Introduction to financial modelling

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Learn from PwC’s Deals Modelling team, who build and review financial models for transactions and strategic decisions every day.

Course description:

Our integrated training provides an introduction to financial modelling and core modelling techniques. In this practical, interactive course, you’ll work through a case study in Excel to build an integrated financial model. The PwC Modelling team will guide you step by step and share modelling best practices.

What you’ll learn

  • Recognise the key features of a best-practice financial model and how to apply them in your own models.

  • Build a robust, integrated three-statement model (profit and loss, balance sheet and cash flows).

  • Create error and sense checks as you build.

  • Improve your spreadsheet skills.

  • Understand the key components of a model.

  • Understand the linkages between the three financial statements.

Investment: $1,600 excl. GST per person


Bundle package

Price: NZ$2,300 excl. GST (save NZ$195)

What’s included:

  • Introduction to financial modelling (in-person course)
  • 12-month access to your PwC Academy subscription
  • Facts on Tax webinar updates (12 months)
  • Unlimited CPD hours
  • Updates from PwC specialists
  • PwC digital courses including Professional ethics and Tax Effect Accounting
  • More than 800 courses from global learning providers

To take advantage of this package, sign up for the Introduction to financial modelling course and you’ll receive a discount code to use towards your 12-month PwC Academy subscription. 

Request a discount code


On completion, you’ll receive a digital certificate and gain seven CPD hours.

Who should attend

Financial and management accountants, financial analysts and managers, and finance managers.

Independence requirements (for PwC-audited organisations)

If your organisation is audited by PwC, we must complete internal documentation to record the non-audit relationship created through this PwC service. Please register early—this process can take up to ten business days.

Team pricing is available for groups of three or more from the same organisation. Contact us for details.

“The facilitators were great—knowledgeable, approachable and helpful. I felt like I learned a lot, mainly because they were willing to help with my understanding.”

Contact us

Cheong Ng

Director, Advisory, PwC New Zealand

+64 21 816 161

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