Before you commit to the programme
A preliminary consultation gives you a clear picture of what the financial modelling curriculum covers, how the learning sequence is structured, and whether the pace and depth match your current level. It is a practical conversation, not a sales call — you leave with specific answers, not general reassurances.
Curriculum review
The instructor walks through the 8 core modules, from three-statement modelling to scenario analysis and sensitivity tables. You see the actual exercises, not a summary slide.
- Module sequence and estimated hours per topic
- Software tools used (Excel, specific add-ins)
- Assessment format and submission deadlines
Readiness check
You describe your current experience — whether you have worked with financial statements before, how comfortable you are with Excel formulas, and what gaps you are trying to close.
- No test or formal assessment involved
- Honest guidance on where you may need extra time
- Suggested preparatory materials if relevant
Open questions
The final portion belongs to you. Participants typically ask about pacing for part-time learners, how the programme compares to CFA preparation, or how instructors handle technical questions between sessions.
- No question is off-limits or redirected
- Instructor responds from direct teaching experience
- Written summary sent within 24 hours if requested
Next steps
If the programme fits your situation, the instructor explains enrolment options, cohort start dates (typically every 6 weeks), and what the first two weeks look like in practice.
- No pressure to decide during the call
- Enrolment window stays open for 14 days after
- Payment plan options explained in full