Essential Financial Modelling Course
1-2 April 2025
9:30 - 17:30 GMT
London, UK
The Essential Financial Modelling course is the perfect starting point for anyone looking to build robust and practical financial models. Using a solar project case study, this two-day programme introduces key concepts in model design and structure while teaching participants how to build an integrated three-statement model from scratch.
Pricing: £̶1̶,̶9̶5̶0̶+̶V̶A̶T̶ £1,560 +VAT (20% off early bird discount)
Don’t miss out. Only 15 places available.
We've trained the world's leading institutions
2-day in-person training
Course overview
This course is for everyone who wants to develop a financial model but doesn’t know where to start.
If you’ve spent countless hours trying to learn financial modelling on your own but keep hitting roadblocks, or if you’re looking to take your financial modelling skills to the next level and gain a competitive edge, this course is for you.
What's included
✔Two days of in-person training with industry leaders Kenny Whitelaw-Jones and Toby Tucker
✔Claim up to 14 hours of CPD (Continuing Professional Development) hours / points
✔ A free digital copy of Kenny Whitelaw-Jones’ Financial Modelling Handbook
✔ Coffee, tea and biscuits throughout the day
✔ Certificate of attendance
Strong Foundations
“This course did a great job introducing beginner modellers. Kenny’s structured approach made learning financial modelling easier.”
Alex Martin
Best in the business
“A great introduction to financial modelling. The step-by-step approach made complex concepts easy to grasp.“
Desislava Grozeva
Hands on trainers
“Toby is incredibly knowledgeable in this field. I thought the course was really well run… he just did a great job.”
John Meier
What you’ll learn:
Learn the core skills that every financial modeller needs
Learn how to build an integrated three-statement model from scratch
Create models that are flexible, easy to update and easy to use
Create consistent and robust model structures
— Solar revenue
— O&M costs
— Sign convention
— Depreciation
— Profit restricted dividends
— Equity IRR
— Debt repayment profiles
— Senior debt interest payment
— Debt service cover ratio
— Tax depreciation and thin capitalisation
— Tax loss carry forwards
— Sculpting debt repayments to meet minimum DSCR
— Working capital assignment and solution
— Amortising / level debt service debt repayment profile
Topic overview:
01 Revenue and operating costs
— Understanding solar power
production metrics
— Solar revenue
— O&M costs
— Sign convention
02 Non current assets and depreciation
03 Equity financing
— 100% equity financing
— Profit restricted dividends
— Equity IRR
04 Senior debt financing
— Understanding debt sizing
— Debt repayment profiles
— Senior debt interest payment
— Debt service cover ratio
05 Tax
— Understanding the fundamentals
of modelling tax
— Tax depreciation and thin
capitalisation
— Tax loss carry forwards
06 Other advanced / follow on topics
— Debt sizing
— Sculpting debt repayments to
meet min DSCR
— Working capital assignment
and solution
— Amortising / level debt service
debt repayment profile
Training requirements
You must bring a laptop (plus lead and
adapter if travelling from overseas) with:
- Excel 2016 or higher (Office 365 recommended)
- Installation of some macros will be expected. Once you register, you will get access to a downloadable file and will need to install it before the class.
Increase your insight
Combine the Essential Financial Modelling and Advanced Project Finance Modelling courses for a comprehensive learning experience.
This bundled offering equips you with foundational skills and advanced techniques, saving you 20% while preparing you to excel in financial modelling for complex projects.
Get the course brochure
Download the brochure for a full breakdown of the course content, expert trainers, and how this 2-day experience will equip you with essential financial modelling skills.
Everything just clicked
“Clear, structured, and beginner-friendly. Everything just clicked.”
Fatima Tolabi
Rewarding journey
“Some parts were tricky, but the structured lessons helped me understand financial statements and modelling basics.”
Adam Chin
Very useful
“The keystrokes and basic know-how of building a model were really useful. Helped me understand financial modelling from the ground up.”
Mohamed Abdul
About your trainers
Kenny Whitelaw-Jones
Partner, Gridlines – Author, Financial Modelling Handbook
Kenny has spent the last 20 years in financial modelling both in delivery of financial modelling assignments in training of financial modelling professionals. He has trained thousands of modellers from the world’s leading commercial and investment banks, top-tier accounting firms, infrastructure funds and developers.
Toby Tucker
Instructor & associate, Project Finance Institute
Toby is a KPMG-trained chartered accountant and an expert in project and corporate finance. He holds a PhD from the University of Oxford and has 25 years of commercial and transactional experience across various sectors and asset classes. As a lead instructor, Toby has taught courses for organisations such as MUFG Bank, Copenhagen Infrastructure Partners, EBRD and many others.
About your venue
LABS Holborn, central London, UK
The course is taking place at LABS Holborn, a modern workspace in central London with great amenities and easy access by public transport.
Frequently Asked Questions
What prior knowledge is required to attend?
This course is designed for beginners and those looking to strengthen their financial modelling foundations. You will need a basic understanding of Excel and finance concepts to help you get the most out of the training. If you’re unsure about your suitability, feel free to contact us for guidance.
How much does the course cost?
The standard price is £1,950 + VAT. There is a 20% early bird discount available until 28th February.
What is included in the course fee?
The course fee covers two days of in-person training led by Kenny Whitelaw-Jones and Toby Tucker, both recognised experts in financial modelling.
You’ll receive access to all the working files used during the course, along with a free digital copy of the Financial Modelling Handbook. Lunch and refreshments will be provided on both days.
Upon completion, you will be awarded a certificate of attendance displaying 14 CPD hours. Additionally, the course fee includes a 100% money-back guarantee, giving you complete confidence in the value of your investment.
What do I need to bring?
Participants need to bring a laptop with Excel 2016 or higher installed (Office 365 is recommended), plus a power lead and also an adaptor if travelling from overseas.
Don’t just get a financial model. Get strategic edge.
Essential Financial Modelling course
Get hands-on training with industry leaders and elevate your skills to new heights. Join us and take your financial modelling expertise further.
