Financial Modelling Foundations.

Learn, build, and apply the skills that drive confident decisions.

Financial modelling is more than just working with numbers—it’s about creating clarity, improving decision-making, and communicating insights effectively.

Our Financial Modelling Foundations course takes you from understanding the basics to applying your skills in real-world scenarios, giving you the confidence to excel in your career.

What's included?

  • Two half-day workshops packed with insights, exercises, and hands-on practice.

  • A comprehensive workbook designed to support you during the course and as a valuable reference afterwards.

  • Ongoing access to technical training materials through the Excel in Property platform while you’re an active member—review key aspects of the course at your own pace.

  • Excel templates to streamline your modelling process.

  • 3-months access to the Excel in Property membership giving you support, resources, and a community to help you apply and expand your skills after the workshop.

  • Certificate of completion, validating your foundational knowledge of financial modelling.

Who Is This For?

This course is ideal for:

  • Real estate professionals at any stage of their career who want to improve their understanding of financial models.

  • Graduates looking to build practical skills to set themselves apart in the job market.

  • Analysts, developers, and investors seeking to refine their techniques and achieve better results.

What choose this course?

  • Practical focus: This is not a lecture. You’ll engage in hands-on exercises, group discussions, and real-world scenarios to ensure you leave with practical skills.

  • Expert-led: Learn from experienced instructors who bring real estate expertise and a passion for teaching.

  • Future-proof your skills: By the end of the course, you’ll have mastered tools and techniques that are in demand across the industry.

What you'll learn.

Day 1: Foundations of financial modelling.

  • WHAT: Understand Financial Models and Their Purpose

    • Learn what financial models are and how they drive decisions.

    • Explore discounted cash flows (DCF) and their connection to valuations and the latest RICS Red Book updates.

    • Compare locked-box valuation tools with Excel and understand the components of a financial model: inputs, calculations, and outputs.

  • WHY: The Importance of Financial Models

    • Understand how financial models are used throughout the investment cycle—from negotiation to decision-making.

    • Learn how models help build compelling arguments and uncover opportunities.

  • HOW: Building and Using Financial Models Effectively

    • Discover the SMART modelling method and best practices for creating clear, reliable models.

    • Review essential Excel formulae and shortcuts to streamline your process.

    • Walk through the financial model you’ll build as part of your homework.

  • Interactive Q&A and Homework

    • Address any questions from the day’s learning.

    • Receive guidance on your homework task through our online portal.

Day 2: Application of financial models in real-world scenarios.

  • Homework Review

    • Discuss challenges and insights from your homework

  • DO: Applying Financial Models in Real-World Scenarios

    • Enhance your model with a real-world case study, integrating additional data and analysis.

    • Dive into the components of an investment committee (IC) paper, including:

      • Executive summary

      • Business plan

      • Market comparables

      • Risk analysis and mitigation

      • Due diligence

    • Participate in group discussions to pull together your insights and strengthen your understanding.

  • Final Q&A and Next Steps

    • Recap everything you’ve learned and get answers to lingering questions.

    • Receive 3 months of access to online training materials and support.

Need more information?

Contact us at [email protected] or visit our FAQ Page.

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