Financial Modelling: Introduction


This programme, consisting of three live recordings cover all of the essential Excel skills required to start building simple financial models.

The course is built with the award winning Adobe Connect software and you will have access to three live recordings allowing you to interact with the room, see the presenter through webcam and watch through his screenshare as scenarios are worked through. 

Alongside this, you will have access to a Q&A forum which will be monitored by the tutor to answer your questions and to engage in discussions.


Financial Modelling is an increasing important skill in the business world. This course will ensure that your Excel ability is sufficiently high to be able to start building simple financial models to address various different scenarios and situations. The Excel skills are taught in a financial modelling context but can be employed across many other areas of professional life. In addition to observing the skills covered you will have the opportunity to practise them yourself. This is a “hands-on” interactive course.

The course is suitable for finance and operational staff across all levels of all businesses looking to increase their effectiveness in the workplace. There is no need to be an accountant to benefit from this training.

Learning Outcomes

On completion of this course, you will have a greater understanding of:

  • Excel shortcuts (use of the mouse is actively discouraged)
  • Basic navigation and cell selection
  • Toolbar and function access
  • Copying and linking
  • Financial modelling essentials: flexibility and dynamism
  • F4 dollarisation (absolute cell referencing)
  • Formatting and styles
  • Excel names
  • Logical statements: IF, AND, OR
  • Switches and drop-down lists
  • Lookups: Match, V/H Lookup, Index and Offset


Authored By: Dave Marlow

Dave has a wealth of experience training city professionals in all areas of financial modelling, accounting and financial analysis.

Dave qualified as a chartered accountant with PricewaterhouseCoopers. He then joined the PwC Training Consulting practice, helping PwC clients implement their finance change initiatives with related training programmes. Dave left PwC to join a boutique training firm running programmes for investment banks. He was responsible for the design, development and delivery of a number of graduate training programmes for clients, covering the areas of accounting, analysis, valuation and modelling. Before joining BPP, Dave spent two years further developing his city training experience, with a particular focus on the building of financial models to support bankers in their investment decisions.

At BPP Dave is the head of the Financial Modelling area within Professional Development. He is responsible for the suite of public modelling courses and the related team of trainers.

CPD Points: 3

CPD Duration (hours): 3

Access: 12 months from purchase date

Price: £99.00 (excludes VAT)