Advanced Financial Modelling Training

The programme

Programme overview

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.

Who should attend

Who is this programme for?

• 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

Learning outcomes

What you will learn

• 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

Explore the programme

Detailed programme outline

• 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
• 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
• 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
• 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
• 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

Learning approach

How you will learn

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.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to confirm dates, duration, delivery format, entry requirements and any applicable assessment or certification before booking.