Training Courses
In-house & Private Training
Any of our courses, delivered privately for your team, built around your sector, your transactions and the deals your team works on.
Send enquiry- 20,000+People taught our
modelling methodology - 2,000+Financial models audited
by our team - 6–15Typical group size
for private delivery - One standardThe whole team modelling
the same way
Why teams do this
Custom-designed for your team
Our tailored training helps businesses build internal capability and consistency in financial modelling. These courses are developed in consultation with you, aligning to your modelling standards and sector-specific challenges.
What tailored training gives you
- Delivered exclusively to your team
- Customised content based on your needs and industry. We work with you to identify the most relevant case study.
- Available in-person or via live digital delivery
- Scalable for large teams or across multiple regions
Whether your focus is project finance, infrastructure, renewables, M&A, valuations or budgeting and forecasting, we can help develop modelling capabilities across your organisation.
What usually prompts the enquiry
- A model error reached a credit committee, a board or a client
- A cohort of new joiners needs to be productive to a common standard quickly
- Every analyst models in their own dialect and reviews take longer than the build
- A new sector or structure the team has not modelled before
- Annual L&D planning, with a defined budget and a defined headcount
- A specific transaction on the horizon the team is not yet equipped for
How it works
From first call to delivery
01
Call with all stakeholders
What the team does, where the standard sits today, what has gone wrong recently and what you need to be true afterwards.
02
Course selection
We propose a course or a combination from the portfolio, and tell you honestly where a shorter or different programme would serve you better.
03
Tailoring
Case studies adapted to your sector, using the structures and contract types your team sees.
04
Scheduling
Your office or Digital Classroom. We split across non-consecutive days when two days out at once is not realistic.
05
Delivery
Instructor-led and hands-on, with coaching through every exercise. Groups stay small enough that everyone gets attention.
06
Post course
Your team has new standards to work to. We schedule a team Q&A with the trainer three weeks after the training is delivered.
Tailoring
What we can adapt
- Sector context, renewables, transmission, transport, social and digital infrastructure, mining, oil and gas, real estate
- Deal structures you see, the financing and contractual features that recur in your sector
- Length and format, condensed, extended or split across weeks
What we will not do
Being clear about this saves everyone time:
- We will not compress a two-day course into a half-day and pretend the outcome is the same
- We will not deliver to a group so large that individual coaching becomes impossible
- We will not build your model for you during a training course, that is a model development engagement, and we will say so
- We will not train your team on a live transaction model where we are also the independent model auditor
Commercials
Priced per day, not per seat
In-house training is quoted as a day rate for the delivery rather than a fee per head. That means the economics improve with every additional person in the room, and for most teams private delivery becomes better value than public seats from around eight upward.
A quote covers trainer time, tailoring, materials and model files.
Multi-course programmes and repeat delivery across a year are quoted as a package, see the capability partnership.
| Public course | In-house delivery | |
|---|---|---|
| Priced by | Per seat | Per delivery day |
| Content | Fixed curriculum | Tailored to your sector |
| Examples used | Generic case study | Structures from your sector |
| Scheduling | Our calendar | Yours |
| Better value from | 1–7 seats | Around 8 seats upward |
What clients say
“The training has given me practical knowledge that will be very useful in my work and has motivated me to improve my financial modelling skills. Thank you again for the insightful sessions.”
“A very big thank you to Forvis Mazars for facilitating what was a custom best practice real estate financial modelling course we had been designing together over the past year. A very challenging but satisfying week.”
R.J. Vangeli & Company
“Forvis Mazars has been able to supplement our capabilities with its financial modelling and analytical expertise, as well as its global project finance, tax and accounting specialisations, meaning we can focus on what we do best.”
Solarcentury