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Best Financial Modeling Courses for November 2025

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Updated October 29, 2025

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Financial modeling is a critical skill for making informed business and investment decisions, enabling professionals to harness data to forecast performance, assess risk, and guide strategic planning. Whether you’re looking to evaluate a merger, raise capital, or build a startup budget, the best financial modeling courses provide a variety of teaching materials, deliver comprehensive lessons from industry-leading professionals, come with ongoing access to educational materials, and more.

Based on Investopedia’s proprietary analysis of the data we collected from 11 financial modeling course providers, the best overall course is the Investment Banker from Financial Edge. The Investment Banker from Financial Edge course is also the best course for investment modeling. Udemy’s Financial Modeling for Startups course offers the best value, Wall Street Prep’s Real Estate Financial Modeling is the best real estate modeling course, and Coursera’s Business and Financial Modeling from Wharton provides the best financial modeling foundation.

Best Financial Modeling Courses for November 2025

Best Overall and Best for Investments: Investment Banker from Financial Edge
Best Value: Financial Modeling for Startups & Small Businesses
Best for Real Estate: Real Estate Financial Modeling
Best for Learning the Basics: Business and Financial Modeling from Wharton

Best Overall and Best for Investments : Investment Banker from Financial Edge

Financial Edge

Cost: $549 (Boost Plan), $559 (Single Course), $849 (Pro Plan)
Money-Back Guarantee: Yes (some restrictions apply)
Live Instructor Support: No

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Best Overall

Investopedia chose Investment Banker from Financial Edge as the best overall course for financial modeling because it offers the highest-rated combination of features critical to developing financial modeling skills.

Best for Investments

Investment Banker from Financial Edge also offers the most comprehensive and high-quality coverage of investment-focused subject matter.

Pros

Developed and taught by instructors who train analysts at top investment banks
Broad coverage of accounting, valuation, mergers & acquisitions (M&A), and leveraged buyout (LBO) modeling
Excellent production quality
Utilizes real-world case studies
Industry-recognized certification awarded

Cons

Pricier than other self-paced options
Not suited for absolute beginners who lack a finance background
No free trial

Financial Edge, founded in 2016 by former J.P. Morgan investment banker Alastair Matchett, is a London-based training firm that built its reputation by training new investment banking hires at top institutions like Goldman Sachs and Morgan Stanley. The platform blends practical, Excel-based learning with a well-thought-out digital interface and insider instruction from seasoned professionals.

Boasting the longest course length of any of the courses we reviewed, the Investment Banker course covers critical topics like accounting and financial statement analysis, valuation and leveraged buyout (LBO) modeling, and event investment banking interview skills, making it perfect for students, career switchers, or junior professionals looking to sharpen their edge.

Like most of the courses we reviewed, modules are self-paced. However, an Investment Banker from Financial Edge really stands out for its depth and quality of instruction. Students also receive a Wall Street-recognized certification if they pass the rigorous final exam and enjoy lifetime access to the platform.

Best Value : Financial Modeling for Startups & Small Businesses

Udemy

Cost: $22.99 (single course), $20.00 per month (expanded Personal Plan)
Money-Back Guarantee: Yes (some restrictions apply)
Live Instructor Support: No

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Why We Chose It

One of the most comprehensive courses we reviewed, Udemy's Financial Modeling for Startups & Small Business is highly-rated, well-produced, and the most affordably priced course we reviewed. The unmatched value proposition is that the course can also be accessed with a $20 per month Udemy subscription, which unlocks more than 12,000 additional courses, including a variety of other financial modeling courses.

Pros

Very affordable with lifetime access
Practical, hands-on Excel demos with downloadable templates
Comprehensive subject matter
Numerous case studies
Highly-rated course

Cons

Lacks coverage of more advanced modeling techniques
Students do not receive an industry-recognized certification upon completion
No live training

Udemy’s Financial Modeling for Startups & Small Businesses is geared towards entrepreneurs and business owners who want to better understand the key drivers of a new business. With thousands of positive reviews and a 4.6-star rating, this course stands out as one of the most trusted financial modeling resources on Udemy’s popular learning platform.

The self-paced course delivers 11 and a half hours of video content, providing 92 lectures. The course comes with downloadable templates and 13 articles, all covering essential topics like modeling best practices, growth, cost, and revenue modeling, cash flow analysis, and much more.

At just $22.99 for the standalone course, the price is the lowest of all the paid courses we reviewed. Despite the low cost, the course delivers excellent value given the comprehensive subject matter and presentation quality. When users purchase Udemy’s Personal Plan, the value proposition is even better given the resources students can tap into.

With Udemy’s Personal Plan, the $20.00 per month subscription not only gives learners access to this course but also over 12,000 other premium courses, including a variety of financial modeling courses.

Best for Real Estate : Real Estate Financial Modeling

Cost: $499
Money-Back Guarantee: Yes (some restrictions apply)
Live Instructor Support: Yes (for an extra charge)

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Investopedia selected Wall Street Prep’s Real Estate Financial Modeling course for its industry-best list of lessons and materials that teach professionals how to model when buying property, developing land, acquiring office buildings, or building multifamily buildings.

Pros

Developed by ex-investment bankers with real estate expertise
Practical application with real-world case studies
Covers both equity and debt modeling
Industry-recognized certificate upon completion
Unlimited access to the support center

Cons

High price tag
No free trial
Not suited for beginners
Live instruction is an added cost
Not ideal for non-real estate-focused learners

Founded in 2004 by former investment bankers, Wall Street Prep (WSP) partners with top investment banks, private equity firms, and business schools to offer training that reflects real-world applications. It's a self-paced, online platform that comes with helpful features like integrated comment sections where students can get answers to important questions.

For anyone eyeing a career in real estate private equity, development, or investment banking, the course provides the second-largest list of lessons of all the courses we reviewed. It walks students through building a dynamic real estate model from scratch in Excel, covering topics like acquisition underwriting, debt and equity waterfalls (methods for deciding which investors have priority in the distribution of profits), cash flow modeling, internal rate of return (IRR) hurdles, and scenario analysis.

Real-world case studies, downloadable Excel files, and over 20 hours of video instruction give learners the practical tools they need to analyze deals the way the pros do. Enrollment also includes the option of taking the industry-recognized Real Estate Financial Modeling Certification exam.

Best for Learning the Basics : Business and Financial Modeling from Wharton

Cost: Free seven-day trial, then $59/month or $399/year for access to over 10,000 courses through the Coursera Plus plan
Money-Back Guarantee: Yes
Live Instructor Support: No

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Business and Financial Modeling from Wharton on Coursera is Investopedia’s top choice for those looking to learn the basics of financial modeling because it uses a beginner-friendly approach to deliver a strong foundation in the subject, all while offering unique and helpful features like community engagement and performance tracking.

Pros

Beginner-friendly course design
Access to a community platform
Affordable, with free auditing options available
Developed and taught by renowned instructors
Seven-day free trial

Cons

Lacks hands-on Excel practice
Not ideal for advanced modeling
No industry-recognized certificate
The course begins on a set date
No direct interaction with instructors

Coursera, founded in 2012 by Stanford professors Daphne Koller and Andrew Ng, is known for making world-class education widely accessible. Coursera partners with top universities and institutions around the globe, allowing it to deliver flexible, affordable online courses, specializations, and even degrees.

The Business and Financial Modeling Capstone course from the Wharton School at the University of Pennsylvania is part of the highly-rated five-course Specialization series that caters to beginners looking to learn at their own pace.

Taught by Wharton professors, the Business and Financial Modeling course covers fundamental modeling concepts like spreadsheet design, forecasting, decision-making under uncertainty, and data analysis. It is structured so that prior expertise in investment banking or corporate finance is not necessary, making it ideal for those who are new to financial modeling.

The program includes five courses that build toward a final capstone project, giving learners a practical way to apply their skills. Supplementing the beginner-friendly approach are a community learning platform and available performance tracker, both of which are unique among all the competitors we reviewed.

Why You Should Trust Us

Investopedia has been helping readers find the best tools and platforms for managing their finances since 1999. Investopedia’s team of editors and research analysts evaluated 11 financial modeling courses based on 12 criteria that are critical to helping individuals become successful financial modelers. We used this data to review each course for costs, available amenities, structure, and other key features to provide unbiased, comprehensive reviews and ensure our readers can make the right choice for their investing needs.

Our research and ratings are entirely independent, with no influence from advertising partnerships, and our full-time team of expert writers and editors aims to be unbiased to ensure you’re getting the best recommendations when looking for a financial modeling course. Investopedia’s staff editors, research analysts, and compliance managers work hard every business day to keep this article up to date and accurate by monitoring product changes on financial modeling course provider websites and making changes to our content as needed.

How We Chose the Best Financial Modeling Courses

Investopedia is dedicated to providing investors with unbiased, comprehensive reviews and ratings of financial modeling courses. Our ratings of the best financial modeling course providers are based on our own proprietary research of five categories and 12 criteria that are crucial for choosing the right course to best prepare for real-world application.

The following category weights were used to rate each course category:

Resources & Materials: 30.00%
Course Structure & Delivery: 30.00%
Pricing & Packages: 25.00%
Certification & Credentials 9%
Customer Support: 6.00%

We used this data to develop a comprehensive rubric for evaluating 11 financial modeling courses based on their course format, available add-ons, money-back guarantee, and other features, to help our readers choose the right course. For each company, Investopedia's team of researchers and full-time editorial staff analyzed data obtained directly from company websites and representatives. Our data collection process ran from April 30 to May 18, 2025.

A man taking a financial modeling course — Nitat Termmee / Getty Images

Article Sources

Investopedia requires writers to use primary sources to support their work. These include white papers, government data, original reporting, and interviews with industry experts. We also reference original research from other reputable publishers where appropriate. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.