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ACLM Institute of Professional Studies

Financial Modelling Training

Financial Modelling Training & Certifications by ACLM

03 MonthsOnline / OfflineIntermediateACLM CertificationACLM Certification
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Financial modelling is the core skills required for profiles like Investment Banking, Equity Research, Portfolio Management, Project Finance, Credit Research, Financial Planning & Analysis etc. You can acquire the skills to get into these profiles or be a successful investor or help your start-up raise funds. The course can be taken by fresh graduates or post graduates, MBA aspirants, working professionals, investors and entrepreneurs.
COURSE OVERVIEW

Course Overview

ACLM Institute of Professional Studies presents Financial Modelling Training, a three-month intermediate-level programme designed to develop practical financial modelling capabilities for applications in investment banking, equity research, portfolio management, project finance, credit research and financial planning and analysis. The programme is delivered online through instructor-led, one-on-one training, supported by ACLM notes, assignments and practical projects. The course is suitable for students, working professionals, investors, entrepreneurs, fresh graduates, postgraduates and MBA aspirants. Course fee: INR 25,000.

WHY THIS COURSE

Why Learn This Course?

Financial modelling helps professionals structure financial information, analyse business performance, evaluate investment and funding decisions, assess projects and support business planning. This programme provides a practical learning pathway for participants who want to build modelling skills relevant to finance-oriented roles, investment analysis, portfolio decisions, project evaluation, credit assessment, financial planning and start-up fundraising.

LEARNING OUTCOMES

What You Will Learn

  • Fundamentals, purpose and applications of financial modelling
  • The structure and relationship between the income statement, balance sheet and cash flow statement
  • Historical financial data collection, organisation and analysis
  • Financial statement modelling and integrated three-statement models
  • Revenue, cost, working capital and capital expenditure assumptions
  • Forecasting techniques and scenario-based analysis
  • Business valuation concepts and valuation-oriented modelling
  • Project finance and investment decision models
  • Credit analysis and debt repayment modelling
  • Portfolio and investment analysis fundamentals
  • Financial planning and analysis dashboards and management reporting
  • Model review, error checking, documentation and presentation
  • Practical application through ACLM projects and assignments
SKILLS

Skills You Will Gain

  • Financial statement analysis
  • Integrated financial modelling
  • Financial forecasting
  • Assumption building and scenario analysis
  • Investment and business evaluation
  • Project finance modelling fundamentals
  • Credit and repayment analysis
  • Financial planning and analysis
  • Model auditing and quality checks
  • Structured financial data organisation
  • Professional model documentation and presentation
  • Applying programming and software-development thinking to financial models
WHO SHOULD JOIN

Who Should Join?

Students, working professionals, fresh graduates, postgraduates, MBA aspirants, investors, entrepreneurs and learners seeking practical financial modelling skills for finance analysis, business planning or start-up fundraising.

PREREQUISITES

Prerequisites

Basic knowledge of programming is required. Familiarity with basic business or financial concepts may be helpful, but the course is designed to build financial modelling concepts progressively from the foundation level.

TRAINING APPROACH

Training Methodology

The three-month programme uses instructor-led online, one-on-one training. Learning is supported by ACLM notes, guided demonstrations, practical exercises, projects and assignments. Participants progress from modelling fundamentals to integrated models, forecasting, analysis, review and presentation.

CURRICULUM

Detailed Course Syllabus

ModuleTopics / Lessons
Module 1: Financial Modelling Foundations
Establish the purpose, structure and professional applications of financial modelling, while introducing model design, data organisation and disciplined working practices.
  • Introduction to Financial Modelling — Understand financial modelling, its purpose and its use in investment banking, equity research, portfolio management, project finance, credit research and financial planning and analysis. 60 min
  • Financial Model Structure and Design Principles — Learn how to plan model sections, organise inputs and outputs, separate assumptions from calculations, and build a clear logical flow. 75 min
  • Financial Data Organisation — Practise arranging historical information, defining data categories and preparing a clean foundation for analysis and forecasting. 75 min
  • Model Documentation and Presentation Standards — Learn how to document assumptions, label schedules, present outputs and maintain a model that can be reviewed by another user. 60 min
Module 2: Financial Statements and Historical Analysis
Develop a practical understanding of the three primary financial statements and use historical information to identify business performance patterns.
  • Income Statement Analysis — Examine revenue, operating costs, profitability and the structure of an income statement for modelling purposes. 75 min
  • Balance Sheet Analysis — Understand assets, liabilities and equity, and identify the balance sheet relationships relevant to model construction. 75 min
  • Cash Flow Statement Analysis — Analyse operating, investing and financing cash flows and connect cash movement with business performance. 75 min
  • Historical Trend and Ratio Analysis — Use historical data and selected ratios to identify trends, relationships, inconsistencies and useful modelling assumptions. 90 min
Module 3: Integrated Three-Statement Modelling
Build an integrated financial model by connecting operating assumptions, financial statements and supporting schedules.
  • Model Inputs and Operating Assumptions — Create an organised assumptions section for business drivers, costs, working capital, capital expenditure and financing items. 75 min
  • Revenue and Cost Build-Up — Develop revenue and cost schedules using clear drivers and link them to the projected income statement. 90 min
  • Working Capital and Capital Expenditure Schedules — Model working capital movements and capital expenditure so that their effect on profitability, assets and cash flow is visible. 90 min
  • Linking the Three Financial Statements — Connect the income statement, balance sheet and cash flow statement into an integrated model and review the flow of information. 105 min
  • Integrated Model Checks — Perform balance checks, cash flow checks, link checks and reasonableness reviews to identify common model errors. 75 min
Module 4: Forecasting, Scenarios and Sensitivity Analysis
Apply structured forecasting methods and evaluate how changes in assumptions affect financial outcomes.
  • Forecasting Approaches — Compare historical trend-based and driver-based forecasting approaches and select assumptions appropriate to the modelling objective. 75 min
  • Base Case Forecast Model — Prepare a forward-looking base case using operating, financial and funding assumptions. 90 min
  • Scenario Analysis — Create alternative cases and assess how changes in key assumptions affect projected results and cash flows. 90 min
  • Sensitivity Analysis — Test individual and combined variables to identify the assumptions that have the greatest influence on model outputs. 75 min
  • Forecast Review and Interpretation — Interpret forecast results, identify risks and communicate the meaning and limitations of the outputs. 60 min
Module 5: Valuation and Investment Analysis
Introduce valuation-oriented modelling and use structured analysis to support investment and business evaluation.
  • Purpose of Valuation Models — Understand how valuation models organise forecasts, assumptions and outputs for business and investment analysis. 60 min
  • Cash Flow-Based Evaluation — Prepare cash flow schedules and examine the relationship between projected cash generation, assumptions and value-oriented conclusions. 90 min
  • Comparable and Market-Oriented Analysis Concepts — Understand the role of comparable information and selected performance measures in investment analysis without relying on unsupported conclusions. 75 min
  • Investment Decision Model — Combine forecasts, assumptions, sensitivities and outputs into a structured investment evaluation assignment. 105 min
Module 6: Project Finance, Credit and Financial Planning Models
Apply financial modelling concepts to project evaluation, debt repayment analysis, credit review and management planning.
  • Project Finance Model Structure — Identify project assumptions, construction or implementation considerations, operating cash flows, funding needs and repayment requirements. 90 min
  • Debt and Repayment Schedules — Build a repayment schedule and connect debt movements, interest-related assumptions and cash flow requirements within a model. 90 min
  • Credit Analysis Model — Organise financial information for credit review and examine profitability, liquidity, leverage, cash flow and repayment considerations. 90 min
  • Financial Planning and Analysis Model — Prepare planning schedules, compare expected and actual performance where data is available, and organise outputs for management review. 90 min
Module 7: Portfolio Analysis, Reporting and Model Quality
Develop practical skills for presenting analysis, reviewing model quality and applying financial modelling to portfolio and reporting contexts.
  • Portfolio Analysis Fundamentals — Organise investment information, examine performance measures and use structured analysis to support portfolio-related decisions. 75 min
  • Management Reporting Outputs — Convert model results into concise tables, summaries and decision-oriented reporting outputs. 75 min
  • Model Audit and Error Detection — Use systematic checks to identify broken links, inconsistent assumptions, formula errors, balance issues and presentation problems. 90 min
  • Model Improvement and Version Control Practices — Learn how to maintain a clean model, record changes, protect logic and improve usability for review and future updates. 60 min
  • Final Model Presentation — Present a completed model, explain key assumptions, discuss sensitivities and communicate limitations clearly. 90 min
Module 8: Capstone Projects and ACLM Assignments
Consolidate the programme through practical projects and assignments that require participants to apply modelling, analysis, review and presentation skills.
  • Capstone Project Planning — Define the objective, required inputs, model structure, assumptions and expected outputs for the final project. 60 min
  • Model Build and Guided Review — Develop the selected project model with instructor guidance and complete progressive review checkpoints. 120 min
  • Scenario, Sensitivity and Quality Review — Test the model, review key outputs, correct issues and document important assumptions and limitations. 90 min
  • Final Submission and Presentation — Submit the completed project and present the model, analysis, conclusions and areas requiring further review. 90 min
HANDS-ON EXPERIENCE

Practical Projects

  • Integrated Business Financial Model — Build a structured model for a business by organising historical information, defining operating assumptions, projecting revenue and costs, and linking the income statement, balance sheet and cash flow statement. The project includes model checks, assumption documentation and a concise interpretation of results. Tools: Spreadsheet-based financial modelling environment, ACLM notes and structured financial data
  • Forecasting and Scenario Analysis Assignment — Create a forecast model using base, optimistic and conservative assumptions. Compare the effect of changes in revenue, costs, working capital and capital expenditure on projected performance and summarise the key decision points. Tools: Spreadsheet-based modelling environment and ACLM assignment materials
  • Investment and Business Evaluation Model — Prepare an evaluation model that organises operating forecasts, funding requirements and selected valuation inputs. Present the assumptions, outputs, sensitivities and limitations in a clear, decision-oriented format. Tools: Spreadsheet-based financial model, financial statements and ACLM project guidance
  • Project Finance and Repayment Model — Develop a project-oriented model covering project assumptions, funding needs, operating cash flows and debt repayment logic. Review the model for cash flow adequacy, repayment visibility and sensitivity to key assumptions. Tools: Spreadsheet-based financial modelling environment and ACLM notes
  • Credit and Financial Planning Assignment — Use financial statement information and forecast data to prepare a structured credit and planning analysis. Identify relevant performance indicators, repayment considerations, planning variances and areas requiring management attention. Tools: Financial statements, forecast schedules, spreadsheet-based analysis and ACLM assignments
CAREER APPLICATION

Career Opportunities

Financial modelling skills can support preparation for work or further development in areas such as investment banking, equity research, portfolio management, project finance, credit research and financial planning and analysis. The skills may also help investors and entrepreneurs evaluate opportunities and prepare structured information for business or fundraising decisions. The course does not guarantee employment, placement or salary outcomes.

CERTIFICATION

Certification

Participants may receive an ACLM certificate of Participation on completion, subject to ACLM's applicable course requirements. The certificate is issued by ACLM Institute of Professional Studies.

FAQ

Frequently Asked Questions

What is the duration of the Financial Modelling Training programme?

The programme duration is three months.

Is the course available online?

Yes. The course is delivered online through instructor-led, one-on-one training.

Who can enrol in this course?

The course is suitable for students, working professionals, fresh graduates, postgraduates, MBA aspirants, investors and entrepreneurs.

What are the prerequisites?

Basic knowledge of programming is required. Basic familiarity with business or financial concepts can be helpful.

What topics are covered?

The programme covers financial statement analysis, integrated modelling, forecasting, scenarios, sensitivity analysis, valuation-oriented modelling, project finance, credit analysis, portfolio analysis and financial planning and analysis.

Are practical projects included?

Yes. The programme includes ACLM projects and assignments covering integrated business modelling, forecasting, investment evaluation, project finance, credit analysis and financial planning.

Will I receive a certificate?

Participants may receive an ACLM certificate of Participation on completion, subject to applicable ACLM course requirements.

What is the course fee?

The listed course fee is INR 25,000.

Does the course guarantee a job or placement?

No. The course develops practical financial modelling skills but does not guarantee employment, placement or salary outcomes.

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