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The workshop takes a case end to end: commercial assumptions, capital expenditure plan, funding plan, forecast, cash, ratios, and finally the part that gets neglected — the written justification of the assumptions, which is what the analyst attacks first.

Two half-days, because one is not enough to reach the point of defending the file.

What you receive

  • Two half-days on a complete case, built end to end.
  • The working workbook and the written structure used during the workshop.
  • A review grid: what the analyst checks, and in what order.

Included

  • A written answer to questions raised, within 15 days

Not included

  • Work on your own file, which belongs to the review or the package
  • Any certificate recognised by an accrediting body
  • Any undertaking as to the outcome of your funding applications

Frequently asked questions

Can I bring my own project? +
You can draw on it during the exercises, but the workshop works on a common case. Treating your file is an individual engagement.
What level is required? +
Reading a balance sheet and handling a spreadsheet. The rest is built during the workshop.
Is it certified? +
No. No certificate recognised by an accrediting body is issued.