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Present Financial Models: Storyboard to Success

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Coursera

Present Financial Models: Storyboard to Success

LearningMate

Instructor: LearningMate

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

2 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

2 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Construct a professional pitch package using the SCR framework to narrate and defend financial model conclusions through compelling storytelling.

Details to know

Shareable certificate

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Recently updated!

March 2026

Assessments

4 assignments¹

AI Graded see disclaimer
Taught in English

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This course is part of the Board-Ready Numbers: Reporting, Dashboards, and Storytelling Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 2 modules in this course

This module focuses on the foundational skill of financial storytelling: building a compelling narrative before you build a single slide. You will learn why a story is critical for stakeholder buy-in by analyzing iconic pitch decks like Airbnb's. You will master the Situation-Complication-Resolution (SCR) framework, the "what" of structuring a powerful argument, and then learn how to apply it by storyboarding a complex M&A scenario. The module culminates in a hands-on lab where you will create your own storyboard, preparing you to translate any financial model into a clear and persuasive narrative.

What's included

2 videos1 reading2 assignments

You will learn why effective data visualization is crucial, using Spotify’s direct listing as a case study. We will cover what makes a compelling pitch deck and how to build a revenue bridge chart to support your narrative. The course culminates in a final project where you will build and submit a complete, professional pitch package, proving you are ready to present your financial models with confidence and clarity.

What's included

2 videos1 reading2 assignments

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Instructor

LearningMate
246 Courses16,579 learners

Offered by

Coursera

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Frequently asked questions

¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.