FINA 575: Financial Modeling

In the world of corporate finance, decisions aren’t made on intuition—they’re made on models. Financial modeling is the language of strategic decision-making, allowing analysts and executives to quantify assumptions, evaluate alternatives, and optimize outcomes.
At the College for Financial Planning, our FINA575: Corporate Finance course equips students with the modeling techniques that real companies use to drive capital allocation. Students learn how to:
- Apply discounted cash flow (DCF) analysis to project valuation,
- Use NPV and IRR to prioritize investment projects,
- Conduct sensitivity, scenario, and break-even analyses to test resilience under uncertainty,
- Estimate cost of capital and evaluate capital structure decisions,
- Build pro forma financials that translate strategic initiatives into projected outcomes.
These skills form the analytical backbone of corporate decisions—from launching a new product line to financing a merger. Whether you’re managing a corporate treasury or advising on capital investments, understanding how to build and interpret financial models is a must-have capability in today's data-driven economy.