Meet Chris

You can see everything right here...

Do You Worry Your Financial Models Aren't as Solid as They Need to Be?

I don't blame you.

Because the truth is most financial models are garbage.

❌40 million tabs

❌Poorly designed

❌No error checking

❌Balance sheet doesn't balance

❌Hardcoded numbers inside formulas

❌Statement of cash flows is a hot mess

Garbage in > garbage out.

We learn on-the-job under a tight deadline and produce mediocre results.

***

However, there's another option...

Investing in your "Financial Modeling Education."

✔️ Master excel skills

✔️Master best practices

✔️Build & interpret the three statements

✔️Make confident recommendations to your team

✔️Be confident that the model is structurally accurate

✔️...and be seen as the go-to person within your company

No errors.

No broken links.

No hardcoded formulas.

No busted balance sheet.

Just a reliable framework you can use again and again.

(and confidence that it's actually right)

Hello Financial Modeling Education.

Goodbye garbage.

***

If you have basic-to-intermediate excel skills but have felt overwhelmed or frustrated by financial modeling, then this is for you.

Featured by names like the Wharton Online Private Equity Certificate Program, Wall Street Prep, and LinkedIn Learning...

In just one week, I can help you master Financial Modeling without the high cost of traditional education.

Casey Brown

"I recently completed the Financial Modeling for Private Equity course, and I am extremely impressed.

I'm no stranger to financial modeling, having worked in investment banking and strategic planning/FP&A, but Chris' course is probably the most comprehensive one I've completed, including CFI FMVA and WSP FP&A.

While the others are definitely a good place to learn a higher level view, Chris' course gets deep into the details of how to do something, while also explaining the "why" behind it, and then zooming out to that high level view to explain how it all fits into the broader picture.

I thought I had a decent understanding of PE beforehand, but this really pushed my understanding of not only the theoretical ideas of behind deal structuring and terms, but also the technical skills needed to be able to reflect them in a dynamic and robust financial model."

⭐⭐⭐⭐⭐

— Casey Brown, FP&A & Strategic Finance

James Ford

"Even as a seasoned financial professional (IB + Corp. Dev) with a variety of modeling experience and a graduate degree in finance, I found myself furiously jotting notes and having "a-ha" moments that will stay with me throughout my career."

⭐⭐⭐⭐⭐

— James Ford, Manager Corporate Development

Oana Labes

"Chris has a unique ability to humanize financial modelling and make this complex topic easy to follow and even easier to understand.

The pace of his course is excellent and his explanations are clear. Throughout the video he offers numerous great tips and insights to help you build confidence as you learn how to put together the 3 statement model.

I've learned more from his course than from countless free YouTube Videos and several paid big name courses.  If you're wondering whether to buy the course, don't hesitate. You'll be glad you bought it. Strongly recommend. "

⭐⭐⭐⭐⭐

— Oana Labes, MBA, CPA, Founder of Financiario

Where My Work Has Been Featured

LinkedIn-Learning
FTI-Consulting
Wharton-online-private-equity-certificate-program
Thinkific
business-insider

How Does it Work?

Financial Modeling Education consists of five self-study courses for existing or aspiring FP&A and Private Equity professionals who want to master their financial modeling skills (in Microsoft Excel).

The topics include Three Statement Modeling, LBO Modeling, 13 Week Cash Flow Modeling, and Case Studies for additional practice.

Buying in bundle is cheaper and offers a more holistic education, but courses can be purchased individually as well.

Continue reading to see what's included, the pricing, about me, and student reviews.

Part 1: What's Included

You can go in any order you want, but here's what I'd suggest...

5 Simple Steps to a 3 Statement Model

Learn to build a Three Statement Model in 45 minutes.

After completing this course, you will understand the core structure of a Three Statement model, including the Income Statement, Balance Sheet, Statement of Cash Flows, Working Capital, Capital Expenditures, and Debt.
5 simple steps to a 3 statement model


Advanced 3 Statement Model Template

Download immediately and understand in 1 hour.

After completing this course, you will have access to a complete FP&A Model. Built by month, the model includes the Three Statements, all Support Schedules, Summaries, and Error Checking. Use it as a reference guide or edit as you see fit.
advanced three statement model template


13 Week Cash Flow Template

Learn cash flow forecasting in 1 hour.

After completing this course, you will know how to build a cash flow forecast using the direct method, which can be used to manage the day-to-day cash at your company.
13 week cash flow template


Financial Modeling for Private Equity

Learn what it's really like to work in Private Equity.

There's a reason this course is featured as part of the Wharton Online Private Equity Certificate Program, Wall Street Prep, and FTI Consulting: it separates you from the pack. We hit the ground running and get a real phone call from the Managing Partner. Then together, we build an LBO Model brick-by-brick and ultimately make a recommendation on whether or not to move forward with the deal. After completing this course, you will have the expert modeling skills required for a career in Private Equity or FP&A.
Financial Modeling for Private Equity


FME+

Stay sharp with practice problems.

Don't let these courses just sit on the shelf. Instead, keep your skills sharp with Case Studies, downloadable Templates, and Guides. After enrolling in this course, you will be able to test everything you have learned (and you'll have access to all my best Finance content too).
fme plus continuing education


"The template and training is fantastic.  Chris walks through each section thoroughly and makes a complex topic easy to understand.  He also shares best practices like circularity break and error checking that are critical to formulating a top tier model. Look forward to more courses from Chris!"

⭐⭐⭐⭐⭐

— Vito Cadamuro CPA, CGA, Finance Executive

Bonus Content

  • Dashboard

    Used in all my private equity deals, automatically calculates variance analysis by month, year-to-date, last 12 months, and year-end outlook. Add it to any model you're working on.

  • Ultimate Guide to Financial Modeling

    107 pages (with font size you can actually read) that walks through best practices, modeling structures, data analysis, shortcuts, & more! Not just canned copy/paste from Microsoft -- this my best stuff, my IP, that I use with companies around the world.

  • Quiz & Interview Guide

    Test your knowledge and preparation. Do you have what it takes? Perfect for all finance professionals (not just PE), this 60+ page guide helps you test yourself on key concepts and terms and provides tips to excel in an interview (I've been there!).

Here's what else you'll get...

  • 30-Day, 100% Money Back Guarantee (with less than 50% course completion)

  • Self-study videos broken down into digestible chunks

  • Lifetime video access (start and stop on your timeline, there's no expiration)

  • Downloadable Excel files along the way in case you get stuck

  • New files when they are released (for free)

  • Discussion board for every video (just post a comment)

  • Direct one-on-one email support with the instructor (I actually reply to emails)

  • Completion Certificate

  • Awesome differentiator for your next interview

"This is probably one of the best courses I have taken online. I encourage any finance professional to enroll in this course even if you aren't specifically interested in PE.

This course simulates real life situations that you will experience as a finance professional. You will learn forecasting methods, advanced excel formulas, modeling best practices and more.

I have years of experience in FP&A and have my CPA and I cannot stress how valuable this course was for me. I will use and reference the model I built with this course going forward."

⭐⭐⭐⭐⭐

— Gregory Massi, FP&A

Part 2: Pricing

Buy Individually or as a Bundle

Course Individual
Value
$599
All Courses
+ Coaching
$399
All
Courses
$199
3 Statement
Bundle
5 Simple Steps ✔️ ✔️
✔️
Advanced 3 Statements ✔️
✔️
✔️
13 Week Cash Flow ✔️
✔️
✔️
Private Equity LBO ✔️
✔️
X
FME+ Case Studies $99 ✔️
✔️
X
Dashboard
$19
✔️
✔️
X
Ultimate Guide
$49
✔️
✔️
X
Quiz & Interview Prep
$49
✔️
✔️
X
1 Hour Coaching
$315
✔️
X
X
Get Started 👉
Enroll Now Enroll Now
Enroll Now
Total Savings

50% Savings
$1,200+ Value
50% Savings
$900+ Value
40% Savings
$400+ Value


"As an analyst just over a year into the job, this resource has been an absolute game-changer."

⭐⭐⭐⭐⭐

— Tishan Jayasekera, Private Equity Associate

Frequently Asked Questions

Q: Which package is right for me?

The "default" package is the "All Courses" option which includes all five courses plus bonus content.  This package is best for professionals who want a holistic education into FP&A and Private Equity modeling and how the two blend together, ultimately setting you up to being a strategic business partner.

The "3 Statement Bundle" is great for someone who wants to knock things out quickly and is geared towards more of a purely FP&A professional: Three Statement Modeling and Cash Forecasting.

The "All Courses + Coaching" package is great for someone who wants to take extra time and talk to me directly.  Most often we'll talk about the courses themselves, a project you're working on, or building a one-person business (the time is yours to talk about what you'd like).

Q: What should I know beforehand?

You should have a general understanding of Finance and Accounting topics as well as proficiency with Excel.

We'll teach some awesome Excel tricks and shortcuts along the way, but overall I'd say the courses are geared towards an intermediate+ audience.

If you're a true beginner with Excel or Finance, these courses probably aren't for you.

Q: Who are you and why should I listen to you?

Maybe you "know me" a little from LinkedIn, but by and large I'm just some stranger on the Internet.  I get it, and that's a tough sell.

There's more in my "About Me" section below but here's the short story: 15+ years of experience in Consulting, Corporate Finance, Private Equity, and Entrepreneurship.

Today, my work has been featured by the Wharton Online Private Equity Certificate Program, Wall Street Prep, LinkedIn Learning, FTI Consulting, and mentioned on Business Insider, Thinkific, and the Financial Modeling World Cup.

You don't have to listen to me at all, but if you're willing to take a chance, I'm really good at this stuff and know I can help you improve your skills.

Q: Does the Private Equity course make sense for someone who works in FP&A?

Yes!  A common misconception is that FP&A and PE are separate disciplines, but in reality they are deeply intertwined.

You can't be good at PE unless you know how to build FP&A forecasts, and if you work in FP&A you need to understand how the capital markets work if you want to be a strategic business partner (your company will likely acquire another company or be approached by PE at some point in your career).

Q: Do you offer CPE credit?

Unfortunately not yet!  But I'm working on it (estimated end of 2024).

Q: Does access expire?

No. You get unlimited, lifetime access.  Start and stop completely on your timeline.  You can always revisit the content as your career progresses.

Q: Can't I find a lot of this on YouTube for free?

Yeah, maybe.  But you've got to think about the time it would take and the credibility of what you find.  The whole point of paying for a course is that you know you're getting accurate and complete information.

Q: Do you offer financial aid?

Definitely.  I know that price can be a concern for people and also that purchasing power is different all around the world.  If you'd like to be considered for financial aid, just fill out your details here (open to everyone).

Q: What if I don't like it or it's not for me?

I offer a 30-day 100% Moneyback guarantee so long as you've completed less than 50% of the Program.  I doubt that will be the case (as you'll see from the reviews below), but if not just let me know and there's no hard feelings.

David Lewis Review


"I found your private equity modeling course so thorough and helpful. Probably the best course on modeling I’ve taken."

⭐⭐⭐⭐⭐

— David Lewis, Independent Sponsor

Part 3: About Me

Chris

My name is Chris Reilly and I have over 15 years of experience in Corporate Finance, Consulting, Private Equity, & Entrepreneurship.

From the Lehman Brothers Bankruptcy to Middle-Market Private Equity, I've seen some crazy financial models over the years.

Today, I'm lucky enough to teach Financial Modeling around the world, am an instructor for the Wharton Online Private Equity Certificate Program, Wall Street Prep, and LinkedIn Learning.

My style is down-to-earth, casual, and relatable.  Not boring and dry like a textbook.

I don't like to brag, but I'm proud of these accomplishments.  Read below to see where my work has been featured 👇 


Where My Work Has Been Featured

Wharton online Wall Street prepMy Private Equity Course is featured as part of the Wharton Online Private Equity Certificate Program and Wall Street Prep's Private Equity Masterclass.


FTI Consulting

In 2021 I was asked to completely rebuild the new hire training for FTI Consulting, Inc.  FTI is a Fortune 1,000 company and one of the leading Management Consulting Firms in the world.


Business Insider

My story of leaving Private Equity to become a Solopreneur and Financial Modeling Instructor was featured on Business Insider.


Linkedin Learning

With nearly 100,000 followers and one of the leading voices on Financial Modeling, I partnered with LinkedIn Learning to develop a Three Statement FP&A Operating Model Course.


Thinkrific

My courses were voted as one of the 10 Best Finance Courses for 2023 alongside brand names like the Corporate Finance Institute, Harvard Business School, BankersHub, and the London School of Economics and Political Science.


financial modeing world cup

I was voted as one of the Top 10 Finance and Excel Influencers on LinkedIn by the Financial Modeling World Cup, which hosts a leading collection of Financial Modeling and Excel Esports Competitions.

Bundle Pricing Options

Part 4: Reviews

(I don't buy anything without reading reviews and presume you don't either)

"I have taken several modeling courses, this one is the best. Logical, concise and useful."

⭐⭐⭐⭐⭐

— Cole Lambert, Financial Analyst

"Amazing. Thank you so much for the course. I enjoyed it and learnt a great deal that will immediately help me at work."

⭐⭐⭐⭐⭐

— Jamila Ali

"A master class which is incredibly pedagogical and top quality. I highly recommend!!!"

⭐⭐⭐⭐⭐

— Patrick Daguet, Senior Professor

"This template and course did what I was attempting to do from scratch - combine all of the best "best practices" for 3 statement model building - into one straightforward model. Also added is the confidence that this model has been used for years in the Private Equity space and if it is good enough for PE firms and banks, it will be good enough for me and my clients. All of Chris' courses are underpriced for the value they provide."

⭐⭐⭐⭐⭐

— Alexander Little, Fractional CFO

"You won't regret buying this course. Chris has a great teaching style that breaks everything down into it's simplest form."

⭐⭐⭐⭐⭐

— Abdul Said M Kamara, Finance & Accounting

"This course is a great way to get working knowledge of financial models. Chris has a good speaking and teaching style which keeps me interested. Highly recommended!"

⭐⭐⭐⭐⭐

— Robert Maciejewski, FP&A Manager

Bundle Pricing Options

Alexander Little

"I was looking for a simple, yet effective financial model that could forecast the 3 financial statements and this course not only gave me a template for that, but taught me step by step how to build it from scratch. It also explained the meaning behind each number presented so any non-financial users could clearly understand what was going on. Exactly what I needed!"

⭐⭐⭐⭐⭐

— Alexander Little, Fractional CFO

Nathan Alkema

"The condensed layout of the modeling has a great look to it and allows for an easy way of communicating to others the "how" behind the forecasts. I found the step by step process incredibly helpful in simplifying the buildout and improving my ability to link the 3 statements together. Definitely worth the price!"

⭐⭐⭐⭐⭐

— Nathan Alkema, MBA, Finance & Accounting

Paul Barnhurt review

"All Chris' lessons are very well explained, he's a master of what he's saying and you can notice not only by his professionality and quality of models, but most of all from the way he can easily simplify hard topics."

⭐⭐⭐⭐⭐

— Giorgio Gragnani

Jason Phillips review

"Can't say I've run through a course with such ease and understanding before! Chris breaks this down in the way it should be. Keep creating courses, Chris!

⭐⭐⭐⭐⭐

— Jason Phillips

A journey within private equity

"Best money ever spent.  LBO modeling classes don't get any better than this one right here. The model goes beyond in depth, and Chris delivers incredible insight as to how an actual PE professional thinks and analyzes real life deals (probably because unlike most other LBO class instructors, Chris has actual industry experience). Not to mention, if you actually need help or can't figure something out, Chris is available to step in and help. This course is an incredible find and worth every penny."

⭐⭐⭐⭐⭐

— Ryan Joiner

an online comment about financial modeling education

"I had the pleasure of going through your course and have learned a ton. We plan to implement the monthly model you put together as a way to analyze our deals moving forward."

⭐⭐⭐⭐⭐

— Associate, Mid-Market Private Equity Firm

"I finally understand what I am doing now.  I am prepping for PE interviews; when I looked at some old, real interview modeling tests a colleague sent me, I laughed because those tests seem so simplistic in comparison."

⭐⭐⭐⭐⭐

— JS, Private Equity Interviewee

Bundle Pricing Options

"This course is fantastic and has the precise level of complexity to keep everything interesting while still challenging one's knowledge and Excel skills. The creator has done a wonderful job of creating bite-size nuggets of information for maximum understanding."

⭐⭐⭐⭐⭐

— Willie Costa, FP&A

"If you have been introduced to LBO modeling this will take you to the next level."

⭐⭐⭐⭐⭐

— Joshua Himan, Certified Valuation Analyst

"I wish I took this course years earlier, could have saved good amount of time and struggle. Thank you!"

⭐⭐⭐⭐⭐

— Elena Skaritanov, CFO

Joathan Iglesias review

"I am really impressed by the quality of the content and the instructor's teaching style. The course was well-structured and easy to follow, with each lesson building upon the previous one to provide a comprehensive overview of the field. The instructor is knowledgeable and engaging, and provided helpful examples and real-world applications to illustrate key concepts. Overall, I would highly recommend this course to anyone interested in learning more about valuation modeling."

⭐⭐⭐⭐⭐

— Jonathan Iglesias

Conor Hickey review

"My greatest takeaway and one of the true value drivers of the class is how to create a model that is friendly to the end users who can easily understand exactly what the model is accomplishing and how."

⭐⭐⭐⭐⭐

— Conor Hickey, CFO

Tishan Jayasekera review

"I'm convinced that this course gave me the impetus to change my mindset to a more entrepreneurial one. I'd recommend this course to anyone of my peers without hesitation."

⭐⭐⭐⭐⭐

— Tishan Jayasekera, Private Equity Associate

an online comment about financial modeling education

Taylor Kenworthy review

"This course is incredibly thorough yet simple simultaneously. Chris does an excellent job simplifying the complex, inner workings of 3-statement modeling."

⭐⭐⭐⭐⭐

— Taylor Kenworthy, Finance

Bundle Pricing Options