Financial Model Coaching and Training

Equip your staff with the skills required to understand and develop robust and accessible financial models that can be used for project appraisal and fundraising, ongoing monitoring or providing regular management data and reports.

We will work with you to develop bespoke financial model training courses that improve the skills and competency of your team. Your team will then be able to develop and update your in-house financial models and raise your modelling standards.

The courses reinforce best practise principles and emphasise the importance of making financial models that are accessible and easy to understand and update.

A tailored approach

Our financial model training is always tailored to your specific requirements and our financial model training process will give you flexibility over the specific content of the course, leveraging our broad experience in structuring training materials including practical examples.

Materials are also tailored to be relevant and reinforce the application of modelling best practice, protection mechanisms and change control. We find that learning outcomes are far more effective when delegates discuss different approaches and work through practical examples.

Why use us for your financial model training?

We have over 20 years' experience in coaching and training financial modellers to create well-structured models. We can help you with:

  • Appraising new projects
  • Regular management reporting
  • Refinancing of existing operations
  • Planning and forecasting

Our trainers are all experienced financial modelling developers. They use their knowledge and experience to demonstrate pragmatic and practical solutions with relevant examples. Whilst reflecting on complex revenue generation mechanisms and funding requirements applied to project finance or regulated companies.

If you would like to find out more about how our financial model training services can help you, please get in touch with our team.

Key contacts

Kirit Mistry

Kirit Mistry

Partner, Head of Financial
Model Assurance
View bio

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