Financial Modelling


This practical, exercise driven training course is aimed at professionals responsible for the modelling and analytical aspects of private equity transactions. Key topics include investment structuring, company valuation, financial forecasts and fund performance modelling.

The course is focused on enabling delegates to build robust, transparent models that demonstrate clear linkage of outputs to inputs and enable comprehensive and informed negotiations. It provides an invaluable toolkit and skills that can immediately be put into practice. As well as building models from scratch, exercises will also include understanding, improving and customising existing models to solve real business problems that practitioners face.


  • Private equity firms
  • Institutional & family offices
  • Banks
  • Corporate finance
  • Consultants
  • Corporate M&A
  • Placement specialists
  • Finance teams


Delegates will need to have an appreciation of basic accounting principles, interpreting company financial statements and have a working knowledge of spreadsheets. Each delegate will need to be equipped with a laptop loaded with Microsoft Excel. All models and demonstrations will be presented in Excel 2010 compatible formats to enhance robustness and transparency, although the Course Director will also demonstrate Excel 2003 features where appropriate.


  • Spreadsheet disciplines and dangers – a refresher
  • Excel revision
  • The buyout model
  • Financial forecasting
  • Developing funding structures
  • Valuation
  • Infrastructure modelling
  • Private equity fund economics
  • Excel tools and techniques


The course is assessed by a one hour, closed-book multiple choice exam which is completed online.

The online examination aims to measure candidates’ knowledge of project management in the context of the international development sector.



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