An intensive professional development training course on
Financial Modelling for Planning and Forecasting
Building Accurate, Data-Driven Models to Support Strategic Financial Decisions
Why Choose Financial Modelling for Planning and Forecasting Training Course?
Financial Modelling for Planning and Forecasting Course expertise has become an essential capability for professionals responsible for making informed financial and strategic decisions. In a competitive and fast-moving business environment, organisations rely on accurate projections, structured planning tools, and dynamic models that support timely, evidence-based decisions. This Financial Modelling for Planning and Forecasting training course provides participants with a strong foundation in model design, forecasting techniques, and analytical skills that directly enhance organisational agility and performance.
This Financial Modelling Training Course helps participants understand how well-constructed models bring clarity to complex financial questions. Through practical Excel-based techniques, participants learn to organise assumptions, evaluate future outcomes, and apply forecasting tools that reflect real business conditions. The course draws on hands-on activities, ensuring each concept is practised and applied in a structured, step-by-step manner that builds confidence and capability.
The Financial Modelling for Planning and Forecasting training course also prepares professionals to manage uncertainty through scenario analysis, sensitivity assessments, and risk-based modelling. By linking forecasting outcomes to strategic priorities, participants learn how reliable models enhance planning accuracy, support long-term financial decisions, and contribute directly to organisational resilience. This practical, analytical, and decision-focused approach allows participants to transform data into actionable insights.
What are the Goals?
This Financial Modelling for Planning and Forecasting training course equips participants with the essential skills required to build clear, reliable, and decision-oriented financial models. The course strengthens forecasting competency and improves the ability to interpret financial outputs for strategic and operational decision-making.
By the end of this Financial Modelling for Planning and Forecasting Course, participants will be able to:
- Design structured and dynamic financial models aligned with best practices
- Apply forecasting and planning techniques for revenues, costs, and key drivers
- Analyse scenarios and perform sensitivity assessments to evaluate uncertainty
- Evaluate investment and risk impact using model-based insights
- Interpret modelling results to support accurate and timely business decisions
Who is this Training Course for?
This Financial Modelling for Planning and Forecasting training course is designed for professionals seeking to improve their financial modelling, forecasting accuracy, and decision-support capabilities. It is highly suitable for individuals who contribute to financial planning, budgeting, investment evaluation, or project analysis.
Participants who will benefit most from this Financial Modelling Training Course include:
- Financial analysts and planners seeking stronger modelling capabilities
- Business and budget managers responsible for financial projections
- Corporate finance professionals supporting strategic planning
- Project and investment managers evaluating feasibility and returns
- Professionals involved in business forecasting and performance analysis
How will this Training Course be Presented?
This Financial Modelling for Planning and Forecasting training course is delivered through an interactive and practical methodology that ensures deep understanding and skill development. Participants work through real-life case studies, hands-on Excel exercises, and guided modelling demonstrations to understand the mechanics behind effective financial models.
The presentation approach of this Financial Modelling Training Course includes:
- Interactive discussions to reinforce key modelling concepts
- Step-by-step Excel-based modelling activities
- Practical exercises to apply forecasting and analytical techniques
- Group work and case studies to build integrated planning and forecasting models
This approach ensures participants gain both technical capability and practical confidence in applying financial modelling tools in their workplace.
The Course Content
- 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
- 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
- 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
- Introduction to scenario analysis
- Sensitivity and what-if analysis
- Monte Carlo simulation overview
- Building flexibility into models
- Stress testing assumptions
- Presenting risk-adjusted projections
- 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
Certificate and Accreditation
- AZTech Certificate of Completion will be provided to delegates who attend and complete the training course
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