Financial Modelling

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27 July 2026, 1:30 pm to 5:00 pm
Financial Modelling

Remote

IR Society members (£580 + VAT) £700

Non-members (£780 + VAT) £940

IR Society Premium members (course allowance included in membership package, one licence per Module) 

**To receive the 25% discount, enter the code July26 in the 'Further Details' box on the booking form. 

This offer cannot be used in conjunction with other discounts.

 

 

Discounts for multiple bookings

We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more. To access this offer, please contact leila.hill@irsociety.org.uk.


This course will help delegates build financial models through a range of practical model-building exercises. It will assist in the understanding of valuations and will review the most common methodologies used by the market. It is suitable for IR practitioners who have a sound understanding of accounting, an interest in valuation and basic excel skills. This practical, interactive course, runs in a workshop-style format, using Excel, so delegates will be expected to have access to a laptop rather than a tablet or handheld device during the course. The course will be delivered by Professor Ken Lee.

What will I gain?

  • The overall approach analysts take to a professional model

  • The ability to build an integrated set of P&L, Balance Sheet and Cash Flow forecasts consistent with the methods taught to sell-side and investment banking analysts.

  • Knowledge of key forecast metrics such as: EBITDA, EBIT, EPS etc.

  • Turning a forecast model into a valuation

Course Tutor