Learn essential Excel techniques to build robust financial models, forecast accurately, and impress stakeholders with your ...

This framework provides a six-step structure on how to project a financial model for a company.

What are the problems with financial modeling? To create a financial model, you essentially use a company's historical financial statements and forecast them into the future.

Financial modeling isn't easy, but this bundle is here to help you put together financial models for your business or project.

It’s always best practice to create a well thought out financial projection model prior to pursuing a business venture. Will the projections end up being completely accurate? Absolutely not.

The most effective client service model for financial advisors is one that emphasizes value while encouraging engagement. Here's a closer look at how to build one for your practice.

A decision matrix is a tool that helps you choose among several financial options by compressing the criteria and choices to fit on a single page, highlighting the most important differences.

This model can help explain why different clients react differently to the same financial stressors and what advisors can do to alleviate the strain those stressors can cause.

Here’s a guide to help you create a financial plan like a pro in just eight steps. 1. Define Your Financial Goals The first thing you need to do is decide where you’re headed.