In-house financial modelling courses

We have been running in-house financial modelling courses for clients since 1999. Many of our courses are repeat business or part of larger training programmes, and for some, F1F9 training is an integral part of onboarding new staff. These companies appreciate the customisation, flexibility and highly-skilled instructors that we can provide, as well as the ongoing support from
our modelling team.

 

Why use us to provide training for your team?

An in-house course is the best way to build your team’s skills in an intensive, distraction-free and supportive environment. The course agenda and the classroom discussions can be tailored and adapted to suit the needs and abilities of your group.

Our instructors have all completed a rigorous training programme within F1F9, and they have a broad range of real-world experience that they can bring to the classroom – find out more about their background and expertise below.

We offer a range of tried-and-tested courses based on case studies that can be applied to all kinds of modelling challenges. However, if you have specialised requirements we create custom case studies and assessments, as well as bespoke online tutorials.

Our post-course follow up adds tremendous value. Participants receive access to the online version of their classroom course, and can raise questions for our modelling team and participate in discussions with their group or our wider modelling community via online forums, instant chat or email.

What kind of course do you need?

Let us know your course requirements and we’ll get back to you.

Meet our instructors

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Andrew Berkley Andrew has delivered financial modelling courses to numerous institutions including European Bank of Reconstruction and Development, Deloitte, KPMG, Grant Thornton and Siemens. He is an experienced model builder and reviewer with sector experience in telecommunications and transport. He has also worked with smaller businesses in preparing financial forecasts for early stage equity funding proposals. Andrew is a Chartered Accountant and has been delivering corporate training courses since 2004.
John Dimberline John Dimberline is an expert financial modeller with 18+ years of experience advising clients on a wide range of modelling assignments. John has recently led our work with the Utility Regulator of Northern Ireland in the development of their RP6 price determination model, and our work with Ofwat on their PR19 suite of models. In his previous role as the head of Grant Thornton’s national financial modelling team, John has managed modelling assignments covering corporate finance advisory, regulators, oil & gas, highways, housing and regeneration, emergency services, education, renewables and waste. This experience has been gained on model build, operation, review and model audit assignments.
John Richter John Richter has 20+ years of experience with spreadsheet-based project evaluation and market forecast models. His experience has covered all the roles of designer, builder, analyst, and training course instructor. He is the author of the FAST Standard and continues an active training schedule and hands on execution of select modelling assignments. John holds a Bachelor of Science in Mechanical and Aerospace Engineering from Princeton University, magna cum laude, and an MBA from Harvard University.
Mark Ringrose Mark is an expert financial modeller and lead instructor on F1F9’s financial modelling courses. He is a KPMG trained finance professional with 20+ years of experience. Mark has worked on 40+ projects in the renewable energy, social infrastructure, transport (rail and road) and defence sectors. He has extensive experience of project finance, PPP, project risk management. Mark graduated from Kingston University in 1996 with a BEng (Honours) Aerospace Engineering. He also obtained an MSc (Distinction) in Major Programme Management from the University of Oxford in 2013.
Omar Shaker
Omar Shaker Omar is a highly experienced financial modeller having spent the last 14 years building FAST compliant models in the project finance advisory (debt and equity) space. He has worked on some of the largest transactions globally with aggregate value in excess of USD 20Bn. He began his career at F1F9 and went on to join the Royal Bank of Scotland (London), Standard Bank (London) and Standard Chartered Bank (Dubai). Omar has recently rejoined F1F9 as lead instructor for the MEA and APAC regions. He is fluent in Arabic both written and spoken.
Morten Siersted
Morten Siersted Morten has unrivalled experience in developing robust and efficient spreadsheet modelling processes and building modelling teams and capacity for both F1F9 and its clients. He has also had a pivotal role in developing the FAST Standard, including setting up the not-for-profit FAST Standard Organisation in 2011. Morten has recently completed an MSc in International Public Policy Analysis from Bath University (within the Centre for Development Studies).
Toby Tucker Toby is an experienced, KPMG trained FCA, with 15+ years of extensive commercial and transactional experience. He is an expert financial modeller and lead instructor on F1F9’s financial modelling courses, delivering F1F9 courses for the European Bank of Reconstruction and Development, Bank of Tokyo Mitsubishi, ENGIE and Drax – as well as F1F9’s open courses.

Case studies

Eneco is a Dutch energy company that works for all to participate in the transition to sustainable energy. It services 5.3 million customer contracts across The Netherlands, Belgium and Germany and has an ongoing commitment to promoting financial modelling skills amongst its analysts. Eneco engaged F1F9 to deliver a programme of financial modelling courses to their investment analysts. The initiative has been extended to include advanced Project Finance modelling.
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Eneco is a Dutch energy company that works for all to participate in the transition to sustainable energy. It services 5.3 million customer contracts across The Netherlands, Belgium and Germany and has an ongoing commitment to promoting financial modelling skills amongst its analysts. Eneco engaged F1F9 to deliver a programme of financial modelling courses to their investment analysts. The initiative has been extended to include advanced Project Finance modelling. 70+ analysts have completed the F1F9 training. Eneco has adopted a standardised approach to modelling across the business and finance functions. Analysts are able to build high-quality models across multiple business units (wind, solar, heat and industrials).
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We have been working with Mubadala to standardise their approach to financial modelling (“The Mubadala Way”) since 2012. We have taught over 200 analysts from a wide variety of sectors. Our training programme uses a variety of learning approaches: self-study backed up with support from our team of modellers, informal and formal assessments, instructor-led classroom sessions and webinars. At the final stage of the programme, participants are required to present to senior members of the organisation.
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We have been working with Mubadala to standardise their approach to financial modelling (“The Mubadala Way”) since 2012. We have taught over 200 analysts from a wide variety of sectors. Our training programme uses a variety of learning approaches: self-study backed up with support from our team of modellers, informal and formal assessments, instructor-led classroom sessions and webinars. At the final stage of the programme, participants are required to present to senior members of the organisation. Our initial brief was to run a programme for Mubadala’s core modellers – those professionals who work with financial models of considerable complexity on a daily basis. Based on a real-world case study, the training took participants through all the requirements for financial modelling from basic skills and drills in Excel to the design and construction of a highly complex set of financing requirements.

Since running the early programmes, we have amended the course material to give it a more general appeal (suitable for analysts for whom modelling is not core but nonetheless important). This included the development of further case studies relevant to the work being undertaken (including a hotel and a satellite). We continue to work with Mubadala’s learning and development team in improving the design of the programme.

Mubadala’s commitment to a single financial modelling standard has resulted in its analysts understanding the importance of a common approach and honing their technical skills. The course has been popular and in high demand – with participants enjoying the study material and the opportunity to present their work to senior colleagues.
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Our clients

Virgin Trains logo
Asset Alliance Group logo
I use my new found skills on a daily basis and can’t speak highly enough of the course and what it has given myself and my colleague. It has changed how we do all of our modelling in the company and has received really positive feedback from everyone that has used the model or reviewed the model.
Sally Brierley, Financial Modeller, FCC Environment
We were stunned at the difference that a standardised approach made. Our new Excel models can provide information that just isn’t accessible through an ERP.
Philip Whittingham COO (and former FD), Virgin Trains
The course was great. I learned so much and really enjoyed it. I’m looking forward to using it in my own work. I would be very happy to recommend the course.
Eric Eastlund, Head of Analytics, SCIO Capital
From start to finish the team were very professional and demonstrated considerable experience in what they were doing. The end result is an exceptionally powerful tool, which is straightforward to use, and now forms the backbone to our forecasting process. I would have no hesitation in recommending F1F9.
Douglas McArthur, CA Group FD, Asset Alliance
[The instructor] was enthusiastic about the material and the course itself which created good engagement in class. I particularly liked the fact that we were consistently taking part in the course, rather than being "taught" we were facilitated.
Andrew Dias, Finance Business Partner, Stansted Airport
The Enterprise model is great value for money. We compared it to the other standard reporting systems available such as Sage and Oracle but the F1F9 solution was much cheaper and also gave us the flexibility to change the way we report our business as it grows and develops. It has halved the time our month end reporting process takes. We started out wanting a model for budgeting purposes only but when we saw what the model could do we decided to use it for actuals reporting as well as our rolling forecasts.
Charles Carolan, Senior Financial Analyst, Skrill
[The instructor] was absolutely excellent. Everything was extremely clear, the pace of the class was spot on. I thought I would come away being slightly better at reading models but actually now I would feel completely confident starting my own.
Emma Paterson,  SSE/ Beatrice Offshore Windfarm Limited 
The team at F1F9 were responsive, hardworking and helped us upgrade our model to be fit for purpose post acquisition. F1F9 took the time to understand our needs early in the process, met deadlines and were professional in their approach.
Investment Manager, UK Private Equity House
Thanks for the excellent academy which has so boosted my own modest modeling skills. F1F9's strong customer service culture is a big help.
Geoffrey Finch, Resident Adviser for Infrastructure Finance for the US Treasury Office of Technical Assistance - Government of Paraguay, Ministry of Finance
I particularly liked the setup of the online training, and the portions provided in each section. The ability to go back and review and exercise with the models after each training and even after a few training provided an excellent opportunity to really 'learn' the skills. The setup allowed for my own pace of learning and the time I was able to dedicate besides work to complete the training. I highly recommended the training to colleagues.
Hartmut Weissmann