FINANCIAL MODELLING SERVICES
Financial Modelling Training
Practical training that helps finance professionals build, understand and review financial models with greater confidence.
Better modellers make better models
Good financial modelling is a skill developed through practice. Knowing Excel is important, but so is understanding how to structure a model, work with assumptions and recognise when something does not make sense.
Confidence should come from understanding, not simply from knowing which formula to use. We encourage participants to question results, test their reasoning and recognise the limitations of their models.
At EXEMPLUM®, we combine sound modelling principles with practical exercises drawn from real assignments. The aim is to help people build, review and improve financial models independently – and develop the judgement to know when further questions need to be asked.
What we teach
Financial Modelling Fundamentals
Model structure, formulas, timelines, assumptions and essential good modelling practices.
Applied Financial Modelling
Building and working with investment, project finance and operating models through practical exercises.
Model Review & Best Practice
Understanding model quality, identifying weaknesses and improving transparency and maintainability.
Our training approach
We teach financial modelling as a practical skill. Participants work through real modelling problems, build models themselves and learn why particular approaches work.
Our training draws on the FAST Standard and established modelling practices. We explain the principles behind clear, structured models while recognising that different situations may call for different techniques.
The aim is not simply to complete an exercise. It is to give participants the understanding and confidence to apply what they have learned in their own work.
Practical
Learn by building, testing and improving financial models.
Structured
Understand the principles behind clear and consistent financial modelling.
Tailored
Training content and pace adapted to participants’ experience and learning objectives.
Applicable
Develop skills and techniques that participants can use in their daily work.
How we work
01
Understand
We establish participants’ experience, learning objectives and the skills they need to develop.
02
Prepare
We select suitable content, exercises and course materials, adapting them where appropriate.
03
Practise
Participants work through modelling exercises, applying techniques and discussing their decisions.
04
Apply
We consolidate the learning and help participants transfer new skills to their own modelling work.
Training formats & AFM preparation
Corporate Training & Workshops
Practical financial modelling training for finance teams, adapted to their experience, modelling conventions and business needs.
From foundational skills to advanced modelling and review techniques, we can tailor the content, duration and exercises to the team.
FMI AFM Exam Preparation
Structured preparation for candidates working towards the Financial Modeling Institute’s Advanced Financial Modeler (AFM) accreditation.
Understand the examination requirements, practise key modelling techniques and prepare for the practical assessment.
Taught by people who build models
Our training draws on practical experience in developing, reviewing and using financial models for investment and financing decisions. We teach the techniques we use ourselves, explain why they matter and discuss where different approaches may be appropriate.
EXEMPLUM® is an Accredited Training Provider of the Financial Modeling Institute (FMI). Alongside training for finance teams, we offer dedicated preparation for candidates working towards the Advanced Financial Modeler (AFM) accreditation.
Let’s talk about your training needs.
Whether you’re looking to develop your team’s financial modelling skills, organise a tailored workshop or prepare for the FMI AFM examination, we’d be pleased to help you find the right approach.
