Three Clear Paths to Spreadsheet Modeling Proficiency
Choose the path that fits your current level and how you prefer to learn — self-paced, facilitated workshop, or a comprehensive program.
Back to HomeHow Our Courses Are Structured
Structure First
Every course begins with how to organise a workbook — separating inputs from calculations and outputs — before any formula is introduced.
Formulas in Context
Formulas are taught as tools that serve a structure — not as a list of functions to memorise. Each one is explained in plain language in the glossary.
Formatting and Output
The final layer is how to format and present results so they communicate clearly — to colleagues, stakeholders, or your future self.
Spreadsheet Modeling Basics
A self-paced course for those who know their way around a spreadsheet but have never learned to build models deliberately. Covers structuring inputs, writing clear formulas, and creating readable output layouts.
Comes with annotated templates and a formula glossary you keep after completion. Suitable for beginners with basic spreadsheet familiarity — no finance background required.
What you will cover:
- Workbook organisation: inputs, calculations, outputs
- Writing formulas that can be read and audited
- Labelling assumptions clearly
- Formatting output sections for legibility
- Using annotated templates as a starting framework
Building Financial Models Workshop
A structured small-group workshop where participants build a simple model step by step with facilitator guidance. Good structure, sensible assumptions, and clean formatting are covered through hands-on exercises — not slide-driven theory.
Covers common formulas, error-checking habits, and how to present results clearly. Designed for those who want the discipline of a facilitated session and the benefit of working alongside others.
Workshop sessions cover:
- Session 1: Model structure and input discipline
- Session 2: Core formulas and logical flow
- Session 3: Error-checking and reconciliation habits
- Session 4: Formatting and output presentation
- Session 5: Review, refinement, and peer sharing
Complete Financial Modeling Program
A comprehensive program combining modules, live sessions, and a template library. Designed for those who want thorough skills in spreadsheet-based modeling — covering structure, scenario tables, formatting, and presentation.
Includes facilitator check-ins, a peer community, and access to an expanded template library. A practical, tool-focused program — not an academic course. Duration is 11 weeks.
Program modules include:
- Full model structure methodology
- Scenario tables and sensitivity analysis
- Formatting for stakeholder-ready outputs
- Live sessions with facilitator
- Scheduled check-ins for personal questions
- Template library access (40+ files)
- Peer community throughout the program
Which Course Is Right for You?
| Feature | Basics RM 508 |
Workshop RM 1,580 |
Program RM 2,940 |
|---|---|---|---|
| Self-paced access | Partial | ||
| Annotated templates | |||
| Formula glossary | |||
| Facilitated live sessions | |||
| Scenario and sensitivity tables | |||
| Facilitator check-ins | |||
| Template library (40+ files) | |||
| Peer community access |
Best for: Basics
Learners who want to build good habits from scratch, at their own pace, with no prior finance background.
Best for: Workshop
Those who prefer learning in a group with a facilitator guiding each step and providing feedback on their work.
Best for: Program
Learners who want comprehensive modeling skills — including scenario analysis — with ongoing support and a template library.
Shared Across All Three Courses
Verified Template Accuracy
All course templates are checked for formula correctness and layout consistency before distribution.
Participant Support
All participants can raise questions via email. Facilitated courses include direct session time for Q&A.
Data Privacy
Enrolment information is handled securely and used only for course administration.
Regularly Updated Content
Course exercises and templates are reviewed after each cohort based on participant feedback.
No Assumed Background
All concepts are introduced without assuming prior finance knowledge — terminology is always explained.
Clear Communication
Scheduling, materials, and expectations are communicated clearly before each course begins.
Not Sure Which Course to Start With?
Tell us a bit about your current level and what you want to be able to do — we will point you in the right direction.
Send an Enquiry