Introduction to Openbox
How to get started with modular financial model development using Openbox
Your Instructor
Kenny has spent the last 20 years in financial modelling both in delivery of financial modelling assignments in training of financial modelling professionals. He has trained thousands of modellers from the world’s leading commercial and investment banks, top tier accounting firms, infrastructure funds and developers.
Course Curriculum
Getting started
Available in
days
days
after you enroll
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StartWelcome (2:08)
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StartIntroduction to Openbox (8:11)
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StartInstalling & setting up Openbox (3:09)
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StartQuick start - worked example of a model in 10 minutes
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StartFormatting template (2:50)
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StartCreating your first Openbox model (4:46)
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StartGetting started with reports (7:40)
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StartCreating your first flag (11:49)
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StartYour first calculation (9:53)
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StartModel views (2:41)
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StartManaging units (3:18)
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StartImporting template financial statements (2:29)
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StartHow Openbox handles time (4:54)
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StartMore about flags (4:34)
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StartOpenbox components: importing (6:11)
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StartCreating calculations directly in Openbox (5:09)
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StartCreating components from Excel (4:42)
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StartOpenbox automatic audit checks (6:31)
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StartDebt sizing and circularity (1:56)
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StartAdding checks to your model (4:39)
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StartChanges made in Excel
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StartPutting inputs into the model
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StartCourse Completion (0:28)
Bonus lessons
Available in
days
days
after you enroll
Private Beta Feedback calls
Available in
days
days
after you enroll
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StartDiscussion of financial planning in Openbox
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StartPrivate Beta Round 2 kick-off
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StartPrivate Beta Round 2 retrospective
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StartPrivate Beta Round 3 kickoff
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StartPrivate Beta close-out session
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StartOpenbox Public Beta Launch Webinar
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StartOpenbox Beta - Updates & Roadmap Webinar
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StartOpenbox Beta - Latest Updates & Developments Webinar
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StartOpenbox - Investment & Next Steps Webinar
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StartOpenbox x Squirrel 365 Webinar
Frequently Asked Questions
When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.