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Financial Modelling Workshop

This activity is presented by SumProduct.
This activity will enable you to build efficient and effective models for business decision making, focusing on the construction of the Income Statement, Balance Sheet and Cash Flow Statement.

Content Description

This workshop uses an interactive case study to develop a model from a blank Excel canvas, enabling you to build a full set of financial statements and apply it to your own model developments.

Learning Outcomes

Upon satisfactory completion of this activity you will be able to;
• Explain the concepts of an Income Statement, Balance Sheet and Cashflow Statement.
• Construct a financial model to meet your organisation’s needs.
• Use checks intelligently to eliminate spreadsheet error.
• Build Balance Sheets that balance in seconds.
• Determine the appropriate methodology and sequential process of building your own models.


This workshop ensures participants understand the fundamentals of financial models and are able to use a model building approach applicable for all of their financial modelling requirements.

This activity is presented by SumProduct.


Topic: Future Focused

Sub-Topic: Information & Communication Technology

Format: Workshop

Proficiency Level: Intermediate

CPD: 13 hours