Financial Modelling Introduction 1: Golden Rules


Financial modelling is becoming an increasingly important skill in an economic environment characterised by ever more uncertainty. The ability to use Excel to predict what the financial performance and position of a business or venture might look like in the future, depending on particular assumptions and estimates.

It is easy to build a poor financial model. It is difficult to build a high quality financial model which will satisfy the needs of the user. In order to build the latter rather than the former there are a number of Golden Rules (Dos and Don’ts) that must be adhered to. This course explains what those rules are.

Learning Outcomes: 

On completion of this course, you will

  • The difference between a poor financial model and a high quality model
  • The golden rules of financial modelling
  • How the rules help to create high quality financial models
  • The practical issues encountered when applying the golden rules


Authored by: David Marlow

Dave Marlow 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 is the Head of the Financial Modelling area at BPP within Professional Development.

A CPD certificate of completion will be provided by BPP Professional Education Limited upon successful completion of the online course.

CPD Points: 1

CPD Duration (hours): 1

Access: 12 months from purchase date

Price: £35.00 (excludes VAT)