Please make a selection above.
Learn how to construct a robust project finance model from scratch and use it to assess the feasibility of a project and develop a financing plan.
Select CourseLearn how to construct a robust PPP/P3 model from scratch and use it to price a bid.
Select CourseThe 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’.
Select CourseGain a first-principles understanding of how financial covenants should be defined in credit agreements.
Select Course
Small class sizes (6-8) ensure close interaction between the trainer and course delegates.
Over the past 25 years, we’ve worked with and trained delegates from almost all the major banks and accountancy firms, and our consulting division has worked on many of the most interesting deals in project finance.
Our trainers are not consultants, they are dedicated full-time training professionals with over 50 years of combined modelling training experience behind them.
The robust modelling methodology we teach is the one we use ourselves in developing complex financial models for transactions all around the world.
We use a case study approach for each course, ensuring real life application in teaching our modelling methodology.
If our dedicated training London facilities are not convenient, we will come to you – simply ask for a closed course.
Jonathan has been involved in delivering financial modelling training since 1993, when Operis’s training was first incorporated into the graduate induction programmes of a number of the City’s investment banks.
He has been involved in training financial analysts and financial managers in London and throughout the world and has extensive training experience having specialised in training the use of spreadsheets as a financial analysis tool almost since their inception.
Rui is a financial modelling trainer, joining Operis with over 20 years’ training experience with finance and business productivity software products.
He has collaborated with a number of major training providers in Europe and South America, and has developed software solutions for sectors including finance, HR and the automotive industry.
What are our course pre-requisites?Our courses are pitched at different levels, however we assume all delegates have a basic knowledge of:
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.
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.
TRGbookings@operis.com 
+44 207 562 0400
