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Financial Modelling & Advanced Excel Courses

Event Description

The Marquee Group courses are designed for investment professionals with practical experience in investment management, financial valuation, private capital or quantitative analysis.  They will be most valuable to individuals working with asset managers, pension funds, investment banks, family offices, investment counselors, insurance companies and other financial services organizations.

The Marquee Group has conducted financial modelling seminars for a number of organizations, including CFA societies in Canada, such as CFA Toronto and CFA Calgary. Past participants taught by the Marquee Group include:

  • Portfolio Managers        
  • Investment Officers
  • Securities Analysts         
  • Financial Valuators
  • Investment Bankers      
  • Investment Consultants
  • Commercial Bankers     
  • Corporate Finance Professionals 

This year we are offering the following courses. You can register for one day, two or all three days:

DAY 1: Building a Financial Model (of a Company)
DAY 2: Data Manipulation with Excel - Part 1
DAY 3: Data Manipulation with Excel - Part 2

Registration is limited to only 22 participants per day, so we recommend registering early!

7 CFA Institute CE credits per day will be issued.

For course outlines and additional information, please view Financial Modelling and Advanced Excel Courses-2018.pdf

The Marquee Group
The Marquee Group is Canada's leading provider of financial modelling training programs.

Since 2002, Marquee has trained thousands of professionals globally at financial institutions, corporations, professional organizations and universities. Their core modelling, valuation and Excel courses are now standard training at numerous major financial institutions.

Marquee's principals are experienced financial practitioners with investment banking, equity research and management backgrounds who are passionate about teaching. 

Event Type


Education Topic

Financial Statement Analysis

Start Time

2018-02-27 8:30 AM

End Time

2018-03-01 5:00 PM

Event City


Event State/Province

British Columbia

Event Country


Event Region


Location Info

​UBC Robson Square
800 Robson St
Vancouver, BC


The Marquee Group

CE Credits

7 per day

SER Credit


Member Price


Non-Member Price


Candidate Price



Members (and Candidate Members) - Click here to register
Candidates - Click here to register
Non-Members - Click here to register​

All Day Event







Content Type: Custom Calendar
Created at 2017-12-28 10:42 AM by
Last modified at 2018-01-31 7:44 PM by