Financial Modelling Training

We have a comprehensive range of financial modelling courses that support your organisation by increasing your team’s knowledge pool and, in turn, improve the company’s efficiency and productivity.

All courses are interactive and practical – leaving you with tangible financial modelling skills, and if you’re looking for something more specific, we also offer bespoke courses.

Our courses are based on real-world commercial challenges and equip participants with the ability to carry out the best practices of financial modelling and meet the highest industry standards.

Financial modelling courses:

Financial modelling courses entail:

  1. Tutor-led live online or classroom sessions.
  2. Materials provided to participants (presentation, case studies, and instructions).
  3. Presentation and examples are shown by the tutor.
  4. Case studies to attempt during training together.
  5. Homework and after-course care.
Aleksandra Pavlovic ACCA
Director, Financial Modelling

Our courses

  • Learn the basics of financial modelling while developing a professional, clear and robust model in Microsoft Excel.

    Case study:

    Build a Project Appraisal from a blank workbook

    Content summary:

    • Financial modelling best practice principles
    • Core Excel functionalities for financial modelling
    • Finance concepts for project appraisal
    • VBA basics for modellers
  • Learn to develop a set of best practice integrated financial statements for forecasting business performance in Microsoft Excel.

    Case study:

    Build and integrate Profit & Loss, Balance Sheet and Cashflow Statements

    Content summary:

    • Intermediate Excel functionalities for financial modelling
    • Accounting & Finance concepts for financial statements
    • Intermediate VBA for modellers
  • Learn to review and understand existing models before applying overlays and new functionalities in a structured manner.

    Case study:

    Overlay sensitivities, new debt structures and business acquisitions in an existing model

    Content summary:

    • Advanced Excel functionalities for financial modelling
    • Advanced financing and capital structure concepts
    • Advanced VBA for modellers
  • Learn the skills needed to build robust, transparent, and structured models in Microsoft Excel by using industry recognised best-practice principles.

    Case study:

    Exercises tailored to each best practice principle

    Content summary:

    • Model risk and benefits of best practice
    • Application of financial modelling best practice principles (consistency, simplicity, separation, linearity, integrity, and flexibility)
    • Excel functionalities to use or avoid
  • Learn the skills used in reviewing existing financial models.

    Case study:

    Review a Project Appraisal and an Integrated Financial Statement model

    Content summary:

    • Benefits and risks of different model review techniques
    • Excel review functionalities and third-party review software
    • Conduct structured reviews to reduce model risk
  • We understand that not all businesses are the same, and a “one size fits all” approach doesn’t always work. At PPS, we want to meet the wide range of needs and requirements out there, and if you don’t find what you’re looking for from one of our core courses, we can offer a bespoke service.

    We will work alongside you to curate a course tailored to your specific needs and deliver it over a time frame that suits your business.

    Through this collaborative process we can address any gaps in knowledge or training requirements you need on a granular level, ensuring that after the course is completed, your workforce will be confident, knowledgeable, and ready to move your business forward.

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