macabacus specialization certificate Macabacus Specialization Badge
For Individuals
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  • Macabacus program: 5 total courses to earn certificate
  • Self-paced & 100% online
  • Get full access to the program, community, and 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

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

Step 1.

5 Required Courses

Learn from industry experts at your own pace.

Macabacus Quick Start Guide
4.7 (6 Ratings)
59min
59min
Format a Financial Model with Macabacus
5 (5 Ratings)
1h 24min
1h 24min
Audit a Financial Model With Macabacus
4.8 (18 Ratings)
1h 56min
1h 56min
Modular Model Building with Macabacus
4.8 (4 Ratings)
1h 34min
1h 34min
Build a Presentation with Macabacus
4.9 (7 Ratings)
1h 52min
1h 52min
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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

1
32%
Format & Present a Financial Model
2
24%
Reliable Linking to PowerPoint and Word
3
16%
Configuration of Key Macabacus Settings
4
16%
Financial Model Auditing
5
12%
Modular Model Building
1
2
3
4
5
  1. 1.
    32%
    Format & Present a Financial Model
  2. 2.
    24%
    Reliable Linking to PowerPoint and Word
  3. 3.
    16%
    Configuration of Key Macabacus Settings
  4. 4.
    16%
    Financial Model Auditing
  5. 5.
    12%
    Modular Model Building

Configuration of Key Macabacus Settings

  • 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

  • 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

  • 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

  • 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

  • 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 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

Over 85% of executives, supervisors, and HR professionals agree that certified individuals bring value, gain credibility, and are seen as top performers.
* Source

  • Investment Banking

    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

    Private Equity

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

    Valuation

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

    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

    Equity Research

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

Our Learners Work At:

Verizon logo
Verizon logo
Boeing logo
Marriott logo

What Our Students Say

Over 75% of CFI learners report improved productivity or competency within weeks.

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

If you haven’t found your answer from our FAQ, please send us a message.

If you haven’t found your answer from our FAQ, please send us a message.