We provide high-quality financial modelling training primarily to investment banks and private equity teams seeking to enhance the modelling capabilities of their in-house teams, especially new hires. Our training programs are designed to reflect real-world modelling case studies, based on global best practices.
Our training programs are delivered by experienced modellers and instructors, and cover everything from foundational Excel skills to advanced modelling techniques. All sessions emphasize hands-on learning, clarity, and real-world application using FAST modelling standards.
This is an instructor-led virtual course that has been carefully designed to focus only on the most relevant Excel skills commonly used by professional modellers to build efficient, transparent, and best practices-driven financial models. It covers a wide range of essential topics, including Excel tools and shortcuts, key functions (e.g., INDEX-MATCH, SUMIFS, XLOOKUP), error-checking techniques, and structured model building using the FAST Standard. Participants are guided step-by-step to build clear, scalable models with consistent formatting, block structure, and formula discipline.
This is a highly interactive, in-person, hands-on training led by senior instructors and supported by teaching assistants. Participants learn to build fully integrated three-statement financial models on a monthly or quarterly timelines, forecast revenue and costs, integrate the cash flows and balance sheet, and perform outputs like returns analysis and scenario testing. The training duration is typically over 3 to 4 days.
We also offer tailored training programs designed to meet specific client requirements, whether focused on a particular sector, transaction type, or modelling challenge. In phase 1, our team works closely with you to understand your objectives, develop custom training materials, and agree on the content depth, delivery format, and course duration. Once the material is finalized, our senior instructors deliver the training, typically on-site, to ensure maximum engagement and alignment with your team’s day-to-day modelling requirements.
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