Invest Europe
Financial Modelling
Specialised courses
Live online classroom
•
10-12 Jun 2026
How to build robust forecasting models and apply them to forecasts for reporting, including income statements, balance sheets and cash flow statements.
Flyer
PDF: 0.23 MB
What is it?
The course programme includes:
Structuring the forecast process and model
Performing historical financial ratio analysis
Analysing industry, strategy and key business drivers
Building an operational model from the underlying business drivers
Forecasting integrated financial statements
Balancing the balance sheet from the cash flow statement
Sensitivity and scenario analysis
Why should you attend?
This two-and-a-half day course focuses on best practices and is aimed at private equity professionals who want to develop practical skills in building forecast models of financial statements in excel starting with the analysis of historical financial performance.
The financial model will be structured from the underlying business drivers and translated into a high quality operating model that result in a fully integrated forecast of income statement, balance sheet and cash flow statement.
Who should attend?
The course is most suitable for professionals such as Financial Accountants, Controllers, Portfolio Managers, Associates & Analysts who are involved in building financial model to evaluate investment opportunities.
The prerequisites of this course are basic excel, finance and accounting skills. Please note that although excel is used extensively and that maximizing the usage of excel is touched upon to support the modelling, this is not an excel training.
Venue
Programme
Speakers
Language
Fees, payment, and cancellation
This training course will take place online.
WEDNESDAY, 10 JUNE
09:00 – 10:30 (CET) Introduction and performing historical financial analysis
10:30 – 10:40 (CET) Break
10:40 – 12:00 (CET) Performing historical financial analysis (continued)
12:00 – 13:30 (CET) Lunch break
13:30 – 14:30 (CET) Strategy and industry analysis and how to structure and build a forecast model
14:30 – 14:40 (CET) Break
14:40 – 15:30 (CET) Strategy and industry analysis and how to structure and build a forecast model (continued)
15:30 – 15:40 (CET) Break
15:40 – 16:30 (CET) Forecasting income statement
THURSDAY, 11 JUNE
09:00 – 10:30 (CET) Forecasting the income statement (continued)
10:30 – 10:45 (CET) Break
10:45 – 12:30 (CET) Forecasting the income statement (continued)
12:30 – 14:00 (CET) Lunch break
14:00 – 15:30 (CET) Forecasting the balance sheet
15:30 – 15:45 (CET) Break
15:45 – 16:30 (CET) Forecasting the balance sheet (continued)
FRIDAY, 12 JUNE
09:00 – 10:20 (CET) Forecasting the cash flow statement and balancing the balance sheet
10:20 – 10:30 (CET) Break
10:30 – 12:00 (CET) Forecasting the cash flow statement and balancing the balance sheet (continued)
To view the full speaker profile, please click here.
The working language of the course will be English.
Course Fee
Invest Europe Members: €1.365
Non-members: €1.950
*21% VAT will be added to Belgium-based participants.
The above prices also include all training material relating to this course.
Payment
Participants are requested to pay by bank transfer or credit card. Registrations sent after 10 May 2026 should be paid by credit card.
To avoid any confusion, participants are requested to indicate clearly their names and addresses on transfer orders. Confirmation of registration and practical information will be sent after the registration is processed.
Cancellation
Cancellations can only be accepted if received by 10 May 2026. Fees (less 20% administrative charges) will then be refunded. After this date, delegates will be liable for the full fee.
In case of cancellation, a substitution between members of the same company is still possible at any time.
