Build financial models that drive real decisions
Master the structured frameworks professionals use to budget, forecast, value companies, and stress-test strategic decisions. Build models that actually get used in boardrooms.

"A model isn't done when it balances — it's done when someone uses it to make a decision."— VIKASH KUMAR JAIN

What you'll learn
What you'll be able to do
- Build a fully integrated three-statement financial model (P&L, balance sheet, cash flow) from a blank spreadsheet
- Design rolling forecasts and driver-based budgets that update automatically when assumptions change
- Perform a discounted cash flow (DCF) valuation and triangulate results with comparable company and precedent transaction analyses
- Construct scenario and sensitivity analyses that clearly communicate upside, base, and downside cases to executives
- Build an LBO or M&A model to evaluate deal economics and returns for a strategic or private equity transaction
- Structure and present a boardroom-ready strategic plan with dynamic dashboards that translate model outputs into executive decisions
How it works
A school that adapts to you
This isn't a set of static videos. Every lesson is generated live and tuned to where you actually are.
We learn your level
A quick placement check tailors your starting point so you're never bored or lost.
Lessons adapt as you go
Each lesson is written for your pace and your goal, adjusting as your skills grow.
Your AI coach keeps you moving
Checkpoints, feedback, and gentle nudges turn progress into a real result.
The curriculum
What's inside your school
7 modules · 24 lessons

Model Architecture & Professional Foundations
Establishes the mental models, spreadsheet craft, and structural principles every financial modeler needs before writing a single formula. Without this foundation, students build fragile, error-prone models — so this module intentionally comes first as a prerequisite for everything that follows.
- 1.1The Anatomy of a Decision-Grade ModelIncluded
- 1.2Spreadsheet Craft for Financial ModelersIncluded
- 1.3Linking Logic & Error-ProofingIncluded
The Integrated Three-Statement Model
The core technical module of the curriculum. Students build a complete, linked P&L, balance sheet, and cash flow statement from a blank spreadsheet using a real company's historical filings. Every subsequent module — valuation, budgeting, LBO — sits on top of this model, so mastery here is non-negotiable.
- 2.1Building the Income StatementIncluded
- 2.2Building the Balance Sheet & Working Capital ScheduleIncluded
- 2.3Building the Cash Flow Statement & Closing the LoopIncluded
- 2.4Historicals, Calibration & Ratio AnalysisIncluded
Driver-Based Budgeting & Rolling Forecasts
Moves from historical modeling into forward-looking planning. Students learn to replace static annual budgets with dynamic, driver-based architectures where changing a single business assumption — headcount, units sold, price — automatically recalculates the entire budget. The three-statement model from Module 2 serves as the structural blueprint.
- 3.1Driver-Based Budget ArchitectureIncluded
- 3.2Rolling Forecast Design & Actuals IntegrationIncluded
- 3.3Departmental Budgets & Budget ConsolidationIncluded
Company Valuation: DCF, Comps & Precedents
Delivers the three core valuation methodologies used in investment banking, equity research, and corporate development. Students work from the integrated model built in Module 2 as the foundation for DCF, then layer in market-based approaches. The module culminates in the Football Field — a synthesis visual that triangulates all three methods and communicates a defensible value range.
- 4.1Discounted Cash Flow (DCF) ValuationIncluded
- 4.2Comparable Company Analysis (Trading Comps)Included
- 4.3Precedent Transaction AnalysisIncluded
- 4.4The Football Field & Valuation SynthesisIncluded
Scenario, Sensitivity & Strategic Stress-Testing
Transforms a deterministic model into a risk-communication tool. Students learn to systematically vary assumptions, quantify the impact on key outputs, and present the results in the clear, visually intuitive formats that executives actually use to make decisions under uncertainty. Includes both structured (data tables, scenario manager) and probabilistic (Monte Carlo) approaches.
- 5.1Sensitivity Analysis with Data TablesIncluded
- 5.2Scenario Analysis: Building Upside, Base & Downside CasesIncluded
- 5.3Monte Carlo Simulation & Probabilistic ThinkingIncluded
LBO & M&A Deal Modeling
Applies financial modeling to live transaction contexts — the highest-stakes environment where models directly drive billion-dollar decisions. Students build a leveraged buyout model from scratch and a merger accretion/dilution model, then synthesize findings into an investment memo. This module requires the three-statement and valuation foundations from Modules 2 and 4.
- 6.1LBO Model MechanicsIncluded
- 6.2M&A Merger Model & Accretion/Dilution AnalysisIncluded
- 6.3Deal Structuring, Returns & Investment MemoIncluded
Strategic Planning, Dashboards & Boardroom Presentation
The capstone module integrates every prior skill into a boardroom-ready strategic plan. Students design long-range planning models, build executive dashboards that translate model outputs into decisions, and master the communication skills needed to defend assumptions, answer hard questions, and drive action in the boardroom. Sequenced last because it requires all prior modules as inputs.
- 7.1Strategic Planning Model DesignIncluded
- 7.2Dynamic Dashboards & Executive VisualizationIncluded
- 7.3Presenting Models to Executives & Defending AssumptionsIncluded
- 7.4Capstone: Full Strategic Plan PresentationIncluded
Who it's for
Is this you?
Investment Banking Analysts
Ready to move beyond inherited templates and build LBO, M&A, and valuation models with the structural confidence that survives senior review.
FP&A & Corporate Finance Professionals
Need to replace static annual budgets with driver-based rolling forecasts and scenario analyses that actually inform executive decisions.
MBA Students
Want practitioner-level modeling fluency — three-statement models, DCF, comps, and deal mechanics — before entering finance recruiting or a corporate role.
Private Equity Associates
Building LBO models and investment memos that need to hold up under GP scrutiny and communicate deal economics with precision.
CFOs & Finance Directors
Seeking a rigorous framework for strategic planning models and boardroom dashboards that translate financial outputs into decisions leadership can act on.
Ambitious Business Operators
Running a growing business and need to build credible financial models for investors, boards, or lenders — without relying on an outside advisor to do it.
Questions
Frequently asked
Your teacher
A note from your teacher
VIKASH KUMAR JAIN
If you've ever handed a model to a senior stakeholder and watched them immediately start poking at your assumptions — or worse, dismiss it entirely — you already know the gap I'm talking about. It's not a gap in intelligence. It's a gap in architecture.
Most people who work with financial models learned by reverse-engineering someone else's spreadsheet, inheriting a template they didn't fully understand, or cobbling together what they could from a textbook. The mechanics might be there. But the structure — the deliberate, professional framework that makes a model auditable, flexible, and trusted — was never explicitly taught. That's what this course exists to fix.
Everything in The Model Architect is built around one standard: decision-grade. Not "good enough to submit," not "impressive for a first attempt" — but the kind of model a CFO opens and immediately understands, a PE associate can stress-test without finding a broken link, and an executive team can use to actually make a call. We get there by teaching the why behind every structural choice: why the cash flow statement closes the way it does, why driver-based budgets behave differently than line-item budgets, why a football field valuation is more credible than a single DCF number, and why your scenario analysis is only as good as the assumptions you can defend.
You'll build everything from a blank spreadsheet — the three-statement model, the rolling forecast, the DCF, the comps, the LBO mechanics, the M&A merger model — because that's the only way to own the logic. And when we reach the final module on boardroom presentation and executive dashboards, it's because I've seen too many rigorous models fail not on the math but on the communication. The work doesn't end when the model balances. It ends when the decision gets made.
If you're a finance professional who wants to operate at a higher level, an analyst ready to move beyond the basics, an MBA student who wants real practitioner fluency before recruiting season, or a business operator who needs to run credible numbers for investors or a board — this is where you build that capability. Come ready to work. The craft is worth it.
— VIKASH KUMAR JAIN
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- 7 modules, 24 lessons
- AI-adaptive lessons tuned to your level
- Quizzes & checkpoints to lock in progress
- Your own AI learning coach
- Learn on any device, at your pace
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