Course Schedules

Classroom 6 Sessions
Online / Live
Live

Introduction

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.

What are the Goals?

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

Who is this Training Course 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

How will this Training Course be Presented?

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
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