О специализации

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.

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100% online courses

Start instantly and learn at your own schedule.
SvgLevelBeginner

Beginner Level

Clock

Approx. 3 months to complete

Suggested 5 hours/week
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English

Subtitles: English, Russian, Portuguese (Brazilian)

What you will learn

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    Create your own quantitative models
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    Harness the power of spreadsheets to map and predict data
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    Structure your decision-making for optimum results
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    Understand the measurement and management of risk

Skills you will gain

Financial ModelingSimulationFinancial StatementBalance Sheet
Globe

100% online courses

Start instantly and learn at your own schedule.
SvgLevelBeginner

Beginner Level

Clock

Approx. 3 months to complete

Suggested 5 hours/week
CommentDots

English

Subtitles: English, Russian, Portuguese (Brazilian)

How the Specialization Works

Take Courses

A Coursera Specialization is a series of courses that helps you master a skill. To begin, enroll in the Specialization directly, or review its courses and choose the one you'd like to start with. When you subscribe to a course that is part of a Specialization, you’re automatically subscribed to the full Specialization. It’s okay to complete just one course — you can pause your learning or end your subscription at any time. Visit your learner dashboard to track your course enrollments and your progress.

Hands-on Project

Every Specialization includes a hands-on project. You'll need to successfully finish the project(s) to complete the Specialization and earn your certificate. If the Specialization includes a separate course for the hands-on project, you'll need to finish each of the other courses before you can start it.

Earn a Certificate

When you finish every course and complete the hands-on project, you'll earn a Certificate that you can share with prospective employers and your professional network.

how it works

There are 5 Courses in this Specialization

1Course

Fundamentals of Quantitative Modeling

4.6
2,509 ratings
544 reviews
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 designed to help you understand the fundamentals of this critical, foundational, business skill. Through a series of short lectures, demonstrations, and assignments, you’ll learn the key ideas and process of quantitative modeling so that you can begin to create your own models for your own business or enterprise. By the end of this course, you will have seen a variety of practical commonly used quantitative models as well as the building blocks that will allow you to start structuring your own models. These building blocks will be put to use in the other courses in this Specialization....
2Course

Introduction to Spreadsheets and Models

4.2
1,441 ratings
262 reviews
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, and where they are likely to be in the future. But in order to get the most out of a spreadsheet, you have know how to use it. This course is designed to give you an introduction to basic spreadsheet tools and formulas so that you can begin harness the power of spreadsheets to map the data you have now and to predict the data you may have in the future. Through short, easy-to-follow demonstrations, you’ll learn how to use Excel or Sheets so that you can begin to build models and decision trees in future courses in this Specialization. Basic familiarity with, and access to, Excel or Sheets is required....
3Course

Modeling Risk and Realities

4.6
887 ratings
129 reviews
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 to create quantitative models to reflect complex realities, and how to include in your model elements of risk and uncertainty. You’ll also learn the methods for creating predictive models for identifying optimal choices; and how those choices change in response to changes in the model’s assumptions. You’ll also learn the basics of the measurement and management of risk. By the end of this course, you’ll be able to build your own models with your own data, so that you can begin making data-informed decisions. You’ll also be prepared for the next course in the Specialization....
4Course

Decision-Making and Scenarios

4.6
676 ratings
94 reviews
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. Two of Wharton’s most acclaimed professors will show you the step-by-step processes of modeling common business and financial scenarios, so you can significantly improve your ability to structure complex problems and derive useful insights about alternatives. Once you’ve created models of existing realities, possible risks, and alternative scenarios, you can determine the best solution for your business or enterprise, using the decision-making tools and techniques you’ve learned in this course....
5Course

Wharton Business and Financial Modeling Capstone

4.5
198 ratings
27 reviews
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 opportunities for success and minimizing risk. Using your newly acquired decision-making skills, you will structure a decision and present this course of action in a professional quality PowerPoint presentation which includes both data and data analysis from your quantitative models. Wharton Research Data Services (WRDS) is the leading data research platform and business intelligence tool for over 30,000 corporate, academic, government and nonprofit clients in 33 countries. WRDS provides the user with one location to access over 200 terabytes of data across multiple disciplines including Accounting, Banking, Economics, ESG, Finance, Insurance, Marketing, and Statistics....

Instructors

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Richard Waterman

Professor of Statistics
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Don Huesman

Managing Director, Wharton Online
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Senthil Veeraraghavan

Associate Professor of Operations, Information and Decisions
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Richard Lambert

Professor of Accounting
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Sergei Savin

Associate Professor of Operations, Information and Decisions

About University of Pennsylvania

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. ...

Frequently Asked Questions

  • Yes! To get started, click the course card that interests you and enroll. You can enroll and complete the course to earn a shareable certificate, or you can audit it to view the course materials for free. When you subscribe to a course that is part of a Specialization, you’re automatically subscribed to the full Specialization. Visit your learner dashboard to track your progress.

  • This course is completely online, so there’s no need to show up to a classroom in person. You can access your lectures, readings and assignments anytime and anywhere via the web or your mobile device.

  • This Specialization doesn't carry university credit, but some universities may choose to accept Specialization Certificates for credit. Check with your institution to learn more.

  • Time to completion will vary based on your schedule, but we anticipate most learners being able to finish the material in 6 months.

  • Each course in the Specialization is offered at least once every month, although they may be offered more frequently.

  • No specific background is required—this Specialization is ideal for employees, entrepreneurs, managers, consultants, or anyone aiming to hone their spreadsheet and modeling skills. Knowledge of high-school level math (through pre-calculus) is suggested.

  • Although you can take the courses in this Specialization in any order, we do recommend that you follow the suggested sequence of courses (Introduction to Spreadsheets, Fundamentals of Quantitative Modeling, Modeling Risk and Realities, Decision Making and Scenarios), especially if you are new to the study of spreadsheets and modeling.

  • In this Specialization, you’ll learn both how spreadsheets work and how they may be used to build scenarios, predict performance, and inform decision-making. At the end of Wharton’s Business and Financial Modeling Specialization, you’ll be able to use spreadsheets to create basic business models that optimize and predict outcomes, so that you can make decisions for your business based on data. You can use this knowledge to transition to a new career, improve your own business, or apply to business school to continue your education.

More questions? Visit the Learner Help Center