Training Courses
Financial Modelling Courses
Practitioner-led financial modelling courses across project finance, sector specialisations, corporate finance and Excel. Taught by the team that has issued opinions on more than 2,000 project models.
See dates & pricesSend enquiry- 20,000+People taught our
modelling methodology - 2,000+Financial models audited
by our team - Practitioner-ledTaught by our
financial modelling teams - In person or digitalDelivered in person
and worldwide online
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How to choose
Every course teaches the same underlying modelling standard. What differs is the application, the sector, the structure and the kind of model you are being asked to produce.
The most reliable way to choose is to start from the model you need to build. If you are building or reviewing project finance models and have not trained with us before, Best Practice Project Finance Modelling is where most people begin. If you already model confidently and need a specific sector’s conventions, go straight to the relevant sector course.
Every course page states its prerequisites plainly. Most assume working confidence in Excel rather than expertise, and introductory Excel material is sent on registration so course time is not spent on basics.
Tell us about your modelling challenge, and we’ll guide you to the course that will best support it. If your requirements fall outside our current course offerings, we’ll let you know.
What every course includes
- Step-by-step, instructor-led case studies, you build the model, not watch someone build it
- Individual coaching through every exercise
- Working model files to take away and re-use
- Excel preparation material sent on registration
- Trainers who still practise, facilitators are drawn from our financial modelling teams
The portfolio
Our courses
Listed in the order most people take them.
Can’t find the course you need? Ask about additional dates, other sectors or in-house delivery for your team.
| Course |
|---|
| Best Practice Project Finance ModellingBuild a project finance model from a blank workbook: a flexible timing structure, modularised calculation blocks, the cashflow waterfall and CFADS, debt repayment functionality and scenario analysis. Where most participants begin. |
| Advanced Project Finance ModellingTake a transaction from screening to financial close. Debt sizing and sculpting, lock-up mechanisms, covenant monitoring, debt service reserve accounts and integrated three-way financial statements. |
| Further Advanced Project Finance ModellingAdvanced financial modelling skills are essential for structuring, analysing and evaluating complex financing arrangements. This interactive course provides a deeper dive into advanced project finance modelling, helping participants build and adapt sophisticated models using the Forvis Mazars methodology. |
| AI in Project Finance ModellingStructured prompting for modelling work, building and stress-testing a model rapidly across platforms, extracting inputs and outputs into credit and investment papers and a systematic AI-assisted approach to internal model review. |
| Financial Modelling for Renewable Energy and Battery Storage Projects (APAC)Generation modelled with multi-probability exceedance profiles, transmission losses, economic curtailment and degradation, alongside PPA and merchant revenue, flexible funding structures and the incentives behind project returns. |
| Financial Modelling for Renewable Energy and Battery Storage Projects (EMEA)A one-day, hands-on framework for decision-ready renewable and BESS models: generation and its key variables, PPA and merchant revenue, battery storage economics focusing on the revenue stack, debt sculpting for seasonal and contracted or uncontracted cashflows, and a scenario manager. |
| Financial Modelling for Acquisition TransactionsModel an acquisition end to end: target operating cashflows, the acquisition capital structure and balance sheet adjustments, subordinated debt and private equity, plus covenant testing on DSCR and senior debt to EBITDA. |
| Financial Modelling for Corporate FinanceRe-usable structures for corporate finance work. Fully integrated three-way statements, working capital, funding and dividend policy, a powerful scenario manager and models built for valuation and investment analysis. |
| Financial Modelling for Mining ProjectsFrom blank workbook to bankable mine model. Reserve and production scheduling, grade analysis and stockpiles, commodity price paths and hedging, life-of-mine depreciation, C1 to C3 costs and RLCR alongside DSCR and LLCR. |
| Financial Model ReviewOne day on the core discipline: the three review techniques, inspection, analytical review and replication, the error classes that recur in real models and the Excel tooling that surfaces them, from the Inquire add-in to sparklines and delta sheets. |
| Financial Model Review in the AI EraTwo days for models with AI in the mix: AI-assisted review technique, commercial reasonableness, troubleshooting unstable models and telling presentation quality from technical quality. Closes on a full review of a third-party transaction model. |
| Financial Modelling for Real Estate InvestmentRental income, maintenance capex, depreciation and revaluation, acquisitions and divestments, consolidating a multi-asset model to a portfolio view and goal-seeking macros to solve for a target return. |
| Financial Modelling for Digital InfrastructureData centres, fibre and towers. Capacity, recurring and non-recurring revenue, development-phase drawdowns, operating costs including power and water, debt sculpting and how to avoid circular references. |
| Deal Model to Operational Model MasteryConvert a transaction model into an operational model after financial close. Integrate historic actuals, strip out deal-stage assumptions and placeholders and meet lender and investor monitoring and reforecasting requirements. |
Looking for a specific date or city? See the live schedule for dates, locations and fees.
Other ways to train
Other ways to train your team
FOR TEAMS
In-house & private training
Any course in this portfolio delivered privately for your team, tailored to your sector, at your office or online. Usually the better economics from around eight seats.
ANNUAL
Capability partnership
An annual agreement covering modelling capability across a whole team, clinic days, a model helpdesk and capability assessment, instead of booking courses one at a time.
FREE
Tutorials, webinars and articles
Over twenty written tutorials, each with a downloadable Excel file, plus recorded webinars and articles. A genuine sample of how we teach, at no cost.
What participants say
Feedback from recent courses
“The two-day Best Practice Project Finance Modelling course was a fantastic use of time and money. The pace was good and the presenter, Joshua Grimm, knowledgeable, clear and helpful. All sessions efficiently run with useful content throughout, and no periods wasted. Highly recommend this course as a first base in best practice modelling.”
Red5 Limited
“A fast-paced course that taught me step by step how to build a financial model from the ground up, and then provide sophisticated analyses of project finance. The trainer, Keshav, brought expertise not just in financial modelling but also in renewable energy projects.”
OWC
“I appreciate that they are not simply Excel experts, but that they commercially understand what we are trying to accomplish.”
Pacifico Energy
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