Email Template to Request Funding for The Ultimate Financial Modeling Mastery Program

*Note from Chris

A ton of people don't realize that their company will buy programs like this.

When I took the CFA exam years ago, I was a little hesitant to ask my boss, but went for it anyway.

Turns out, he was thrilled to help, and the company covered 80% of the cost (it was like $2k+ so it really helped).

So, can't hurt to ask, right?

This template can help.

SUBJECT LINE:

[Insert Your Boss' Name Here], I'd like to purchase the Ultimate Financial Modeling Mastery Program.

BODY:

Hi [Insert Your Boss' Name Here],

I'd like to purchase the Ultimate Financial Modeling Mastery Program to strengthen my modeling skills and improve our team’s output.

The Program includes 5 self-study courses covering:

  • Basic & Advanced Three Statement Modeling

  • 13 Week Cash Flow Forecasting

  • SaaS Modeling

  • Expert LBO Modeling


It will help us:

  • Strengthen the structure and accuracy of our models to build faster

  • Improve recommendations to the Ops team

  • Master finance & accounting foundations so we can trust and validate AI tools in the future


The founder, Chris Reilly, worked in Private Equity and FP&A and has trained over 43,000 students.  His work has been featured by Wharton Online, Wall Street Prep, and LinkedIn Learning.

The bundle is only $249 (a 75% discount compared to buying individually).

With your approval, I’d like to move forward this week.

You can see program details and reviews here.

Thanks for your consideration,

[Insert Your Name Here]