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Excel Financial Modelling Training Course
Excel 2007, 2010, 2013
Who is this course for?
Anyone looking to learn or extend their knowledge of using Excel to assist with financial decision making in a business context.
Attendance or equivalent knowledge of Excel Advanced Part 1 and Introduction to Finance for Non-financial managers.
BenefitsThis course will show you why Excel is an essential tool for financial modelling, guide you through some key models and also introduce the practice of rolling forecasting. There will also be the opportunity to explore tying up actual models with reporting.
Excel modelling fundamentals
Best practice tips
Common mistakes to avoid
Making the most of Excel functionality
Analysing data for financial models
Using Pivot Tables to analyse and prepare raw data
Analysing sales and cost data
Identifying fixed and variable costs using linear regression functions
Testing cause and effect using correlation functions
Using moving averages to model seasonality
Sales and cost budget models
Interpolation and extrapolation methods
Using Excel for 'what if' analysis on sales and costs
Capital investment models
Understanding discounted cashflow and net present value (NPV)
identifying relevant incremental cashflows
Using Excel functions to calculate NPV
Understanding internal rate of return (IRR)
Using Excel to calculate IRR
Business valuation models
Understanding and using different business valuation methods
Using cashflow projections for business valuations
Building a business valuation model using Excel
Budgets versus rolling forecasts
Identifying key business drivers
How American Express use rolling forecasts
'What if' analysis with rolling forecasts
Using Excel for rolling forecasts
Dynamic reporting models
Building simple reporting models for divisional reporting
Best practice in designing user-friendly workbooks
Using VLOOKUP and HLOOKUP as dynamic functions
Prices & Dates
What you get
Training is held in our modern, comfortable, air-conditioned suites
Modern-spec IT, fully networked with internet access
"What do I get on the day?"
Lunch is provided at a local restaurant or pub. Browse the sample menus:
Courses start at 9:30am.
Please aim to be with us for 9:15am.
Joining information (how to get to our venues)
Available throughout the day:
- Hot beverages
- Clean, filtered water