This course equips participants with the practical skills to build, interpret, and apply financial models using Microsoft Excel. Participants will develop a clear understanding of how financial statements are linked within a model and how assumptions and key drivers influence financial outcomes. The course covers financial statement modelling, scenario and sensitivity analysis, and practical applications in business planning, investment appraisal, and strategic financial decision-making.
Everything you need to know
This course is designed for finance and accounting professionals, analysts, and business managers who wish to develop practical financial modelling skills in Excel. It is particularly well suited to those who have a working knowledge of financial statements and wish to learn how to construct dynamic, integrated models for planning, forecasting, and investment analysis. Corporate finance professionals, FP&A analysts, investment analysts, credit professionals, and business leaders involved in strategic planning and capital allocation will find this course directly applicable to their day-to-day responsibilities. Those preparing to move into investment banking, private equity, or corporate development roles will also benefit significantly from the foundational modelling skills covered throughout the programme.
8 hours (this is run as 2 sessions of 4 hours each)
- Introduction to Financial Modelling
- Excel Foundations for Modelling
- Building Assumptions & Drivers
- Income Statement Modelling
- Balance Sheet Basics
- Cash Flow Statement
- Financial Functions in Modelling
- Scenario & Sensitivity Analysis
- Model Design & Presentation
