This project involves creating a comprehensive financial model for Demo 2, an asset management and financial services company. Learners will apply their classroom knowledge of financial analysis and modeling to develop a robust tool that can assist in decision-making processes.

The project will focus on building a model that forecasts financial performance and evaluates investment opportunities. The team will work collaboratively to ensure the model is accurate, user-friendly, and tailored to the company's specific needs.

Core tasks:

- Conduct a needs assessment to understand the company's financial modeling requirements

- Develop a financial model using Excel or similar software

- Test the model for accuracy and reliability

- Document the model's functionalities and assumptions

- Provide training materials for end-users

The deliverables for this project will include a detailed financial model and supporting documentation. Learners will also provide a presentation to demonstrate the model's capabilities and usage.

Deliverables:

- Completed financial model

- Documentation of model assumptions and functionalities

- User training materials

- Presentation of the financial model