Foundations of Financial Modeling

Upcoming Sessions

Classroom sessions
Online sessions

Course Introduction

The Foundations of Financial Modeling training course is designed to build your financial modelling expertise using real-world case studies and practical applications. You will strengthen your core finance knowledge and develop the skills needed to make informed decisions that support cost reduction, profit growth, and risk mitigation.

This course focuses on modern tools and techniques for evaluating financial performance and managing risk in the oil and gas sector. Participants will apply sensitivity and scenario analysis to simulate real market events—such as oil price volatility—gaining practical insights into handling uncertainty and improving financial outcomes in complex environments.

This training course will feature:

  • Practical application of financial modelling skills through real-life oil & gas case studies
  • Development of finance knowledge to solve business problems and support decision-making
  • Creation of financial models that can be used immediately within your organization
  • Training on Excel and the latest financial analysis tools and techniques
  • Real-world examples that reflect the challenges faced in oil & gas projects

Objectives

By the end of this course, participants will be able to:

  • Make more informed and improved financial decisions using structured models
  • Build comprehensive financial models for forecasting and analysis
  • Apply modern financial analysis tools and techniques to real data
  • Identify and manage financial risks through model-based simulations
  • Evaluate project performance using robust financial modelling methods

Training Methodology

Throughout the course, delegates will work on case studies and real-life examples to develop their financial modelling and finance skills. The learning approach is hands-on, ensuring participants apply concepts directly to practical scenarios, enhancing retention and real-world usability.

The course is delivered by an experienced financial practitioner who will guide delegates through finance principles and advanced modelling techniques. Training methods include group discussions, interactive exercises, and real case scenarios brought in by participants. This participatory approach ensures delegates leave with valuable skills that benefit both personal growth and organizational performance.

Who Should Attend?

This course is ideal for professionals who need a strong foundation in finance and financial modelling. It is especially beneficial for those who work in or support the oil & gas industry and are involved in project planning, analysis, or decision-making.

This course will greatly benefit:

  • Professionals seeking a deeper understanding of finance concepts
  • Individuals aiming to strengthen their financial modelling skills
  • Decision-makers who rely on financial models for business choices
  • Finance managers and analysts responsible for financial planning
  • Project managers or supervisors working on oil & gas projects
  • Team members involved in financial performance monitoring

Course Outline

Day 1: Foundations of Finance

  • Financial & Management Accounting
  • Developing Financial Statements – Income Statement, Balance Sheet (Statement of Financial Position) & Cashflow Statements
  • Financial Performance using Ratio Analysis
  • Management Accounting – developing budgets
  • OPEX & CAPEX
  • Financial Terminology Explained

Day 2: Foundation of Modelling

  • Basic Excel functions
  • Steps to develop a Financial Model
  • Flow charting Techniques to improve Modelling
  • Input Tables
  • Pivot Tables
  • Foundation Analysis Tools in Excel

Day 3: Financial Modelling

  • Forecasting the Income Statement, Balance Sheet (Statement of Financial Position) & Cashflow Statements
  • Budgeting Models
  • Purchase Decisions
  • Modelling Finance Decisions – Equity or Debt and the Cost of Capital
  • Capital Investment Decisions – Payback, ARR, NPV & IRR using Excel
  • Graphs & Charts to support financial models

Day 4: Modelling Risk Management Scenarios

  • Identifying the major Risks in the Oil & Gas sector
  • Modelling Risk & Uncertainty
  • Sensitivity Analysis
  • Scenario Analysis
  • Break Even Analysis
  • Modelling & Managing changes in Interest Rates & Exchange Rates

Day 5: Modelling the Financial Performance of Oil & Gas Projects

  • Variance Analysis
  • Critical Path Analysis – Financial & Manpower implications
  • GANTT Charts
  • Earned Value Analysis
  • Managing Variances
  • Simulating changes in the project

Providers and Associations

Anderson
Aztech Training
Coventry

Certificate

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

Material published by Copex shown here is copyrighted. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.

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.

Related Categories

This training course is also a part of the 10-Day Titles
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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 Foundations of Financial Modeling 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 Foundations of Financial Modeling 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 Foundations of Financial Modeling 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 Foundations of Financial Modeling 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.

Enquiry

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At Copex Training, we offer customizable courses designed to fit your specific needs. whether it's refining procurement practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.

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