Advanced Financial Modelling Training

Advanced Financial Modelling Training

Build AI-Accelerated Financial Models and Master Forecasts & Valuations with Confidence

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Platform:
Online
In-class
Revised and Updated: 01 October 2026
Date Venue Duration
09 - 13 November 2026 Sandton, Gauteng 5 Days
07 - 11 December 2026 Sandton, Gauteng 5 Days
22 - 26 February 2027 Sandton, Gauteng 5 Days
12 - 16 April 2027 Sandton, Gauteng 5 Days
31 May - 04 June 2027 Sandton, Gauteng 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 — including where AI now accelerates WACC and valuation work — and deliver models that drive high-quality decisions. 

Course Objectives

By the end of this Advanced Financial Modelling Training 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, including how AI now accelerates DCF and WACC-based valuation work, to generate accurate and reliable financial insights
  • Adopt best practices in financial modelling for sustainable and credible investment analysis

Who should attend?

  • Financial Analysts, Investment Bankers, Corporate Finance, and Valuation Professionals
  • Consultants, Private Equity Associates, and Financial Modeling Specialists
  • Anyone Responsible for Building, Reviewing, or Relying on Financial Models for Investment, Forecasting, or Valuation Decisions
Finance Courses

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), including how AI-assisted modelling now improves WACC accuracy and speeds up terminal value calculation
  • 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, and 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
  • Advanced structuring of valuations and model design
  • ROI and ROE calculations for different investment structures
  • Modelling for Build-Operate-Transfer (BOT) projects and joint ventures
  • Best practices for sustainable and transparent investment decisions

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Success Stories

Discover how our courses enhance professionals’ effectiveness in their workplaces.

uMngeni-uThukela Water

IFRS Updates Trainings

What made the sessions exceptionally helpful was the deliberate focus on actionable strategies rather than just high-level concepts. The structured approach kept the content engaging. It was a highly impactful professional development experience.

Telekom Networks Malawi Plc

Financial Analysis, Modelling and Forecasting

It has been a really fruitful and helpful training. Many thanks to PROSPEN AFRICA and the facilitator Olufemi. This is definitely going to make my work life easier and meaningful.

Northam Booysendal Mine

Mastering Payroll Preparation, Analysis, and Management

The course really taught us deep in to Payroll and made us aware of things we were not aware of.

Telekom Networks Malawi PLC

Financial Analysis, Modelling and Forecasting

The training was very insightful and the facilitator was very engaging which made everything easier to understand and follow. It has really equipped us in our areas of lack and we feel confident now on our next assignments on forecasts and analysis

Magalies Water

GRAP training

The course was practical, informative and relevant

FAQs – Advanced Financial Modelling Training

Master advanced financial modelling, learning dynamic Excel architecture, integrated statement projection, DCF valuation, WACC optimization, and AI-accelerated forecasting to drive strategic investment decisions.

What topics are covered in the Advanced Financial Modelling course?
The course covers complex dynamic three-statement financial modeling, advanced Excel formulas and automation, capital budgeting simulations, discounted cash flow (DCF) valuation, sensitivity and scenario analysis, and building robust decision-making tools.
Who should attend this Advanced Financial Modelling training?
This training is designed for financial analysts, corporate finance managers, investment bankers, business modelers, senior accountants, project finance specialists, and strategic planners who build and rely on complex financial models.
How does this course improve dynamic three-statement financial modeling?
Delegates learn how to flawlessly link income statements, balance sheets, and cash flow statements dynamically, ensuring circular reference management, balance sheet equilibrium, and error-free formula structures.
Will delegates learn how to incorporate risk analysis and scenario testing into models?
Yes. The curriculum explores building scenario switches, running Monte Carlo simulations, conducting sensitivity analyses on key operational assumptions, and stress-testing models against market volatility.
Does the masterclass address advanced Excel techniques and model auditing?
Yes. Practical sessions focus on mastering advanced Excel functions (such as INDEX-MATCH, XLOOKUP, dynamic arrays), error-checking protocols, audit best practices, and designing professional, user-friendly dashboard interfaces.
Why is advanced financial modelling essential for corporate transactions and strategy?
Advanced financial modeling provides executives with reliable, data-driven simulations to evaluate business investments, forecast future cash flows accurately, optimize capital structures, and support high-stakes strategic decisions.

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