Essential Financial Modelling
What to expect?
Prepare to launch your financial modelling career, as industry professionals Kenny Whitelaw-Jones and Toby Tucker join us in London for a 2-day exclusive course on "Essential Financial Modelling".
This course is an ideal introduction to financial modelling fundamentals and best practice. It introduces key concepts and techniques on model design and structure using a solar project case study. Participants will learn to build a 3-statement financial model from scratch.
What you'll learn?
- Learning the core skills that every financial modeller needs
- Learn how to build an integrated three statement model from scratch
- Creating models that are flexible, easy to update and easy to use
- Creating consistent and robust model structures
- Increasing your efficiency and productivity as a modeller
Time Commitment
This course is a hands-on course and runs over 2 days. Each day will run approximately 7 hours in length, depending on the class size and attendees’ experience in working with the tools.
This 2-day course is organised by Gridlines in partnership with the Global Excel Summit and it will be delivered in-person in central London, UK on 17-18 March 2025.
Who is it for?
This course is for everyone who wants to develop a financial model but doesn’t know where to start. If you’ve spent countless hours trying to learn financial modelling on your own but keep hitting roadblocks, or if you’re looking to take your financial modelling skills to the next level and gain a competitive edge, this course is for you.
Full Course Brochure
What's included?
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✔︎ What is “extract, transform, load,”?
✔︎ We’ll look at how this process works in Power Query and why it matters
✔︎ First steps for profiling and cleaning the data.
✔︎ How do you avoid memory-draining “Frankentables” and build relational data models and reports right from Excel?
✔︎ We’ll look at Power Pivot and DAX for data analysis in Excel
✔︎ What are dynamic array functions?
✔︎ Learn how to build quick, responsive formulas for easy analysis.
✔︎ Where is data analytics headed, and can Excel keep up?
✔︎ Learn how to use predictive analytics and artificial intelligence inside and outside of Excel to make the most of your data
✔︎ What is Python and why has it become the glue that binds today’s data analytics stack.
✔︎ Learn how to automate boring processes with Python
✔︎ Learn how to build compelling analyses with this programming language
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
✔︎ What is Power Query?
✔︎ Basic data loading
✔︎ Power Query editor overview
✔︎ Type of values
✔︎ Exploring queries and steps
✔︎ Basic data cleaning and transformation (removing columns & rows, filtering data, sorting, etc.)
✔︎ Practical example
✔︎ Removing duplicates and handling nulls
✔︎ Text transformation
✔︎ Date and time values
✔︎ Query load
✔︎ Practical example
✔︎ Data aggregation
✔︎ Merging and appending queries basics
✔︎ Different options for adding columns
✔︎ Pivoting and unpivoting data
✔︎ Practical example
✔︎ Key takeaways
✔︎ Addressing frequently asked questions
✔︎ Interactive Q&A session
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Training requirements
You must bring a laptop (plus leads and adaptor if travelling from overseas) with both of the following installed:
- Excel 2016 or higher (Office 365 recommended)
- Installation of some Macros will be expected. Once you register, you will get access to the downloadable file.
About the trainer
Kenny Whitelaw-Jones
Partner, Gridlines and Co-founder, Project Finance Institute
Kenny Whitelaw-Jones is one of the leading financial modelling experts globally.
He has taught more than 20,000 analysts from the world’s leading banks, advisors, equity funds and developers from the world’s leading commercial and investment banks, top tier accounting firms, infrastructure funds and developers. He has played a significant role in the development of global financial modelling standards. Kenny is also a Partner at Gridlines, Head of Financial Modelling at Cranmore Partners, as well as the Co-Founder of the Project Finance Institute.
Toby Tucker
Instructor & Associate, Project Finance Institute
Toby Tucker is a KPMG trained chartered accountant and an expert project and corporate financier. With a PhD from the University of Oxford and 25 years’ commercial and transactional experience across various sectors and asset classes, he currently works closely with the Scottish Government undertaking the development of financing and funding strategies within the net zero space, particularly for energy efficiency, and heat decarbonisation. Toby is also a lead instructor at the Project Finance Institute, where he has taught on courses for organisations such as EBRD, Bank of Tokyo, Mitsubishi and many others.
What people think of
Kenny Whitelaw-Jones
★★★★★
Kenny's engaging and really well informed!
Kenny's engaging and really well informed. This is not someone who specialises in training. He specialises in project finance modeling and using models to answer investment decisions.
★★★★★
Kenny will substantially transform your [financial modelling] ways as an analyst.
Get excited as Kenny will substantially transform your [financial modelling] ways as an analyst. This training has equipped me with a skillset that has enhanced my productivity at work and has enabled me to understand and break down the complex components of the model into simpler ones by using his valuable modelling approach.
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant data visualisation, analytics and Power Query topics.
✔︎ Masterclass with George Mount: Excel Analytics 2.0
✔︎ Masterclass with Ann K. Emery: Designing and Building Interactive Dashboards in Excel
✔︎ Masterclass with Chandeep Chhabra: Advanced Data Cleaning Using M in Power Query
Check out the introductory keynotes from Microsoft and world-renowned MVP Leila Gharani. Software developers showcase add-ins that transcend Excel's limitations, plus robust panel discussions and expert insights complete the Tech & Innovation Track!
✔︎ Keynote by Microsoft: Transforming Excel through research and AI
✔︎ Keynote by Leila Gharani
✔︎ Actionable Data Storytelling in Excel with Zebra AI
✔︎ AI: Sorting fact from fiction
✔︎ Python in Excel: First Steps
✔︎ Teaching Excel with AI
✔︎ Is AI taking over the role of the data analyst?
✔︎ How to build re-usable Excel automations with AI
✔︎ Empowering learners to Excel with digital skills certifications
✔︎ Kids meet spreadsheets
✔︎ Corporate charts inspired by social media
✔︎ ChatGPT: Match Made in Heaven or Hell..?
✔ Turn Excel models into Web apps: features, sharing, monetization
✔ Panel discussion: The future of Excel in an AI world
✔ Panel discussion: Does being Excel-certified matter?
Harness the power of Excel and Power BI for budgeting, forecasting, and modelling. You'll master dashboards, P&L statements, and learn to build bullet-proof models that won't disintegrate!
✔ Client's perspectives on quality — lessons from a career in financial modelling and what that means for the future
✔ Dynamic Arrays - A financial modelling game changer
✔Upgrading financial modelling — how, who, and why?
✔ Fivecasting: One Better than Forecasting
✔ A bank’s perspective on Excel and AI
Showcase your data with insightful visuals and learn the secrets of presenting it for effective communication. You'll also create custom charts, intuitive analytic experiences, and write DAX expressions for true flexibility!
✔ Is this an Excel chart?!? - 5 ways to take your boring charts to the NEXT Level
✔ Interactive Data Visualisation for decision support using Excel
✔ How to create an intuitive analytic experience in Excel using Script Labs
✔ Dynamic dashboard creation for KPI reporting using Power BI
Expand your understanding of Power Query, Power Pivot, Power BI, and Power Automate. You'll arm yourself with the latest time-saving functionalities, powerful visualisations & expert techniques.
✔ Why use Power Query to solve practical data cleaning problems?
✔ 5 Things every Excel user should know about Power BI
✔ Using Git in Power BI for effective teamwork and version control
✔ Overcoming real-world problems with Power BI
✔ Power Query on Excel for Mac
Discover the Excel hacks and best practices that empower you to do more with less. Whether it's formulas, keyboard shortcuts, or named ranges, you'll turbocharge your workflow!
✔ Optimising the Monetisation of Spreadsheets
✔ LAMBDA - There is no stopping you
✔The *NEVER SEEN* Tips & Tricks by Bob Umlas
✔ Converting spreadsheets into web apps; 3 apps in fifteen minutes
✔ 5 ways for analysts to leverage 'Analyze Data’ in Excel
✔Combine Data in Excel Like A Pro
✔ Why VLOOKUP when there is Power Query?
Discover the Excel hacks and best practices that empower you to do more with less. Whether it's formulas, keyboard shortcuts, or named ranges, you'll turbocharge your workflow!
✔ Excel Analytics 2.0 with George Mount
✔ Designing and Building Interactive Dashboards in Excel with Ann K. Emery
✔ Advanced Data Cleaning Using M in Power Query with Chandeep Chhabra
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