Financial Modeling doesn't have to be hard

Do you think Financial Modeling is too complicated?

Do you think it would take years to learn this skill?

Do you think that's not for you anymore at this stage of your career?

Think again.

Learning the foundation of a Three Statement Model can be pivotal in any Finance Career. Not only this is a highly valued skill in the job market, but it also can work as a tool for the professionals to develop the most important criteria to succeed in the corporate world, BUSINESS ACUMEN.

Even if your job doesn't require financial modeling skills...

Even if your company already rely on out of the box models, or planning software...

Business Acumen will come naturally to you when you start developing your Financial Modeling Skills.



Who's behind the Tactic Financial Model On Demand?

I’m Carolina, and I’ve spent over 15 years in finance, navigating the complexities of FP&A across different industries and countries. 

Early in my career, I realized something crucial: most finance professionals, including myself, were stuck using rigid models that didn’t truly help us understand the business. We were overwhelmed with complex formulas and jargon that didn’t translate into actionable insights or strategic decisions.

I knew there had to be a better way. 

That’s when I decided to create a solution—a framework that simplifies the modeling process while focusing on building real business acumen. 

The TACTIC Financial Modeling Framework was born from this need. It’s about more than just numbers; it's about understanding the finance concepts behind every transaction and using simple language and straightforward formulas to build models that are dynamic and adaptable.

This approach ensures you’re not just crunching numbers but truly understanding how financial decisions impact your business.


The Tactic Framework

Financial modeling needs to be flexible and adaptable, and that’s where the Tactic framework comes in. 

This seven-stage process—Target, Assets, Calculations, Tools, Insights, and Continuation—is all about creating a dynamic model.

At each stage, you’re not just moving forward; you’re constantly revisiting and refining, adapting to new data and insights. 

The Tactic framework ensures you’re prepared for change, building a model that evolves as your business does. 

Learn to build models that are not just accurate, but also agile and forward-thinking.

What students are saying

“I must say it that this training has exceeded all my expectations. The content was incredibly comprehensive, covering a wide range of finance modeling concepts . The instructor, Carolina Lago, demonstrated a profound understanding of the subject matter and effectively communicated complex ideas in a clear and engaging manner. What truly set this training apart was the emphasis on practical application. The supplementary materials provided were invaluable, offering additional resources for further exploration. Overall, I highly recommend this finance modeling training to anyone looking to sharpen their skills in this field. It's a worthwhile investment that will undoubtedly pay dividends in your professional development”

Vanessa

“This was a great course with lots of information and detail covering the how-to-build and reasons behind building a 3-statement financial model. Carolina was very thorough and patient with all the students, always available to answer questions, and very knowledgeable about financial modeling. The course also had substantial practice material to build your skills and work on the methods for the financial model. I would recommend this course.”

Mark

“For Carolina, sharing knowledge comes first. She loves what she does. You can see that in the course and also in her documents. Simply good and easy to understand.”

Klaus

“It is a very practical, thorough, and valuable course for FP&A, accounting, finance, and any business students and professionals.”

Biruk

“Excellent course for learning and developing financial schedules and creating a dynamic financial model.”

Shelmar

Partnership with FMI

Tactic Financial has partnered with the Financial Modeling Institute to help you conquer your AFM accreditation.

You now have the option to add to your purchase extra preparation video lessons and live sessions as well as a complete access to FMI learning platform including the registration for your test.  The Registration alone is valued $ 695.

You can become an Advanced Financial Modeler, AFM, the top Financial Modeling Accreditation in the World. 


What's in there for you

With Tactic On Demand, you get:

🔶 Video lessons that you can watch, pause and replay at your own pace

🔶 Step by step explanations on how to create the full dynamic and integrated model

🔶 In-depth explanations of financial concepts: Understand the "why" behind each schedule, not just the "how"

🔶 Bonus: Monthly live sessions to go over your questions

🔶 Bonus: Extra Cases for practicing

🔶 Certification upon completion and a LinkedIn Badge so you can show your network your skills

🔶 One year access to all the lessons, the material, and the monthly live sessions, so you have time to practice with all the support you need



If you opt to get the AFM Package you will also get:

🔶 Extra preparation lessons

🔶 3 Extra Live sessions before each AFM test

🔶 Extra practice cases

🔶 Digital access to FMI Learning Resources

🔶 Access to the FMI Community

🔶 Registration for your AFM exam 

 TIME


ENROLL ME ONLY ON TACTIC ON DEMAND

You will have access to 10 hours + of video lessons covering the complete financial Statement, 1 monthly live session and extra practice cases.


🔸 when opting for the Tactic - On Demand only, it's not possible to "upgrade" afterwards to include the AFM package as this package cannot be sold separately.

🔸We reserve the right to modify the dates and times of any live sessions associated with our courses. 

I WOULD LIKE TO ADD THE AFM PACKAGE

In addition to the Tactic On Demand access, you will also have access to extra preparation material so you will be ready for the AFM Exam.  

This package also includes 3 extra live sessions before each AFM tests and extra cases for practice as well as the registration for the AFM Exam (to be booked directly with FMI)


The extra lessons and cases will be available at the end of September. 

🔸 Exams are offered four times per year. The next four sittings are:

October 26, 2024 | February 22, 2025 | May 10, 2025 | July 26, 2025

🔸Your purchase includes one sitting for the AFM Exam, but your participation in this course or in the Tactic On Demand does not guarantee your results

🔸We reserve the right to modify the dates and times of any live sessions associated with our courses.