You lack one thing: Business Acumen.
What in fact is Business Acumen? And more importantly, how do I acquire it?
Some will say it takes time.
Some will say it requires experience.
Others will say you need to fail to succeed.
All true.
The same way that to be a good pilot you need hours of flight, in different conditions, with different aircrafts, to have business acumen you also need an extensive and diverse experience. And that can take time.
Flight Simulators
Financial modeling is a powerful tool for learning about business operations, strategy, and financial performance. By creating mathematical representations of a company's finances, individuals can gain valuable insights into how businesses function and make informed decisions.
It's like using flight simulators to learn how to fly a plane. It's faster. It's doable. But most importantly, it's in your hands.
Learning the foundation of a Three Statement Model can be pivotal in any Finance Career. Not only this is a highly valued tech 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.
You need the technique. You need different sky conditions. You need many many many hours of flight (even in a flight simulator).
But it's in your HANDS.
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.
The solution didn't appear all at once. It was developed in the course of many years of work. A lot of trial and errors. But one day I knew, I had a method, 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.
to build Financial Models
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.
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 $ 725.
You can become an Advanced Financial Modeler, AFM, the top Financial Modeling Accreditation in the World.
is the best option of accreditation available.
Validate your ability to create a 3-statement model of a company from scratch in Excel.
Your exam is proctored, time-bound and graded by experts - success is earned.
With the right guidance, you are ready to pass the exam in no time.
What's in There for YOU
Excellent course for learning and developing financial schedules and creating a dynamic financial model.
It is a very practical, thorough, and valuable course for FP&A, accounting, finance, and any business students and professionals.
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.
Es un excelente curso corto que te ayuda a realizar proyecciones de los estados financieros, recomendado.
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
I tried everything before this. So much money wasted on FP&A courses. This is straight to the point and really teaches you something valuable. A Financial Model can be the base for many analysis. I can now see my analysis under a different perspective
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.
I recently completed the online training course on building a 3-statement financial model, and I wanted to express my appreciation for the quality of the content. The course was incredibly informative and well-structured, and I found it to be a valuable learning experience. I would rate this course 5 out of 5 stars.
I started my FRM journey back in 2021 and was split between Bionic Turtle and Schweser. Countless discussions and feedbacks later, I went ahead with Schweser while also dabbling in Bionic Turtle from time to time. I passed relying on Schweser on the very first attempt.
Fast forward to 2025, while I await the AFM exam result, I sit back and write this - pretty confident in knowing what the outcome is going to be.
Carol and her Tactic framework is the Schweser of AFM and Financial Modeling!
I was not only able to grab her concepts that gave me an extremely solid base in my journey towards earning the AFM accreditation, I was also able to prepare and sit for the exam in a month's time! Her coaching methodology is simple, yet, hugely impactful and relevant for AFM.
A great investment it has been. Coupled with required efforts put in from the candidates' side, it is a sure-fire formula for AFM and Financial Modeling success.
Thanks Carol and Tactic!
With Tactic On-Demand you get the full Financial Modeling training and become a Certified Tactic Financial Modeler . But you can go beyond and become also AFM certified.
You can get extra 1-1 sessions to accelerate or get you through a hard topic
Did you know that many companies offer an L&D or education budget that covers the cost of our courses. We provide several ways to help you get your course reimbursed.
