Financial Modelling

Our Financial Modelling workshops are presented in Johannesburg and Cape Town in South Africa, as well as the rest of Africa.  Our portfolio of highly specialised courses are presented by industry experts.

Financial Modelling Level 1

Our 3-day, case study driven workshop is designed to introduce participants to the fundamentals of financial modelling in Excel.

  • Structure models to enable appropriate modelling techniques and results.
  • Use the power of Excel to simplify and speed up data analytics and financial modelling.
  • Build basic to intermediate financial models from scratch to completion.

Participants typically include finance and accounting professionals, management consultants, financial practitioners, financial analysts, corporate financiers, portfolio managers, hedge fund managers and company analysts, as well as middle and senior management professionals.


Greg Beech CA (SA)

Greg is a CA(SA) having qualified in 1992. He regularly consults on mergers & acquisitions, strategy and valuations. He worked in corporate finance and private equity for Standard Bank and Real Africa Durolink in the 1990’s. Greg has been self-employed since 2000.

Greg chairs the APC Examinations Committee and remains a member of the ITC Examinations Committee at the South African Institute of Chartered Accountants (SAICA). He previously chaired the Financial Management Examinations Committee from 1999 to 2014.

Greg regularly presents to corporate audiences on valuations, mergers & acquisitions (M&A), financial analysis, behavioural finance, due diligence, financial modelling, costing methodologies, finance for non-financial managers and financial strategy. He is a faculty member at GIBS teaching part-time to MBA students on mergers & acquisitions and delivers various public seminars for GIBS. Greg has been presenting valuations and M&A seminars for SAICA on a national basis for the past 7 years.

He co-authored Valuations, mergers & acquisitions, published by Oxford University Press in 2015.

Greg received special recognition from SAICA in April 2016 at an awards dinner for his significant contribution to the professional education of chartered accountants in South Africa over the past three decades.

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Financial Modelling Level 2 

This programme is designed for delegates wishing to elevate their financial modelling skills using Microsoft Excel as the model building tool.

This 4-day course covers the building of robust models to solve problems, analyse data and extract information.

The focus will not primarily be on Excel skills, but rather financial modelling and problem-solving skills using Excel to enable this.

The core principles of appropriate model design, structure and procedures will be illustrated through case studies with the assistance of the instructor, delegates will work through various practical exercises. The ‘solutions’ to case studies will be made available after the completion of each exercise to enable delegates to review overnight, should they wish. Also, PowerPoint slides will cover most of the modelling techniques and Excel functions used to provide a user guide during the course and thereafter.

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