Training Built Around Your Models, Not Generic Case Studies
Generic Excel financial modelling courses teach participants to build a model in a textbook context - a simplified business with a single revenue stream, clean assumptions, and a tidy solution that always works. The participant returns to work and faces a model with six revenue streams, three business units, a complex debt structure, and a balance sheet that has not reconciled for two months.
The gap between what generic training teaches and what finance professionals need to do in practice is large - and Wiseworth's training is designed specifically to close it. Every training engagement is built around the participant's own work: the models they build, the problems they encounter, and the specific skills they need to develop to do their job more effectively.
Training Programmes
Financial Modelling Foundations
A structured programme covering model architecture, the three-way financial statement integration, assumption management, and SMART Standard principles - built around examples drawn from the participant's own sector and model types.
Three-Way Integration Workshop
A focused one-day session on building and correctly integrating the P&L, cash flow statement, and balance sheet - including the depreciation and asset schedule, the debt schedule, the working capital model, and the retained earnings bridge.
Scenario and Sensitivity Analysis
Building a professional scenario manager using data tables and designing a scenario architecture that is structurally correct and easy to operate.
Model Review and Audit
How to systematically review an existing financial model - checking the balance sheet reconciliation, tracing formula errors, auditing the working capital model, and identifying the most common structural mistakes.
Advanced Excel for Financial Modelling
The Excel functions and techniques that professional financial modellers use - XLOOKUP, SUMIFS, SUMPRODUCT, XNPV,XIRR, PMT etc. - and the formula auditing tools that make model review efficient.
What Training Prepares You to Build
Training builds the capability to construct models correctly. It does not replace the independent perspective that catches errors a builder cannot see in their own work.
Finance teams that build models in-house — whether for board reporting, capital raising preparation, or internal planning — consistently produce better outcomes when those models are periodically assessed by an external expert. A financial model review service after an in-house build is not a sign that the team lacks capability. It is the same quality assurance principle that applies in every other professional discipline: the person who builds the work is the least well-positioned to find the errors in it. Many CFOs who invest in training for their team also build an independent review into the process for any model that will be presented to a sophisticated external audience.
Need More Than Training?
Training is the right solution when the team has the time and capability to build, and needs the skills to build correctly. When the engagement is time-critical, when the complexity exceeds what an internal team can manage alongside their existing responsibilities, or when the audience demands a model built by an experienced specialist, the right solution is the full suite of financial modelling services — from integrated model builds and valuation modelling through to scenario analysis and model reviews. Many clients begin with a training engagement and return for a consulting engagement when the stakes increase.
Book a Discovery Meeting
Call: +61 449 502 425 | Email: contact@wiseworth.com.au
Written by Mark Jeanes
Principal, Wiseworth | Financial Modelling Consultant
Former institutional banker — NAB, ANZ, Banque Paribas, Deutsche Bank
B.Bus Systems, Monash University | Grad. Dip. Applied Finance and Investment, Securities Institute of Australia | LinkedIn