Our financial modelling course
This, our ‘flagship’ and most popular modelling course, is designed as a first program for people who would like an opportunity to improve their ability to model cash flows in Excel.
The course is conducted in a work shop format, with the emphasis on “learning by doing”.
During the course delegates work in teams to conduct financial modelling work from scratch.
Financial modelling course extracts
Free online extracts from the financial modelling course
We have made some extracts from our course training available for free.
These course extracts give delegates the opportunity to look at the correct use of Excel in modelling investment appraisal (= Excel financial maths), the application of Excel formulas in modelling, together with Excel keyboard shortcuts.
Case work on the Excel modelling course
Case work on the financial modelling course
As part of their work on this course delegates work with their colleagues to conduct their own integrated financial statement modelling, using an interesting case study chosen before training by class participants.
Starting from a blank Excel spreadsheet, delegates create a full set of forecast financial statements for the business.
Delegates can then choose a modelling scenario to see how the business performs under stress and, for example, how key financial ratios and bank covenant tests change with a change in circumstances.
Exploring good Excel modelling practice on the course
Good modelling practice
During the course delegates work to create their own models, establishing and observing spreadsheeting best practice as they progress. Good financial modelling techniques are observed throughout the course, discussed in groups and demonstrated during the program.
A relevant financial modelling case study, unique to the course and fresh for the training group
Case study training
Right from the start of the training course delegates form teams and select their own case study, a business that is of interest to them and relevant to their work.
An emphasis on practical Excel modelling group work, and learning by doing
Learning by doing
On day one of the course delegates work quickly to develop key linkages within financial statements, and produce key calculations in their model. Participants work in groups, sharing their experiences with each other and the course tutor.
Just like they might be required to in their jobs, delegates make rapid progress towards building up a core financial model for the case business from scratch.
As the course progresses into days two and three course delegates continue to practise and improve their skills, considering more advanced financial modelling topics.
Excel financial modelling help
Early on in the course delegates are surveyed and provided with the opportunity to ask for help with particular Excel functions. During the remainder of the programme, and as delegates continue to work on their financial models, these functions are demonstrated in class (supplemented with a set of spreadsheet exercises which the class works through together).
The three days is designed to provide courses participants with the tools they need to continue with their own financial modelling efforts as they return to their workplace. At the end of the course participants will have a record of their own work and a permanent record of the steps they have taken to create their own financial forecast. The course covers:
- Cash flow modelling
- Determining debt capacity
- Developing key outputs for credit analysis
- Scenario analysis
- Guidelines for good modelling practice
- Excel modelling tips and tricks.
"Excel skills and shortcuts [were helpful]"
Excel modelling course
Our trainers can come to your company.
If you have 3-4 employees who may be interested in the same course in-house training will likely prove cost effective.