Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
The course will develop the best practice approaches to structuring and presenting fully flexible and auditable models. The training covers tax modelling, sensitivity analysis, scenario management, dynamic charting and monthly modelling. The course is trainer-led but necessarily hands-on at all points, with the participants solving modelling problems throughout.
Early Bird Sale: Save $200 on this certificate by registering before August 31, 2026. Promotion cannot be combined with other offers or Passport. Access the Early Bird Sale by logging into your account.
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Agenda
| Date/Time | Description | Location |
|---|---|---|
|
September 16, 2026 9:00 a.m. - 12:00 p.m. |
Debt Modelling and Structuring This section will delve into a crucial question: Who gets paid first when a business has several debt tranches? You will have the opportunity to master Excel and leverage it to solve intricate financial problems, especially in debt modelling. Our main emphasis is to develop your understanding of the flow of debt modelling's logic and apply a standardized approach whilst keeping formulas succinct and avoiding circular references. Tax Modelling The world of tax modelling is incredibly intriguing, and designing a model that accurately captures the complex logic of tax laws is a challenging yet rewarding task. In this section, you will learn how to create accurate, comprehensive, and flexible models to accommodate changing tax laws and regulations. |
Virtual on Zoom |
|
September 17, 2026 9:00 a.m. - 12:00 p.m. |
Sensitivity Analysis In financial modelling, one- and two-dimensional data tables are essential critical inputs to the model outputs. However, creating and updating data tables can be tricky, and best practices are required to ensure accurate and practical analysis. |
Virtual on Zoom |
|
September 23, 2026 9:00 a.m. - 12:00 p.m. |
Advanced Scenario Management and Data Retrieval It is common to require multiple sets of assumptions to drive a model. However, the challenge is identifying the most flexible method for adding different scenarios to the model based on the specific situation. This section will introduce several approaches and powerful data retrieval functions in Excel to address this challenge. Participants will learn to evaluate and identify the best possible method for their specific scenario. Dynamic Charting A picture is worth a thousand words; dynamic charting can help us turn data into meaningful insights. With the ability to build and manipulate appropriate charts, we can create visuals that provide immediate insights and facilitate decision-making. |
Virtual on Zoom |
|
September 24, 2026 9:00 a.m. - 12:00 p.m. |
Monthly Modelling and Period Consolidation Are you working on monthly financial models? There are several factors to consider for an accurate and insightful forecast. Auditing A common request is: How do I efficiently review someone else’s model? In this session we will cover how to efficiently use various auditing techniques, highlighting a step-by-step approach to model review. |
Virtual on Zoom |
Key Takeaways
By the end of this course, participants will be able to:
- Add flexibility to models using switches and flexible lookups.
- Approach modelling for tax with confidence.
- Build flexible charts and sensitivity analysis to aid the presentation of results.
- Understand how to account for seasonality in monthly forecasts and consolidate them into yearly financials.
- Efficiently review and audit financial models using various auditing techniques.
Earn a Digital Badge
Our new collection of digital badges can be earned through the completion of any of our certificate programs offered in our professional development catalogue. Collect these digital badges to add to your website, social profiles, email signature and more. These badges are an easy way to visually communicate your skills and accomplishments to your peers and network. Digital badges will be awarded based on course completion requirements.
Who Will Benefit
Examples of professionals who would benefit from this course include:
- Tax Managers
- CFOs
- Controllers
- Finance Managers
- Finance Directors
- FP&A Professionals
- Finance Business Partners
Need Approval to Attend?
Attendance Requirements
To earn your CPD hours and Digital Badge, you must attend 3 out of 4 live sessions. We understand that sometimes unplanned absences happen. Please reach out to our Operations Team if you're unable to attend a session as scheduled.
How to Access the Course
This is an instructor led virtual certificate program. To ensure a smooth experience, we recommend logging in five minutes before the scheduled start time of each session.
To help you prepare, please check Blackboard at least two business days before your course starts for the Zoom link, schedule, and materials.
You can find information on registration, cancellation, withdrawal and all other CPA Ontario PD policies here.
Speaker(s)
Chris Burnell FCA is a Director and Senior Financial Trainer with over a decade of experience delivering high‑impact financial education to professionals across global markets. A Chartered Accountant by background, Chris combines deep technical expertise with a highly learner‑centric delivery style, specializing in capital markets, accounting, corporate finance, financial modelling, valuation and ESG investing.
Chris has worked full‑time in financial training since 2012, building a reputation as one of London’s leading professional education specialists before joining Fitch Learning in 2020. At Fitch, he delivers across flagship programs including the CISI Capital Markets Programme, IMC and the CFA Institute Certificate in ESG Investing, alongside bespoke skills-based training.
Before moving into education, Chris worked in audit, corporate tax and restructuring, with particular experience in mid‑cap firms and the oil and gas sector. He brings this real‑world perspective into the classroom, alongside a strong interest in sustainability, governance and the effective use of educational technology to enhance learning outcomes.