Financial Modelling in Excel: VBA, Power Query & 3-Statement Mastery
Go from Excel user to financial modelling pro — build investor-ready 3-statement models with VBA automation, Power Query, macros, and advanced formulas, complete with sensitivity analysis and scenario planning.
What you'll learn
What you'll be able to do
- Build a fully integrated, dynamic 3-statement financial model (Income Statement, Balance Sheet, Cash Flow) from a blank spreadsheet
- Write VBA scripts and record macros to automate repetitive modelling tasks and reduce human error
- Use Power Query to import, clean, and transform raw financial data without manual copy-pasting
- Apply advanced Excel formulas — including dynamic arrays, OFFSET, INDEX/MATCH, and IFERROR logic — to create robust, auditable models
- Design a sensitivity analysis matrix to stress-test key drivers such as revenue growth, margins, and discount rates
- Build a scenario planning engine that allows instant toggling between base, bull, and bear case assumptions
- Structure and format models to a professional, investor-ready standard that is easy to audit and present
- Diagnose and fix common financial model errors, circular references, and broken links with confidence
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
6 modules · 19 lessons
Financial Modelling Foundations & Excel Mastery
Establish the professional mindset, structural discipline, and Excel toolkit that every serious financial modeller needs before writing a single formula. Students set up a model-ready workbook and master the advanced formulas that power every great model.
- 1.11 – The Anatomy of a Professional Financial ModelIncluded
- 1.22 – Advanced Formula Toolkit: Lookup, Logic & Dynamic ArraysIncluded
- 1.33 – Named Ranges, Data Validation & Model ControlsIncluded
Power Query — Automating Data Import & Transformation
Eliminate manual copy-pasting forever. Students use Power Query to connect to raw financial data sources, clean and reshape messy datasets, and load analysis-ready tables directly into their model — all refreshable with one click.
- 2.11 – Power Query Fundamentals for Financial DataIncluded
- 2.22 – Combining & Reshaping Multi-Period Financial DataIncluded
- 2.33 – Building a Refreshable Historical Data EngineIncluded
Building the 3-Statement Financial Model
The core of the course. Students build a fully integrated Income Statement, Balance Sheet, and Cash Flow Statement from scratch using a realistic company case study — linking all three statements so every assumption change flows through the entire model dynamically.
- 3.11 – Forecasting the Income StatementIncluded
- 3.22 – Building Supporting Schedules (Debt, Depreciation & Working Capital)Included
- 3.33 – Building the Balance SheetIncluded
- 3.44 – Building the Cash Flow Statement (Indirect Method)Included
VBA, Macros & Model Automation
Automate the repetitive, error-prone tasks that slow analysts down. Students record, edit, and write VBA scripts that perform real modelling tasks: refreshing data, formatting reports, toggling scenarios, and protecting model integrity — turning a static model into a dynamic tool.
- 4.11 – Recording Macros & Understanding the VBA EditorIncluded
- 4.22 – Writing VBA for Financial Model AutomationIncluded
- 4.33 – Building a VBA-Powered Scenario Toggle EngineIncluded
Sensitivity Analysis & Scenario Planning
Transform a static model into a decision-support tool. Students build a professional sensitivity analysis matrix and a multi-scenario planning engine — the outputs that appear in every investment memo, board presentation, and FP&A deck.
- 5.11 – Sensitivity Analysis with Data TablesIncluded
- 5.22 – Multi-Scenario Planning EngineIncluded
- 5.33 – Tornado Charts & Key Driver IdentificationIncluded
Model Auditing, Presentation & Capstone Project
Stress-test, polish, and present a complete financial model to a professional standard. Students learn to audit for errors and circular references, build an investor-ready output dashboard, and deliver a completed 3-statement model as their capstone — portfolio-ready for job applications.
- 6.11 – Model Error Diagnosis & Circular Reference HandlingIncluded
- 6.22 – Building an Investor-Ready Output DashboardIncluded
- 6.33 – Capstone Project: Full Model Build & PresentationIncluded
Questions
Frequently asked
Your teacher
A note from your teacher
VIKASH KUMAR JAIN
I've spent years working in finance and financial planning roles where Excel wasn't just a tool — it was the difference between a decision that got made and one that got stalled. Early in my career I built models the slow, fragile way: manual inputs, no automation, and formulas that broke the moment someone changed an assumption. Learning VBA, Power Query, and proper 3-statement modelling structure changed everything for me, and I want to give you that same shortcut. I designed this school so that every technique you learn is immediately applied inside a real model — no abstract exercises, no toy datasets. You'll finish with a professional-grade workbook and the confidence to build the next one entirely on your own.
— VIKASH KUMAR JAIN
Start your journey today
Get instant access — learn at your own pace with an AI coach in your corner.
$150/mo
Recurring billing · cancel anytime
Secure checkout · Instant access
- 6 modules, 19 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
- Full access for as long as you're subscribed