Financial Models You Can Actually Use at Work.
Learn to build the exact Three Statement Models and 13 Week Cash Flow Forecasts I use with FP&A teams and private equity firms—completely from scratch.
More than 91,000 professionals have taken my courses,
with an average rating of 4.9 out of 5 stars.
⭐⭐⭐⭐⭐
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"Best course I have taken online..."
"I have years of experience in FP&A and have my CPA and I cannot stress how valuable this course was for me."
⭐⭐⭐⭐⭐  — Gregory Massi, FP&A ✓ Verified Buyer |
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"Absolutely Outstanding..."
"Purchasing this program was the best money I have invested in a long time. Chris's process, procedure and teaching style demystifies all aspects of building robust forecasting models. I learned more from this single program than I did from any course in my MBA."
⭐⭐⭐⭐⭐  — Chance Chaffin, FP&A VP ✓ Verified Buyer |
Overview
Entire Program
Explained Right Here
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This program will teach you to build Three Statement Models & Cash Flow Forecasts from scratch that can be used in real life.
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The instructor is Chris Reilly, a 15-year+ Private Equity and FP&A veteran who actively works with real companies every day.
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Chris' courses have been taken by more than 91,000 professionals with an average rating of 4.9 out of 5 stars.
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The models taught in the program are used by real Investment Banks, FP&A Teams, SaaS Companies, and Private Equity Firms.
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There's no live class or cohort you need to show up to. Work on the program when it fits your schedule.
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It's a one-time payment (no annoying subscription).
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It comes with a 100% Moneyback Guarantee.
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You get unlimited access for life.
Who this Program is for:
This Program IS for you if…
- You work in (or are preparing for) FP&A, Private Equity, IB, or SaaS roles.
- You're already comfortable with Excel.
- You need a Three Statement Model or Cash Flow Forecast.
This Program is NOT for you if…
- You're brand new to Excel and/or looking for a basic Excel course.
- You just want templates without learning the underlying fundamentals.
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"...best-in-class tools that I’ve seen..."
"I’ve led FP&A functions in Fortune 100 companies, and your approach and teachings are amongst best-in-class tools that I’ve seen."
⭐⭐⭐⭐⭐  — Tom Klein, Fractional CFO ✓ Verified Buyer |
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"Your courses are game changing..."
"I wanted to reach out and say thank you — your courses have been truly game-changing and have accelerated my career trajectory. Your 13-week cash flow course was instrumental in helping my team build a model that extended runway for our Series C tech startup, and your three-statement modeling course was critical when I was tasked with rebuilding our corporate model."
Since completing your courses, I was promoted to Sr. FP&A Manager and recently stepped into an FP&A Director role. We also expensed your program for one of my direct reports, and the improvement in his modeling capabilities has been night and day." "I’m now working in a mid market PE-backed environment and continue to reference your material regularly. Thank you for the real-world, high-impact training — it has made a meaningful difference." ⭐⭐⭐⭐⭐  — Adolfo Fuentes, FP&A Director ✓ Verified Buyer |
Sound Familiar?
Your just inherited "the model," and it's complete mess.
Time to start from scratch, but...
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You're short on time...
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You're not really sure where to start...
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The balance sheet won't balance...
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The statement of cash flows doesn't tie...
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You don’t want to ask for help because you feel like you “should” already know this...
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...and you're worried there's an error hiding somewhere.
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So now you're stuck at the office, spinning your wheels, as the deadline looms over your head.
I've been there.
Hey, I'm Chris, and I remember exactly how that stress feels.
That's a picture of me smiling, but I promise I didn't feel that way when I first got started in Private Equity.
Friday afternoon, the Managing Partner says to me, "Chris, I need your recommendation on this deal by Monday."
So overwhelmed I literally froze.
Turns out being good at Excel doesn't automatically make you good at Finance.
After learning the hard way, I decided to sit down and record myself building models just to help me with my own deals.
Then, other people started asking for the recordings too...
Today, with over 91,000 professionals, it's become the Ultimate Financial Modeling Mastery Program.
Friday afternoon, the Managing Partner says to me, "Chris, I need your recommendation on this deal by Monday."
So overwhelmed I literally froze.
Turns out being good at Excel doesn't automatically make you good at Finance.
After learning the hard way, I decided to sit down and record myself building models just to help me with my own deals.
Then, other people started asking for the recordings too...
Today, with over 91,000 professionals, it's become the Ultimate Financial Modeling Mastery Program.
The Solution I Wish I Had
Taught like we're sitting at your kitchen table, the Ultimate Financial Modeling Mastery Program gives you step-by-step instructions to build Three Statement Models and Cash Flow Forecasts for IB, FP&A, SaaS, & PE—completely from scratch.
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These are the models I use with real companies every day
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Based on my actual 15+ years of experience in FP&A and PE
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Recognized by Business Insider and Financial Modeling World Cup
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Featured by Wharton Online, Wall Street Prep, & LinkedIn Learning
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Taken by 91,000+ professionals with an average rating of 4.9 out of 5
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Helps you confidently build the models your job actually demands
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"Easy to follow..."
"Chris has a unique ability to humanize financial modeling and make this complex topic easy to follow and even easier to understand."
⭐⭐⭐⭐⭐  — Oana Labes, MBA, CPA, Founder of Financiario ✓ Verified Buyer |
Pricing
All 5 Courses + Bonus Items
One Simple Price.
- 🎓 Basic Three Statements
- 🎓 Advanced Three Statements
- 🎓 Expert LBO Modeling
- ✨Bonus: Resume Template
- 🎓 13 Week Cash Flow Modeling
- 🎓 Pre-built SaaS Model Template
- ✨Bonus: BvA Dashboard
- ✨Bonus: 5 Extra Case Studies
Separately: $1,045
Bundled: $439
Get the Full Bundle ›
Lifetime Access
One-time Payment
100% Moneyback Guarantee
Completion Certificates for Every Course
What You'll Learn
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Build models in just a few
hours , not days (or weeks!):
Step-by-step instructions to build detailed Three Statement Models and 13 Week Cash Flow Forecasts from scratch. -
Get your Balance Sheet right every time:
Learn the 2 critical steps to get the Balance Sheet right, every time.
(no more plugging retained earnings!) -
Create an accurate Statement of Cash Flows:
Learn the only 3 formulas you need to make sure your Cash Flow ties perfectly to your Balance Sheet. -
Master tons of advanced structures:
Learn to model headcount, EBITDA, working capital, bonus payments, tax payments, capex, depreciation, debt schedules, cash flow sweeps, covenants, investment returns, and circularity breakers.
(and learn a TON of Excel shortcuts along the way) -
Simplify cash flow forecasting:
Using real bank, AR, & AP data, build a 13-Week Cash Flow Template that you can update in 10 minutes (everyone overcomplicates this). -
Remove errors before they cost you:
90% of spreadsheets contain errors. Learn to consolidate all errors in one place so you’re immediately notified when something is wrong.
Create scalable financial models you can use again and again -- these are the exact models I use with actual Investment Banks, FP&A Teams, SaaS Companies, and Private Equity Firms every day.
Reviews
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"Absolute game changer..."
"As an analyst just over a year into the job, this resource has been an absolute game-changer."
⭐⭐⭐⭐⭐  — Tishan Jayasekera, Private Equity Associate ✓ Verified Buyer |
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"Most comprehensive course I've taken..."
"I'm no stranger to financial modeling, having worked in investment banking and FP&A, but this program is probably the most comprehensive one I've completed, including CFI FMVA and WSP FP&A."
⭐⭐⭐⭐⭐  — Casey Brown, FP&A & Strategic Finance ✓ Verified Buyer |
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"This one is the best..."
"I have taken several modeling courses, this one is the best.
Logical, concise and useful." ⭐⭐⭐⭐⭐  — Cole Lambert, Financial Analyst ✓ Verified Buyer |
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"You won't regret buying..."
"You won't regret buying this course. Chris has a great teaching style that breaks everything down into its simplest form."
⭐⭐⭐⭐⭐ .png){kind=icon} — Abdul Said M Kamara, Finance & Accounting ✓ Verified Buyer |
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"A master of what he's saying..."
"All Chris' lessons are very well explained, he's a master of what he's saying and you can notice from how he simplifies hard topics."
⭐⭐⭐⭐⭐ .png){kind=icon} — Giorgio Gragnani ✓ Verified Buyer |
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"Training is fantastic..."
"Chris walks through each section thoroughly and makes a complex topic easy to understand. Look forward to more courses from Chris!"
⭐⭐⭐⭐⭐  — Vito Cadamuro CPA, CGA, Finance Executive ✓ Verified Buyer |
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"Cuts through the fluff..."
"I can say that after 15 years of financial modelling and countless days wasted, Chris manages to cut through the fluff and bring home the key points simply and effectively."
⭐⭐⭐⭐⭐  — Bruce McFarlane, Finance ✓ Verified Buyer |
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"Learned a ton..."
"I had the pleasure of going through your program and learned a ton. We plan to implement the monthly model you put together as a way to analyze our deals moving forward."
⭐⭐⭐⭐⭐ .png){kind=icon} — Associate, Mid-Market Private Equity Firm ✓ Verified Buyer |
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"Wish I took this years earlier..."
"I wish I took this course years earlier, could have saved good amount of time and struggle. Thank you!"
⭐⭐⭐⭐⭐  — Elena Skaritanov, CFO ✓ Verified Buyer |
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"Best money ever spent..."
"Best money ever spent. Financial modeling classes don't get any better than this one right here. This course is an incredible find and worth every penny."
⭐⭐⭐⭐⭐ .png){kind=icon} — Associate, Private Equity ✓ Verified Buyer |
What's Included
What's Included
Track Hours: Completion Certificates for
Each Course
Each Course
Each course includes a Completion Certificate showing the total video runtime, which many learners use to track professional development hours.
Great to include in interviews, on your resume, or on LinkedIn.
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"Value surpasses its cost..."
"This program was very informative and detailed. I think anyone looking to get into PE or corporate finance would find that the value of this program surpasses its cost. Great content."
⭐⭐⭐⭐⭐  — Private Equity Professional ✓ Verified Buyer |
Program Highlights
Master Income Statement Forecasting.
Create clean, easy-to-follow Income Statement forecasts that distinguish between fixed and variable line items.
Learn the "build, then link" technique to ensure your Three Statement Model always works correctly.
Learn the "build, then link" technique to ensure your Three Statement Model always works correctly.
Finally get the Balance Sheet right, every time.
Say goodbye to the most frustrating part of Financial Modeling.
Learn the 2 critical steps you need to make your Balance Sheet balance, every time.
(no more plugging)
Learn the 2 critical steps you need to make your Balance Sheet balance, every time.
(no more plugging)
Confidently build the Statement of Cash Flows.
Hard to believe, but there are only 3 formulas to master the "indirect method" and get your Statement of Cash Flows to work forever.
We build it early in the course, then set it and forget it (no plugging or "fixing it later").
We build it early in the course, then set it and forget it (no plugging or "fixing it later").
Learn SaaS Revenue Modeling.
Model SaaS contracts by cohort including contract type (New, Renewal, Upsell, Downsell).
Plus: duration, price, billing, churn, implementation, ARR, MRR, and TCV.
Plus: duration, price, billing, churn, implementation, ARR, MRR, and TCV.
Make Sense of SaaS KPIs.
Get dialed on these SaaS KPIs:
ARR, MRR, TCV, GRR, NRR, SaaS Net Magic Number, LTV, CAC, LTV:CAC, CAC Payback Period, Rule of 40, Burn Rate, and Runway.
ARR, MRR, TCV, GRR, NRR, SaaS Net Magic Number, LTV, CAC, LTV:CAC, CAC Payback Period, Rule of 40, Burn Rate, and Runway.
Understand the Net Working Capital.
One of my favorite schedules (because it completes a big chunk of the balance sheet).
Learn "traditional" and "BASE" modeling techniques to model Accounts Receivable, Accounts Payable, Inventory, Prepaid & Accrued Expenses, as well as Bonus and Tax Accruals.
Learn "traditional" and "BASE" modeling techniques to model Accounts Receivable, Accounts Payable, Inventory, Prepaid & Accrued Expenses, as well as Bonus and Tax Accruals.
Accurately Forecast Capex and Depreciation.
Do your company a favor this year and build this schedule now (everyone forgets until the budget is nearly done).
Learn "waterfall" and "BASE" modeling techniques to master the Capex and Depreciation Schedules.
Learn "waterfall" and "BASE" modeling techniques to master the Capex and Depreciation Schedules.
Keep track of Headcount.
What's every company's biggest expense?
Headcount!
Yet, everyone butchers this schedule. Master headcount modeling techniques (base, bonus, & raises) that you can apply to your company census and update as new people start.
Headcount!
Yet, everyone butchers this schedule. Master headcount modeling techniques (base, bonus, & raises) that you can apply to your company census and update as new people start.
Master complex Debt Schedules, Cash Flow Sweeps, and Circularity.
Learn to model multiple tranches of debt (Revolver, Senior, Mezzanine + PIK).
Set a cash minimum, build a cash flow sweep, and learn to build a "circularity breaker" to accurately model the interest expense and outstanding debt balances.
Set a cash minimum, build a cash flow sweep, and learn to build a "circularity breaker" to accurately model the interest expense and outstanding debt balances.
Understand Covenants (What Banks Need)
Will your company be compliant next quarter?
Learn why this "financial health check" is one of the most critical pieces of Financial Modeling.
Build Fixed Charge and Leverage Ratios to help you automatically fill out your compliance certificate each quarter.
Learn why this "financial health check" is one of the most critical pieces of Financial Modeling.
Build Fixed Charge and Leverage Ratios to help you automatically fill out your compliance certificate each quarter.
Systematize Data Categorization.
Learn to use "helper formulas" to automatically track bank data by week and by category.
This allows you to update your 13-week cash flow forecast in a few seconds each week.
(no VBA or PowerQuery needed 👍)
This allows you to update your 13-week cash flow forecast in a few seconds each week.
(no VBA or PowerQuery needed 👍)
Explain Cash Flow variances like a CFO.
Your boss says, "what changed?"
You say, "_____ 🤔."
Learn advanced lookup techniques using the SUMPRODUCT function to create a variance report for your 13-week cash flow forecast.
You say, "_____ 🤔."
Learn advanced lookup techniques using the SUMPRODUCT function to create a variance report for your 13-week cash flow forecast.
Learn to Eliminate Errors.
90% of all spreadsheets have errors.
(google it)
But for some reason...
EVERYONE OVERLOOKS THIS!
Learn to consolidate all errors in one place so you’re immediately notified if something goes wrong in your file (and it will).
(google it)
But for some reason...
EVERYONE OVERLOOKS THIS!
Learn to consolidate all errors in one place so you’re immediately notified if something goes wrong in your file (and it will).
(and so much more...)
👇
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"What I needed..."
"What I needed. Enjoyed it so much, I took the program twice. I just started my career in LLM-MM and this is extremely relevant."
⭐⭐⭐⭐⭐ — Finance Analyst, Lower Middle Market ✓ Verified Buyer |
The Detailed Curriculum
(click to expand)
Enroll once, refer to it forever -- a Financial Modeling library you can return to anytime.
Expand the sections below to see every lesson in the Program.
Detailed Curriculum (Expand Below)
Course 1: Build a Basic Three Statement Model
In the "Build a Basic Three Statement Model" course, you'll learn how to create a fully integrated three statement model, starting with the essentials. This includes forecasting the income statement, cash flow statement, and balance sheet, as well as linking everything together for a complete picture. By the end, you'll have the foundational skills to build and understand a basic three statement model.
Course 2: Build a 13 Week Cash Flow Forecast
In the "Build a 13 Week Cash Forecast" course, you'll learn how to create and maintain a detailed cash flow forecast. The course covers importing data, building summaries, updating forecasts, and performing variance analysis to ensure accuracy. By the end, you'll have a robust model that helps track and project cash flow over a 13-week period that you can re-use every week.
Course 3: Build an Advanced Three Statement Model
In the "Build an Advanced Three Statement Model" course, you'll learn how to construct a comprehensive FP&A model that covers detailed areas such as working capital, fixed assets, debt schedules, and equity. This course takes a deep dive into advanced modeling techniques, including cash flow sweeps, covenants, and circularity breakers, providing you with the tools to manage complex financial operations and forecasts. By the end, you'll be equipped with a sophisticated three statement model for FP&A that can handle the most intricate business scenarios.
Course 4: Pre-Built SaaS Model Template
In the "Pre-Built SaaS Model Template" course, you can immediately download a fully-built three statement model for a SaaS Start-up. The course covers income statement and balance sheet forecasting, as well as scenario analysis and fundraising. By the end, you'll understand a comprehensive model that tracks common SaaS metrics like ARR, MRR, Contracts, Logos, Churn, GRR, NRR, CAC, LTV:CAC, Rule of 40, Burn Rate, Runway, and the SaaS Net Magic Number.
Course 5: Build an Expert LBO Model for Private Equity
In the "Build an Expert LBO Model for Private Equity" course, you'll gain mastery in constructing a highly detailed and comprehensive leveraged buyout (LBO) model. This course takes you through every critical aspect, including the income statement, balance sheet, debt schedules, and pro forma financials, while incorporating advanced techniques like circularity breakers and detailed cash flow sweeps. By the end of this course, you’ll be equipped with the expertise to build a sophisticated LBO model that has been used in real private equity deals.
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"Such ease and understanding..."
"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, Finance ✓ Verified Buyer |
Still on the fence?
Read this...
Read this...
I understand the hesitation of making this investment...
After all, you've never met me, and it's hard to know for sure if this Program will help you until you get started.
So, just to be clear: I have no interest in taking money from someone who doesn't receive value in return.
(So you genuinely have nothing to lose)
That means you get:
✔️ Access forever✔️ New content for free
✔️ For a one-time payment
✔️ And full refund if it's not for you
So, Ready to Get Started?
Click the button below to get immediate access and never stress about building a Financial Model ever again.
👇
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don't forget: your company will probably buy this for you.
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FAQs
Frequently Asked Questions
The Ultimate Financial Modeling Mastery Program is an 8-hour, self-study program that teaches you to build advanced Three Statement Models and 13 Week Cash Flow Forecasts for real jobs in Investment Banking, FP&A, SaaS, and Private Equity.
It also includes over 15 hours of additional content covering SaaS Modeling and LBO Modeling for students who want industry-specific exposure.
Everything is explained in a simple, jargon-free way.
It also includes over 15 hours of additional content covering SaaS Modeling and LBO Modeling for students who want industry-specific exposure.
Everything is explained in a simple, jargon-free way.
I'm not going to bash other products; there's plenty of good stuff out there, but they often teach illustrative, annual models that can only take you so far.
The difference with this Program is:
(1) You'll learn to build detailed monthly and weekly financial models that are used in real Investment Banking, FP&A, SaaS, and Private Equity settings.
(2) You'll learn not just the "how," but the "WHY" behind everything we do.
(3) You can reach out to me anytime -- something not offered by other providers.
The difference with this Program is:
(1) You'll learn to build detailed monthly and weekly financial models that are used in real Investment Banking, FP&A, SaaS, and Private Equity settings.
(2) You'll learn not just the "how," but the "WHY" behind everything we do.
(3) You can reach out to me anytime -- something not offered by other providers.
While AI tools and plug-ins can speed up model building, they don’t teach you the "why" behind the numbers.
This Program goes beyond structural basics and teaches younot just how models work, but WHY . This transforms you from a "model builder" into a Strategic Thinker (like a CFO) -- someone who can build, customize, and troubleshoot models confidently. Imagine investors drilling into your model details, and you’re sitting there like a deer in the headlights, unsure how to defend the figures (😬 yikes). Understanding the "why" means you can explain, modify, and defend your model on the spot, making you a trusted strategic partner -- not just a tool user.
This Program goes beyond structural basics and teaches you
Often times, students will take this program if they're looking to switch jobs or careers, and (not surprisingly) they don't want their current boss finding out. So, they ask to remain anonymous.
Yes, one of the courses included in the program is a pre-built SaaS Model template (with all three statements).
It covers "all things SaaS" like contract forecasting, ARR, MRR, Unearned Revenue, Logos, Billings, Churn, GRR, NRR, CAC, CAC:LTV, Rule of 40, Burn Rate, Runway, and the SaaS Net Magic Number.
It covers "all things SaaS" like contract forecasting, ARR, MRR, Unearned Revenue, Logos, Billings, Churn, GRR, NRR, CAC, CAC:LTV, Rule of 40, Burn Rate, Runway, and the SaaS Net Magic Number.
The Program isn’t NASBA-accredited for formal CPE credit. However, each course includes a completion certificate showing total video runtime, which many professionals use to track self-directed or verifiable CPD hours. These certificates often satisfy continuing education requirements depending on your licensing body, but you should confirm with them directly.
If formal CPE accreditation becomes available in the future, all eligible students will be notified.
If formal CPE accreditation becomes available in the future, all eligible students will be notified.
Nope! While the Program has a middle-market focus and feel, the skills gained are universal for all Finance Professionals.
I’ve had many international students take the course and find it highly valuable.
Just to be clear: 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.
So, while the program doesn't teach IFRS or other non-US accounting standards specifically, most international students haven’t found that to be a barrier.
Just to be clear: 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.
So, while the program doesn't teach IFRS or other non-US accounting standards specifically, most international students haven’t found that to be a barrier.
You get unlimited, lifetime access .
Learn at your own pace and revisit the content whenever you need.
Access future upgrades and additions for free.
Learn at your own pace and revisit the content whenever you need.
Access future upgrades and additions for free.
Yes! Currently there are 3 "buy now, pay later" options:
(1) Affirm
(2) Afterpay / Clearpay
(3) Klarna
If available in your country, you'll see them on the checkout screen.
(1) Affirm
(2) Afterpay / Clearpay
(3) Klarna
If available in your country, you'll see them on the checkout screen.
Every video comes with a discussion board and you'll have direct access to me via email (I don't outsource to a VA).
I'm here to support you every step of the way.
I'm here to support you every step of the way.
If you're not happy, I'll refund your full investment, no strings attached.
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p.s., have a question you don't see answered?
Ask me here.
"I am so pleased you personally reply to your emails and don't use a virtual assistant." |
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"Best out there!"
"For someone with no formal modeling training, I have been searching for resources to help expand my toolkit. This program kept it simple while creating a very robust & repeatable model. Thank you!"
⭐⭐⭐⭐⭐ — Senior Director of Finance ✓ Verified Buyer |
More Reviews
Don't Need Them All?
You can buy courses individually, but you'll miss out on bundled pricing.
-
Buy Individually
$89.00
Build a Basic Three Statement Model
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Buy Individually
$149.00
Build a 13 Week Cash Flow Forecast
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Buy Individually
$209.00
Build an Advanced Three Statement Model
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Buy Individually
$269.00
SaaS Model Template
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Buy Individually
$329.00
Build an Expert LBO Model for Private Equity
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"Highly practical and super insightful program!"
"This well-paced program truly transforms the way you look at financial modelling, even if you are an experienced professional. It provided me with many highly useful insights, techniques and tidbits to greatly augment and further my financial modelling skills. The course has ample amount of detailing, while never losing sight of overall simplicity and utility. Absolutely loved investing time and money in this one :)"
⭐⭐⭐⭐⭐ — Investment Banking Senior Associate ✓ Verified Buyer |
