Course Overview

Strong financial models do more than calculate numbers—they support better decisions. Whether you’re assessing an investment, analysing a new project, or evaluating the financial impact of a major initiative, modelling helps you see the bigger picture and test your assumptions with confidence.

That’s the focus of the Business and Financial Modelling programme by Transformentors Academy. It goes beyond Excel formulas to help you build models that are clear, structured, and reliable in real-world situations.

Over five intensive days, the programme covers key areas such as time value of money, capital budgeting, scenario planning, valuation techniques, and advanced Excel tools like Solver and Goal Seek. Through hands-on exercises, participants will build models from scratch, troubleshoot issues, and learn how to present insights effectively to support informed decision-making.

Agenda

Day — 1 Introduction to Financial Modelling & Time Value

• Understanding financial models and why organisations use them
• Learning the process and key steps for building reliable financial models
• Improving model quality using structured techniques and flowcharting
• Introducing Time Value of Money (TVM): concepts, principles, and applications
• Applying TVM concepts in financial models:
  • Weighted Average Cost of Capital (WACC)
  • Net Present Value (NPV)
  • Internal Rate of Return (IRR)
• Using Excel functions for financial calculations:
  • NPV
  • IRR
  • MIRR

Day — 2 Financial Analysis Models

• Comparing key financial analysis techniques used in models:
  • Break-even Analysis
  • Scenario Analysis
  • Sensitivity Analysis
• Applying best practices for integrating analysis techniques into financial models
• Understanding leasing concepts and different types of leases
• Evaluating lease vs. buy decisions using financial reasoning
• Using financial models to support lease versus purchase decisions
• Incorporating risk management considerations into financial decision-making

Day — 3 Financial Ratio Analysis & Valuation Models

• Understanding key financial ratios to assess performance and financial health:
  • Profitability Ratios
  • Liquidity Ratios
  • Solvency Ratios
  • Efficiency Ratios
• Applying peer group analysis to compare company performance
• Using financial ratios within models for performance evaluation
• Exploring valuation models for stocks and bonds:
  • Discounted Cash Flow (DCF)
  • Dividend Discount Model (DDM)
  • Price-to-Earnings (P/E)
  • Comparable Company Analysis (CCA)
• Calculating and interpreting:
  • Intrinsic Value
  • Market Value
  • Price
  • Yield to Maturity (YTM)
• Building financial models to evaluate stock and bond investments

Day — 4 Advanced Modelling Techniques & Tools

• Using advanced Excel tools to solve complex financial problems:
  • Solver
  • Goal Seek
• Understanding the steps to develop financial optimisation models
• Identifying key financial activities to include in models
• Building connected and integrated financial models
• Creating multi-part models with structured techniques
• Reviewing and analysing real-world financial model examples

Day — 5 Application & Troubleshooting in Financial Modelling

• Understanding the full financial model lifecycle: from creation and testing to real-world application
• Identifying common issues in model development and applying practical solutions
• Applying best practices to use models for strategic decision-making and operational improvement
• Validating and reviewing models to ensure accuracy and reliability
• Updating models regularly based on new data and performance insights
• Final presentation: Developing and presenting a personalised financial model

Learning Outcomes

By the end of the Business and Financial Modelling programme, participants will be able to:

• Understand the full financial modelling process and apply flowcharting techniques to improve model accuracy and structure
• Apply Time Value of Money concepts in modelling:
  • Net Present Value (NPV)
  • Internal Rate of Return (IRR)
  • Weighted Average Cost of Capital (WACC)
• Use financial analysis techniques within models:
  • Break-even Analysis
  • Scenario Analysis
  • Sensitivity Analysis
• Evaluate lease vs. buy decisions using financial models
• Analyse financial performance using key ratios:
  • Profitability
  • Liquidity
  • Solvency
  • Efficiency
  • Peer Group Analysis
• Apply valuation models to assess investments:
  • Discounted Cash Flow (DCF)
  • Dividend Discount Model (DDM)
  • Comparable Company Analysis (CCA)
• Use advanced Excel tools to enhance models:
  • Solver
  • Goal Seek
• Build and apply financial models to analyse assets, portfolios, and investment decisions

Who Should Attend

This Business and Financial Modelling programme is designed for professionals who work with data-driven decisions and financial analysis, including:

• Financial analysts and strategists building models and forecasts
• Professionals in investment, equity research, or portfolio analysis
• Managers involved in budgeting, capital planning, or corporate finance
• Accountants and auditors looking to go beyond traditional reporting
• Business owners aiming to make smarter financial decisions
• Consultants supporting clients with data-driven insights