Finance & Quantitative Modelling for Analysts Specialization
About the Course:
“Finance & Quantitative Modelling for Analysts Specialization” is a beginner-friendly, intensive 3-hour course that introduces professionals to the foundational concepts of finance and the practical skills behind quantitative modelling. Whether you work in marketing, operations, product, HR, or tech - this course will show you how to think like an analyst and build models that support smarter business decisions.
You’ll walk away with confidence in reading financial statements, building basic Excel models, and understanding key quantitative concepts used by analysts in the real world.
Course Objective:
By the end of this course, participants will:
- Understand key financial principles: revenue, costs, profit, assets, liabilities, and valuation.
- Learn the basics of financial modelling and why it matters in strategic decision-making.
- Gain hands-on experience building and interpreting simple quantitative models in Excel or Google Sheets.
- Develop a foundational understanding of key metrics: ROI, breakeven analysis, forecasting, and more.
- Learn how to communicate insights from models to non-financial stakeholders.
Who is the Target Audience?
This course is ideal for professionals across industries who want to strengthen their financial and analytical thinking, including:
- Early-career analysts or aspiring analysts in finance, marketing, operations, or strategy.
- Product managers, project leads, or business owners looking to make data-informed decisions.
- Professionals from non-finance backgrounds (HR, education, nonprofit, tech, etc.) who want to gain financial literacy and modelling skills.
- Anyone seeking a fast, practical introduction to financial modelling, forecasting, and quantitative analysis.
Basic Knowledge:
- There are no prerequisites for this course.
Module 1: Finance Fundamentals for Non-Finance Professionals
- Understanding the core financial statements (Income Statement, Balance Sheet, Cash Flow)
- Key concepts: Revenue, costs, gross margin, EBITDA, net income
- What makes a business financially healthy?
- Case study: A quick analysis of a company’s financial health
- Hands-on: Reading and interpreting real-world financial data
Module 2: Introduction to Quantitative Modelling
- What is financial modelling - and why does it matter?
- Spreadsheets 101: Excel/Google Sheets modelling basics
- Model structures: Inputs, logic, and outputs
- Hands-on: Build a simple cost-revenue-profit model from scratch
- Bonus: How to avoid common modelling mistakes
Module 3: Core Analytical Tools & Business Applications
- Forecasting basics: Building future projections
- Scenario analysis: Best case, worst case, expected case
- Key formulas: ROI, Payback Period, Breakeven Analysis
- Use cases: Marketing spend analysis, product launch modelling, headcount planning
- Hands-on: Create a mini forecasting model using what you’ve learned
Module 4: Communicating Financial Insights Like an Analyst
- Turning numbers into narratives: How to present models to decision-makers
- Charts, dashboards, and visuals that make impact
- The analyst mindset: Framing assumptions, documenting logic, asking the right questions
- Final project: Build a simple model + present the insights
- Wrap-up: Tools, templates, and where to go from here