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Intensive Finance Series: Financial Modelling

This workshop is available via the following modes of delivery:

  • In-house training: Make an in-house training enquiry to have this course delivered at your organisation
  • Expression of interest: Let AFMA know that you are interested in attending a public workshop in your city

TITLE: Financial Modelling
CE: Up to 14hrs
FEE: Member - $2,530.00 including GST
Non Member - $3,168.00 including GST
available via in-house or
expression of interest


Financial modelling is a dynamic creation that represents the present and future states of a financial entity. This two-day workshop shows you how financial modelling is performed and how it is used. It is ideal for participants that want to learn the principles and practice of designing or maintaining their own models. You'll need intermediate spreadsheet skills and an understanding of accounting concepts such as balance sheets, cash flow statements and profit and loss.

Who is it for?

This workshop is designed for those who wish to learn the principles and practice of financial modelling for the purpose of designing and building or maintaining their own models.

If you’d like to check whether this course might be right for you, click here for a course sample.

What will you learn?

On the first day you’ll cover core modelling concepts and practices and extend this knowledge on the second to learn:

  • the relationship between discount rates and present and future value
  • internal rate of return
  • how to perform specific financial functions via spreadsheet
  • how to develop models using spreadsheet tools and features
  • benefits and outcomes of financial modelling
  • how to design a financial model
  • how to apply the finance concepts of inflation, term structure and the cost of capital
  • how to apply Excel’s Goal-seek and Solver to modelling problems
  • how Visual Basic can be used in modelling to automate routine or repetitive tasks.


Alex Palfi, Principal, Tykoh Group Pty Ltd

Alex Palfi is a Principal of Tykoh Group Pty Ltd – an Australian based training provider specialising in tailored one and two day workshops on technical finance and business topics.  Prior to setting up Tykoh Alex was a Division Director at Macquarie Group in Sydney. In that role he developed a range of finance workshops and presented those in Australia and at other international locations. Those workshops focused on financial modelling, valuation, derivatives, credit risk and Visual Basic programming.


Understanding the complex Excel tips was very beneficial.

I learnt some very useful functions to save time and to make my spreadsheets more efficient.

The DVD will be very helpful!

Alex Palfi is extremely knowledgeable, patient and concise.