Team Development 11 – Best Practice Financial Modelling
Overview
Financial models are no longer just technical tools—they’re vital instruments for shaping decisions, building confidence, and driving strategy. This course provides a structured, practical approach that blends Excel mastery with strategic insight and stakeholder alignment. You’ll learn to design models with clear purpose, master key Excel functions and automation tools, and build 3-way financial statements and scenario analyses that support informed decision-making. Alongside technical skills, you’ll focus on clarity, transparency, and best practices to ensure your models are not only accurate, but trusted, adaptable, and impactful.
Learning Objectives:
After completion of this course, participants will be able to:
- Identify the core design elements of an effective financial model, including timeframe, purpose, and audience.
- Select appropriate Excel functions and formulas to support key financial calculations and analyses.
- Recognize the structure and flow of an integrated 3-statement model.
- Differentiate between modelling approaches used for forecasting, investment evaluation, and scenario analysis.
- Apply six modelling best practices to improve clarity, flexibility, and reliability.
This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.
Lessons:
Lesson 1: Foundations of Financial Modelling in Excel
This module builds your financial modelling foundation—covering purpose, structure, key Excel skills, and clear assumptions to create models that drive better business decisions.
Lesson 2: Building and Automating Financial Models
Build structured, flexible models using best practices, advanced Excel tools, and automation—culminating in a dynamic 3-statement model ready for strategic use.
Lesson 3: Strategic Modelling and Influence
Learn how to turn financial models into strategic tools that support decisions, enable flexibility, and build trust across the business.
Additional Information
CPD Hours: 1.8
Field of Study: Computer Software & Applications
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study
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