Financial modelling services

What is the process of engaging our financial modelling services?

You can reach us via e-mail, telephone or contact form regarding our financial modelling services and we will aim to reply within one working day.
You are welcome to explain your requirements in as much detail as possible and share any existing models or other information with us. We are happy to sign a Non-Disclosure Agreement (NDA).
At this point, we will have a lot of questions to ask to allow us to define the scope of work needed. For example, in the case of a model build, these questions would relate to the purpose of the model, timeline, assumptions and inputs, scenarios, as well as the structure of the outputs and any related KPIs and dashboard.
Once we’ve understood your requirements, we will send you a tailored and detailed proposal, including specification of deliverables, timetable, and financial provisions.

Can I see an example of a financial model that you built?

Although we are not able to share financial models that we have built in the past due to the discretion and confidentiality guarantees that we provide to all our clients, please explore our case studies to find out more about our work. In addition, we can share showcase models with you via a presentation.

I accept your proposal; what are the next steps?

We will agree on the start date and send you a Consultancy Agreement to sign, after which we can commence the work.

What to expect during the project?

You would supply us with any materials (i.e. assumptions) needed for incorporation into the deliverables or for some other use in connection with the project.
We would send you weekly updates of the progress of work and major milestones reached and organise model walk-through calls as appropriate
All our models are tested and reviewed before they are handed over. We run all our models through an independent third-party audit software to identify problem areas. At this point, we will perform any modifications required to get the model ready for your use.

What to expect at hand over?

We will organise a handover call where we will present the completed model and respond to any questions you may have.
Please note that Model User guides are available on demand.

When will the payment be made?

50% of the agreed project budget is paid upon execution of the consultancy agreement, with the remaining 50% payment made when we hand over the model to you.

Will there be any post-delivery support?

Absolutely, we are here for any questions you may have off the back of the work we’ve done and are available for any ongoing model updates.

Financial modelling training

Which course should I attend?

Do I need Financial Modelling? Isn’t it just for Investment Bankers?

This is a common misconception. Advanced modelling is not only required for complex transactions and projects. Accountants and other financial professionals who use Excel daily are losing valuable time because their modelling skills are not at the same level as their technical finance knowledge.

Do I need to have prior Excel knowledge?

This would depend on your chosen course. Please see Courses page for more information on pre-requisites.

Do I need to know VBA (Macros) to be a financial modeller?

No, VBA is gradually introduced in our core courses and no prior knowledge is required.

What course shall I start with?

We recommend that you start with the Introduction to Financial Modelling if you have limited prior modelling experience. If, however, you do have some modelling experience, please contact us at info@pps.financial to discuss which course is most appropriate for you.

Tailored training

Do you provide tailored training?

Absolutely, one of the services that we offer at PPS is bespoke training courses. Please contact us at info@pps.financial to discuss your training requirements.


How do I register?

Once you've chosen your desired course, please e-mail info@pps.financial with the subject line "PPS Course Registration" with the following details: name of the attendee(s), name of the course, date & time, country of residence and company name (if applicable).

When will I receive confirmation?

We will e-mail you within 2 working days to confirm your place on the course.

When will I receive the invite?

Your Zoom/Teams meeting link will be sent out one week before the course start date together with the pre-course materials.

Pre-course material

When will I receive pre-course material?

The pre-course material will be sent out one week before the course to allow time for participants to digest required knowledge and be able to get the most out of the case studies covered during the course.

I haven't had time to read the pre-course material, will it be covered during the course?

The pre-course material will be briefly covered during the course, however, it is recommended that it is read in advance in order to ensure that attendees are equipped and ready to participate in the course discussions.

When will I receive case studies?

The case studies will be sent on the day of your course.

During the course

What are the class sizes?

In order to maintain an interactive learning environment, we focus on delivering training to small groups of 5 to 10 participants.

How are the courses delivered?

Our courses are delivered online via Zoom/Teams and corporate trainings can be delivered either online or at client's premises.

What equipment do I need?

A Windows PC with web camera, microphone, and speakers (internal or external) is required with Microsoft Excel and Zoom/Teams application installed.


Can I leave feedback?

At PPS we value and welcome your feedback and we encourage participants to fill out a feedback form at the end of the course and tell us how we can improve. Any other comments are welcome via website Contact Form or email (info@pps.financial).

Certification & accreditation

Will I receive a Certificate of Attendance?

All participants will receive a Certificate of Attendance upon successful course completion.

Does your training count towards my the CPD requirements of my professional body?

PPS is in the process of acquiring formal CPD accreditation, however, we encourage you to contact your professional body to confirm if they accept the Certificate of Attendance as a substitute for a CPD certificate.

After course care

Can I contact you in case if I have any questions about the course after it is finished?

Even after the course has finished, at PPS we are happy to answer any course related questions that you may have. We encourage all participants to go through the case studies again at their own pace and contact us at info@pps.financial in case they have any queries.

Pricing & payment

Will you issue an invoice?

All participants will receive an invoice with the registration confirmation e-mail.

When do I need to pay for a course?

Please ensure payment is made on receipt of invoice to secure your place.

How do I pay for a course?

Payment can be made by bank transfer, the bank details will be included on the invoice.

Is VAT added to the price?

Yes, the amount payable is inclusive of VAT.

Cancellation policy & transferring a course

I can no longer attend the course; can I transfer it to another date?

If you are no longer able to attend a course, we are happy to transfer your booking to another available session free of charge if you notify us 10 working days before the course start date. If however, you notify us within 10 working days of the course start date, there will be an additional 20% payment of the course fee provided the original fee has been paid in full.

I can no longer attend, can someone else attend instead of me?

Yes, this option is available free of charge, however, we would need to be notified of the change at least 5 working days before the course start date.

I would like to cancel my course, would I receive a refund?

Please e-mail info@pps.financial should you wish to cancel your course. A full refund would be offered if you notify us 20 working days before the course start date.

Instructor experience

Can you tell us a bit more about the expertise of PPS instructors?

Our instructors have first-hand consultancy experience, and the content is designed based on real-world problems and solutions. Our objective is for attendees to complete our courses having gained the required skillset, using guided exercises and joint problem solving. Should you wish to discuss the instructor's background, please contact us at info@pps.financial.


I am not happy with the course and would like to make a formal complaint, what is the procedure?

Should you need to report a complaint, please e-mail us at info@pps.financial. We would aim to resolve the issue quickly but please allow 10 working days and a member of staff will be in touch.