Ancient approach, modern application

The ancient Greeks did teaching right. So did the Romans. And the Brits… until the enlightenment period anyway.

Thousands of years ago, students were schooled in the Trivium – a 3-part system that emphasized learning layer-by-layer in order to create a strong critical thinking foundation for all future pursuits. First, students were taught grammar – the foundations of all expression. Students were then taught to take their knowledge of grammar, and apply it through systems of logic. This enabled critical thought, original ideas and strong analysis. Finally, students learned the art of rhetoric – taking their own ideas, creating defensible arguments, and convincing others that they were correct.

We’re taking the Trivium approach, and we’re applying it to finance.

Thinking financially shouldn’t be hard, it should be second nature. 

Trivium makes this possible – we’ll take advanced topics from “complex” to intuitive in matter of days. Bank on it.

The only topics we teach are considered to be “advanced” topics in finance. The Trivium Teaching Methodology deconstructs these “advanced” topics into individual building blocks (the “grammar”). Then, together, we create a structure by placing one block on to another in an easy, transparent way.

We start with the building blocks. You need to understand some essential excel functions, and some basic financial concepts that will unlock a whole world of options. We’ll teach you these by showing you how they work, how they apply, and just as importantly, how and when they don’t. This is the “grammar” of financial modeling.

Financial models should never be made without purpose. When done right they convey a clear, cohesive idea, and they’ll tell if your idea – be it a project, a merger or acquisition, or so on – is actually feasible (and/or what you need to change in order to make it so). We’ll won’t just teach you the formulas of spreadsheet modeling, we’ll teach you how to come up with your own so that you can adapt and apply them in any situation.

So you’ve completed a massive model for a solar project that passes every audit check in the book (… we’ll provide the book). Now the fun begins. You’ve spent hours and hours building a tool to help you analyze a specific project, asset or deal. But a good model does not a deal complete. We’ll show you how to use these models to identify and analyze every risk the project may encounter. The “Rhetoric” component of financial modeling is crucial – this is what allows you negotiating power in any deal or pitch you may be involved with.