Financial Modelling Courses
Financial Modelling Courses
Expert & Certified Financial Modelling courses for best-in-class modelling
Our training courses maximise modelling capability for individuals and organisations. F1F9 instructors with extensive real-world experience run intensive courses in major cities including London and Dubai.
You can arrange tailored in-house training for your business or attend one of our open courses. Courses are also available live online for interactive, discussion-based training
wherever you are in the world.
Our courses are accredited for Continuous Professional Development (CPD).
F1F9's Approach To Your Learning
Before the course
Take advantage of our free video-based resources and model downloads to prepare yourself for a transformation once the formal learning begins. The more you understand about the approach we take, the greater the potential benefit to your productivity as a financial modeller.
During the course
Learn from our expert instructors in a hands-on, interactive, intensive and immersive learning environment. You will design and construct your own model, from a skeleton start, building up a set of skills as you complete the course material. Our aim is to make you fluent, rather than speedy. A fluent modeller can build a model while engaging in other activities (such as having a conversation). Their muscle memory is that good.
After the course
Continue your learning by putting your skills into practice. We make available additional case studies (with starting and solution models) as well as pre-recorded video-based versions of our courses. Access this material as many times as you wish: there is no expiry date. Our team of financial modelling experts would be happy to review the case studies that you complete.
How Our Courses Are Delivered
Classroom
Benefit from the immediacy of face-to-face learning. Our expert instructors will be focused on your learning and you will enjoy the support of teaching assistants and your fellow course participants. Build your skills by following what the lead instructor is doing and ask as many questions as you like. The experience is intensive, exhausting and very rewarding.
Live Online
Spread over a longer period than classroom training, you will learn through formal live sessions with breaks in between. We have the flexibility to run courses over non-consecutive dates and we record sessions so that you may revisit them as many times as you wish. We encourage engagement between instructor and participant with questions welcomed throughout the course.
Pre-Recorded
For self-paced learning, choose our pre-recorded video-based courses. Work at your own speed with videos to watch, models to download and additional case studies to complete. Submit your work to our team of financial modelling experts and raise questions as you go.
Our Courses
What will I learn?
You will learn what it means to be a productive financial modeller and how this is different from being an Excel expert. Our courses follow the same best practice principles and the FAST Standard regardless of whether they are entry-level or advanced. Furthermore, the techniques that you learn on entry-level courses continue to be applied even when what being modelled is highly complex.
You will learn that acquiring clarity on how to model a particular cost (for example) improves your understanding of its calculation, how it might be funded and how it is accounted for. Likewise with sector knowledge: you will understand the difference between what is being modelled (“conceptual modelling”) and how it is being modelled (“spreadsheet engineering”). You will also understand the bridge that exists between conceptual modelling and spreadsheet solutions.
Most important, you will learn that it is possible to build models that others find easy-to-read and easy-to-navigate even where the case study is highly complex. Keeping a high complex model transparent is a great skill – and one well worth acquiring.
Who Should Attend?
We welcome course participants from a wide range of backgrounds and sectors, including accountants, bankers, engineers and lawyers. Some experience of financial modelling – even if self-taught – is often an advantage since it is then possible to compare current practice against best practice. But we also work with people that have no financial modelling experience (but know that they need it to excel in the role) and highly experienced financial modellers. Regardless of experience, the quality and productivity of modelling will improve through the introduction of a standardised approach to model design and construction.
Best Practice Financial Modelling
Working through a business acquisition case study and building up core skills, you will forecast the 3 primary financial statements and determine an equity valuation. You will also cover debt financing, inflation, depreciation and taxation.
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Project Finance Modelling
Working with a renewables energy project, you will apply your skills to build a financial model covering the entire life of the project: from financial close to the end of operations. Model optimisation lies at the heart of the course: the process by which you meet the requirements of all key stakeholders (offtaker, senior lender and equity).
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Financial Modelling for Renewables
Working with a renewables energy project, you will prepare core calculations for revenue (both PPA and merchant) and generation (including seasonality and degradation). Alongside the topics covered under Project Finance Modelling, you will consider P50 and P90 model optimisation.
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Working with Financial Models
You will learn the principles and skills needed to work safely and effectively with financial models, including how to test and review them, and regardless of how the model has been designed and constructed. The course is practical and hands-on, and suitable for all model types and business sectors.
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Custom In-House Course
Our instructors will work with you to design a course based on an appropriate case study at the ideal level of complexity for your team. The training can be delivered on dates convenient for you, in person or live online. Train a group at the same time with no distractions, making it an active and hands-on learning experience.
Get a quote or speak to an instructor
Our Clients
Meet Our Instructors
John Dimberline
John has 18+ years of experience and has led advisory teams on many complex projects supporting both public sector procurers, private sector bidders and corporates. Formerly head of financial modelling at Grant Thornton, John leads the senior management team at F1F9.
Andrew Berkley
With a background in business education and financial advisory work, Andrew leads training delivery at F1F9. Andrew has delivered financial modelling courses to numerous institutions including European Bank of Reconstruction and Development, Deloitte, KPMG, Grant Thornton and Siemens.
Omar Shaker
Omar is a highly experienced financial modeller having spent 15+ years building FAST compliant and best practice models in the project finance advisory (debt and equity) sector. He has worked on some of the largest transactions globally with an aggregate value exceeding USD 20bn. He is fluent in Arabic both written and spoken.
Morten Siersted
Morten founded F1F9 in 1999. He has played a key role in developing the FAST Standard, including setting up the FAST Standard Organisation in 2011.
Client Reviews
S. C. Invest NL
I liked the format and the fact that you are building up the model. i think the course was most helpful when you needed to think for yourself and build a part – perhaps more time spent doing this would have been good.
S. V.EBRD
Thanks a lot for the course, it was very useful and well structured. The instructor explained it awesome!
Jord W.
Excellent training! well thought program, really guiding you through the process of setting a financial model! I can really recommend it to everybody who is interested in following a financial modelling course.
Maryam Ahmed Network Rail
Great course- has given me a solid foundation to understand and build basic models within my role. Pacing is good and found the tutor’s instructions to be very straighforward to follow. Highly informative and will definitely consider coming back for the next level once I have put some of the skills learnt on this course into practice. Thank you
Charles Serinet SUEZ
Very useful to understand the impact of changes in revenue, gearing, DSCR on CFADS, Average DSCR, Div and Equity IRR. Very interesting as well to build step by step the balance sheet, P&L and CF to understand the connections between each statements. The track and resources tabs are really useful too.
Michael Leonhart KPN
The structure of the course was good and gave a good insight in how to build the consistent model. Sometimes, it was more about doing rather than really understanding why, so maybe a little more time spend on that topic would be nice. In general I learned a lot about the various shortcuts an modelling in general.
Mthandeni Vilakazi, AIIM
Specifically found the shortcuts and best-practice principles on model construction particularly helpful in improving productivity and efficiency. I also appreciated the use of a tracking sheet, as well as the time taken to explore alternative functions and approaches to understand their limitations.
Agie Turowska, Network Rail
The practical tools were great and will be very handy to pass on and help my colleagues too. The format was very good and easy to follow. I liked that we had two instructors helping when anyone got stuck while the rest were able to carry on.
Anonymous
Andrew was comprehensive, friendly and attentive. He managed the group very well, catered to all learning speeds, and ensured everyone’s questions were answered without disrupting the flow of the course.
Mthandeni Vilakazi, AIIM
The shortcuts and model construction best practices were particularly helpful in improving my productivity and efficiency. Andrew and Judith were phenomenal, the pace of teaching was excellent and very accommodating.
Get In Touch
Are you or your team looking to increase their financial modelling skills? Are you interested in team-based training focused on best practice and standardised approaches? Are you hoping to build up your own skills and expertise?
Our financial modelling instructors would be pleased to hear from you…
Training FAQs
Why don't F1F9's keyboard shortcut macros open when I double click on the file?
Why don't F1F9's keyboard shortcut macros open when I double click on the file?
The file is opening but it is designed to open in a hidden state. That’s so that the file doesn’t get in the way while you are working on a model for real.
To unhide the open file, try Alt, W, U and you’ll see the documentation (as well as the coding for the shortcuts in the Visual Basic environment). To hide the open file, its Alt, W, H.
Why don't the keyboard shortcuts work even once I've confirmed the file is open?
Why don't the keyboard shortcuts work even once I've confirmed the file is open?
The most likely reason is that something is blocking the macros from running. Unhide the file and confirm that all “Enable macros” requests have been clicked.
Follow our blog: https://www.f1f9.com/blog/keyboard-shortcuts/ to have the macros open automatically when you open Excel. This approach works well with particularly sensitive corporate firewalls.
Why do some of the keyboard shortcuts work and others don't?
Why do some of the keyboard shortcuts work and others don't?
This is normally to do with other add-ins that you may have running in Excel e.g. Bloomberg or Arixcel.
Either disable the add-ins while you are modelling or change our coding so that you use a different shortcut key. Our coding is open to all so you make whatever amendments you deem appropriate.
Why can’t I access my online courses?
Why can’t I access my online courses?
Our online learning platform is hosted by Cademy and you can access your account here with your email address: https://cademy.io/login.
If this doesn’t work, then please try logging out of Cademy: https://cademy.io/logout. Then go to: https://f1f9.cademy.io and click on “My Account”, then “Log In” (or “Sign Up” if prompted). Log in using your email address.
What is the difference between courses in the classroom and live online courses?
What is the difference between courses in the classroom and live online courses?
What we teach remains the same, but there are differences in the delivery methods.
In the classroom, we generally run courses over 2 days and it’s an intensive, immersive experience with short breaks and an hour for lunch.
Live online, we run focused sessions with longer breaks in between and over 3 days. The sessions are recorded and made available to you via our online learning platform.
If I buy a video-based course, will I get immediate access to the course material?
If I buy a video-based course, will I get immediate access to the course material?
Yes, if you purchase through our website then you’ll have automatic access to the material.
If you are booking on one of our in-person courses, then there may be a short delay before one of our team gets back in touch with full details.
What restrictions apply to the video-based courses?
What restrictions apply to the video-based courses?
We offer unfettered access to our video-based courses. Visit as many times as you wish; there is no expiration date.
Can you issue me with an invoice for my purchase?
Can you issue me with an invoice for my purchase?
What we teach remains the same, but there are differences in the delivery methods.
In the classroom, we generally run courses over 2 days and it’s an intensive, immersive experience with short breaks and an hour for lunch.
Live online, we run focused sessions with longer breaks in between and over 3 days. The sessions are recorded and made available to you via our online learning platform.
Is there a refund or cancellation policy?
Is there a refund or cancellation policy?
We want you to be happy with your purchase and so will take very seriously any requests for refunds. We will do our best to understand the reason and accommodate your changes.
Our formal policy is that notice of cancellation must be given in writing by email and, once received by us, will result in the following:
- 4 weeks or more before the course start date: 100% refund of original booking amount;
- Less than 4 weeks before the course start date: 70% refund of original booking amount.
What if I need to reschedule my course booking?
What if I need to reschedule my course booking?
We will do our best to understand the reasons for rescheduling and accommodate your changes. We will work flexibly with you, recognising that sometimes rescheduling is unavoidable.
Our formal policy is that rescheduling of courses must be given in writing by email and, once received by us, will result in the following:
- 4 weeks or more before the original course start date: no rescheduling fee;
- Less than 4 weeks before the original course start date: 15% rescheduling fee (calculated as an additional payment based on the fees due / paid for the original course).
Do you offer discounts?
Do you offer discounts?
We offer discounts on a by exception basis and normally only for bulk purchases.
Our financial modelling courses are aimed at professionals who are funded by their employers. If you are still a full-time student, then we recommend our free resources.