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

Rolling forecasts

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

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?"

Learning tools

Breaks and timing

Courses start at 9:30am.
Please aim to be with us for 9:15am.
Joining information (how to get to our venues)

In-course handbook

Contains unit objectives, exercises and space to write notes

Refreshments

Available throughout the day:

• Hot beverages
• Clean, filtered water
• Biscuits

24 months access to trainers

Your questions answered by qualified trainers online.

Lunch

Lunch is provided at a local restaurant or pub. Browse the sample menus:

• Bloomsbury
• Limehouse
• Southwark

• On a public schedule at one of our
  London training venues.
• On-site at your company office UK wide
• Near-site, at a location close to you
• Tailored courses to your requirements
• Consultancy