Course Schedules

Classroom 6 Sessions
Online / Live
Live

Training Course Overview

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.

Training Course Objectives

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

Designed 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

Learning Methods

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
FREQUENTLY ASKED QUESTIONS

Learn more about this course

Yes. The Foundations of Financial Modeling 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 Foundations of Financial Modeling 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 Foundations of Financial Modeling 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 Foundations of Financial Modeling 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 Foundations of Financial Modeling 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 Foundations of Financial Modeling 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 Foundations of Financial Modeling 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 Foundations of Financial Modeling 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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