Those are all excellent companies. I know many of the founders personally, and you can't go wrong with any of them. With that said...

The "traditional" programs often teach illustrative, annual models. My program focuses on detailed monthly (and weekly) financial models that I used while working in Private Equity and as a Fractional CFO (so in other words, they're "real-world tested").

My program has a distinctly "middle market feel," which means smaller companies (less than $250 million revenue), using internal financials, coming up with your own assumptions, and providing a recommendation back to a CFO or Managing Partner (similar to what you'd experience on the job).

Lastly, you can always reach me directly by email, something not offered by other providers.

There's no "catch." Most large training firms price their programs for banks and corporations buying in bulk, so their prices have to cover sales teams and corporate overhead.

I run a small, lean operation without those costs, and I want this program to be affordable.

The individual prices are what each course costs on its own ($1,244 for all six). The bundle is discounted because most people want the full set, and the bonus materials are only included with the bundle.

A lower price doesn't mean lower quality. My work has been featured by Wharton Online, Wall Street Prep, and LinkedIn Learning, and every purchase comes with the same moneyback guarantee that never expires.

You should be comfortable using Excel and have a basic, general understanding of accounting and finance.

Yes. The models and templates work in Excel for Mac. The videos are recorded on a PC using Windows shortcuts, so Mac users will need to use the Mac equivalents. Most have a direct match, and a quick search will usually turn up the right one.

The short version is that this program teaches fundamentals first and AI second. Week one you build from scratch. Then you learn how I am using AI to optimize what you built.

The people getting the most out of AI are the ones who already know what a good model looks like.

Yes. One of the courses included is a pre-built SaaS model template with all three statements, covering contract forecasting, ARR, MRR, churn, GRR, NRR, LTV:CAC, Rule of 40, burn rate, and runway.

The program is not NASBA accredited for formal CPE credit. Each course includes a completion certificate showing total video runtime, which many professionals use to track self-directed or verifiable CPD hours (the AI course is ongoing, so it doesn't issue one). Whether that satisfies your requirements depends on your licensing body, so confirm with them directly.

No. While the program has a middle market focus and feel, the skills are universal for all finance professionals.

Many international students have taken the course and found it highly valuable. The models are built using US GAAP conventions, but the core techniques like forecasting cash flow, building three statement models, and analyzing deals generally apply across accounting standards.

Unlimited, lifetime access. Learn at your own pace and revisit the content whenever you need. Future upgrades and additions are free.

Yes. There are several buy now, pay later options. If available in your country, you will see them on the checkout screen.

Make the purchase and email me your receipt. I will create a custom invoice for you with your company name, billing address, and anything else procurement needs.

You are protected by a 100 percent money back guarantee with no expiration. If you are not happy, I will refund your full investment, no strings attached.

Every video comes with a discussion board and you have direct access to me via email. I do not outsource to a VA and I do not use AI chatbots. I respond to everything personally.