Advanced Financial Modelling with Excel

Upcoming Sessions

Classroom sessions
Online sessions

Course Introduction

The Advanced Financial Modelling with Excel training course is designed to elevate your financial modelling expertise through practical, hands-on analysis of real-world case studies. This course not only improves your technical Excel capabilities but also deepens your financial knowledge, empowering you to make strategic decisions that reduce costs, enhance profitability, and manage risk more effectively. Participants will leave with advanced modelling skills that can be directly applied to business situations.

Throughout the course, learners will explore advanced tools and methodologies for estimating sales, costs, risks, and key economic variables. The training focuses on building sophisticated financial optimisation models in Excel, following international best practices and modern modelling techniques. With a strong emphasis on practical application, the course prepares you to handle complex financial challenges in real business environments.

This training course will feature:

  • Practical application of advanced financial modelling skills through real-life case studies in the Oil & Gas sector and your organisation
  • Development of advanced financial knowledge for improved business decision making
  • Building advanced financial models that are useful for day-to-day business operations
  • Training using Excel and the latest financial analysis tools and techniques
  • Supporting material in both hard and soft copy covering key financial and modelling techniques

Objectives

This course is designed to build advanced financial modelling expertise in Excel while strengthening your ability to analyse and interpret financial data. By the end of this training course, participants will be equipped with the skills needed to develop robust models and make informed financial decisions. The focus is on applying best practices and modern techniques to solve real business problems, helping participants become confident in managing financial risk, forecasting outcomes, and presenting results effectively.

Participants will be able to:

  • Make improved financial decisions using Excel
  • Develop advanced financial models using Excel
  • Apply best practice and the latest tools and techniques to analyse financial data
  • Manage sales, costs, and financial risk using financial models
  • Prepare, use, and report on advanced financial models

Training Methodology

The training methodology is highly practical and centred around real-world application. Throughout the course, delegates will work on case studies and real-life examples to build their advanced financial modelling and finance skills. Each session is designed to reinforce learning through hands-on exercises, ensuring that participants can apply what they learn immediately in their workplace. The course uses a structured approach to build from advanced Excel techniques to full financial optimisation models.

The course is led by an experienced financial practitioner who guides participants through the latest tools and techniques. Learning is delivered through a blend of discussions, case studies, exercises, and interactive workshops. Where relevant, real issues brought in by delegates are integrated into the training, making the content highly relevant and practical. This participatory approach ensures that delegates leave with new skills and a stronger ability to apply advanced financial modelling in their organisation.

Who Should Attend?

This course is suitable for professionals who wish to strengthen their finance and modelling capabilities. It is particularly valuable for those who are responsible for financial planning, analysis, forecasting, and decision making. The training is ideal for individuals who use financial models to support business decisions or who need to understand financial outputs in order to influence strategic outcomes.

This course will greatly benefit:

  • Professionals who need to develop a stronger understanding of finance
  • Professionals who want to enhance their advanced financial modelling skills
  • Individuals who make decisions using financial models or are impacted by these decisions
  • Finance managers and financial analysts involved in planning and budgeting
  • Those responsible for estimating sales, costs, risks, and economic variables

Course Outline

Day 1: Advanced Modelling Skills with Excel

  • From Basic Modelling to Advanced Modelling
  • Identifying Financial Applications for Modelling in the Oil & Gas sector
  • Advanced Financial Applications of Excel
  • Advanced Financial Analysis Tools in Excel
  • Graphs & Charts to aid Financial Analysis
  • Best Practice in Modelling with Excel

Day 2: Estimation Models - Income, Costs, Risks & Economic Variables (Oil Prices, Exchange Rates & Interest Rates)

  • Cost Estimation – Incremental; Inflation, PERT, Supply & Demand factors
  • Forecasting using Statistical Methods in Excel – Time Series Analysis, Exponential Smoothing, Correlation & Regression Analysis
  • Risk Measurement using – Probability Analysis, Correlation & Beta
  • Forecasting Oil Prices using statistical models
  • Measuring & Managing Investment Risk
  • Forecasting Interest Rates & Exchange Rates using historical data, Interest Rate Parity Theory and Purchasing Power Parity Theory

Day 3: Developing an Advanced Financial Optimisation Model

  • Developing the Financial Model using Costs and Economic Variables estimated on Day 2
  • Simulating changes to Costs & Accounts Payable
  • Simulating changes to Sales Volume, Oil Price & Accounts Receivables
  • Financial Derivatives – Forwards, Options Futures & Swaps
  • Using Derivatives to Managing Oil Price Volatility, Interest Rates & Exchange Rates
  • Implementing Policies to manage change

Day 4: Models to Assess Growth Strategies

  • Evaluating growth strategies
  • Models to simulate growth strategies
  • The dangers of Overtrading
  • Examining the impact on Working Capital
  • Examining the impact on Leverage
  • Mergers & Acquisitions – Modelling the impact on Share Price, Market Value, Earnings & EPS

Day 5: Modelling Best Practices

  • Case Study incorporating the skills from Day 1 – 4
  • Developing an Advanced Financial Optimisation Model to meet the needs of the delegates and their organisation
  • Presentation of the Model
  • Testing the Model
  • Improving the Model
  • Decision Making & Reporting

Providers and Associations

Anderson
Aztech Training
Coventry

Certificate

  • COPEX Certificate of Attendance will be provided to delegates who attend and complete the course

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Whats Makes Copex Courses Unique?

COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.

Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.

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Frequently Asked Questions

This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.

Yes, and we'd love to make that happen. COPEX  specialises in fully customised in-house training, adapting course content to align with your organisation's unique goals, culture, and industry demands. Get in touch with us directly and we'll craft the right solution for your team.

Yes, the choice is yours. The Advanced Financial Modelling with Excel Training Course  runs in a traditional classroom setting across various international locations, and it's also available as a live online programme for those who prefer to learn from wherever they are. Pick the format that fits your lifestyle and schedule best.

Not at all. The Advanced Financial Modelling with Excel Training Course doors are open to everyone, regardless of your background or how many years you've been in the industry. That said, having some familiarity with the subject area can help you get even more out of the experience.

Our team is available around the clock — 24 hours a day, 7 days a week — ready to answer any question you have. Whether you need help choosing the right course, completing your registration, or sorting out logistics, we're here for you.

Expect an engaging, hands-on journey — not a room full of slides and passive listening. COPEX’s delivery blends presentations with group discussions, real-world case studies, practical exercises, and collaborative workshops. The goal is simple: everything you learn, you can use immediately back at work.

You'll be in good hands. COPEX hosts its courses in premium 4-star and 5-star hotels, with professional, fully equipped training spaces designed for focus and comfort. Throughout each day, you'll enjoy refreshment breaks with coffee and snacks, plus a complimentary lunch following every session.

This Advanced Financial Modelling with Excel Training Course welcomes professionals from all walks of corporate life — whether you're a seasoned manager, an emerging team leader, a subject-matter specialist, or simply someone driven to grow in their field. If you're serious about advancing your career and deepening your expertise, this course was built with you in mind.

Absolutely. Every participant who successfully completes the Advanced Financial Modelling with Excel Training Course earns an COPEX Certificate of Completion — a recognised mark of professional achievement. Depending on the specific course, it may also qualify for Training credits, which will be clearly noted in the course details.

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