Financial Analysis, Modelling & Forecasting

This course is also available as a CPD certified training course under the title: Professional Certificate in Financial Analysis, Modelling & Forecasting

Introduction

In today’s unpredictable economic landscape, making informed financial decisions requires more than just traditional analysis—it demands strategic forecasting and dynamic modelling. The Financial Analysis, Modelling and Forecasting training course equips professionals with the practical tools and analytical techniques to assess financial performance, manage uncertainty, and forecast future scenarios with precision.

This training course introduces advanced financial modelling practices using Excel, designed to enhance decision-making capabilities and support strategic planning. Participants will gain a solid understanding of how to construct flexible and robust models that adapt to changing market conditions. With a focus on real-world financial challenges, this course empowers professionals to navigate risks, evaluate investment options, and strengthen the financial resilience of their organisations.

This Financial Analysis, Modelling and Forecasting training course will highlight:

• Key financial modelling strategies for modern business needs
• Advanced Excel techniques for forecasting and decision-making
• Analytical methods to assess performance and detect financial risks
• Improved approaches to capital investment decisions
• Techniques to quantify and manage uncertainty effectively

Objectives

By the end of this Financial Analysis, Modelling and Forecasting training course, participants will be able to:

• Construct comprehensive and practical financial models using Excel
• Perform in-depth analysis and interpretation of financial statements
• Develop forecasting models tailored to business-specific applications
• Apply modelling techniques to assess investment opportunities
• Utilise tools to identify, assess, and mitigate financial risks

Training Methodology

This Financial Analysis and Modelling training course will be structured as a highly participative workshop with formal presentations, case studies and interactive worked examples. Relevant examples and case studies illustrate the application of each of the topics covered and ample opportunities are provided to practice and perfect financial modelling in Excel with one of our laptops, or your own.

Organisational Impact

Organisations that invest in this Financial Analysis, Modelling and Forecasting training course will see significant value in improved analytical capabilities, enhanced forecasting accuracy, and data-driven decision-making. This course will empower professionals to deliver more reliable financial insights, contributing to stronger organisational planning and performance.

Key benefits include:

• Sharpened financial interpretation and modelling expertise
• Enhanced forecasting reliability for better strategic planning
• Greater accuracy in investment and capital budgeting evaluations
• Improved agility in navigating financial risk and market volatility
• Elevated capability in leveraging data for business performance

Personal Impact

Participants will gain both theoretical knowledge and practical modelling experience, enabling them to deliver high-impact financial insights and strategies. This training course strengthens core financial competencies while introducing innovative forecasting tools and Excel-based solutions.

Delegates of the Financial Analysis, Modelling and Forecasting training course will benefit by:

• Strengthening their ability to manage financial risk and uncertainty
• Playing a more strategic role in financial planning and analysis
• Developing mastery in Excel financial functions and model creation
• Enhancing forecasting accuracy for future business planning
• Building confidence in investment appraisal and scenario modelling