Foundations of Financial Modelling

Build professional financial models in Excel

How do finance professionals build models that support business planning and decision-making? Financial modelling is a core skill for analysts, but creating professional-grade models requires understanding best practices, structure, and integration techniques.

This three-week course teaches you to build a complete, assumption-driven model in Excel, forecast key drivers, and integrate the three financial statements. You’ll learn to separate inputs, calculations, and outputs, and design clear formulas that are easy to audit.

Understand modelling best practice and Excel structure

Explore financial modelling fundamentals, including best practices for layout, structure, and documentation. You’ll learn to separate inputs, calculations, and outputs, and design clear formulas easy to audit and maintain.

You’ll discover techniques for building dynamic operating models using scalable, assumption-driven logic.

Learn forecasting and three-statement integration

Forecast revenue, costs, and working capital based on realistic business drivers and scenarios. You’ll create an integrated income statement, balance sheet, and cash flow model that responds to changes in assumptions.

You’ll understand how different business decisions flow through to profitability, cash, and financial position.

Explore scenario analysis, model checks, and professional presentation

Learn scenario planning and sensitivity analysis to test the impact of different business cases. You’ll develop model validation and error-checking techniques to increase reliability and avoid common pitfalls.

You’ll refine spreadsheet presentation, making models clear, user-friendly, and ready to share with stakeholders or employers.

This course is ideal for learners building practical financial modelling skills in Excel for real business settings, especially aspiring financial analysts, investment banking and corporate finance professionals, consultants, FP&A teams, and business students.

This course is ideal for learners building practical financial modelling skills in Excel for real business settings, especially aspiring financial analysts, investment banking and corporate finance professionals, consultants, FP&A teams, and business students.

• Apply Excel modeling best practices to structure financial models for accuracy and usability.
• Forecast revenues, expenses, and working capital using assumption-driven logic.
• Build an integrated three-statement model and perform scenario/sensitivity analysis.