Become a Macabacus Specialist

Supercharge your Microsoft Office experience with Macabacus, a powerful add-on. Learn advanced tools and automation techniques to effortlessly create error-free and more professional financial models and presentations.
  • Configure Macabacus settings to align with CFI standards and guidelines for Financial Modeling.
  • Build, audit, format, and present financial models efficiently, while adhering to corporate brand standards.
  • Learn reliable techniques for establishing and managing links between Excel, PowerPoint, and Word documents.

Specialization Overview

On-demand courses

Taught by industry experts

Learn at Your Own Pace

With videos, exercises, and quizzes

Blockchain Certificate

To verify your skills

New courses monthly

Unlimited access to our course library

10 - 20 Hours

Average completion time

500,000+ 5 star ratings

Best-in-class training, as rated by you

Your path to becoming a Macabacus Specialist

This comprehensive specialization consists of 5 courses to deliver expertise in productivity and brand compliance using Macabacus.

5 Required Courses

Learn from industry experts at your own pace.

Macabacus Quick Start Guide
Level 2
1.5 hours
Preview Course
Format a Financial Model with Macabacus
Level 2
3 hours
Preview Course
Audit a Financial Model With Macabacus
Level 3
4 hours
Preview Course
Modular Model Building with Macabacus
Level 2
3 hours
Preview Course
Build a Presentation with Macabacus
Level 2
4 hours
Preview Course
Hide All Courses

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

See Details
  • checkmark icon

    Import color palette and setup colors for Defaults, AutoColors, Fonts, Borders, and Fill

  • checkmark icon

    Setup common custom number formats for General, Currency, Percent, Multiple, and Dates

  • checkmark icon

    Configure settings for the accelerator key, interface, fonts, borders, and indents

Format & Present a Financial Model

See Details
  • checkmark icon

    Understand how proper formatting instills confidence in those using the models for important decision making

  • checkmark icon

    Use the Explorer Pane to see an inventory of all elements of the financial model to format

  • checkmark icon

    Learn how to prepare and export a financial model to present it to all key stakeholders

Financial Model Auditing

See Details
  • checkmark icon

    Use powerful Macabacus visualizations to locate areas of possible concern in the financial model

  • checkmark icon

    Use Pro Precedents and Pro Dependents to help efficiently review formulas and linkages

  • checkmark icon

    Use keyboard shortcuts to quickly evaluate consistency across rows and columns to expedite the review process

Modular Model Building

See Details
  • checkmark icon

    Review principles of modular building by designing a model as a connected group of schedules

  • checkmark icon

    Use Macabacus to prepare, upload, and organize a library of model schedules

  • checkmark icon

    Import and connect the model schedules from the Macabacus library

Reliable Linking to PowerPoint and Word

See Details
  • checkmark icon

    Set up reliable links from Excel to PowerPoint or Word

  • checkmark icon

    Review the various exporting and importing options available in Macabacus

  • checkmark icon

    Use Highlight Links and Manage Links to review and refresh the connections to Excel files

Taught by Industry Experts

Instructor Duncan McKeen
Duncan McKeen
Duncan McKeen is fascinated with pedagogy and loves course creation and design. He is an effective communicator with extensive experience teaching financial modeling, accounting, analysis, and valuation. Prior to teaching, Duncan held senior equity research positions with top banks and brokerages. He has solid analytical skills with an engineering degree, Master of Finance degree, and a CFA Charter.

Where Our Learners Work

goldman sachs logo
Deloitte logo

Explore Your Career Options

Equity Research

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

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

Quickly assess financial models from prospective target companies using the most advanced model auditing tools. Build dashboards efficiently using keyboard shortcuts and link to PowerPoint for presentations.

Financial Planning & Analysis

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


Use best-in-class model building and auditing tools to ensure the integrity of financial models used for valuation purposes. Link from valuation model seamlessly to PowerPoint for presentation to key stakeholders.

Trust Our CFI Certified Alumni on LinkedIn

Ismail Bekrate
Chief Accountant
Just completed the Financial Modeling & Valuation Certification with the #corporatefinanceinstitute! Thank you Tim Vipond and his team for this highly practical program that uses very realistic cases of Modeling and Company’s Valuation and covers all the important aspects of...
Read more
After almost six months of courses, finally I have achieved the #FMVA ( Financial Modeling and Valuation Analyst) Certificate from Corporate Finance Institute® (CFI) . I want to thank Tim Vipond, FMVA® Scott Powell and all people from Corporate Finance...
Read more
Jayendra Rathod
MBA - Finance | Experi...
Glad to announce!! Recently completed a Financial Modeling & Valuation Analyst (FMVA)® Certification issued by Corporate Finance Institute® (CFI) an important step towards core financial learning. With electives in Merger & Acquisition (M & A) Modeling, Leveraged Buyout LBO modeling...
Read more
Stephen Moerane
Director Of Special Pr...
Today marks a very important milestone in my educational journey. I have been looking for a way to get into Finance but hadn't been able to identify a credential that would do the job without interrupting my work schedule. Thank...
Read more
Muhammad Heryanto Jafar
Muhammad Heryanto...
Deputy Director at PT....
I'm very grateful to finally earn my FMVA certification, after several months finishing up every module one-by-one.. Special thanks to Tim Vipond, FMVA®, Scott Powell, Jorge Marques, FMVA®, Lonny Coulombe, Antoine Bishara and all CFI team for such a great...
Read more
Ihor Kukhar
Financial Modeling and...
Hey folks, After 6 months of studying, 19 courses, and over 900 lessons, I have finally completed Corporate Finance Institute® (CFI)’s Financial Modeling & Valuation Analyst Certification Program. I would definitely recommend it to anyone that is looking to get...
Read more

Get specialized in Macabacus

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.

Looking for team solutions? Train and improve with CFI.

B2B Banner
0 search results for ‘