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:
- Introduction to Financial Modelling
- Intermediate Financial Modelling
- Advanced Financial Modelling
- Excel Best Practice for Financial Modelling
- Financial Model Review
- Bespoke Financial Modelling
Financial modelling courses entail:
- Tutor-led live online or classroom sessions.
- Materials provided to participants (presentation, case studies, and instructions).
- Presentation and examples are shown by the tutor.
- Case studies to attempt during training together.
- Homework and after-course care.
ACCA and AFM-qualified financial modeller and accountant, Aleksandra’s progressive career began at Ernst & Young.
Aleksandra has seven years of accountancy and financial modelling experience spanning private equity, housing, logistics, travel, retail, and education.
Aleksandra is an adept and proven financial modelling consultant and also delivers financial modelling courses.
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
Advanced Financial Modelling
2 Days
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
Financial Model Review
1 Day
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
Bespoke Financial Modelling
Bespoke
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.
