Financial Modelling Programme

Learn to build robust models that actually work in practice. We focus on the techniques analysts use day-to-day — scenario planning, sensitivity analysis, and clear documentation that others can follow.

Request Programme Details
Financial analyst reviewing spreadsheet models at desk with multiple monitors

Who This Programme Suits

You're probably working in finance already. Maybe you build models sometimes but want to get better at it. Or perhaps you're moving into a role where modelling is expected.

We've designed this for people who understand finance basics but need practical Excel skills — the kind that make your work clearer and faster.

Starting September 2025

12-week evening programme. Tuesday and Thursday sessions, 18:30-21:00. Attend in person at our St Albans location or join remotely.

What You'll Actually Learn

We start with Excel fundamentals — proper structuring, useful shortcuts, and formulas that don't break when someone else opens your file.

Then we move into building three-statement models from scratch. Income statement, balance sheet, cash flow. How they connect and what to watch for when something doesn't balance.

Later weeks cover DCF valuation, scenario modelling, and sensitivity tables. You'll also learn how to document your assumptions so colleagues can follow your logic months later.

By the end, you'll have built several complete models you can adapt for real projects.

Meet Your Instructors

All three instructors work as financial analysts during the day. They teach the techniques they actually use, not just textbook theory.

Portrait of Jasper Thornfield, lead programme instructor

Jasper Thornfield

Lead Instructor

Spent eight years building models for M&A transactions. Now teaches the practical side — how to structure files so they're maintainable and how to present findings clearly.

Portrait of Leonie Dreyfus, modelling specialist

Leonie Dreyfus

Modelling Specialist

Works in corporate finance for a FTSE 250 company. Her focus is on forecasting and variance analysis — making sure models reflect actual business performance.

Portrait of Astrid Viklund, valuation instructor

Astrid Viklund

Valuation Instructor

Investment analyst background. Teaches DCF methods and comparable company analysis. Good at explaining why certain assumptions matter more than others.

Programme Structure

Twelve weeks, two sessions per week. Each session includes instruction and hands-on practice.

01 Weeks 1-3

Excel Foundations

Proper workbook structure, naming conventions, and formula best practices. INDEX-MATCH instead of VLOOKUP. Data validation and error checking. Building templates that work reliably.

02 Weeks 4-6

Three-Statement Models

Building integrated financial statements from historical data. Understanding working capital flows and how to forecast them. Linking statements properly so changes flow through correctly.

03 Weeks 7-9

Valuation Techniques

DCF modelling with terminal value calculations. Comparable company and precedent transaction analysis. Understanding when each method is most appropriate and what its limitations are.

04 Weeks 10-12

Advanced Applications

Scenario and sensitivity analysis. Building data tables that show how outcomes change with different assumptions. Documentation practices and presenting findings to non-technical stakeholders.

What Past Participants Say

We checked in with people who completed the programme 12-18 months ago. Here's what they told us about how things have progressed since.

Clearer Work Process

Most mention their models are easier for colleagues to understand now. One participant said her manager stopped asking clarification questions because the structure speaks for itself.

Faster Turnaround

Several people report they finish forecasts quicker than before. One analyst who previously spent days on quarterly updates now completes them in a few hours using the templating approach we teach.

Different Responsibilities

About half the group took on new projects involving financial analysis. Two moved into analyst roles specifically. Others found they were asked to review colleagues' models or train junior staff.

Better Error Detection

Multiple participants mentioned catching mistakes earlier — both in their own work and when reviewing others'. The error-checking techniques from weeks 2-3 seem to stick with people.

Continued Development

Several stayed in touch with their cohort and now share techniques they've learned. One formed a monthly meet-up where participants discuss modelling challenges they're facing at work.

Practical Application

Nearly everyone mentioned using the three-statement model framework regularly. One works in valuation now and said the DCF structure we covered matches what his firm uses almost exactly.

Next Programme Starts September 2025

We have space for 18 participants. Priority registration opens in June. Get in touch if you'd like detailed curriculum information or want to discuss whether this suits your background.