From the intermediate modeller to the seasoned spreadsheet guru, we recommend Goalfix’s advanced modelling course as an exceptional opportunity to refresh and renew modelling skills. A very good return on investment.
Advanced Financial Modelling Course for Strategic Decisions
Stated simply, this 3-day course is a grand tour of advanced financial modelling techniques.

About this Course
Course Overview
Commencing with a detailed discussion of best practice international modelling methodology (using the FAST standard), the course then introduces delegates to a variety of advanced financial modelling techniques, including optimization of model results using Excel’s Solver functionality, and portfolio optimization using modern portfolio theory.
It further discusses and demonstrates modelling processes using probabilities and Monte Carlo simulation where the model driver values are either unknown or imprecise.
What this course covers:
- Financial Modelling Defined– Best practice – modelstructure, design, categories, applications and financial statements
- Advanced Financial Modelling techniques, including Optimisation Models, Portfolio models, Stochastic processes, Probabilities and Monte Carlo simulation
- Alternative Forecasting Techniques - Time series analysis, Moving Averages and Regression Analysis
- Valuing Companies – DCF Analysis, Weighted Average Cost of Capital (WACC), Free Cash Flows, Net Present Values (NPVs) and Internal Rates of Return (IRR) – Multi-stage FCF, Gordons Growth model, LBO valuations
- Capital Budgeting – Net Present Values (NPV, Benefit to Cost Ratios or Probability Index (PI), Internal Rate of Return ( IRR), Accounting Rate of Return and Payback Method
- Risk Management in a Corporate Environment – Focus on financial risk, Breakeven Analysis, Other Risk Ratios, Free Cash Flow
- Financial Ratios
- Building Complex Models – Modelling a Non- existent product, Modelling an Infrastructure Project
- Impact of AI on financial modelling

Course Details
Who should attend?
- Financial and budget officers, middle and senior management, as well as consultants, analysts, private equity and corporate financial advisors
- Anyone responsible for the financial performance or projection of your company or investment.
Course format
Live Online Training
Course Cost: R17,900
Duration of Course: 4 Days
Module 1: Delegates join live webinars for 2 days in week 1.
Module 2: Delegates join live webinars for 2 days in week 2.
Course Brochure
Get Course Outline
Course Delivery
Training Offering
Comprehensive, practical, hands-on training accessible anywhere.
Live Online Training
In-House Training
International Training
Live Online Training
1.
Live Interactive Online Training
The method used in our training emulates our live face-to-face training method.
Originally created as a response to COVID, it has been refined and improved over time and based on delegate feedback, has proven most successful.
Delegate are supplied with a complete digital course manual and all relevant Excel data files.
The same interactive training method is exactly the same as our live face-to-face sessions. All courses are designed to introduce best practice modelling methods and processes using MS Excel as the model building tool.
The key to successful modelling lies in the application of correct modelling procedures, model design and structure. These core principles are explained and demonstrated using a combination of detailed course notes and Excel files.
Delegates work through various practical exercises under the supervision, and with the help, of the instructor to get to grips with practical modelling techniques. All Excel functionality necessary and essential to model building is comprehensively explained and supported by appropriate Excel examples and exercises.
All courses are hands-on with the objective is to empowering delegates to build a financial model from first principles. Courses are based on the FAST international modelling standard. The training is presented via Zoom or Teams depending on client preferences
In-House Training
2.
In-House Training
Customised and cost effective training.
These can either be hosted on site or as live interactive training online, which can be scheduled to suit your specific needs and run as full or half day courses, with breaks every two hours.

International Training
3.
International Training
Working with businesses around the world.
With live online training, Goalfix is able to assist companies around the world with financial model & data analytics training. We have extensive experience in successfully conducting public and in-house courses across continents and cultures.

Course Delivery
What clients say about us
Seasoned spreadsheet gurus
David J. Bate
Group CEO – Brookwood Capital Corporation
Goalfix is the go-to trainer
The experience of the tutor was very valuable as questions could be addressed from a practical perspective. For any organisation that is serious about the integrity of their modelling capability, Goalfix is the go-to trainer.
Daniel Bopape
Corporate Finance , Exxaro Resources Ltd
Will definitely assist me
Thank you for the financial modelling master class last week. I really found the course very interesting and it will definitely assist me in my work going forward.
Charl Lishman
Financial manager – FNB Africa
Informative and comprehensive
I am new to the Financial Modelling space, but found the Masterclass to be very informative and comprehensive. I appreciate how the material complies with international standards and look forward to applying my new skill-set in the near future.”
Iben Botha
Tsogo Sun
An excellent course!
“t was a pleasure to meet you during the recent financial modelling course. Allow me to congratulate you on an excellent course that I am already starting to use in very practical ways in my day-to-day consulting work.
Willem Buhrmann
Africa Merchant Capital
Invest in your future
Contact us today to find the best course for you or your company
