Financial Modelling

in-house CPD training course

Financial Modelling In-house
Training Course

We offer courses in financial spreadsheet modelling for both finance professionals.

If you are looking for an introduction to financial modelling, a practical guide, a refresher or to enhance your existing understanding then we have the right course for you.

No mater what your experience or level, we can pitch our courses at the right level for you.

Our Financial Modelling Courses Include

Our modelling courses are usually tailored to meet our clients specific needs. Example course contents are illustrated below:

Financial Modelling Courses in Financial Fluency

• How to speed up your use of excel
• Useful excel shortcuts
• Essential Formatting
• The importance of referencing
• Labelling and naming ranges
• Financial modelling structure
• Financial modelling conventions
• Best practice modelling techniques

The above techniques are usually demonstrated via building a ‘live’ model.

Expensive mistakes are made by many organisations through poor spreadsheet modelling techniques.

Our courses demonstrate best practice techniques.

Delegates are advised to use laptops on our financial modelling training courses.

Financial Modelling Courses in Financial Fluency

See also our investment appraisal courses, which complement this course.

Financial Modelling Course Delivery

Financial Modelling Course Delivery

We take an open friendly and enthusiastic approach to learning finance. We believe that people learn more effectively when they are enjoying themselves. We make finance interesting for you. We love questions and welcome as many as possible.

We encourage an open atmosphere which in our experience accelerates the learning process. We always use lots of exercises, case studies and real life examples in our training as we believe this really helps our clients to understand concepts.

We find that people only really learn when they test their understanding through practice. We offer traditional training, facilitation, interactive simulations, coaching and online training.

Tailored Financial Modelling Courses

All our courses are tailored to meet our client’s specific needs. We like to spend time getting to know our clients as we strongly believe that training is most effective and valuable when tailored and focused.
In-house Financial Modelling Training

In-house Financial Modelling Training

Our training can be held within your office or an external venue of your choice.

We can also secure venues on your behalf through our venue sourcing agency.


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    Individual Learners
    Please note that this is an in-house course offered to organisations.
    For individual learners, we offer:
    • a selection of open / public courses
    • a range of over 150 online courses
    • a range of finance and tax publications.