A Highly Interactive Training Course On

Mastering Financial Modelling for Planning and Forecasting

Building Accurate, Data-Driven Models to Support Strategic Financial Decisions

Mastering Financial Modelling for Planning and Forecasting
Course Schedule

CLASSROOM

22-26 Sep 2025
Dubai
$5,950
22-26 Dec 2025
London
$5,950
13-17 Jul 2026
Barcelona
$5,950
21-25 Sep 2026
London
$5,950
21-25 Dec 2026
Dubai
$5,950

ONLINE

04-08 Aug 2025
Online
$3,950
27-31 Oct 2025
Online
$3,950
20-24 Apr 2026
Online
$3,950
Certificate
  • Coventry Academy Certificate of Attendance will be provided to delegates who attend and complete the course

Training Overview

Training Overview

The Mastering Financial Modelling for Planning and Forecasting training course delivers a practical introduction to building reliable financial models that support strategic planning and accurate forecasting. In a business environment marked by constant change, organisations need dependable financial insights to guide decision-making. This course equips professionals with the knowledge and hands-on skills to develop dynamic Excel-based models, perform forecasts, and conduct risk assessments—all aligned with business strategy. Focused on real-world application, it enables participants to immediately apply their learning to drive better planning outcomes.

In today’s data-driven economy, financial modelling is an essential capability, not just a technical skill. This training course empowers delegates with the ability to create accurate, adaptable models that inform both day-to-day decisions and long-term strategies. By enhancing forecasting accuracy, performance analysis, and strategic alignment, participants will be better prepared to contribute meaningfully to their organisation’s success and adaptability in a competitive market.

This training course will feature:

  • Practical Excel-based financial modelling techniques
  • Forecasting methods for revenues and costs
  • Scenario and sensitivity analysis
  • Strategic financial planning tools
  • Building dynamic and flexible models

What are the goals?

By the end of this training course, delegates will be able to:

  • Design dynamic financial models
  • Apply forecasting and planning techniques
  • Analyse scenarios and sensitivities
  • Evaluate investment and risk impact
  • Interpret results for better decisions

Who is this Training Course for?

This training course is suitable to a wide range of professionals looking to improve their financial analysis and planning skills.

This training course is suitable to a wide range of professionals but will greatly benefit:

  • Financial analysts and planners
  • Business and budget managers
  • Corporate finance professionals
  • Project and investment managers
  • Anyone involved in business forecasting

How will this Training Course be Presented?

This training course will utilise a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. This includes an interactive mixture of lecture-led learning & group discussions.

The Course Content

Day One: Introduction to Financial Modelling
  • Role of models in decision-making
  • Structuring financial models in Excel
  • Key functions and best practices
  • Building assumptions and drivers
  • Financial statement structure overview
  • Linking income, balance, cash flow
Day Two: Forecasting Techniques and Applications
  • Revenue and cost forecasting methods
  • Forecasting assumptions and scenarios
  • Time series and regression models
  • Drivers of working capital changes
  • Forecasting capital expenditures
  • Forecasting funding and financing needs
Day Three: Building Integrated Models
  • Creating dynamic integrated models
  • Modelling using historical data
  • Excel tools for dynamic modelling
  • Building cash flow forecasting models
  • Debt and interest modelling basics
  • Finalising the model for analysis
Day Four: Scenario Planning and Risk Analysis
  • Introduction to scenario analysis
  • Sensitivity and what-if analysis
  • Monte Carlo simulation overview
  • Building flexibility into models
  • Stress testing assumptions
  • Presenting risk-adjusted projections
Day Five: Strategic Planning and Valuation Models
  • Using models for strategic planning
  • Long-term financial forecasting models
  • Investment appraisal and valuation
  • KPI tracking and dashboard creation
  • Case study: end-to-end model build
  • Course wrap-up and best practices

Providers and Associations

Anderson
Anderson
Aztech Training
Aztech Training