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Excel Financial Modelling Training Course
Excel 2007, 2010, 2013
Further to this syllabus, many delegates went on to take the Effective Budgeting and Beyond course.
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.
You may also be interested in our finance for non financial manager or VBA courses.
Fundamentals of financial modelling
Applications for financial models
Vital differences between financial models and spreadsheets
Best practice in developing and building financial models
Getting the best results with Excel
Financial models and techniques for forecasting
Using Excel’s data analysis toolkit
Avoiding common forecasting problems
Using moving averages to isolate trends in time series data
Using linear regression to isolate trends in time series data
Using exponential smoothing to forecast sales demand
Building a financial model to make sales forecast
Using Excel Solver to minimise forecast error
Using Excel correlation tools to identify links between variables
Building a financial model to forecast costs
Understanding the drivers of business cash flow
Building a financial model to forecast cash flow
Financial models for capital investment decision-making
Principles of capital budgeting
Common approaches to capital investment decision-making
Understanding the time value of money
Principles of discounted cash flow (DCF)
Understanding and using Excel DCF functions
Building a financial model for capital investment decision-making
Financial models for forecasting and improving business performance
The elements, structure and dynamics of financial statements
Understanding the shareholder value concept
Measuring profitability with Return on Net Assets (RONA)
Managing the key drivers of RONA
Understanding and managing business risk
Building a financial model to forecast financial statements
Using rolling forecasts in adaptive management processes
Building a financial model to make rolling forecasts
Financial models for business valuation
The need for and approaches to business valuation
Understanding the shareholder value added (SVA) method
Building a financial model for business valuation
Prices & Dates
What you get
Training is held in our modern, comfortable, air-conditioned suites
"What do I get on the day?"
Lunch is provided at a local restaurant or pub. Browse the sample menus:
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)
Available throughout the day:
- Hot beverages
- Clean, filtered water
Training formats & Services
Paul has been great, we have different skill levels and use excel in different ways but he has been able to account for these variations in his pack and stimulating presentation.
Excel Financial Modelling
Senior Finance Officer
A lot was covered in the two days and at times it was a bit stressful trying to keep up with topics that I had never covered before. I enjoyed the course and Paul's delivery and knowledge. Hopefully I will be able to use the course to improve consistency and efficiency within my work role.
Excel Financial Modelling