Financial Training That Actually Works for Your Team

Most corporate finance training feels like sitting through someone else's lecture notes. We get it. Your finance team doesn't need textbook theory – they need practical skills they can apply on Monday morning.

After spending years building financial models for clients across manufacturing, tech, and retail, we noticed something. Finance professionals often struggle not because they lack intelligence, but because they've never been shown the real-world messy parts. The bits that textbooks skip over.

We teach the stuff that matters. How to structure a three-statement model when your data's incomplete. How to present forecasts to executives who hate spreadsheets. How to spot the warning signs in financial statements before they become problems.

Financial professionals collaborating on model building techniques in a modern workspace

What Drives Our Approach to Financial Education

Training shouldn't feel like checking boxes on a compliance form. Here's what actually guides how we teach your teams.

Real Scenarios Over Perfect Examples

Finance is messy. We don't teach with pristine case studies that have convenient round numbers and perfect data sets.

Example from autumn 2024 session: A participant's company had switched accounting software mid-year. Their historical data was fragmented across systems. Instead of pretending this wasn't a problem, we spent an hour working through practical workarounds they could actually use.

Skills You'll Use Tomorrow

We focus on techniques that solve actual business problems, not academic exercises that look impressive but never get used.

Real application: One team learned our approach to scenario planning on a Tuesday. By Friday, they'd built a framework to model their Q1 2025 supply chain disruptions. That's the timeline we aim for.

Honest About What Works

Some financial modelling techniques sound clever but fall apart when executives start asking questions. We'll tell you which shortcuts to avoid and why.

Straight talk: We actively discourage certain popular forecasting methods because they create false precision. Your CFO will see through them immediately, and it makes your whole analysis look questionable.
Interactive financial modelling workshop showing hands-on learning approach
Hamish Caldwell, lead instructor with 12 years financial modelling experience

Hamish Caldwell

Former banking analyst who now focuses on practical teaching methods

Petra Lindqvist, corporate finance specialist and curriculum developer

Petra Lindqvist

Spent eight years in corporate FP&A before designing training programmes

How We Actually Structure Corporate Training

Most finance training follows the same tired pattern – lecture, worksheet, done. We've designed something that sticks better because it mirrors how people actually learn complex skills.

Your Problems, Not Our Templates

Before any session, we spend time understanding what your team actually struggles with. Cash flow forecasting for seasonal businesses? Modelling subscription revenue with high churn? Consolidating multi-entity reports?

We built a training programme for a retail client in early 2025 specifically around their inventory modelling challenges. Three months later, their finance team had rebuilt their entire purchasing forecast system. That happens when training addresses real pain points.

Guided Practice That Feels Like Real Work

You learn by doing, but doing with someone watching who can stop you before you build formulas that'll break next quarter.

Sessions involve building actual models alongside us, making mistakes in real-time, and understanding why certain approaches fail under pressure. It's more like an apprenticeship than a lecture hall.

Follow-Up That Actually Helps

Training doesn't end when people leave the room. Questions come up when you're knee-deep in your own spreadsheet at 4pm on a Wednesday.

Teams get access to ongoing support channels where they can ask specific questions about applying techniques to their situations. We've seen this make the difference between "interesting training" and "training that changed how we work."