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From Blank Spreadsheet to Boardroom-Ready Model

Move beyond templates and tutorials — master the skills to build complete, boardroom-ready models with strategic clarity

Learn By Doing
Build from Scratch
Understand the Finance Concepts

Imagine Replacing Uncertainty with Mastery

You don't just want to fill in templates — you want to think like a finance leader.
Picture sitting down at any spreadsheet and building a model that tells the full story —
without freezing, second-guessing, or reaching for old cheat sheets.

But if you're like most finance professionals, you might be ... 

  • Unsure how the statements truly connect
  • Relying too much on pre-built templates
  • Feeling stuck at analyst level without strategic skills
  • Wondering if you'll ever feel fully confident

Who we help

Is Tactic On-Demand Right for You?

Financial Analyst

  • Build full three-statement models from scratch
  • Move beyond templates and patchwork models
  • Think like a finance leader
  • not just a technician
  • Position yourself for faster promotions

Financial Analyst

Are you looking to strengthen technical modeling and strategic thinking?

AFM Candidate

  • Fast-track your AFM preparation
  • Learn integrated modeling fundamentals
  • Practice with exclusive cases and scenarios
  • Earn a credential that opens finance doors

AFM Candidate

Want to become an Advanced Financial Modeler fast?

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Team Leader

  • Standardize modeling best practices across your team
  • Build confidence in junior analysts' outputs
  • Reduce modeling errors and rework
  • Empower your team to think like strategic advisors

Team Leader

Want to elevate your team's modeling skills and strategic impact?

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Graduate

  • Bridge classroom theory with business reality
  • Build models that win interviews
  • Master practical finance faster
  • Land top-tier finance and consulting jobs

Graduate

Want to stand out with real modeling skills employers value?

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Consultant

  • Build client-ready financial models efficiently
  • Present insights clearly to drive business decisions
  • Create flexible models for multiple client scenarios
  • Strengthen your consulting credibility and value

Consultant

Need to deliver financial insights and scenario models to clients with confidence?

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FP&A Specialist

  • Create flexible forecasting models
  • Connect real business drivers to outcomes
  • Improve budgeting and planning accuracy
  • Prepare for senior finance roles

FP&A Specialist

Are you ready to link operations to strategy in your models?

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Accountant

  • Shift from static reporting to proactive forecasting
  • Build models that connect business drivers to financial outcomes
  • Gain skills needed for FP&A; corporate finance; and strategic roles
  • Position yourself for career growth beyond accounting

Accountant

Ready to move beyond reporting and start building dynamic financial models?

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WHO'S BEHIND

TACTIC ON-DEMAND

Hi, I'm Carolina

When I first started in corporate finance, I knew my way around spreadsheets — but building full, confident financial models that connected every piece of a business? 

That took years of real-world trial, error, and frustration. I created Tactic On-Demand because there's a better, faster way: structured practice, real world cases, and integrated strategic thinking — all wired into how you approach finance. Whether you're preparing for certification or aiming for promotion, I'm here to make sure you master the skills that matter most.

The Tactic Framework

to build Financial Models

Financial modeling needs to be flexible and adaptable, and that’s where the Tactic framework comes in. 

This seven-stage process—Target, Assets, Calculations, Tools, Insights, and Continuation—is all about creating a dynamic model.

At each stage, you’re not just moving forward; you’re constantly revisiting and refining, adapting to new data and insights. 

The Tactic framework ensures you’re prepared for change, building a model that evolves as your business does. 

Learn to build models that are not just accurate, but also agile and forward-thinking.

Official Partner with the Financial Modeling Institute

Tactic Financial has partnered with the Financial Modeling Institute to help you conquer your AFM accreditation.

You now have the option to add to your purchase extra preparation video lessons and live sessions as well as a complete access to FMI learning platform including the registration for your test.  The Registration alone is valued $ 725.

You can become an Advanced Financial Modeler, AFM, the top Financial Modeling Accreditation in the World. 



Understand why

The Advanced Financial Modeler Certification

is the best option of accreditation available.

Credible Skill Assessment

Validate your ability to create a 3-statement model of a company from scratch in Excel.

Rigorous Process

Your exam is proctored, time-bound and graded by experts - success is earned.

Preparation doesn't have to take long

With the right guidance, you are ready to pass the exam in no time.


Don't just take our word for it

See what our students have to say about our courses:

Excellent course for learning and developing financial schedules and creating a dynamic financial model.

Shelmar

It is a very practical, thorough, and valuable course for FP&A, accounting, finance, and any business students and professionals.

Biruk

For Carolina, sharing knowledge comes first. She loves what she does. You can see that in the course and also in her documents. Simply good and easy to understand.

Klaus

Es un excelente curso corto que te ayuda a realizar proyecciones de los estados financieros, recomendado.

Luís

I must say it that this training has exceeded all my expectations. The content was incredibly comprehensive, covering a wide range of finance modeling concepts . The instructor, Carolina Lago, demonstrated a profound understanding of the subject matter and effectively communicated complex ideas in a clear and engaging manner. What truly set this training apart was the emphasis on practical application. The supplementary materials provided were invaluable, offering additional resources for further exploration. Overall, I highly recommend this finance modeling training to anyone looking to sharpen their skills in this field. It's a worthwhile investment that will undoubtedly pay dividends in your professional development

Vanessa

I tried everything before this. So much money wasted on FP&A courses. This is straight to the point and really teaches you something valuable. A Financial Model can be the base for many analysis. I can now see my analysis under a different perspective

Carl

This was a great course with lots of information and detail covering the how-to-build and reasons behind building a 3-statement financial model. Carolina was very thorough and patient with all the students, always available to answer questions, and very knowledgeable about financial modeling. The course also had substantial practice material to build your skills and work on the methods for the financial model. I would recommend this course.

Mark

I recently completed the online training course on building a 3-statement financial model, and I wanted to express my appreciation for the quality of the content. The course was incredibly informative and well-structured, and I found it to be a valuable learning experience. I would rate this course 5 out of 5 stars.

Gonçalo

I started my FRM journey back in 2021 and was split between Bionic Turtle and Schweser. Countless discussions and feedbacks later, I went ahead with Schweser while also dabbling in Bionic Turtle from time to time. I passed relying on Schweser on the very first attempt.

Fast forward to 2025, while I await the AFM exam result, I sit back and write this - pretty confident in knowing what the outcome is going to be.

Carol and her Tactic framework is the Schweser of AFM and Financial Modeling!

I was not only able to grab her concepts that gave me an extremely solid base in my journey towards earning the AFM accreditation, I was also able to prepare and sit for the exam in a month's time! Her coaching methodology is simple, yet, hugely impactful and relevant for AFM.

A great investment it has been. Coupled with required efforts put in from the candidates' side, it is a sure-fire formula for AFM and Financial Modeling success.

Thanks Carol and Tactic!

Hasan

How are the plans different?

Compare our plans to find the perfect fit for your needs

Tactic On-Demand AFM Prep
Self Paced Video Lessons

10+ hours of video lessons

Step-by Step Explanations

Hands-on lessons and Finance concepts explained

In-depht Financial Explanation

Understand Finance concepts behind each schedule

Monthly Live Sessions

Optional live Q&A - you don't have to learn on your own

Extra Cases to practice

The more you practice, the faster you learn

One year access

You have one year to complete Tactic On-Demand and transform your career

Tactic Certification

Let peers, friends and future employers see your achievement on LinkedIn and other social media platforms

Extra AFM Prep Lessons

Strategies and tips specifically prepared to prepare you for Exam day

Extra live sessions

Befor each exame sitting, we will hold other 3 weekly sessions so you feel ready to pass

Even more practice cases

Extra cases to simulate AFM exam conditions. Repetition is key.

FMI Learning Resources

1 year access to FMI Learning Resources and Webinars

FMI Community

1 year access to FMI Community, an amazing community great for networking and opportunities

Registration for your AFM Exam

The fees for your AFM are included in the AFM prep.

$500
1 year access On-Demand
$895
1 year access AFM Prep

Tactic On-Demand

Self Paced Video Lessons

10+ hours of video lessons

Step-by Step Explanations

Hands-on lessons and Finance concepts explained

In-depht Financial Explanation

Understand Finance concepts behind each schedule

Monthly Live Sessions

Optional live Q&A - you don't have to learn on your own

Extra Cases to practice

The more you practice, the faster you learn

One year access

You have one year to complete Tactic On-Demand and transform your career

Tactic Certification

Let peers, friends and future employers see your achievement on LinkedIn and other social media platforms

Extra AFM Prep Lessons

Strategies and tips specifically prepared to prepare you for Exam day

Extra live sessions

Befor each exame sitting, we will hold other 3 weekly sessions so you feel ready to pass

Even more practice cases

Extra cases to simulate AFM exam conditions. Repetition is key.

FMI Learning Resources

1 year access to FMI Learning Resources and Webinars

FMI Community

1 year access to FMI Community, an amazing community great for networking and opportunities

Registration for your AFM Exam

The fees for your AFM are included in the AFM prep.

$500
1 year access On-Demand

AFM Prep

Self Paced Video Lessons

10+ hours of video lessons

Step-by Step Explanations

Hands-on lessons and Finance concepts explained

In-depht Financial Explanation

Understand Finance concepts behind each schedule

Monthly Live Sessions

Optional live Q&A - you don't have to learn on your own

Extra Cases to practice

The more you practice, the faster you learn

One year access

You have one year to complete Tactic On-Demand and transform your career

Tactic Certification

Let peers, friends and future employers see your achievement on LinkedIn and other social media platforms

Extra AFM Prep Lessons

Strategies and tips specifically prepared to prepare you for Exam day

Extra live sessions

Befor each exame sitting, we will hold other 3 weekly sessions so you feel ready to pass

Even more practice cases

Extra cases to simulate AFM exam conditions. Repetition is key.

FMI Learning Resources

1 year access to FMI Learning Resources and Webinars

FMI Community

1 year access to FMI Community, an amazing community great for networking and opportunities

Registration for your AFM Exam

The fees for your AFM are included in the AFM prep.

$895
1 year access AFM Prep

Wanna go faster or simply get unstuck?

You can get extra 1-1 sessions to accelerate or get you through a hard topic

  • Personalized Learning
  • Hands-on Practice
  • Expert Insights
  • Flexible Scheduling

Ask me for the special prices for teams

Expense with your employer

Did you know that many companies offer an L&D or education budget that covers the cost of our courses. We provide several ways to help you get your course reimbursed.

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