The largest economy in the world is the economy of the USA. The United States is home to the wealthiest organisations in the world. Accommodating 121 of the major 500 multinational companies’ headquarters. The total amount of assets under management in the United States exceeded USD 30 trillion. The state’s highly developed finance industry is ever-expanding. Finance specialists are in demand. If you aspire to enrol in financial modeling courses in the USA, this article is for you.
Before you continue, review the table of contents to understand the article’s content better. Once you finish, you will be able to make the right choice among all financial modeling institutes in the USA.
Table of Contents:
- What is Financial Modeling?
- Importance of Financial Modeling in a Business
- Scope of Financial Modeling Courses in the USA
- Careers in Financing Industry
- Types of Financial Models
- Benefits of Financial Modeling Courses in the USA
- Choosing the Right Financial Modeling Course
- Top 10 Financial Modeling Courses in the USA
- FAQs
- Conclusion
What is Financial Modeling?
Financial Modeling is the process of extracting information about a company’s transactions and records to simplify its presentation. A model is built by combining statements and calculations to conclude the financial standing of the business activities.
Importance of Financial Modeling in a Business
Financial Modeling is an expert skill that is significant in the field of finance. The finance industry in the USA is booming. A competent financial modeling executive plays a major role in an organisation.
The smooth functioning of the business depends on the finance specialist. The users of company financial statements and accounts rely on these executives to plan with strategy and understand the financial health of the company.
The creditors, the debtors, the investors, the auditors, the clients, the banking agents, the government, the hierarchy of employees, other agencies, and the public.
All of these are the interested users of the financial statements and models of the organisation. They depend on the results of these presentations to be able to make informed decisions without doubt, to forecast revenues, and to reduce the possibility of risks.
Upskilling in finance assists you in reading and analysing complex data, turning it into useful, legible information. Enrolling in financial modeling courses in the USA will be beneficial as it will raise your game to another level of proficiency and excellence.
Scope of Financial Modeling Courses in the USA
Having expertise in finance is useful for many sectors of business and the economy. The USA is a domicile for many multinational corporations. The economy is largely made of monetary benefits.
Finance plays a big role all over, and there are many degrees and certifications in the finance sector. Financial modeling institutes in the USA will assist you through the benefits of financial modeling.
There are competitive exams and university training where students spend thousands of dollars to become professionals in finance. If you are somebody who has a knack for accounting and financing subjects, then enrolling in financial modeling courses in the USA is going to be a benediction.
Sectors like banking, corporate, consulting, investment, and insurance widely require finance professionals. An effective financial model can help reduce risks in business and forecast sustainability while tracking the performance of the organisation.
The finance industry in the USA is ever-evolving with the need for advancement with every changing trend. Understanding and sustaining up-to-date knowledge of financial trends is made possible through these financial modeling courses.
Careers in the Financial Industry of the USA
Once you are certified in financial modeling courses in the USA, an enormous gate of opportunities is opened up for you. Your career prospects will boom with opportunities like:
- Chief Financial Officer
- Investment Banker
- Financial Planner
- Corporate Finance Manager
- Finance consultant
- Portfolio Manager
- Project Finance Manager
- Credit Analyst
- Private Equity Specialist
- Accounts Manager
- Fintech Specialist
- Equity Research Analyst
- Business Analyst
- Digital Finance Executive
- Commercial Banker
Types of Financial Models
There are a variety of tools and models that you will have to learn if you enrol in a financial modeling course. The different types of financial models you learn are in financial modeling institutes in the USA:
- Three-Statement Model
- Merger Model (M&A)
- Discounted Cash Flow (DCF) Model
- Initial Public Offering (IPO) Model
- Leveraged Buyout (LBO) Mode
- Consolidation Model
- The Sum of the Parts Model
- Forecasting Model
- Budget Model
- Option Pricing Model
Benefits of Financial Modeling Courses in the USA
| BENEFITS | PROVIDED BY THE COURSE | DESCRIPTION |
| Diverse Career Options | ✅ | Commercial Banking, Corporate Development, Equity Research Analyst, Financial Analyst, Financial Planning and Analysis, Investment Banking, Private Equity, Real Estate Development, Startups, Venture Capital, etc. |
| Better Salary Packages | ✅ | USD 2178 (Per month on average) |
| Up-to-date Knowledge | ✅ | Financial Modeling, Microsoft Excel, Accounting, Forecasting, Auditing, Data Analysis, Analytical Skills, Valuation, Sensitivity Analysis, Spreadsheet Management, Presentation, Industry-Specific Knowledge, and Technology. |
| Practical Skills | ✅ | Enhance your practical skills with industry-aligned projects |
| Cost-Effective Learning | ✅ | Budget-friendly, exclusive, high-quality learning |
| Artificial Intelligence | ✅ | Upgrade your talent with AI and use AI tools in financial modeling. |
| In-House Internships | ✅ | Opportunity to work with recognised companies through internships. |
| Certification and Credibility | ✅ | Gain internationally accredited certifications. |
| Placement Opportunities | ✅ | Avail placement assistance for well-paid jobs |
Choosing the Right Financial Modeling Courses in the USA
| Institutes | AI Integrated Curriculum | Mode | Module Specific Trainers | Mock Interview |
| IIM SKILLS | ✅ | Online | ✅ | ✅ |
| CFI | ❌ | Online | ❌ | ❌ |
| Udemy | ❌ | Online | ✅ | ✅ |
| Coursera | ❌ | Online | ✅ | ❌ |
| EY | ✅ | Offline | ❌ | ❌ |
| EdX | ❌ | Offline | ✅ | ✅ |
| New York Institute of Finance | ❌ | Online | ✅ | ❌ |
| Kaplan Shweser | ❌ | Online | ❌ | ❌ |
| Wallstreet Prep | ❌ | Offline | ✅ | ❌ |
| Wharton Online | ❌ | Offline | ❌ | ❌ |
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Financial Modeling Master Course
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Top 10 Financial Modeling Courses in The USA
1. IIM SKILLS
IIM SKILLS is an e-learning platform that has started to get recognition as the best online education institute. The headquarters is in New Delhi, India. It is among the top financial modeling institutes in the USA.
The website is a portal to a wide variety of courses, such as Marketing programs, Analytics, Finance, Writing, and competitive exams. The organisation aims to create a platform to turn beginners into experts and professionals in their respective fields. The courses are led by industry experts who have over 10 years of experience in their subjects and professions.
IIM SKILLS has been a platform for 15000+ candidates who have flourished, with alumni spread across 23+ countries. The nature of the live sessions is flexible so that students or working professionals can enrol in the courses. The institute provides you with benefits with the course, like placement assistance and mentorship.
| Courses | Duration | Fees |
| Self-Paced Program | 4 Months | USD 396.08 |
| Job Assist Program | 4 Months | USD 661.01 |
| Job Guarantee Program | 4 Months | USD 1985.68 |
The certification is internationally accredited and accepted. IIM SKILLS is aligned with big organisations like Google, Hubspot, MSME, Meta, Amazon, Toles, and more.
The benefits of courses by IIM SKILLS are lifetime access to the LMS; Guaranteed paid internships, Placement Assurance Programs, Direct Mentorship with the Faculty, a 100% Money Back Guarantee, Portfolio Building, Live Interactive Training, and Practical Assignments with Live examples.
The platform typically trains you with advanced tools like Microsoft Excel, Power BI, Python, and GenAI. The institute is affiliated with Times of India and The Economic Times.
Features:
| 1 | International Accreditation |
| 2 | Master Certification |
| 3 | 100% Job Guarantee |
| 4 | 1-month paid internship |
| 5 | 4 capstone projects |
| 6 | 185 Hours Lecture |
| 7 | 6 Globally Accredited Certificates |
| 8 | One-to-one mentorship |
Curriculum:
| Module 1 | Basic to Advanced Excel |
| Module 2 | Accounting Concepts and Financial Statements |
| Module 3 | Ration and KPI Analysis |
| Module 4 | Technicals of Financial Modeling |
| Module 5 | Different Types of Financial Models |
| Module 6 | Business Valuation |
| Module 7 | New Age Tools |
Contact Information:
| Phone | +91 9580740740 |
| info@iimskills.com | |
| Website | iimskills.com |
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2. CFI
The Corporate Finance Institute is a platform that provides e-learning with education technology software. The range advances from beginner to expert level with user-friendly escalation.
Founded in the year 2003 by the Council of Microfinance Equity Fund (CMEF). CFI is one of the top financial modeling institutes in the USA. CFI is based in Missouri but provides courses all around the world.
It is an institute that officially provides finance programs including financial modeling, investment banking, and CFA prep. The certificates and education are internationally recognized and accredited by the Better Business Bureau, CPA Institutions in Canada, and the National Association of State Boards of Accountancy in the USA.
The programs are self-paced. The courses are equipped for the peak performance of an individual after finishing the financial modeling course. Their key features include in-demand skills, learning from anywhere & everywhere, upskilling teams at scale, and showcasing confidence in interviews.
The CFI certifications are offered to develop training and performance skills for professional credibility. Finance fundamentals to advanced depth courses are provided through video and one-to-one practical learning sessions.
Course Curriculum:
| Module 1 | Introduction to Financial Modeling |
| Module 2 | Valuation |
| Module 3 | Excel |
| Module 4 | Data Dashboard |
| Module 5 | Presentation |
| Module 6 | Uses of Financial Modeling |
About the Course:
| COURSE | DURATION | FEES |
| Learn Financial Modeling with CFI self-paced | 4-6 months | 298 USD |
| Financial Modeling Immersive program | 6 months | 506 USD |
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3. Coursera
Coursera is one of the most famous online learning websites. It centers on various fields of study and expertise. Daphne Koller and Andrew Ng are the founders of this e-learning platform. Founded in the year 2012, the head office is located in California, USA.
The Stanford alumni founders intended to create a website that allows correspondent studies with expert training worldwide. Coursera offers online degrees, courses, and career opportunities. Coursera is number 3 among the best financial modeling institutes in the USA.
The topics or subjects provided by Coursera are various like Data Science, Business Administration, Computer Science & Applications, Language, Information Technology, Personal Development, Health, Engineering, Physical Science, Social Science, Mathematics, Logic, and Humanities.
The financial Modeling Course created by Coursera is named Business and Financial Modeling Specialization. It is a course that provides certification at the end accredited by the University of Pennsylvania. The five-section series course gives deep knowledge backed by professional trainers.
The course is self-paced and has a dynamic schedule. Students or professionals can learn at their pace ability and time allotment. The certification is awarded after practical tests after which you will be able to forecast business performances through efficient financial models for the company.
Financial Modeling Courses by Coursera:
| Course | Duration |
| Business and Financial Modeling Specialization (University of Pennsylvania) | 2 months |
| Real Estate Financial Modeling | 1 month |
| Discounted Cash Flow Modeling | 1 month |
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4. Udemy
Udemy Incorporation is yet another well-known online learning platform that is known for its edu tech nature. It was established in the year 2010 by three genius founding fathers Eren B, Gagan Biyani, and Oktay Caglar. The head office is located in San Fransisco, USA.
They have office branches in different locations across the state like Denver, Dublin, Austin, Melbourne, Istanbul, and Gurgaon. Udemy aims to make it possible for an individual to find any subjects of their required expertise under one umbrella, which is Udemy.
| Course | Duration |
| Complete Financial Modeling Course with 9 Industry Models | 8-10 hours |
| Beginner to Pro in Excel: Financial Modeling and Valuation | 10 hours of video content |
| Advanced Financial Modeling and Valuation | 5+ hours of video content |
They provide skill development, corresponding degrees, and professional certifications. Udemy is an online institute that claims to develop and support your professional journey by training you to enhance your technical and logical skills.
The platform also allows professors and trainers from all over the world to create their courses and teach through Udemy. The courses are customized catering to the unique needs of the individuals and can be accessible for an extended period. Their courses are backed by case studies, hands-on learning with practical examples, and live projects.
5. EY
EY is short for Ernst & Young. The company is famous for its IT services consultancy. It is a multinational organization. EY assists individuals and companies in fund management, capital initialization, and risk management.
The services of EY are various including Taxation, Strategy & Planning, Efficient decision making, and Forecasting. The financial modeling course offered by their online platform called the EY Virtual Academy is available for beginners to advanced candidates. The name of the course by EY is called Financial Modeling and Valuation.
The company is affiliated and aligned with other big industries like accounting companies for example KPMG, PwC, Deloitte, MSME, and more. The finance course by EY is curated and designed for professionals in banking, equity research, corporate finance, investment executives, private equity analyzers, CAs, Foreign relationship managers, and other graduates.
Curriculum:
| Module 1 | Advanced Excel for Financial Modeling |
| Module 2 | Financial Modeling |
| Module 3 | Basic Valuation Techniques |
| Module 4 | Valuation |
| Module 5 | Special Valuation Issues |
| Module 6 | Desk Ready Skills Knowledge Check |
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6. Kaplan Schweser
This institute was founded by Dr. Carl Shweser, a finance professor at Iowa University. Dr. Scweser founded the Shweser Study Program in 1990. The institute claims to provide quality education with professional growth.
The courses are updated continuously with the syllabus and material staying in the trend of the economy. The company is focused on the needs of individual students to achieve better results every year. They support initiatives that provide educational facilities for underprivileged candidates. Masterclasses and examinations are conducted online for CFA.
The website offers different levels of courses according to the price range and requirements of the candidate. The Ultimate, Premium, and Essential are the names for the levels of coaching and prep packages. Shweser is among the top financial modeling institutes in the USA.
They help career growth by creating accurate and suitable materials for your study which are available for an extended period. The starting price of the financial modeling course by Scweser is USD 199.
The carefully analyzed and supervised courses in finance will allow a learning experience that is filled with advanced knowledge and skill development.
Curriculum:
| Module 1 | Basic to Advanced Excel and VBA |
| Module 2 | Fundamentals of Accounting for Financial Modeling |
| Module 3 | Financial Modeling Fundamentals |
| Module 4 | MS PowerPoint in Investment Banking |
| Module 5 | DCF Valuation |
| Module 6 | Trading Comparable |
| Module 7 | Transaction Comparable |
| Module 8 | Football Field Analysis |
| Module 9 | Leverage Buyout |
| Module 10 | Merger Model |
| Module 11 | Valuation of a Banking Company |
| Module 12 | Real-Estate Model |
| Module 13 | Oil & Gas Company Model |
7. New York Institute of Finance
The NY Institute of Finance is an American institute that was founded by the Stock Exchange Bureau of NY in the year 1992. The company aims to provide education to the financial knowledge-hungry individuals of the country.
The company gives educational services on-site as well as online. The certification is approved by NYU. They offer certifications in various fields like investment, chartered investment banking, pre-college courses, enterprise solutions, and data analysis.
NY Institute of Finance is the best among all on-site financial modeling institutes in the USA. The classroom training is interactive and led by pro-active trainers.
The NY institute is affiliated with organizations such as BBVA, Deloitte, Fidelity Investments, Central Bank of Nigeria, and many other such multinational entities.
Financial Modeling Course Curriculum by The New York Institute of Finance:
| Module 1 | Building Primary Finance Statements |
| Module 2 | Revenue |
| Module 3 | Operating Costs |
| Module 4 | Escalation/indexation/Inflation |
| Module 5 | Deferred Tax |
| Module 6 | Non-Current Assets |
| Module 7 | Tax Assets of Non-current Assets |
| Module 8 | Working Capital |
| Module 9 | Debt Finance |
| Module 10 | Key Analysis |
| Module 11 | Quality Control |
| Module 12 | Model Finalisation |
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8. EdX
EdX is an online learning institute. It was founded in the year 2012. The courses are curated by various leading universities and organizations like Harvard and MIT. They are AI Integrated. The course ends with multiple quizzes and practical examinations.
The certification is earned after collecting badges at every level of learning. The learning partners are Oxford, Columbia, and the University of Texas at Austin. It is a learning destination and also a MOOC provider.
The quality courses are crafted by experts in the industry. EdX is also known for being a provider of free and open courses along with boot camps and undergraduate degrees. The website allows the candidates to access the materials and there are live discussion forums that are on trend.
Course Name: Financial Modeling Comprehensive
Course Curriculum:
| Module 1 | Introduction to Financial Modeling |
| Module 2 | Valuation |
| Module 3 | Excel |
| Module 4 | Data Dashboard |
| Module 5 | Presentation |
| Module 6 | Uses of Financial Modeling |
9. Wall Street Prep
The company was founded in the year 2004 and is situated in Newton. Wall Street Prep is a company that is mainly based in the financing industry. The company focuses on training and providing services that are affiliated with instructor-led programs.
The training programs by this platform are mostly corporate training and are designed for skill development. The website is centered on many finance-related courses like financial modeling, investment, real estate, insurance, and more.
The certification by Wall Street Prep is recognized with industry standards and foundations. There are over 80 trainers or experienced faculty at Wall Street Prep who are professionals in their fields like investment banking, private equity, and more.
| COURSE | Certification in Financial Modelling with Microsoft Excel. |
| DURATION | 1 month |
| MODE | Online |
| CRITERIA | The finance industry, Commerce background |
| FOR | Analysts, Consultants, Managers, Professionals |
| FEE | Not specified |
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10. Wharton Online
Wharton Online Institute offers a variety of courses and certifications on subjects of Leadership, Technology, Industry specifications, Asset & Portfolio Management, Business Strategy, etc.
The courses assist the candidates to prevent trend barriers in companies and achieve personal as well as professional success. The e-learning platform caters to specific and unique needs whether you are a student or an industry professional.
The starting fee is USD 1000. The certification course is led by expert trainers and gain you the required skills in financial planning and analysis through modeling. They have collaborated with other well-known institutes to provide their students with the best learning experience.
International trainers offering practical and theoretical knowledge with utmost expertise. The learning hours are flexible and the courses are self-paced.
Financial Modeling Course by Wharton:
| Course Name | Course Fee | Course Duration |
| Financial Modeling, Planning, and Analysis Certification Course | USD 1000 | 6 months |
Curriculum:
| Module 1 | MS Excel Tips |
| Module 2 | Financial Statement and Ratio Analysis |
| Module 3 | Financial Management and Corporate Finance |
| Module 4 | Project Finance Modeling |
| Module 5 | Equity Research Modeling |
| Module 6 | Financial Report Writing |
| Module 7 | Cash Flow Statement |
| Module 8 | Mergers and Acquisitions |
| Module 9 | Leveraged Buyout (LBO) Modeling |
| Module 10 | Budgeting and Forecasting |
| Module 11 | Strategy |
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FAQs
1. What is the expected average income after enrolling in financial modeling courses in the USA?
The average income or salary of a finance modeling executive in the USA is about USD 50 per hour which becomes approximately USD 8,800 per month.
2. What is the duration of financial modeling courses in the USA?
The duration of courses can vary depending on the course provider or the university. Self-paced courses can be as short as 48 hours to 1 week. On-site or interactive live courses could require 1 to 3 months.
3. What are the different types of models you can learn in financial modeling institutes in the USA?
There are various types of models in finance in which you need to be an expert. Some of them are namely, Three Statement Model, Mergers & Acquisitions Model, Discounted Cash flow model, Budgeting model, Forecasting Model, and more.
4. What are the eligibility criteria for one to enrolll in financial modeling courses in the USA?
Candidates with a background in commerce, economics, accounts or finance, and business studies will find financial modeling courses easy to grasp. However, if you are not from a finance background but would like to expand your knowledge for the sake of your business, you can opt for the course at your prospect.
Conclusion:
If you are in the field of finance and are aspiring to become a professional, then getting certified in a financial modeling course is highly beneficial for your career. The knowledge, training, and expertise will give you the confidence to improve your skills and abilities. Choosing the right one from the various financial modeling courses in the USA is important to unlock your full potential. Hope this essay helped you make a decision. Happy learning and best of luck!
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