Leading Advisors in Project Finance


Find the right course for you

Our courses are designed for finance professionals whose work involves complex spreadsheets and financial models.

Since 1991, Operis has been delivering in-person financial modelling training to bankers, analysts and finance professionals around the world.

We are now offering our world-class financial modelling training online.

Upon completing an Operis course, you will have the skills to construct models reflecting a methodology focusing on accuracy, error reduction, auditability and speed.

Please make a selection above.

Learn the differences between these courses
Operis teaches a standard methodology for the development of financial models. This methodology, with its associated techniques, is best learned through the use of a case study. Although our clients are drawn from many different sectors of project finance, we have found that our two case studies provide technical content that is relevant and of interest to this wide audience. There is considerable overlap between the two courses in terms of content. Both courses offer a broad range of general techniques used in project appraisal; but the PPP course explores the use of the model in the bid process.
  • Assessing & Interrogating Financial Models Course

    The objective of the training is to teach and implement a robust, reliable and repeatable framework for analysing unfamiliar financial models. The basis of our approach is to record the investigation of a financial model, centred on the ‘Assessment Workbook’.

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Why choose a course with Operis?

Continue your training with our free webinar programme

Learn more efficient ways to build, review, read & interpret your spreadsheets.

  • use Excel functions and techniques to enhance your work
  • increase your Excel and spreadsheeting skills
  • learn from the professionals
  • click on the button below to see the sessions you can sign up for and register
See the sessions

Experienced trainers

"A well thought out course clearly explaining the first principles of best practice in developing spreadsheet models"
"The course was excellent. The hands on format is essential and repeating the skills that you have learnt really helps reinforce the learning through the two days."
HS2 Ltd
"At last. Training that addresses what we actually do."
ING delegate
"Great experience and friendly and dedicated support from trainers which is greatly appreciated. Also, both trainers had exceptional presentation techniques and fostered great understanding – will refer to other organisations."
"Great experience! It really enhanced my capabilities in dealing with modelling and excel in general"
"Excellent principles for modelling – if only everyone did it this way!"
AIIM (Association for Information & Image Management)

Companies we train

Frequently Asked Questions

What are our course pre-requisites?

Our courses are pitched at different levels, however we assume all delegates have a basic knowledge of:

  • Accounting: An understanding of double entry accounting and knowledge of the accounting statements (Balance Sheet, P&L, Cashflow)
  • Finance: A basic understanding of discounted cash flow (DCF) theory
  • Excel: An ability to construct basic formula and navigate around a spreadsheet
Where are the training facilities?

Our regular courses are run from purpose built training facilities at the Monument Meeting Rooms in central London, close to Monument and Tower Hill underground stations.

If this location doesn’t suit, we are equally happy to discuss other locations.

Do I need a laptop?

Yes, you will need to bring a laptop with Microsoft Excel installed.  If you can’t,  we may be able to provide you one at no extra cost.

How do I book?

After we have confirmed availability on your preferred course date, we simply require your contact details and an invoice address.

Can you run this course for me and my colleagues?

We run closed group training sessions regularly and would be delighted to discuss running it at your preferred location.

Often this is a more cost effective means to roll-out large group training.

Do I get a certificate on completion?

Yes, you will receive a signed certificate upon request.

Will the course count towards professionals hours?

Yes, our courses offer six CPD hours per course day.

Still not convinced? Read our book

Practical Financial Modelling is a book on model development and model assurance. Written by our Training Director Jonathan Swan, it provides a toolkit of modelling techniques and a framework of error controls to reduce the risk of spreadsheet error.

Aimed at financial analysts, investment bankers, accountants, and financial management, it presents a modelling methodology that underpins the various proprietary standards used in financial modelling today, as taught on our courses.

This new edition increases the number of worked examples and introduces new material on the audit sheet and audit workbook methodologies, and the delta sheet approach to sensitivity analysis.

The new edition of Practical Financial Modelling is now available for order.


+44 207 562 0400

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