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Knowledge Base and Certification

Financial Analysis Knowledge Base

The Financial Analysis Knowledge Base is an online training program for financial analysis and Excel modeling featuring more than 1,000 pages of content and interactive model-building exercises.

Co-authored by a team of former investment bankers and Wharton professor Robert Holthausen, the Knowledge Base bridges the gap between the corporate finance taught in textbooks and the spreadsheet-intensive financial modeling practiced in the real world.

FactSet clients: e-mail webmaster@factset.com to learn how the Knowledge Base can be integrated within your FactSet solution.

Students and retail users: to order the Knowledge Base and Certification, visit www.factset.com/dealmavenstore.

With Knowledge Base Level I, you'll learn how to:

  • Build a spreadsheet model while learning key finance concepts
  • Create integrated financial statements using Excel best practices
  • Perform scenario, transaction, DCF, and “comp” company analysis

With Knowledge Base Level II, you'll learn how to:

  • Build LBO and M&A Accretion/Dilution analyses
  • Learn advanced transaction analysis through study of LBO


Financial Modeling Certification

The Financial Analysis Knowledge Base is a web-based training resource teaching the hands-on analytical skills needed by investment bankers and corporate finance analysts. The 70+ hours of self-paced web-based content and examination material is certified by the National Association of State Boards of Accountancy (NASBA) and is used by numerous Wall Street training programs.

Subscribers who complete the full Level I and Level II programs, including case study and LBO model-building exercises, are eligible to receive FactSet's Certification in Applied Financial Modeling and Certification in Advanced Financial Modeling, which can be used to acquire NASBA Continuing Professional Education credits.

 

 

Robert Holthausen, Ph.D.
Nomura Securities Company Professor of Accounting and Finance, The Wharton School, University of Pennsylvania

 
  • Expert in the fields of valuation, financial accounting and corporate governance
  • Academic director of Wharton's Mergers and Acquisitions program, which is taught to senior executives at corporations, banks and consulting firms
  • Associate editor of several leading academic journals
  • Recipient of numerous teaching awards for both graduate and undergraduate teaching
  • MBA, PhD, University of Rochester

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