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Financial Modelling Using Excel Training Course


28 - 30 October 2020

Virtual Classroom

Different types of analysis require that the financial model be built in a particular way. This course covers:

  • Model Design – the different modelling approaches required for:
    – valuation models
    – volatility models in structured financings
    – statistical probability models (Monte Carlo)
    – data manipulation models

  • Analysis Worksheets For
    – sensitivity analysis
    – scenario analysis
    – breakeven analysis

  • Modelling Best Practice – including the potential consequences of not applying such practices.
  • Model Review – procedures upon receiving a model which has been prepared by others

Practical sessions include:

Setting up the Model; Creating the Forecast of Financial Statements & Cashflows; Modelling Currency Exposures; Breakeven Analysis; Modelling of Operating Costs; IRR and NPV Calculation; Annuity-based Amortisation; Straightline Amortisation; Cash Sweep; Sculpting Loan Amortisations – to ADSCR; Sculpting Loan Amortisations – to LLCR; Cashflow Waterfall; Sensitivity Analysis; Scenario Analysis; Model Administration

Download Financial Modelling Using Excel brochure

speaker presentation

We have been delivering online training for many years and know how to ensure the interaction is the same as if you were in a classroom.

The trainer will share his screen to allow you to follow the training session, which will be very practical. Our trainer will include polls, group work, exercises, discussions and breaks.

The course will be 50% pre-recorded, on-demand material that can be accessed at the delegates preferred time. 50% will be delivered ‘live’ with the trainer – timings of this will be flexible in order to best meet the requirements of the demographics of the delegates.

You will be able to ask questions, give feedback and participate in the practical sessions. Class sizes will be capped to ensure every delegate will be guaranteed quality time with the trainer.

Dates: 28-30 October 2020 & 5-7 May 2021
Venue: Central London or Virtual Classroom

London course fee: £2999.00 + VAT @ 20% = £3598.80
Online course fee: £2399 plus VAT if applicable = £2878.80

Richard Capps is an international project finance and modelling expert who has worked on:
• A 36MB model for a $20 Billion petrochemicals project, involving a refinery, cracker, utilities complex, and 42 downstream petrochemical plants
• A model for the construction and chartering of 4 LNG vessels
• A model for valuing acquisitions by a UK food processing company
• A pricing model for a UK power generation company

IFF's Financial Modelling Using Excel course is part of a portfolio of practical, professional courses that draw on our trainers' global experience.

Hear trainer Richard Capps introduce the course in this exclusive video.

Very useful content, Excellent standard of course matericals, using real world examples, useful for my job

Shelley de Souza, 

Senior Manager, Sumitomo Mitsui Banking Corp

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