Advanced Financial Modelling Training

Mastering Forecasts & Valuations

Master Advanced Financial Modelling. Build forecasts and valuations.

Please inquire for pricing | Available Online and In-class

Date	Venue	Duration
17 - 21 August 2026	Cape Town	5 Days
09 - 13 November 2026	Kigali, Rwanda	5 Days

Course Introduction

In today’s competitive business environment, poor investment decisions can have long-term consequences for organisational success. Financial modelling is the cornerstone of sound investment decision-making, accurate forecasting, and credible valuations.

This advanced programme is designed to provide participants with a complete toolkit to build, analyse, and interpret financial models at both fundamental and advanced levels. Whether you are new to financial modelling or a professional seeking to sharpen your expertise, this Advanced Financial Modelling course will help you build confidence, apply best practices, and deliver models that drive high-quality decisions.

Course Objectives

By the end of this Advanced Financial Modelling programme, participants will be able to:

Master advanced Excel functions and tools for efficient model creation.
Understand the different types of financial models and apply them to real-world scenarios.
Build robust models for forecasting investments and valuing projects and companies.
Apply advanced valuation methods to generate accurate and reliable financial insights.
Adopt best practices in financial modelling for sustainable and credible investment analysis.

Who should attend?

Gain Expertise in Financial Modelling: Acquire advanced tools and frameworks to build world-class models.
Enhance Decision-Making: Develop models that improve investment analysis, forecasting, and valuation accuracy.
Boost Your Career Credentials: Earn an advanced certification highly regarded in finance, investment banking, and corporate analysis.
Practical Industry Applications: Apply financial modelling to multiple sectors with real-world examples.
Drive Better Investments: Make confident and credible decisions in high-stakes investment environments.

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

Day 1: Advanced Excel for Financial Modelling

Essential Excel functions and shortcuts for efficiency in modelling.
Logical tests, error handling, and database management.
Building interactive templates using PivotTables, lookup functions, and grouping.
Creating dynamic charts, graphs, and data tables for deeper insights.

Day 2: Fundamentals of Financial Modelling

Introduction to financial modelling and its role in investment decision-making.
Applying the time value of money: PV, FV, NPV, IRR, and MIRR.
Preparing loan amortisation schedules and calculating CAGR.
Forecasting revenues, costs, and cash flows to build integrated models.
Linking income statements with cash flow projections.

Day 3: Valuation Techniques

Using ratio analysis to prepare projected financial statements.
Exploring debt capacity models and credit analysis.
Conducting sensitivity analysis on cash flows.
Calculating Weighted Average Cost of Capital (WACC).
Applying valuation approaches, including CAPM, PE multiples, and the Gordon Growth Model.
Using transaction multiples and accrual accounting in valuations.

Day 4: Building Real-Life Models

Constructing integrated models for industries such as:
- Automotive.
- Hospitality.
- Real estate.
- Education.
Developing income statements, balance sheets, and cash flow statements.
Hands-on sector-specific modelling with sensitivity and scenario analysis.

Day 5: Specialised Modelling and Valuation Considerations