Financial Modelling in Excel
Learn the practical skills needed to construct robust financial models that can be used for business planning and evaluation. You will learn best practice design principles required for building flexible models using a range of excel techniques and functions which are applied when building a detailed financial model case study from scratch.
This is a beginner’s course in financial modelling for those who are new to the subject. This course assumes a sound understanding of the structure and composition of financial statements, specifically the Income Statement, Balance Sheet and Cash Flow Statements.
In addition, a good working knowledge of Excel up to using Excel functions is required. At commencement of the short course you are expected to be able to:
- Create and move between worksheets;
- Improve and modify general layout using different fonts and colours;
- Delete, clear, copy and paste cells;
- Build formulas with and without Autosum;
- Understand the difference between relative, absolute and mixed cell references;
- Build IF statements;
- Construct graphs.
Suitability - Who should attend?
This evening course assumes a sound understanding of the structure and composition of financial statements, specifically the Income Statement, Balance Sheet and Cash Flow Statements.
In addition, a good working knowledge of Excel up to using Excel functions is required. At commencement of the course you are expected to be able to:
- Create and move between worksheets
- Improve and modify general layout using different fonts and colours
- Delete, clear, copy and paste cells
- Build formulas with and without Autosum
- Understand the difference between relative, absolute and mixed cell references
- Build IF statements
- Construct graphs
Please note that the software and operating system used is Excel for Windows and is not suitable for Excel for Mac.
Applicants must be proficient in spoken and written English.
Training Course Content
The first four weeks of the Financial Modelling in Excel short course cover the necessary groundwork, design principles and functions required to build robust models.
In weeks 5 - 9 these design techniques are put into practice by building a detailed financial model from scratch based on a fictitious retail based case study.
The short course concludes with a review of further advanced excel techniques including sensitivity analysis.
Scheme of Work
- Week 1 - Keyboard shortcuts, styles and custom formatting
- Week 2 - Financial modelling best practice
- Week 3 - Modelling techniques: summing across sheets, "IF" statements, VLOOKUPs, INDEX & MATCH and conditional formatting
- Week 4 - Drivers: key items which drive financial models
- Week 5 - Start case study: Income Statement, annual projections
- Week 6 - Case study continued: Income Statement, monthly projections
- Week 7 - Case study continued: Income Statement, finalise and complete
- Week 8 - Case study continued: Balance Sheet
- Week 9 - Case study continued: Cash Flow Statement and complete the model plus a brief look at Macros
- Week 10 - Advanced Techniques and course round up
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