Business Case Modelling



£ 3001-4000


  • Type


  • Methodology


  • Class hours


  • Duration

    2 Days

  • Start date

    Different dates available

Business Case Modelling will allow users to improve the reliability, quality and construction of their Excel models. Financial modelling demands a logical consistent approach and this workshop builds a business case model through a series of practical stages.

This is an intensive workshop and delegates will be spending the majority of the time on practical model building tasks. With the help of the Course Director and through a proven step-by-step approach, delegates will leave this intensive two-day workshop with the confidence and ability to apply advanced modelling techniques in Excel effectively.

The workshop starts with a discussion of modelling techniques and methods and agrees the objectives for a business case model. Each session reviews the next stage of the model in terms of the financial theory, modelling techniques and potential difficulties and delegates build the model in stages.

This programme will be delivered through a practical and interactive case study and worked examples, demonstrating how and why each technique is used. Emphasis is placed on the delegates gaining practical, hands-on experience of the design and construction of financial models in Excel. Attendees will also benefit from formal lectures and group discussions. Comprehensive product notes and modelling software will be provided for future reference.

Upon completion, attendees will have a comprehensive understanding of advanced modelling, as well as how each technique can practically be applied through the use of Excel.



Start date


Start date

Different dates availableEnrolment now open

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  • Modelling
  • Finance
  • Systematic Design Method
  • Risk Factors
  • Layout Methods
  • Margin
  • Cash Flow
  • Returns
  • Dashboard Analysis
  • Trends

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Course programme

Course Content

Modelling Style

  • Introduction
  • Modelling style
  • Examples of poor modelling style
  • Systematic Design Method
  • Case study outline
  • Required inputs and outcomes
  • Risk factors
  • Model planning

Model Template

  • Setting up a basic template
  • Key input variables
  • Layout methods
  • Flexible tiiming
  • Input sheets
  • Useful Excel techniques and shortcuts
  • Styles, validation, names

Revenue and Costs

  • Operational revenue
  • Volume drivers
  • Counters
  • Efficient coding techniques
  • Fixed and variable cost
  • Real and nominal considerations


  • Operating margin
  • Debt funding
  • Capital structure
  • Amortisation methods
  • Fixed asset schedule
  • Depreciation tables
  • Avoiding links and circular references
  • Straight line, reducing balance and other methods

Cash Flow

  • Basic income and balance sheet
  • Adding cash flow
  • Cash flow schedule
  • Integrity checks


  • Accounting returns
  • Terminal value
  • Project returns - DSCR, LLCR
  • Cumulative and simple discounting
  • Single answer NPV, IRR, MIRR
  • Discussion of project attractiveness


  • Common sensitivity errors
  • Comprehensive scenario manager setup
  • Sensitivity analysis
  • Trends
  • Further analysis e.g. contingencies
  • Dashboard analysis

Executive Summary and Audit

  • Model checks
  • Basic audit techniques
  • Excel techniques and shortcomings
  • Executive summary
  • Charts
  • Final review

Workshop Summary

  • Workshop summary
  • Key points
  • Future planning
  • Workshop actions

Business Case Modelling

£ 3001-4000