Training Courses

Overview

We develop, organize, and run financial modeling courses around the world, though principally from our primary training center in central London. Most of our courses are open to any individual and are regularly scheduled throughout the year in principal cities worldwide (see locations). We can also provide customized ‘in-house’ courses to organizations upon request. We teach from what we have developed and practiced through executing our transaction support and model review assignments.

Our courses are organized into three main series:

T series – our technical design and build courses for those who need to build or regularly adapt financial models

C series - our commercial courses for those who need to understand and use models built by others for decision-making purposes; and

PF series - our practical finance series of courses for specific professions, such as engineers and lawyers, who need working knowledge of financial terms and modeling to help provide a better service to their clients.

Courses in each series are pitched at three levels of experience: entry, intermediate, and advanced. Attending an entry level course is a pre-requisite to attending some of the higher level courses.  The tables below summarize the courses, levels, and focus of the training. For further information on each course click on the course title.

T series

Technical design and build courses for those who need to build or regularly adapt financial models

Entry levelIntermediate levelAdvanced level
T101
FAST Modeling Skills
T201
Project Finance Modeling
T301
Tax Modeling
T104
Model Presentation and Analysis
T202
M&A / Private Equity Modeling
T302
PPP / PFI Modeling

C series

Commercial courses for those who need to understand and use models built by others for decision-making purposes. Financial Mechanics' TRUE analysis methodology is taught in three courses, which build understanding in sequential stages.

Entry levelIntermediate levelAdvanced level
C101
Foundation Techniques for TRUE Analysis
C201
Unwrapping the Cash Flow Model
C301
Decision Making Using Financial Models

PF series

Practical Finance courses for specific professionals, such as engineers and lawyers, who need working knowledge of financial modeling to help provide a better service to their clients.

PF.Eng
Practical Finance for Engineers
PF.Law
Practical Finance for Lawyers