A Highly Interactive Training Course On

Fundamentals of Financial Modelling

Introducing Financial Modelling Techniques

Classroom Sessions
10-14 Mar 2025
Dubai
$5,950
16-20 Jun 2025
London
$5,950
25-29 Aug 2025
London
$5,950
17-21 Nov 2025
Dubai
$5,950

Course Introduction

The "Fundamentals of Financial Modelling" training course is tailored to provide a comprehensive foundation in financial modelling, making it ideal for individuals new to the field. Whether you work in finance, accounting, or business analysis, this course will empower you with the essential skills to create financial models that drive informed decision-making.  

Through hands-on exercises and practical applications, participants will learn how to design simple yet impactful financial models in Excel. These models will equip you with the tools needed for budgeting, forecasting, and financial analysis.  

What You'll Learn:  

  • How to build foundational financial models using Excel  
  • A deep understanding of key financial statements and their interconnections  
  • Techniques for creating budgeting and forecasting models  
  • Conducting sensitivity analyses to evaluate financial assumptions  
  • Presenting financial data effectively to support decision-making  

Training Objectives

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

  • Grasp fundamental financial modelling concepts and terminology  
  • Build basic financial models for budgeting and forecasting purposes  
  • Apply financial analysis techniques to real-world business scenarios  
  • Understand the relationships between income statements, balance sheets, and cash flow statements  
  • Develop clear and effective financial models in Excel  

Training Methodology

This COPEX training course employs an engaging mix of guided tutorials, interactive exercises, and collaborative group discussions. Participants will gain hands-on experience by creating financial models in Excel, with expert instructors providing personalized guidance at every step.

Prepare to unlock the power of financial modelling and take your analytical skills to the next level!

Who should Attend?

This training course is ideal for those beginning their journey in financial modelling, or those who wish to strengthen their foundational skills.

  • Junior financial analysts and accountants
  • Business analysts and planners new to financial modelling
  • Professionals aiming to improve their budgeting and forecasting abilities
  • Consultants looking to build or refine their financial modelling skills
  • Professionals pursuing finance-related careers

Course Outline

Day One: Introduction to Financial Modelling
  • Overview of financial modeling in practice
  • Building financial models from scratch
  • Introduction to key financial statements 
  • Income Statement 
  • Balance Sheet
  • Cash Flow Statement
  • Structure and organization of financial models
Day Two: Financial Statements and Forecasting
  • Understanding historical financial statements
  • Forecasting revenue and expenses
  • Building forecast models for P&L, Balance Sheet & Cash Flow
  • Linking the statements together in a model
Day Three: Discounted Cash Flow (DCF) and Valuation Models
  • Introduction to the DCF valuation method
  • Calculating free cash flow 
  • Calculating terminal value
  • Building a basic DCF model
  • Sensitivity analysis and scenario analysis for valuations
Day Four: Financing and Capital Structure in Models
  • Understanding debt & equity 
  • Hybrid financing
  • Building debt schedules and interest calculations
  • Incorporating capital structure into financial models
  • Leveraged buyout basics
Day Five: Model Review and Presentation Skills
  • Reviewing financial models for accuracy and completeness
  • Common errors  in financial modeling
  • Avoiding the main pitfalls in financial modeling
  • Best practices for presenting financial models
  • Hands-on exercises and feedback

Certificates

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

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.

What is COPEX?

COPEX stands for “Competency Enhancement Programs” These courses are designed to develop and enhance the skills and knowledge of professionals across various sectors.

What are the benefits of attending COPEX training courses?

Enhanced Skills: Develop in-demand skills and knowledge in your chosen field.
Career Advancement: Improve your career prospects and increase your earning potential.
Increased Confidence: Gain confidence in your abilities and enhance your professional presence.
Networking Opportunities: Connect with other professionals and industry experts.
Improved Job Performance: Enhance your productivity, efficiency, and job satisfaction.
Personal Growth: Develop valuable personal and professional skills that can benefit you in all areas of life.

What makes COPEX training courses unique?

Experienced Instructors: Courses are delivered by highly qualified and experienced instructors with industry expertise.
Interactive Learning: Engaging and interactive learning methods, including workshops, simulations, case studies, and group discussions.
Practical Application: Focus on practical skills and real-world applications, enabling you to apply your learning immediately.
Flexible Learning Options: A variety of course formats available, including classroom training, online courses, and blended learning.
Certification & Recognition: Upon successful completion, you may receive industry-recognized certifications.

What is the cost of COPEX training courses?

The cost of COPEX training courses varies depending on the course duration, content, and delivery method.

How can I register?

There are several ways to register in our public training courses:
Online – Browse the Training Plan, select the course of choice, click on the button
“Register Now” inside the course outline page.
E-mail – Send the details (name, company name, email address and training course of
choice) of your nomination to [email protected]
Telephone – +971 4 368 6886 or +971 50 106 2750

When will I receive the confirmation for my registration/s?

Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.

What is included in the training fee?

Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.

What are the available payment methods?

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

How many hours per day, and what are the timings of your training courses?

Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.

Where do you usually hold your training courses?

Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.

Do you provide hotel booking assistance to your delegates?

Once officially registered, we can assist by providing the corporate rates provided by the hotel where the training course will be conducted. Early confirmation will enable us to secure the room at reduced rates

In case of failure to attend, what is your cancellation policy?

Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.

What will I receive after the training course?

Delegates who will attend and successfully complete the training course will earn a COPEX Certificate of Completion. This certification is designed to validate the successful knowledge transfer, and that the desired learning objectives and outcomes to further advance your professional competency are achieved.

We can customize this
training course for you!

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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