Financial Modelling Workshops

Current Financial Modelling Workshops:

  • Introduction to Financial Modelling (1 day, Basic) - for those new to Financial Modelling, this course will introduce the fundamentals and concepts of building a financial model using Excel. This is a practical course in which you will develop the skills to build your own financial model which can be taken away for future reference.

    This course is usually taken online (or as an in-house workshop) and is for those new to the concepts and/or with basic Excel skills.  It's a great foundation builder for the other courses.

  • Financial Modelling in Excel (1 day, Intermediate) - a hands-on course designed for business professionals who need to explore the practical usage of advanced Excel functions in a financial model. By creating your own user-friendly financial model, you will learn to translate business concepts into a structured format to identify weaknesses and predict future performance.

    Available as a workshop and now also online!  This is for competent Excel users who need to explore the practical usage of Financial Modelling best practices in a model.
  • **NEW** Advanced Financial Modelling in Excel (1 day, Advanced) - Build on your existing modelling skills and apply new techniques to better analyse financial data, predict revenues and cost and assess risks to justify business decisions in the most time-efficient and effective way.

    Available as a workshop for competent Excel users who are comfortable with fundamental best practice concepts, who want to learn advanced technical methods of Financial Modelling.

If you are not sure which course is right for you, fill in our needs analysis assessment form and we'll get back to you with our recommendations.

More interested in Excel than Financial Modelling?

Whilst Excel is used heavily throughout these Financial Modelling courses there is more focus more on best practice techniques from a Financial Modelling perspective.  We realised though that many people are simply after just improving their Excel skills, and this is why we've created the new Essential Excel for Finance workshop.

It is especially designed for those who don’t have time to sit through extensive Excel “how to” training, this very practical course covers everything you need to perform your job and nothing you don’t! 

In-house training

Got several participants and want to run this course in-house?

Try our in-house training!

Client Comments

I found this course very helpful especially the structure of creating a financial model.

Manager, AmBank (M) Berhad

"Well-presented and content was excellent."

Anonymous

"Very well-structured course with great explanations that link back to the business. Practical!"

Anonymous

"Danielle is an excellent presenter. The course was very well structured and the content was practical, relevant and up-to-date. Danielle displayed a complete understanding of the topic, answered questions quickly and competently, gave each participant individual attention as required and exhibited an exemplary standard of professionalism throughout."

John Crossley, Managing Director, d'Crouza Products Pty Ltd

Beyond/exceeded my expectations! The additional Excel samples are also very useful. I've
learnt a lot within a short time.

Manager - Corporate Planning, Pernec Corporation Berhad

"Intuitive and interesting."

Anonymous

"Excellent course - thanks very much"

Anonymous

"...a breath of fresh air from others you find in the consulting industry - a very relaxed, uncomplicated yet totally focused and effective resource to have involved with your business."

David Lennox, Vision Finance and Property

"Excellent course - thanks very much."

Anonymous

I knew this was the right program for me when Danielle kept emphasizing "best modelling practices".  Looking forward to going deeper!  I did not sense Danielle talking down to me or over me but if felt like she was coming alongside me to help and guide.  Really like her style. 

Anonymous

Danielle has very good delivery skills; the content is packed but presented in a simple, informative and effective way.

Investment Analyst, Employee Provident Fund (EPF)

“It’s a very useful course for those who are dealing with excel spreadsheets in their day-to-day work”

Vice President, Affin Investment Bank

"I was highly impressed with facilities, equipment and material provided. This course should be a core requirement for anyone considering undertaking an analytical role. I feel the course has provided me with the confidence to address stakeholders in discussing forecasting and budgeting - especially the procedure and method of approach. I'll be back for another course!"

Richard Parramon

Valuable skills to acquire for business scenario analysis. Well done!

Head of Finance Department, Perbadanan Nasional Berhad

“Very, very good event!”

Senior Executive, Corporate Services, Dagang Net Technologies Sdn Bhd

“Learnt a lot of tricks in building an effective financial model.”

Business Analyst, Malaysian Biotechnology Corporation Sdn Bhd

"Course was well balanced with practice and theory. Presenter was very knowledgeable and topics were easy to understand."

Anonymous

“Danielle has been supporting our management reporting and budgeting systems since 2004 and we have found her assistance to be invaluable. She is always very responsive and helpful ..Thanks so much - we couldn't do without you!"

Office Finance Manager, BN Group

"I really enjoyed the course.  It gave me a much needed confidence boost to see that my skills were still fine!  It was good to hear about putting a model together in a good way and has really motivated me to work with the ones I have inherited to improve them going forward."

Sharon Flannery, Business Analyst, CS Energy, Brisbane

"It was a very practical course and I now feel confident with Excel and Financial Modelling."

Anonymous

"Good practical information on business modelling and forecasting. Very applicable for day to day use in business."

Anonymous

"Content was comprehensive - I will recommend to others."

Anonymous

“Here you can get an understanding of techniques and concepts to build a great financial model.”

Assistant Manager, Corporate Planning & Subsidiaries, Syarikat Prasarana Negara Berhad

"Well organised and subject matter.... was relevant to my current and future job."

Anonymous

"The content is beneficial, relevant not only in financial modelling but also in daily work related
to Excel. A lot of potential use of what's learnt."

Management Associate, Maybank)

"Danielle's financial modelling course is both well-written and relevant, catering to a wide range of abilities and skill levels. Her knowledge of Excel and financial modelling is impressive and she is patient and effective in sharing that knowledge with her students."

Pilar Foss - Senior Analyst, Hindal Corporate Advisory

"Intuitive and interesting"

Anonymous

"The instructor has years of experience and was able to solve any problems or questions we had in the course."

Anonymous

"Explanations were clear and thorough."

Anonymous

Very helpful trainer.

Engineer, Teknik Janakuasa Sdn Bhd

Thank you, I really enjoyed studying the online introductory course on Financial Modelling; the course is well-structured and organised, and it delivers!

Anonymous

Good course materials and presentation.

Finance Executive, Suzuki Malaysia Automobile Sdn Bhd

"Explanation clear. Good, practical"

Senior Accounts Executive, KL StarRail Sdn Bhd

Thanks for the course, I learnt a great deal!

Analyst, London, UK

This course is certainly very valuable to any finance related position.

Group Financial Controller, Progressive Impact Corporation Berhad

“Excellent well-balanced course between theory&practical issues. The facilitator just introduced the key
relevant topics and made it practical to the job function.”

Senior Vice Presidnet, RHB Investment Bank Berhad

Danielle is a good presenter; she's able to convey the materials in an interesting way, relating
it to real life examples of how we might be able to use what's taught in class. 

Management Associate, Maybank

The content is delivered in the most simple, informative and effective way. I gained a lot by
attending this course. I highly recommend it to others. Building a financial model is no longer
a nightmare for me!

Investment Analyst, Employees Provident Fund (EPF)

“...definitely relevant to our work, especially in developing management financial model and also our
annual budget.”

Finance Manager, Suzuki Malaysia

The course has stretched me and I'm doing things that I am scared of which is great. It gives
me a challenge to improve. Great!

Executive, AmanahRaya-JMF Asset Management Sdn Bhd

"Danielle's knowledge was excellent."

Anonymous

“She [Danielle] has assisted us develop all sorts of tools - customer databases, revenue models and even a customer feedback tracking module. She has also improved the way we interpret the results from these tools.”

Group Partner, Vision Finance and Property Services

"Well structured course, covered the right amount of depth of material, presenter was interested in what she was presenting (more like passionate!)."

Anonymous

The speaker is very knowledgeable in the subject. She was very clear in her explanation. I
have gained very valuable knowledge in terms of Excel usage. 

Corporate Finance Manager, Media Prima Berhad

"The course covered a variety of topics and to a good depth, spanning all abilities. I like the way Danielle is so passionate about what she does. She can engage with people from all cultures."

Bruce McIntosh, Project Manager

“Very good, presented well, location fantastic”

Senior Executive, RHB Investment Bank

Good exposure on how to build good financial models.

Consultant - Credit Marketing, Malaysia Debt Ventures Berhad

“Concise, adaptive, relevant without being overwhelming. Thoroughly enjoyable.”

Bank Islam Malaysia