Introduction

As organisations face heightened uncertainty, competitive pressure, and complex investment decisions, advanced financial modelling has become a critical capability for finance and strategy professionals. Senior decision-makers rely on robust models to evaluate opportunities, quantify risk, and assess the financial impact of strategic choices. Models that lack flexibility, transparency, or analytical depth can lead to misinformed decisions and material financial exposure.

The Certificate in Advanced Financial Modelling training course equips experienced professionals with advanced modelling techniques used in high-level financial analysis and strategic planning. Participants develop the ability to construct integrated financial models that incorporate forecasting, valuation, and risk analysis using advanced Excel functionality. The course emphasises practical application, analytical rigour, and model reliability, enabling participants to support executive decision-making with confidence and precision.

Key focus areas include:

Key Learning Outcomes

At the end of this Certificate in Advanced Financial Modelling training course, participants will be able to:

Training Methodology

This Certificate in Advanced Financial Modelling training course adopts a practical and application-focused learning approach built around advanced modelling exercises and real-world financial scenarios. Participants work through structured analytical challenges and applied examples to strengthen modelling discipline, analytical judgement, and strategic insight. Emphasis is placed on producing decision-ready models aligned with professional best practice.

Certificate in Advanced Financial Modelling

Who Should Attend?

This Certificate in Advanced Financial Modelling training course is ideal for:

  • Experienced financial analysts and financial modellers
  • Corporate finance and strategy professionals
  • Investment banking and equity research professionals
  • Senior accountants and financial controllers
  • Financial consultants and advisory professionals
  • Professionals involved in advanced financial analysis and decision support

Course Outline

Day 1

Advanced Excel and Model Design

  • Advanced Excel functions (INDEX, MATCH, OFFSET)
  • Dynamic named ranges and arrays
  • Logical modelling structures
  • Building flexible model architecture
  • Using Excel macros and VBA basics
  • User interface and control elements
Day 2

Forecasting and Valuation Modelling

  • Revenue and cost forecasting techniques
  • Multiple valuation methodologies (DCF, comps, precedent)
  • Terminal value and sensitivity analysis
  • Weighted average cost of capital (WACC)
  • Valuation of listed vs. private companies
  • Integrating valuation into financial models
Day 3

Risk Modelling and Simulations

  • Introduction to risk modelling
  • Monte Carlo simulations in Excel
  • Probability distributions and assumptions
  • Excel's Data Analysis Toolpak and @RISK overview
  • Value at Risk (VaR) and financial risk exposure
  • Scenario planning and reverse stress testing
  • Case-based modelling exercise
Day 4

Real Options and Strategic Modelling

  • Real options theory and applications
  • Decision trees and option valuation
  • Strategic investment decision-making
  • Incorporating uncertainty in models
  • Long-term planning models
  • Cost-benefit and portfolio analysis
  • Building strategic modelling templates
Day 5

Model Integration and Presentation

  • Model integration and modularity
  • Advanced dashboards and visual storytelling
  • Model review and stress testing
  • Presenting models to senior management
  • Final group case: integrated strategic model
  • Peer presentation and critique

International Standards & Professional Alignment

Our training courses are aligned with internationally recognised professional standards and frameworks across leadership, strategy, finance, governance, risk, compliance, and audit. By integrating globally trusted models, we ensure learners develop practical, relevant, and industry-recognised capabilities.

Our trainings draw on leading international standards and professional frameworks, including ISO, ISACA, COSO, OECD, IIA, FATF, Basel, IFRS/ISSB, GRI, NIST, CPD, ILM and the OECD AI Principles. This alignment ensures consistency with global best practices across financial management, risk oversight, digital governance, sustainability, and strategic decision-making..

Designed in alignment with globally recognised professional bodies, our courses support continuous professional development, strengthen organisational capability, and provide clear pathways toward professional certifications valued worldwide.

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FAQs

The course focuses on advanced financial modelling techniques, including valuation, forecasting, and risk analysis for strategic decision-making.

Yes. The course is designed for professionals with prior financial modelling experience seeking to advance their analytical capability.

Yes. Simulation, scenario analysis, and risk modelling techniques are core components of the course.

Yes. Participants learn how to build and apply models that support rigorous investment appraisal and strategic evaluation.

Absolutely. Advanced financial modelling principles are applicable across sectors and organisational contexts.

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