Financial analysis and financial modelling are skills that drive business decisions: from capital allocation and M&A to budgeting and pricing strategy. Most finance professionals develop these skills on the job without a structured framework or professional assessment of their capability. The CFA, CIMA, and ACCA qualifications are prestigious but require years of study across their full scope. For professionals who specifically need practitioner-level financial analysis and modelling capability rather than a full accounting qualification, there is almost no instructor-led programme with a meaningful assessment in the UK market. XFIN fills this gap completely.
Across five instructor-led days, XFIN builds financial analysis practitioner capability across the complete analytical cycle: financial statement analysis and ratio analysis, Excel-based three-statement financial modelling (P&L/balance sheet/cash flow), DCF valuation including WACC calculation and terminal value, comparable company and precedent transaction analysis, FP&A including budgeting and scenario planning, investment appraisal, capital structure analysis, M&A financial modelling basics, financial storytelling for board audiences, and Python for finance as a practical supplement. Every session is hands-on.
On Day 5, participants complete a supervised financial analysis and modelling exercise: building a three-statement model, conducting a DCF valuation, and presenting investment recommendations with risk analysis for a simulated corporate scenario. A senior financial analyst assesses model quality, analytical rigour, and communication. XFIN certificate and Practitioner Assessment Report issued together.
