Financial Modelling Introduction 1: Golden Rules


Financial modelling is becoming an increasingly important skill in an economic environment characterised by ever more uncertainty. The ability to use Excel to predict what the financial performance and position of a business or venture might look like in the future, depending on particular assumptions and estimates.

It is easy to build a poor financial model. It is difficult to build a high quality financial model which will satisfy the needs of the user. In order to build the latter rather than the former there are a number of Golden Rules (Dos and Don’ts) that must be adhered to. This course explains what those rules are.

Learning Outcomes:

By the end of this course, participants will obtain a greater understanding of:

  • The difference between a poor financial model and a high quality model
  • The golden rules of financial modelling
  • How the rules help to create high quality financial models
  • The practical issues encountered when applying the golden rules

Authored By: Dave Marlow

Dave has a wealth of experience training city professionals in all areas of financial modelling, accounting and financial analysis.

After an interesting but brief career as an offshore oilfield engineer, Dave qualified as a chartered accountant with PricewaterhouseCoopers. He then joined the PwC Training Consulting practice, helping PwC clients implement their finance change initiatives with related training programmes.

Dave is the Head of the Financial Modelling area at BPP within Professional Development.

CPD Points: 1

CPD Duration (hours): 1

Access: 12 months from purchase date

Price (excludes VAT): £35.00