Business and Financial Modeling Specialization

Wharton's Business and Financial Modeling Specialization is designed to help you make informed business and financial decisions. These foundational courses will introduce you to spreadsheet models, modeling techniques, and common applications for investment analysis, company valuation, forecasting, and more. When you complete the Specialization, you'll be ready to use your own data to describe realities, build scenarios, and predict performance.

Created by:

5 courses

Follow the suggested order or choose your own.

Projects

Designed to help you practice and apply the skills you learn.

Certificates

Highlight your new skills on your resume or LinkedIn.

COURSE 1

Fundamentals of Quantitative Modeling

Commitment: 4 weeks of study, 1-3 hours/week

Subtitles: English, Russian

About the Course

How can you put data to work for you? Specifically, how can numbers in a spreadsheet tell us about present and past business activities, and how can we use them to forecast the future? The answer is in building quantitative models, and this course is...

COURSE 2

Introduction to Spreadsheets and Models

Commitment: 4 weeks of study, 1-3 hours/week

Subtitles: English, Portuguese (Brazilian)

About the Course

The simple spreadsheet is one of the most powerful data analysis tools that exists, and it’s available to almost anyone. Major corporations and small businesses alike use spreadsheet models to determine where key measures of their success are now, a...

COURSE 3

Modeling Risk and Realities

Commitment: 4 weeks of study, 1-3 hours/week

Subtitles: English, Portuguese (Brazilian)

About the Course

Useful quantitative models help you to make informed decisions both in situations in which the factors affecting your decision are clear, as well as in situations in which some important factors are not clear at all. In this course, you can learn how t...

COURSE 4

Decision-Making and Scenarios

Commitment: 4 weeks of study, 1-3 hours/week

Subtitles: English

About the Course

This course is designed to show you how use quantitative models to transform data into better business decisions. You’ll learn both how to use models to facilitate decision-making and also how to structure decision-making for optimum results...

COURSE 5

Wharton Business and Financial Modeling Capstone

Upcoming session: Dec 3

Subtitles

English

About the Capstone Project

In this Capstone you will recommend a business strategy based on a data model you’ve constructed. Using a data set designed by Wharton Research Data Services (WRDS), you will implement quantitative models in spreadsheets to identify the best oppor...

Sergei Savin

Associate Professor of Operations, Information and Decisions

Senthil Veeraraghavan

Associate Professor of Operations, Information and Decisions

Richard Waterman

Professor of Statistics

Richard Lambert

Professor of Accounting

Robert W. Holthausen

Professor

Don Huesman

Managing Director, Wharton Online

To participate in this training, you can Enroll