For Individuals
For Teams
  • Macabacus program: 5 total courses to earn certificate
  • Self-paced & 100% online
  • Get full Macabacus program, community, & more with a CFI membership
  • Get this program and CFI's full training catalog for your organization
  • Manage learning, create custom paths & measure progress
  • For teams of 2 or more learners

Program Overview

5 courses

5 Required Courses

10 - 20 Hours

Average completion time

Receive a Certificate

To verify your skills

500,000+ 5-star ratings

Best-in-class training, as rated by you

Our Learners Work At:

Your path to becoming a Macabacus Specialist

This specialization consists of hands-on courses delivering practical, real-world data analysis and visualization skills using the latest tools and techniques

5 Required Courses

Learn from industry experts at your own pace.

Macabacus Quick Start Guide
4 (2 Ratings)
Level 2
1.5 hours
Format a Financial Model with Macabacus
5 (2 Ratings)
Level 2
3 hours
Audit a Financial Model With Macabacus
4.9 (8 Ratings)
Level 3
4 hours
Modular Model Building with Macabacus
4.7 (3 Ratings)
Level 2
3 hours
Build a Presentation with Macabacus
5 (1 Ratings)
Level 2
4 hours
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Get Specialized

Specializations allow narrow and deep focus on a targeted subject area, with particular attention to specific analysis techniques and actionable skills.

They are designed to deepen your industry acumen and to prepare you for faster professional growth within the sector.

Skill Categories and Learning Objectives

Configuration of Key Macabacus Settings

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  • Import color palette and setup colors for Defaults, AutoColors, Fonts, Borders, and Fill
  • Setup common custom number formats for General, Currency, Percent, Multiple, and Dates
  • Configure settings for the accelerator key, interface, fonts, borders, and indents

Format & Present a Financial Model

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  • Understand how proper formatting instills confidence in those using the models for important decision making
  • Use the Explorer Pane to see an inventory of all elements of the financial model to format
  • Learn how to prepare and export a financial model to present it to all key stakeholders

Financial Model Auditing

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  • Use powerful Macabacus visualizations to locate areas of possible concern in the financial model
  • Use Pro Precedents and Pro Dependents to help efficiently review formulas and linkages
  • Use keyboard shortcuts to quickly evaluate consistency across rows and columns to expedite the review process

Modular Model Building

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  • Review principles of modular building by designing a model as a connected group of schedules
  • Use Macabacus to prepare, upload, and organize a library of model schedules
  • Import and connect the model schedules from the Macabacus library

Reliable Linking to PowerPoint and Word

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  • Set up reliable links from Excel to PowerPoint or Word
  • checkmark icon Review the various exporting and importing options available in Macabacus
  • Use Highlight Links and Manage Links to review and refresh the connections to Excel files

Taught by Industry Experts

Duncan McKeen

Duncan is the Executive Vice President, Financial Modeling at CFI. Since 2014, Duncan has been focused on designing courses and teaching financial modeling to employees working in accounting, valuation, investment banking, equity research, and private equity.

Explore Your Career Options

  • Investment Banking

    Audit financial models from clients efficiently using keyboard shortcuts and link reliably from to PowerPoint to prepare brand-compliant pitch books.
  • Private Equity

    Streamline financial model assessment with advanced auditing tools, create efficient dashboards with shortcuts, and seamlessly link to PowerPoint for presentations.
  • Valuation

    Ensure model accuracy for valuation with advanced tools. Seamlessly link models to PowerPoint for stakeholder presentations.
  • Financial Planning & Analysis

    Use powerful financial modeling tools to expedite processes for budgeting and forecasting. Link reliably to PowerPoint for efficient financial reporting.
  • Equity Research

    Build financial models quickly with keyboard shortcuts and link efficiently to Word to produce brand compliant research notes in less time.

What Our Students Say

Insightful and ability to Audit A financial model with Macabacus

Shosanya Elizabeth

The course is really well-thought-out. The summary shortcuts are also helpful to keep on hand.

Stephen Moerane

The explanation is very clean cut and the information given is practical and useful.

Yeap Ronh

It helped me a lot to understand and explore auditing tools.

Yunus Yehya

Frequently Asked Questions

Will these courses help me advance my career?

Reviews from learners who have taken CFI courses include numerous stories about how people have been able to advance their careers. There is a proven track record of CFI graduates marking successful transitions into the careers of their dreams and this is based largely on the resources that we make available to our learners upon enrolment. Our training is designed to be fully practical and simulates the experience of being trained as a professional financial analyst. Additionally, we offer a wealth of information through our free career resources. The unique blend of all these elements is what sets us apart from other e-learning platforms when it comes to giving you all the tools you need to create a successful career in finance.

Admission Requirements

No pre-requisites or prior experience are necessary. To take the courses and complete the exercises, learners will only need access to a PC, Microsoft Suite (2016 or newer), and a stable internet connection.

What is the duration of the program?

It takes an average of 1 – 4 weeks to complete the entire program. However, you are given the freedom to complete all of the training at your own pace! Please see the “What You’ll Learn” section for recommended study hours for each course to give you a better idea for your time management.

How much time do I have to complete the courses?

Take as much time as you need. You will have access to all courses and all future upgrades in your subscription. You can review the video lessons as many times as you like and complete the courses at a pace that is most convenient for you. All of the required courses, resources, and assessments to obtain the certifications will be provided, for as long as your subscription is active.

How are the exams conducted?

Learners are required to complete an online assessment (MCQ’s, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams at your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need.

Can I download and edit the course material and templates?

Yes! You can download the resources included in your courses. All of the files needed in a course are available for download. Please note that while our study materials can be downloaded, the lecture videos are only available online due to copyright infringement issues.

How do I earn my certificates?

You need to complete all the video lessons, quizzes, and final assessments in each course to earn your course certificates. The certificate will then be available on your learner dashboard and also emailed to you as soon as you have completed all of the requirements.

What currency are your courses priced in?

All of our online courses and programs are priced in USD.

What payment methods do you accept?

As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

Are there any additional fees or costs?

None! The program tuition includes everything and there are no additional fees required to earn your digital certification.

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