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Financial Modelling

Learn how to build, interpret, review and audit financial models. In the advanced course, learn more complex financial modelling techniques.

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Overview

Price
Face-to-Face from £2,016.00Online Live from £2,016.00
All courses Inc VAT and excludes exams

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Financial Modelling papers

Financial Modelling
Advanced (& Introduction to VBA)
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.
Nov 2025 to Nov 2025View timetables
Online
from £2,016
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Learning materials to help you complete the courses
Online
  • No extra learning materials
Financial Modelling
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.
Dec 2025 to Dec 2025View timetables
Face to Face
from £2,016
Select & Buy
Learning materials to help you complete the courses
Face to Face
  • No extra learning materials

Course structure

Financial Modelling
Comprehensive

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?

  • Financial modelling “Golden Rules”: Best practice DOs and DON’Ts

  • Model set-up

  • Model planning

  • Worksheet grouping

  • Date Functionality

  • Historic data:cleaning up the numbers

  • Integrating the statements

  • Balancing the balance sheet

  • Forecasting techniques: pros and cons

  • Forecasting the numbers and populating the financial statements

  • Valuation

  • Enterprise vs equity value

  • Discounted cash flow valuation

  • Weighted average cost of capital (WACC)

  • Terminal value

  • Scenario analysis

  • Sensitivity analysis

  • Rolling forward the forecast

Advanced (& Introduction to VBA)

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?

  • Introduction

  • Recap of modelling basics

  • Review and improvement of existing model (exercise)

  • Excel FINANCIAL functionality including IRR, XIRR, PMT, PPMT, RATE and others…

  • Array and Spill functions: examples, and pros and cons

  • LOOKUPS: Advanced uses for Match, Index, Offset, V/H/X Lookup

  • Text features including LEN, MID, FIND, TEXT, VALUE and others….

  • Date and time features including: TODAY, DATE, EDATE, EOMONTH, NOW and others…

  • SUMIF: advanced uses

  • Circularity: Finding it, using it, removing it

  • Other functionality including LET, INDIRECT and LAMBDA

  • Sensitivity including data tables

  • Model review, audit, security and protection

  • Introduction to VBA

  • VBA and macros: overview

  • Subroutines vs Functions

  • Recording a simple macro

  • User-defined functions

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?

Amplify Technical Ability Turn knowledge into results through effective communication, problem-solving, and collaboration
Technical SkillsRole-specific expertise that delivers immediate value
Over 180 professional development courses to choose from

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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.

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