level, making it accessible to beginners.

How is the course structured?

The course offers self-paced learning with video lectures, reading materials, formula guides, practical exercises, and quizzes for comprehensive understanding and skill development.

Are the lessons live or pre-recorded?

Our entire video library is pre-recorded making asynchronous learning possible for students from various time zones.