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CAD Training Centre — Knowledge Tree

Finance courses

Financial Modelling Intermediate

Develop intermediate financial modelling and valuation skills with our 3-day, HRD Corp claimable Financial Modelling Intermediate Training Course at CAD Training Centre. Master DCF, valuation, sensitivity analysis, and project finance modelling using case studies. Physical, online, and in-house classes available.

Book Seat Enquire for Team
  • Duration 3 Days
  • Level Advanced
  • Format Face-to-face

About this course

The Financial Modelling Training Course at CAD Training Centre is a comprehensive 2-day or 3-day course (more advanced), HRD Corp claimable program designed for business analysts, finance professionals, managers, and corporate decision-makers in Malaysia. Spanning foundational Excel modeling to real-world case studies for SMEs and public-listed companies, this beginner-friendly, hands-on workshop covers financial forecasting, ratio analysis, and strategic scenario planning. Training is available physically in Puchong, Selangor—with laptops provided, or via live online sessions, complete with a certificate of completion and free repeat classes.

Financial Modelling is a powerful analytical tool that involves creating a dynamic representation of a company’s financial performance through mathematical models. This intricate process allows individuals to project future outcomes, assess risks, and make informed decisions crucial for success in the dynamic world of finance.

Financial Modelling serves as a bridge between raw financial data and strategic decision-making. From startups seeking to attract investors to established corporations optimizing their operations, the ability to create accurate financial models is a skill that transcends industries. Investors use financial models to evaluate the potential return on investment, while companies employ them to guide resource allocation and strategic planning.

This course covers the same six foundational modules as the 2-day Financial Modelling Essentials course. Participants will learn financial modelling fundamentals, Microsoft Excel formulas and functions, Goal Seek, Scenario Manager, What-If Analysis and financial ratio analysis. They will also build financial models through SME and public-listed company case studies. Day 3 introduces three additional modules focused on financial valuation, investment analysis and model reliability. Participants will learn about the time value of money, Discounted Cash Flow (DCF), valuation techniques, sensitivity analysis and scenario analysis. The additional day includes a project finance case study and a dedicated module on common financial modelling mistakes involving data inputs, assumptions, formulas, model structure and error analysis.

Related Links

https://www.investopedia.com/terms/f/financialmodeling.asp
https://www.ibm.com/think/topics/financial-modeling
https://www.youtube.com/watch?v=AYyzkfkeE-8
https://www.onestream.com/blog/financial-modeling-in-corporate-finance/
https://www.wallstreetprep.com/knowledge/financial-modeling/

Learning Outcomes

  • Understand the fundamentals of financial modelling and apply Microsoft Excel techniques to create structured financial models for business analysis.
  • Use Excel formulas, functions, Goal Seek, Scenario Manager and What-If Analysis to perform financial calculations and evaluate different assumptions.
  • Build financial models from scratch using practical case studies involving SMEs and public-listed companies.
  • Analyse financial statements and financial ratios to evaluate company performance and identify potential financial risks.
  • Understand the time value of money and apply Discounted Cash Flow (DCF) concepts to financial valuation.
  • Perform sensitivity analysis and scenario analysis to understand how changing financial assumptions affects model results.
  • Apply financial modelling and valuation techniques to project finance case studies and understand how financial models support investment evaluation.
  • Identify and avoid common financial modelling mistakes involving data inputs, assumptions, formulas, model structure and error analysis.

Who is it for

  • Finance and accounting professionals who want to develop intermediate financial modelling, forecasting and valuation skills.
  • Financial analysts and business analysts responsible for evaluating company performance, financial projections and investment opportunities.
  • Investment professionals and credit analysts who need to understand valuation techniques, financial risks and financial modelling.
  • Project managers and project finance professionals involved in analysing investment projects and financial feasibility.
  • Business owners, entrepreneurs and corporate managers who want to evaluate investments and improve financial decision-making.
  • Working professionals with basic finance and Excel knowledge who want to progress into financial modelling, investment analysis and valuation techniques.

Course outline

Module 1

Day 1 – Introduction to Financial Modelling
  • Understanding what financial modelling is
  • Exploring why financial modelling is important in business decision-making
  • Understanding the benefits and pitfalls of Microsoft Excel
  • Exploring the different types of financial models
  • Identifying the benefits of using financial models for business analysis
  • Understanding the steps involved in building a financial model
Module 2

Basics in Microsoft Excel
  • Getting started with Microsoft Excel for financial modelling
  • Learning essential Excel keyboard shortcuts
  • Understanding how to work with financial data in Excel
  • Creating formulas for financial calculations
Module 3

Intermediate and Advanced in Microsoft Excel
  • Working with date formulas
  • Understanding relative and absolute cell references
  • Applying data validation techniques
  • Using Goal Seek to determine the input required to achieve a desired result
  • Applying Scenario Manager to compare different financial assumptions
  • Using What-If Analysis to examine changes in financial outcomes
  • Understanding and using the Excel Camera Tool
  • Applying conditional formatting to highlight financial information
  • Working with form controls in Microsoft Excel
  • Using Excel functions for financial calculations
  • Creating charts and graphs to present financial information
Module 4

Day 2 – Building a Financial Model (Case Study 1 – SME)
  • Creating a financial model from scratch
  • Entering financial data into Microsoft Excel
  • Building formulas for financial calculations
  • Creating charts and graphs to present financial information
  • Testing the financial model
  • Applying financial modelling techniques through a Small and Medium Enterprise (SME) case study
Module 5

Financial Ratio Analysis
  • Understanding financial ratios and their importance in financial analysis
  • Using financial ratios to analyse a company
  • Evaluating company performance using financial information
  • Identifying potential problems with a company's financial performance
Module 6

Preparing Financial Models (Case Study 2 – Public Listed)
  • Building formulas for financial modelling calculations
  • Creating charts and graphs for financial analysis
  • Testing the financial model
  • Applying financial statement analysis
  • Exploring financial valuation techniques
  • Applying financial modelling and analytical techniques through a public-listed company case study
Module 7

Day 3 – Preparing Financial Models (Case Study 3)
  • Understanding the time value of money
  • Introduction to Discounted Cash Flow (DCF) analysis
  • Applying financial statement analysis
  • Exploring financial valuation techniques
  • Conducting sensitivity analysis
  • Applying scenario analysis to evaluate different financial outcomes
  • Applying these techniques through a practical financial modelling case study
Module 8

Preparing Financial Models (Case Study 4 – Project Finance)
  • Understanding the time value of money in project finance
  • Applying Discounted Cash Flow (DCF) analysis
  • Performing financial statement analysis
  • Exploring financial valuation techniques
  • Conducting sensitivity analysis to assess the impact of changes in assumptions
  • Using scenario analysis to evaluate different financial outcomes
  • Applying financial modelling techniques through a project finance case study
Module 9

Common Mistakes in Financial Modelling
  • Identifying common mistakes involving financial data inputs
  • Understanding the importance of appropriate financial assumptions
  • Recognising errors in formulas and functions
  • Reviewing financial model structure and design
  • Understanding how poor model organisation can affect financial analysis
  • Identifying potential issues when conducting sensitivity analysis
  • Applying error analysis to financial models
  • Understanding how to recognise and avoid common financial modelling mistakes

Course format

Choose the delivery mode that fits your team and timeline.

  • 01

    Classroom

    Instructor-led sessions in our Bandar Puteri labs with guided exercises, live demos, and peer discussion.

  • 02

    Online

    Live virtual delivery with the same syllabus, shared files, and instructor checkpoints — ideal for distributed teams.

  • 03

    In-house

    Private cohorts for your organisation, scheduled around project deadlines with content tailored to your standards.

Upcoming schedule

Public intakes coming up.

  • 23 Nov 2026 - 25 Nov 2026 9:00 AM – 5:00 PM · Face-to-face
    Book seat

Certification & policies

Certificate of attendance

Receive a certificate of attendance upon completing the programme, suitable for HR records and continuous learning portfolios.

Free Repeat Class

Free Repeat Class: if you need another pass at the same public syllabus within 6 months, you may re-attend subject to seat availability.

Materials provided

  • Course workbook / digital notes
  • Exercise files and sample templates
  • Certificate of attendance
  • Post-class support window for clarification questions

Frequently asked questions

01 What is the Financial Modelling Intermediate course about?

Our Financial Modelling Intermediate Training Course helps participants develop practical skills in creating, analysing and evaluating financial models using Microsoft Excel. The programme covers financial modelling fundamentals, financial statement analysis, financial ratios, valuation techniques, Discounted Cash Flow (DCF), sensitivity analysis, scenario analysis and project finance modelling. Participants will learn how to build financial models, assess business performance and evaluate financial decisions through practical case studies.

02 Is the Financial Modelling Intermediate course suitable for beginners?

The course includes foundational financial modelling and Microsoft Excel modules during the first two days before progressing to intermediate financial analysis and valuation techniques on Day 3. Participants who are new to financial modelling can begin with the fundamentals. However, basic knowledge of finance and accounting, familiarity with financial statements and proficiency in Microsoft Excel formulas and functions are recommended.

03 What is the difference between Financial Modelling Essentials and Financial Modelling Intermediate?

Financial Modelling Essentials is a 2-day programme covering financial modelling fundamentals, Microsoft Excel techniques, financial ratio analysis and practical case studies involving SMEs and public-listed companies. Financial Modelling Intermediate is a 3-day programme that includes all six foundational modules from the Essentials course, followed by an additional day covering time value of money, Discounted Cash Flow (DCF), valuation techniques, sensitivity analysis, scenario analysis, project finance modelling and common financial modelling mistakes. The additional third day focuses on financial valuation, investment analysis and more detailed financial modelling techniques.

04 Do I need to complete Financial Modelling Essentials before joining the 3-day Intermediate course?

No separate attendance requirement is stated in the course outline. The 3-day Financial Modelling Intermediate programme includes the same foundational modules covered in the 2-day Financial Modelling Essentials course. Participants can begin with the fundamentals before progressing to more detailed financial valuation and modelling techniques on Day 3. Basic finance, accounting and Microsoft Excel knowledge is recommended.

05 What is the difference between Finance for Non-Finance Professionals and Financial Modelling Intermediate?

Finance for Non-Finance Professionals is a 2-day introductory programme designed to help managers and working professionals without a finance background understand financial statements, ratios, budgeting and basic financial management concepts. Financial Modelling Intermediate is a 3-day programme focusing on using Microsoft Excel to build and evaluate financial models, analyse company financial statements, explore valuation techniques and assess financial risks. The Intermediate programme also covers Discounted Cash Flow, sensitivity analysis, scenario analysis and project finance modelling. Finance for Non-Finance Professionals focuses on financial literacy, while Financial Modelling Intermediate develops more specialised financial modelling and analytical skills.

06 What is Discounted Cash Flow (DCF), and will I learn it during the course?

Sensitivity analysis examines how changing selected assumptions or inputs can affect the results of a financial model. Scenario analysis evaluates different combinations of assumptions to understand possible financial outcomes. Both techniques are covered during Day 3 of the Financial Modelling Intermediate course. Participants will learn how these methods can support financial risk assessment and business decision-making.

07 Will I learn how to build financial models for project finance?

Yes. Day 3 includes a dedicated module on preparing financial models using a project finance case study. The module covers time value of money, Discounted Cash Flow, financial statement analysis, valuation techniques, sensitivity analysis and scenario analysis. These techniques are relevant to evaluating the financial implications of investment and project finance decisions.

08 What common financial modelling mistakes will I learn to avoid?

Day 3 includes a dedicated module on common financial modelling mistakes. The training covers potential errors involving data inputs, assumptions, formulas and functions, model structure and design, and sensitivity and error analysis. Participants will develop an understanding of how these problems can affect financial model accuracy and why checking financial models is important when using them for business decisions.

09 What types of financial modelling case studies are included in the course?

The programme includes four financial modelling case studies. The first case study focuses on developing a financial model for a Small and Medium Enterprise (SME). The second case study involves financial modelling and valuation techniques for a public-listed company. The third case study focuses on time value of money, Discounted Cash Flow, financial statement analysis, valuation and sensitivity and scenario analysis. The fourth case study applies financial modelling techniques to project finance.

10 How long does the Financial Modelling Intermediate course take?

The course takes three days, with training sessions running from 9:00 AM to 5:00 PM Day 1 focuses on financial modelling fundamentals and Microsoft Excel techniques. Day 2 covers financial model development, financial ratio analysis and company valuation case studies. Day 3 introduces Discounted Cash Flow, sensitivity analysis, scenario analysis, project finance modelling and common financial modelling mistakes. Training includes practical exercises, demonstrations and hands-on financial modelling activities.

11 Will I receive a certificate after completing the Financial Modelling Intermediate course?

Yes. Participants receive a Certificate of Attendance after completing the Financial Modelling Intermediate Training Course.

12 What language is the Financial Modelling Intermediate course conducted in?

The training is conducted bilingually in English and Bahasa Melayu.

13 Is the Financial Modelling Intermediate course HRD Corp claimable?

Yes. Our Financial Modelling Intermediate Training Course is HRD Corp claimable, subject to the applicable eligibility and approval requirements.

14 Is there a surau (prayer room) available at CAD Training Centre?

Yes, we have a surau available at our training centre in Puchong. Muslim participants can use the prayer room during breaks throughout the training day.

15 Can I attend Financial Modelling Intermediate training online instead of in a classroom?

Classroom training means physical attendance in Puchong with face-to-face guidance and co-learning with other participants. Online training runs live via Zoom with hands-on, screen-shared exercises, better if you're outside the Klang Valley or want to save on travel time.

16 Can I repeat the Financial Modelling Intermediate course if I need more practice?

Yes, free repeat classes are offered, no questions asked, if you need a refresher.

Next step

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