Financial Modelling
Our highly regarded two-day financial modelling courses are offered at both core and advanced levels, designed to support finance professionals in building accurate, flexible, and insightful models to underpin strategic planning, investment evaluation, and business forecasting.
Overview
- Price
- Face-to-Face from £2,016.00Online Live from £2,016.00Price includes VAT
Choose your courses
Financial Modelling papers
Comprehensive
This two-day course has been developed for anybody looking to develop their financial modelling skills. The focus is on best practice financial modelling, the Dos and the Don’ts that are critical to ensure your models are sturdy, dynamic and flexible.Delegates should be comfortable with the skills taught on the Excel Essentials for Modelling & Analysis course before attending this course.An integrated forecast set of financial statements is built, based on recent actual historic data. Delegates build their own model with the help of the trainer. A discounted cash flow valuation is then performed, enabling some sensitivity analysis to be performed using the model.- No extra learning materials
- No extra learning materials
Financial Modelling - Advanced
This two-day course is designed for those looking to expand their financial modelling skills. Numerous hands-on practical Excel exercises are used to demonstrate different functionality in a modelling context. The focus is on time-savers and other techniques which will improve the quality of your financial models.This course aims to consolidate and enhance participants’ knowledge and skills in Excel (and VBA basics), as they apply to financial modelling. It consists primarily of hands-on exercises, with a brief recap of underlying financial theory where appropriate. The aim is to develop delegates’ ability to build models in various situations that are dynamic, error-free, flexible and robust.- No extra learning materials
- No extra learning materials
Course structure
Who is it for?
This course is designed for anybody who needs to build, interpret, review and audit financial models. It is suitable for both accountants and non-accountants, but an existing understanding of basic accounting concepts and terminology will be beneficial.
What will you learn
By the end of this course, participants will be able to:
Apply advanced Excel functions (financial, text, date/time, lookup) to enhance financial models
Use array and spill functions effectively, understanding their advantages and limitations
Identify, resolve, and manage circularity issues in models
Build more flexible and accurate models using sensitivity analysis and advanced formulas
Review, audit, secure, and protect models to ensure reliability and integrity
Develop a working knowledge of VBA to automate processes and create user-defined functions
Confidently review and improve existing models for greater accuracy and usability
Course Coverage
Introduction and recap of modelling basics
Model review and improvement (practical exercise)
Advanced Excel functionality:
Financial functions (IRR, XIRR, PMT, PPMT, RATE, etc.)
Array and Spill functions
LOOKUPS: Match, Index, Offset, V/H/X Lookup
Text functions (LEN, MID, FIND, TEXT, VALUE, etc.)
Date and time functions (TODAY, DATE, EDATE, EOMONTH, NOW, etc.)
SUMIF: advanced applications
LET, INDIRECT, LAMBDA
Circularity: finding, using, and removing it
Sensitivity analysis (including data tables)
Model review, audit, security, and protection
Introduction to VBA:
Subroutines vs. Functions
Recording a simple macro
Writing user-defined functions
Who is it for?
This course is for those who already have Excel financial modelling experience and are looking to consolidate their skills as well as learn some more advanced techniques. It is appropriate for those working in corporate finance, consulting, financial planning, financial markets, and for general users of Excel for financial applications. The course has been developed as a natural follow-on from BPP's Financial Modelling - Comprehensive. The VBA section does not require prior experience.
What will you learn
By the end of this course, participants will be able to:
Apply financial modelling “Golden Rules” to build accurate, reliable, and transparent models
Structure and plan worksheets effectively for efficiency and clarity
Prepare and integrate historic data into financial models with accuracy
Build integrated financial statements and ensure the balance sheet balances correctly
Apply forecasting techniques, understanding their strengths and limitations
Perform company valuations using methods such as DCF, WACC, and terminal value
Distinguish between enterprise value and equity value in valuation analysis
Use scenario and sensitivity analysis to test assumptions and improve decision-making
Roll forward forecasts to maintain dynamic, up-to-date models
Course Coverage
This module will cover:
Financial modelling “Golden Rules”: best practice DOs and DON’Ts
Model set-up and planning
Worksheet grouping and structure
Date functionality
Historic data: cleaning and preparing the numbers
Integrating the financial statements
Balancing the balance sheet
Forecasting techniques: pros and cons
Forecasting the numbers and populating financial statements
Valuation methods:
Enterprise vs. equity value
Discounted Cash Flow (DCF) valuation
Weighted Average Cost of Capital (WACC)
Terminal value
Scenario analysis
Sensitivity analysis
Rolling forward the forecast
Please read the following guidance carefully, which applies only if you are attending this course online:
In addition to the Online Classroom, you will need to have your own version of Excel open to complete the exercises
It is difficult (but not impossible) to do this with only 1 screen as you will need to be regularly switching between open windows. We recommend to either:
Extend from a computer to a 2nd screen, or
Use 2 computers, or
Use a tablet for the online classroom and a computer for the Excel
You are strongly recommended to perform the exercises on a PC rather than a MAC. Using a MAC is possible but the trainer will be unable to help you with the required shortcuts.
Why choose BPP for technial skills?
Ways to pay
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Most frequently asked questions.
If your employer is paying and wishes to be invoiced rather than pay online via credit card, you will need to complete this booking form and return it to us at service@bpp.com. If you are paying for yourself online or via the phone, you can request a copy of your settled invoice.