Training · In-house

Built aroundyour models, your team.

Sessions are delivered on-site or remotely and shaped around the models and decisions your team actually works with. Bring your own workbook: the exercises are more useful when the numbers are yours.

The courses

Four sessions. One method.

T1

Financial modelling best practice

Structure, integrity and auditability. Building integrated three-statement models that leadership teams can trust and that survive the next reforecast.

Half day or full day

T2

Advanced financial modelling

Real-world scenarios and the techniques behind them. Advanced methods that make your models more flexible, more transparent and better at producing robust forecasts.

Half day

T3

Board reporting and financial narrative

Turning a pack of numbers into a decision. Variance bridges, KPI hierarchies and the commentary that makes a board meeting shorter and sharper.

Half day

T4

FP&A foundations for growing teams

Rolling forecasts, driver-based planning and business partnering. The operating rhythm a finance function needs once the business outgrows the annual budget.

Full day

How it works

Tailored, hands-on, followed up.

  • Tailored to your sector and your existing models
  • Hands-on in Excel, not slides about Excel
  • Half-day and full-day formats, remote or on-site
  • Follow-up notes and templates for the team
01

Scope

A short call to understand the team, the models they work with and the decisions the training needs to improve.

02

Tailor

Exercises are built on your own workbooks and sector. Nothing generic; the numbers in the room are yours.

03

Deliver

Half day or full day, on-site or remote. Hands-on in Excel throughout, not slides about Excel.

04

Follow up

Notes, templates and a checklist for the team, plus a follow-up session if the work needs embedding.

Online, self-paced versions of these courses are coming soon. Register for early access →