Course Schedules

Classroom 7 Sessions
Online / Live
Live

Introduction

Foundations of Financial Modeling Training Course is designed to strengthen practical financial modelling skills through real-world case studies, with a strong focus on the Oil & Gas sector. This Financial Modeling Course equips professionals with the knowledge and tools required to analyse project performance, assess financial risk, and make sound investment decisions.

Throughout this training course, participants will enhance their understanding of financial statements, budgeting, capital investment appraisal, and risk modelling. Special emphasis is placed on sensitivity analysis, scenario analysis, and simulating market events such as oil price fluctuations and interest rate changes.

By integrating Excel-based financial analysis tools with practical modelling frameworks, this course enables professionals to reduce costs, improve profitability, and manage uncertainty effectively. The Financial Modeling Training Course ensures that developed models are directly applicable to participants’ organisations and industry-specific challenges.

What are the Goals?

The Foundations of Financial Modeling Training Course aims to enhance participants’ financial decision-making capabilities and strengthen their ability to build robust financial models. It develops practical expertise in analysing financial data, evaluating investments, and managing risk using modern financial modelling techniques.

By the end of this Financial Modeling Course, participants will be able to:

  • Identify and make improved financial and investment decisions
  • Develop structured and reliable financial models using Excel
  • Apply advanced financial analysis tools and modelling techniques
  • Manage financial risk through sensitivity and scenario analysis
  • Evaluate capital investment projects using Payback, ARR, NPV, and IRR
  • Assess project performance and financial outcomes with confidence

Who is this Training Course for?

Foundations of Financial Modeling Training Course is suitable for professionals seeking to strengthen their finance knowledge and financial modelling expertise. It is particularly valuable for individuals involved in financial planning, project evaluation, and decision-making within capital-intensive industries.

This Financial Modeling Course will greatly benefit:

  • Professionals seeking a stronger understanding of finance and accounting principles
  • Individuals looking to develop or enhance financial modelling skills
  • Decision-makers who rely on financial models for strategic planning
  • Finance managers and professionals responsible for financial oversight
  • Project managers and engineers involved in Oil & Gas projects
  • Professionals monitoring OPEX, CAPEX, and project financial performance

How will this Training Course be Presented?

The Foundations of Financial Modeling Training Course uses a highly practical and participatory approach to learning. Delegates work on real-life case studies and industry-relevant examples, particularly from the Oil & Gas sector, to develop applicable financial modelling and risk analysis skills.

This Financial Modeling Course is delivered by an experienced financial practitioner who combines expert instruction with interactive discussions, structured exercises, and guided Excel workshops. Participants will build financial models step-by-step, applying tools such as pivot tables, forecasting techniques, ratio analysis, and capital investment appraisal methods.

Where appropriate, real organisational challenges brought by delegates are incorporated into workshop discussions. This hands-on methodology ensures participants leave with practical financial models, enhanced technical skills, and the confidence to apply advanced financial modelling techniques within their organisations.

Course Content

Day 1

Day One: Foundations of Finance

  • Financial & Management Accounting
  • Developing Financial Statements – Income Statement, Balance Sheet (Statement of Financial Position) & Cashflow Statements
  • Financial Performance using Ratio Analysis
  • Management Accounting – developing budgets
  • OPEX & CAPEX
  • Financial Terminology Explained
Day 2

Day Two: Foundation of Modelling

  • Basic Excel functions
  • Steps to develop a Financial Model
  • Flow charting Techniques to improve Modelling
  • Input Tables
  • Pivot Tables
  • Foundation Analysis Tools in Excel
Day 3

Day Three: Financial Modelling

  • Forecasting the Income Statement, Balance Sheet (Statement of Financial Position) & Cashflow Statements
  • Budgeting Models
  • Purchase Decisions
  • Modelling Finance Decisions – Equity or Debt and the Cost of Capital
  • Capital Investment Decisions – Payback, ARR, NPV & IRR using Excel
  • Graphs & Charts to support financial models
Day 4

Day Four: Modelling Risk Management Scenarios

  • Identifying the major Risks in the Oil & Gas sector
  • Modelling Risk & Uncertainty
  • Sensitivity Analysis
  • Scenario Analysis
  • Break Even Analysis
  • Modelling & Managing changes in Interest Rates & Exchange Rates
Day 5

Day Five: Modelling the Financial Performance of Oil & Gas Projects

  • Variance Analysis
  • Critical Path Analysis – Financial & Manpower implications
  • GANTT Charts
  • Earned Value Analysis
  • Managing Variances
  • Simulating changes in the project

The Certificate

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