Course Schedules

Classroom 6 Sessions
Online / Live
Live

Training Course Overview

Advanced Financial Modelling with Excel Training Course is designed to elevate technical modelling expertise and strengthen strategic financial decision-making. This intensive Financial Modelling with Excel Course develops advanced capabilities through real-life case studies, particularly within the Oil & Gas sector, while remaining adaptable to participants’ own organizational contexts.

The course deepens financial knowledge and enhances the ability to estimate sales, costs, risks, and key economic variables such as oil prices, interest rates, and exchange rates. Participants learn to build robust, optimization-driven financial models using Excel and internationally recognized modelling best practices.

Through practical application and structured financial analysis, this Advanced Financial Modelling with Excel Training Course enables professionals to reduce costs, improve profitability, and manage financial risk more effectively. Emphasis is placed on model reliability, clarity, and usability to support high-quality financial reporting and informed business decisions.

Training Course Objectives

Advanced Financial Modelling with Excel Training Course aims to enhance advanced modelling competence while strengthening financial analysis and risk management capabilities. Participants will gain practical expertise in developing, testing, and applying sophisticated financial models using Excel.

By the end of this training course, participants will be able to:

  • Make improved financial decisions supported by advanced Excel modelling techniques
  • Develop and structure advanced financial models aligned with best practice standards
  • Apply the latest financial analysis tools to evaluate complex financial data
  • Estimate and manage sales, costs, and financial risks using structured models
  • Build optimization and simulation models incorporating economic variables
  • Prepare, interpret, and present advanced financial modelling outputs for decision-making

Designed for

Advanced Financial Modelling with Excel Training Course is suitable for professionals seeking to strengthen both financial expertise and advanced Excel modelling capabilities. It supports individuals involved in financial planning, forecasting, risk management, and strategic decision-making.

This training course will greatly benefit:

  • Professionals seeking deeper financial understanding and analytical confidence
  • Individuals aiming to advance their financial modelling with Excel skills
  • Decision-makers who rely on financial models or are impacted by modelling outcomes
  • Professionals responsible for managing finance and investment evaluation
  • Those estimating sales, costs, risks, oil prices, exchange rates, and economic variables

Learning Methods

Advanced Financial Modelling with Excel Training Course uses a highly participative and application-focused approach to ensure practical skill development. Throughout the course, participants work on real-life case studies and modelling exercises designed to strengthen Advanced Financial Modelling with Excel capabilities.

Delivered by an experienced financial practitioner, the training course combines guided instruction, structured discussions, practical exercises, and applied workshops. Delegates develop estimation models, forecasting tools, risk measurement frameworks, and financial optimization models using Excel’s advanced analytical functions.

Interactive sessions include simulation of growth strategies, derivatives modelling, working capital analysis, and investment risk assessment. The course concludes with model testing, refinement, and presentation exercises to reinforce modelling best practices, reporting standards, and effective financial decision-making.

Course Content

Day 1

Day One: Advanced Modelling Skills with Excel

  • From Basic Modelling to Advanced Modelling
  • Identifying Financial Applications for Modelling in the Oil & Gas sector
  • Advanced Financial Applications of Excel
  • Advanced Financial Analysis Tools in Excel
  • Graphs & Charts to aid Financial Analysis
  • Best Practice in Modelling with Excel
Day 2

Day Two: Estimation Models - Income, Costs, Risks & Economic Variables (Oil Prices, Exchange Rates & Interest Rates)

  • Cost Estimation – Incremental; Inflation, PERT, Supply & Demand factors
  • Forecasting using Statistical Methods in Excel – Time Series Analysis, Exponential Smoothing, Correlation & Regression Analysis
  • Risk Measurement using – Probability Analysis, Correlation & Beta
  • Forecasting Oil Prices using statistical models
  • Measuring & Managing Investment Risk
  • Forecasting Interest Rates & Exchange Rates using historical data, Interest Rate Parity Theory and Purchasing Power Parity Theory
Day 3

Day Three: Developing an Advanced Financial Optimisation Model

  • Developing the Financial Model using Costs and Economic Variables estimated on Day 2
  • Simulating changes to Costs & Accounts Payable
  • Simulating changes to Sales Volume, Oil Price & Accounts Receivables
  • Financial Derivatives – Forwards, Options Futures & Swaps
  • Using Derivatives to Managing Oil Price Volatility, Interest Rates & Exchange Rates
  • Implementing Policies to manage change
Day 4

Day Four: Models to Assess Growth Strategies

  • Evaluating growth strategies
  • Models to simulate growth strategies
  • The dangers of Overtrading
  • Examining the impact on Working Capital
  • Examining the impact on Leverage
  • Mergers & Acquisitions – Modelling the impact on Share Price, Market Value, Earnings & EPS
Day 5

Day Five: Modelling Best Practices

  • Case Study incorporating the skills from Day 1 – 4
  • Developing an Advanced Financial Optimisation Model to meet the needs of the delegates and their organisation
  • Presentation of the Model
  • Testing the Model
  • Improving the Model
  • Decision Making & Reporting

The Certificate

Recognition
  • Anderson Certificate of Completion for delegates who attend and complete the training course
FREQUENTLY ASKED QUESTIONS

Learn more about this course

Yes. The Advanced Financial Modelling with Excel training course can be customised and delivered exclusively for organisations seeking a tailored learning solution. Course content can be adapted to address specific business objectives, operational challenges, industry requirements, and organisational priorities. Customised training allows teams to focus on the topics most relevant to their roles while supporting wider organisational development goals.

No. The Advanced Financial Modelling with Excel training course is open to professionals from a wide range of backgrounds and experience levels. The course content is structured to provide value to both those who are new to the subject and experienced practitioners seeking to deepen their expertise. While some prior knowledge may enhance understanding of certain concepts, it is not a requirement for participation

The Advanced Financial Modelling with Excel training course uses a variety of learning approaches to maximise participant engagement and knowledge retention. These may include expert-led presentations, practical exercises, case studies, group discussions, scenario-based activities, and collaborative learning opportunities. This approach encourages active participation and helps participants translate learning into practical workplace results.

The Advanced Financial Modelling with Excel training course is suitable for professionals who want to expand their knowledge, strengthen their practical skills, and improve their effectiveness within their current or future roles. It is valuable for managers, team leaders, supervisors, specialists, consultants, and professionals seeking to stay current with industry developments and best practices. Whether your goal is career advancement, improved decision-making, or enhanced workplace performance, this course provides relevant knowledge and practical insights to support your professional ambitions.

If you would like additional information about the Advanced Financial Modelling with Excel training course, our professional support team is available to assist with course enquiries, registration guidance, group bookings, and customised training requirements. We are committed to helping you identify the most suitable learning solution for your professional development goals.

 

Participants attending the Advanced Financial Modelling with Excel training course gain access to valuable industry insights, practical techniques, and internationally recognised best practices. The course helps professionals improve performance, strengthen confidence, broaden their perspective, and develop skills that contribute to both personal and organisational success. It also provides an excellent opportunity to exchange ideas and experiences with professionals from diverse sectors and backgrounds.

The Advanced Financial Modelling with Excel training course combines practical knowledge, current industry practices, and expert guidance to create a highly relevant learning experience. Rather than focusing solely on theory, the course emphasises practical application, enabling participants to develop skills and approaches that can be implemented directly within their organisations. This balance of knowledge and practical relevance helps participants achieve meaningful and lasting professional impact.

Yes. Participants who successfully complete the Advanced Financial Modelling with Excel training course will receive a Anderson Certificate of Completion, demonstrating their commitment to professional development and continuous learning. This certificate provides formal recognition of the knowledge and skills gained during the course and can support professional growth and career progression.

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