Build Subscription Finance Expertise

Learn how consumer subscription businesses actually work—from acquisition funnels and trial mechanics to churn patterns and subscriber monetization. Build a deep understanding of the key operational levers that drive sustainable subscription growth.

End-to-End Subscription Modeling

Gain hands-on experience with cohort-based forecasting, retention analysis, and scenario modeling—includes 45+ pre-built tabs of production-ready Excel models and exhibits.

Strategic Initiative Assessment

Develop structured frameworks for analyzing the strategic and financial considerations of various subscription initiatives, including free trial and annual plan launches

About the Course

Looking to break into consumer subscription finance? This program gives professionals from investment banking, consulting, and strategic FP&A the structured training needed to excel in B2C subscription-specific roles. Build proficiency in cohort-based modeling, LTV/CAC analysis, subscriber balance forecasting, and scenario modeling—the competencies that take you from onboarding to contributing within your first 30 days.

Curriculum

7 Chapters · 32 Lessons

    1. (Included in full purchase)

      Subscription Masterclass Syllabus

    2. (Included in full purchase)

      Backup Excel Model

    1. (Included in full purchase)

      Module 1.1: Subscription Value Proposition

    2. (Included in full purchase)

      Module 1.2: Subscription Customer Lifecycle 101

    1. (Included in full purchase)

      Module 2.1: Intro to Subscription Economics

    2. (Included in full purchase)

      Module 2.2: Unit Economics Overview

    3. (Included in full purchase)

      Module 2.3: Introduction to LTV/CAC Analysis

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      Module 2.4: Unpacking LTV/CAC Further

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      Module 2.5: Understanding the Importance of CAC Payback

    1. (Included in full purchase)

      Module 3.1: Why Retention Matters

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      Module 3.2: Multi-Cohort Analysis and The Growth Ceiling

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      Module 3.3: Optimizing the Growth vs. Retention Trade-off

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      Module 3.4: A Realistic Look at Retention / Churn Curves

    1. (Included in full purchase)

      Module 4.1 Fundamental Subscription Technical Guide

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      Module 4.2: Technical Walkthrough - Consumer_ID vs. Subscription_ID

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      Module 4.3: Trial User Journey Overview

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      Module 4.4: Trial Cohort Performance Analysis

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      Module 4.5: Trial Cohort Timing and Balance Reconciliation

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      Module 4.6A: Paid Subscriber Balance Modeling: Cohort Acquisition and Retention

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      Module 4.6B: Paid Subscriber Balance Modeling - Part 2: Calendar Aggregation and Revenue

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      Module 4.7: Combined Trial + Paid Balance Forecasting

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      Module 4.8A: [Final Project] Company A vs. Company B — Subscription Forecast Challenge

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      Module 4.8B: Final Project Model Walkthrough Guide

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      Module 4.8C: Final Project Answer Key

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      Module 5.1: Metric Diagnosis Framework — Averages Can Lie

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      Module 5.2 Monthly Blended Churn Diagnosis — Distinguishing Real Problems from Mix-Shift Effects

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      Module 5.3 Understanding the Importance of Subscriber Acquisition Ramp

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      Module 5.4: Avoid Myopically Optimizing Individual Metrics

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      Module 5.5: Can Retention Be Too Good?

    1. (Included in full purchase)

      Module 6.1: Introduction to Counterfactuals

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      Module 6.2 Should You Launch a Free Trial? A Strategic Framework

    3. (Included in full purchase)

      Module 6.3: Strategic Framework for Annual Plan Assessment and Pricing

Ready to Dive In?

Understand the what, why, and how behind the core subscription concepts and technical modeling skills needed to excel in B2C subscription finance roles

$1,500.00

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