Stage 9 (2021) “To Sell or Not to Sell”


This is an actual case from the Financial Modeling World Cup 2021, Stage 9 (September 24-27) competition. This case deals with personal wealth modeling and making some financial decisions for Mr. Mogul.

The downloadable file consists of the following:
Task: PDF file with Case Materials; PDF file with Questions; Excel file with Case Assumptions
Solution: 2 Excel files with full Solution Models; PDF file with correct Answers in Bold

This model awarded 450 regular points + 50 Extra Points for a bonus question, while the whole 2h Stage allowed to earn 1,150 points in total.

For your questions/suggestions/consideration please reach out to the Organizing Committee of the Financial Modeling World Cup at