Business and Financial Modeling Specialization

Starts Oct 30

Business and Financial Modeling Specialization

Build Business and Financial Models

Use spreadsheet models to make data-driven financial decisions

About This 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:

courses
5 courses

Follow the suggested order or choose your own.

projects
Projects

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

certificates
Certificates

Highlight your new skills on your resume or LinkedIn.

Courses
Beginner Specialization.
No prior experience required.
  1. COURSE 1

    Fundamentals of Quantitative Modeling

    Upcoming session: Oct 30
    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
  2. COURSE 2

    Introduction to Spreadsheets and Models

    Current session: Oct 23
    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
  3. COURSE 3

    Modeling Risk and Realities

    Upcoming session: Oct 30
    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
  4. COURSE 4

    Decision-Making and Scenarios

    Current session: Oct 23
    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
  5. COURSE 5

    Wharton Business and Financial Modeling Capstone

    Upcoming session: Jan 1
    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

Creators

  • University of Pennsylvania

    The Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education.

    The University of Pennsylvania (commonly referred to as Penn) is a private university, located in Philadelphia, Pennsylvania, United States. A member of the Ivy League, Penn is the fourth-oldest institution of higher education in the United States, and considers itself to be the first university in the United States with both undergraduate and graduate studies.

  • Sergei Savin

    Sergei Savin

    Associate Professor of Operations, Information and Decisions
  • Senthil Veeraraghavan

    Senthil Veeraraghavan

    Associate Professor of Operations, Information and Decisions
  • Richard Waterman

    Richard Waterman

    Professor of Statistics
  • Richard Lambert

    Richard Lambert

    Professor of Accounting
  • Robert W. Holthausen

    Robert W. Holthausen

    Professor
  • Don Huesman

    Don Huesman

    Managing Director, Wharton Online

FAQs

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