5 Day Masterclass in Financial Modelling | Terrapinn Training
5 day Masterclass

Financial Modelling


Take your analytical skills to the next level... and design world-class models.

You will receive individual attention and highly personalised support throughout the workshop. In addition to the personal step-by-step expert tuition, you will also receive over 300 pages of exclusive course documentation - and a CDROM full of best-practice templates for a multitude of real-world scenarios.

Learn bulb

develop new skills

Learn the most effective ways to design, build and cross-check your financial models

Learn bulb

get practical

Acquire macro-building skills to boost your efficiency and accuracy

Learn bulb

learn from the best

Get professional templates for a multitude of real-world scenarios - save hours of modelling manipulation time!

Apply Evaluation Disciplines and Frameworks immediately to your daily work routine

How many times have you come across poorly designed models with serious logic flaws, loose frameworks and impossible-to-decipher cross references?

This highly-practical, hands-on programme is guaranteed to sharpen your Excel modelling skills. We will show you how to develop and build more user-friendly, robust valuation and simulation models - faster, better and with greater accuracy!
By adopting a structured design strategy, you can develop professional models in less time and with greater accuracy. This intensive course is packed with cutting-edge spreadsheet design ideas, simulation exercises and lots of applied graphics to bring your modelling and presentation skills to another level.


In just 5 days you will:

  • The most effective way to design a spreadsheet
  • New optimisation tools for solving complex business problems
  • How to audit & debug your spreadsheet
  • Goal-seeking, linear programming and decision analysis functions
  • How to use presentation features to improve reports and graphs
  • How models can be used in the strategic planning process
  • How to formulate and develop a model for financial planning
  • To build the different models available for handling risk and uncertainty

Organisations that will benefit:

  • All Forward Thinking Companies
  • Big Corporations
  • Banks
  • Financial Services
  • Financial Consultants
  • Private Equity & Hedge Funds
  • Energy Companies
  • Telecom, Media & Technology Companies
  • Financial Services
  • Retail Companies
  • Holding Companies

Who will attend:

  • C-Level Executives: CFO, COO
  • Financial Managers
  • Financial Analysts
  • Fund Managers
  • Project Managers
  • Business Heads
  • Portfolio Managers
  • Accountants
  • Business, Equity & Credit Analysts
  • Corporate Finance

Course Agenda

  • Big Picture
  • Speed Networking
  • Spreadsheet Logic
  • Workshop Simulation: Techniques of modelling & Structuring
  • Calculation Techniques
  • Consolidating and Linking
  • Interface with other applications
  • Workshop Simulation: link across spreadsheet files
  • Graphics and Presentation
  • Auditing and debugging
  • Macros
  • Workshop Simulation: Build a simple menu-driven model
  • Input/Output Macros
  • Workshop Simulation: You will add input/output features to your model
  • Branching and Loops
  • Workshop Simulation: Add branching macros to your model
  • List boxes and Scroll bars
  • Workshop Simulation: Add list boxes and scroll bars to your model
  • External Database Links
  • Workshop Simulation: Learn how to build an external database link
  • Designing a Financial Model
  • An Overview of the Different types of Financial Models
  • An Examination of the Techniques
  • Workshop Simulation: Building an introductory financial model
  • Deterministic Models
  • Workshop Simulation: Building a deterministic model
  • Risk Sensitivity
  • Workshop Simulation: Introducing sensitivity, scenarios and simulation into the deterministic model
  • Optimisation
  • Workshop Simulation: Building an optimisation model
  • Forecasting
  • Workshop Simulation: Building a forecasting model
  • Economic Models
  • Decision Tree Analysis
  • Workshop Simulation: Building a decision tree model
  • Decision Support Systems
  • Workshop Simulation: Improving the user interface
  • Financial Derivatives
  • Wrap

For further information please call: +44 (0)207 092 1045

  • “The depth and knowledge of my trainer was extremely impressive. In 3 days I have had, without a doubt, a masterclass on the industry. Truly world class.”

    - Gordon Dowall Potter, Past Delegate

  • “Well worth 3 days of study!”

    - Syed Hamza, Past Delegate

  • “The training was excellent! I give it a 10 and will get my trainer's support for my next challenges.”

    - Head of Partnerships & Customer Loyalty at Avis Budget, Past Delegate

  • “Extremely constructive course with a very good dynamic and passionate trainer.”

    - Managing Director at BNP Paribas, Past Delegate

  • “Impressive and cooperative trainer who wanted to make sure the delegates understood.”

    - Budgeting, Planning & Reporting Manager, Past Delegate


We can come to you too! If you have a team of six or more, why not hold a private course? Our experts come to you and the course is tailored to your requirements.

Call +44 (0)20 7092 1045 (United Kingdom)
or +65 6322 2333 (Asia Pacific)
for more details