There’s many reasons that you might need a shortcut (pun intended) to better financial modelling skills. You might be a new entrant to the business looking to go from zero to “can build a basic financial model from scratch”. You could already have some experience and be ready to get to grips with more advanced modelling concepts. Or perhaps you are one of the many people who review models for potential deals, and you need some universal techniques to apply to quickly understand and sense check the results you are using to make decisions.
Whatever your problem, if it’s to do with learning more about financial modelling, then Operis can help you. Our training team (who deliver training both externally and internally to our own world-renowned team) is led by the excellent Rui Sobreiros. We deliver public courses all over the world in person (recently in Dubai, Mumbai, Singapore and Shanghai – and of course London and Toronto are regular stop-offs) as well as being available virtually and for specific team bookings.
Learning The Basics
Everyone starts somewhere, and we believe our entry level courses are the best place to begin. We put our money where our mouth is on that – the analysts in our award-winning team all start their time with us one of these courses. We’re known for producing highly skilled team members – Operis alumni go on to hold positions of trust and influence at banks and investors alike and are valued for their technical rigour and commercial understanding – and we have even produced two financial modelling world champions. That all starts with our training courses, and with the mindset and techniques that we teach right from day one. These are skills that you too can learn to jump start your understanding.
This range of courses is suitable for those at the start of their modelling career, or for those for whom a refresher would be useful. We will help you understand the basics of project finance, how a model is structured and what best practice techniques look like.
“A great and knowledgeable course covering financial models from start to finish. I learnt a lot on the overall structure and workings of a model.”
Moving On To Greater Things
For those who are already comfortable with the basics of modelling but want to explore trickier concepts such as debt sizing or go deeper into a particular sector, we offer a range of advanced modelling courses. Again, these are road tested on our own team and proven to guide thinking and practice on model development.
“The content of this course will be very useful for my work on a day-to-day basis and I’ll be able to apply the tips I learnt immediately. The greatest benefit from this course are the keyboard shortcuts and the section on macros.”
Interrogating Existing Models
There are a huge number of people – often very senior people – whose interaction with financial models is not about building them, but rather about extracting and sense checking results from existing models. We recognise that there is a real training need here that traditional modelling courses do not address, and we have the answer in our set of courses on interrogating and understanding models.
In these courses we teach how to look at models in a new way and give you universal sense checks that can be applied to any model to give confidence in your understanding and decision making. These courses have been built based on the vast experience that Operis has in model audit and review. We help you focus on what we know are the key areas that can contain the most material errors. If building models isn’t your day job, but you still need to interact with them in a robust way, then these are the courses for you.
“This has been by far the best finance and project finance modelling experience I’ve had. It is a great course, very inspiring (both the instructor and the course content).”
If you or your team could benefit from our widely respected training courses, then do reach out to explore what we have to offer.
