What does it take to really master Finance?

You study. You read. You crunch numbers.  Day and night on your desk. Endless meetings. Countless Finance webinars, and templates and Cheatsheets.  So many formulas.  So many analysis... And the charts?  The Charts are so busy.  So complex. 

"What question am I actually trying to answer?  Ah yes, the impact...  Impact on what? Impact from what?"

You try harder, your analysis are getting beautiful (you copied them from the great thought leaders online).  Your charts (wow!).  You seem to be on top of it all.  You practice storytelling to present data (nowadays, almost a religion).

Yet, you still struggle.  

You struggle to answer that question during the meeting.  The impact.  "I need to go back to my desk to analyse, to find what the great gurus would say, to check my cheatsheets.  The answer must be there...  somewhere."

But it's not.

Why?

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.



But there's a better way...


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).



Hey, I didn't say it'd be easy. But at least it's in your hands.

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

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.

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 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

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


Start your Financial Modeling Journey now

Get the AFM preparation Bundle or just the standlalone course

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.

$895

Get the AFM Package Just Tactic On Demand : $500

Everything you need to Acquire Business Acumen and master Financial Modeling is in the AFM Prep Package

  • Detailed lessons on Fianncial Modeling
  • Focus on Fiannce and strategies not formulas and distractions
  • Extra cases for your portfolio
  • Personalized feedback
  • Live sessions so you really make progress
  • Your AFM certification fee and access to the FMI Platform

Expense with your employer

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.

Learn More