Tailored in-house training

Financial Modelling and Excel for Finance

Equip your finance team with practical Excel and financial modelling skills, from core techniques to advanced valuation, M&A analysis, and building flexible, auditable models.

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Available courses

From mastering foundational Excel functionality to developing complex leveraged buyout models, our courses are structured to build your team's expertise progressively. Explore the range of courses below to find the precise training your finance professionals need to excel.

Introduction to Excel Functionality

This course provides a practical introduction to Excel’s core features used in day-to-day business activities. Participants develop confidence in working with data, applying formulas and functions, and producing clear, professional outputs.

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Use keyboard shortcuts to improve speed and efficiency
Navigate and customise the Excel interface
Apply commonly used formulas and functions
Work with named cells and ranges
Use data validation and “what-if” analysis tools
Create clear and effective charts
Build and use pivot tables to analyse data
Record and edit simple macros
Protect cells and worksheets appropriately

Introduction to Financial Modelling with Excel

This course introduces the core principles and practical application of financial modelling. Participants build an integrated financial model using Excel, developing forecasts and assessing business performance through a structured case study.

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Apply Excel tools used in financial forecasting
Design a clear and flexible financial model structure
Build integrated financial statements within a model
Forecast the financial performance of an organisation
Apply scenario and sensitivity analysis
Present model outputs using charts and visualisations

Financial Statement Analysis using Excel

This course provides a practical introduction to analysing financial statements using Excel. Participants explore how income statements, balance sheets, and cash flow statements interact, and how Excel can be used to interpret performance and financial position.

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Apply Excel tools to support financial statement analysis
Analyse income statements and key performance drivers
Analyse balance sheets and financial position indicators
Analyse cash flow statements and liquidity measures
Understand the relationship between the three financial statements
Perform ratio analysis using Excel
Assess financial performance using key KPIs

Three Statement Modelling and Valuation

This course develops the practical skills required to build a fully integrated three-statement financial model and apply valuation techniques. Participants construct a linked income statement, balance sheet, and cash flow forecasts before performing equity valuation.

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Plan and structure an integrated financial model
Build linked three-statement forecasts
Develop clear, consistent, and review-friendly models
Apply Discounted Cash Flow (DCF) valuation techniques
Design flexible valuation models
Perform scenario and sensitivity analysis

M&A and LBO Modelling

This course develops the practical financial modelling skills required to evaluate mergers, acquisitions, and leveraged buyout (LBO) transactions. Participants build structured models to analyse transaction impact, financing structures, and value creation drivers.

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Build and interpret a merger model
Prepare pro forma group financial statements
Perform accretion and dilution analysis
Evaluate transaction financing structures
Build and analyse an LBO model
Develop flexible debt schedules
Understand key sources of value creation in private equity transactions

Bank Modelling and Valuation

This course develops the practical skills required to build and apply financial models within a banking context. Participants explore bank financial statement dynamics, construct forecasting models, and perform equity valuation.

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Apply advanced Excel techniques used in bank modelling
Design and structure robust bank financial models
Understand the interaction of key banking assets and liabilities
Forecast bank financial statements
Develop clear, audit- and review-friendly models
Apply valuation techniques, including cash flow and comparables
Perform scenario and sensitivity analysis

Advanced Financial Modelling

This course strengthens advanced financial modelling capability, focusing on building flexible, transparent, and auditable models. Participants refine Excel techniques, improve model structure, and enhance productivity through practical, real-world exercises.

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Apply advanced Excel tools and functions within financial models
Build flexible forecasts using model switches and controls
Consolidate periodic forecasts into annual projections
Model timing mechanics in project finance and debt models
Review, decode, and audit existing financial models
Calculate advanced performance and analytical metrics
Create and modify macros using VBA
Design dynamic dashboards for model presentation

Corporate Valuation using Excel

This course provides a practical exploration of corporate valuation techniques using Excel. Participants examine how organisations are valued across investment and transaction contexts, applying structured valuation models supported by real-world case studies.

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Explain the key drivers of corporate value
Understand the components of enterprise and equity value
Calculate equity value from enterprise value, and vice versa
Calculate WACC and understand its components
Apply discounted cash flow (DCF) valuation techniques
Apply multiples-based valuation methods
Perform scenario and sensitivity analysis
Interpret valuation outputs to support decision-making

Mergers and Acquisitions, and Leveraged Buyout Modelling

This course develops the practical modelling skills required to evaluate mergers, acquisitions, and leveraged buyout (LBO) transactions. Participants build structured financial models to assess transaction impact, financing structures, and value creation.

Show course objectives

Build and interpret a merger model
Prepare pro forma financial statements
Perform accretion and dilution analysis
Evaluate transaction financing structures
Build and analyse an LBO model
Develop flexible debt schedules
Understand key drivers of value creation in private equity transactions

Tailored in-house training

Cost

Competitive pricing

Format

Online / in person

Get in touch to learn more about in-house training solutions tailored for your organisation.

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Why choose Kaplan?

Choosing Kaplan means partnering with an industry leader dedicated to your team's growth. This is why some of the most globally recognised banks and investment companies trust us for their training and development needs.

Future facing

Our courses and support tools are developed with market leading employers. We understand the current and future needs of the industry and how to equip individuals to be ready for change.

Real-world impact

Our courses help develop essential knowledge and technical skills that can be applied in the real world, and cover a range of vital and emerging topics.