Our short course on Financial Modelling using Excel Training will help you analyze business problems, identify solutions and make sound decisions to achieve a competitive advantage.

The Financial Modeling Using Advanced Excel Training is designed to equip participants with essential Excel-based modeling skills to solve real-world business and financial problems. This hands-on course enables you to build, analyze, and optimize financial models using advanced Excel tools. You’ll gain practical knowledge in data analysis, dashboard creation, and business valuation using Excel, with realistic examples and exercises that mirror workplace scenarios.

Program Objectives

By the end of this training, participants will be able to:

• Apply absolute, relative, and structured referencing effectively in financial modeling.
• Organize and analyze data using structured Excel tables.
• Use key Excel functions, including financial, logical, and lookup functions, for data-driven decisions.
• Perform scenario and sensitivity analysis using Goal Seek, Solver, and Scenario Manager.
• Import, validate, and consolidate data efficiently from various sources.
• Create and manage links across worksheets and workbooks to streamline reporting.
• Export and present data using appropriate formats and linked visuals.

Target Audience

This course is suitable for:

• Finance professionals
• Business and strategy analysts
• Accountants and consultants
• Entrepreneurs and start-up founders
• Real estate professionals
• Project managers
• Students and graduates in finance-related fields

Training Period

• Classroom: 5 Days
• Online: 7 Days

Course Outline

Module 1: Referencing in Excel

• Absolute referencing.
• Relative referencing.
• Structured reference.

Module 2: Working with Structured Tables.

• Benefits of using tables in Excel
• Elements of an Excel table
• Managing and navigating data tables
• Structured references with Excel tables

Module 3: Formulas and Functions.

• Overview of Excel functions
• Math and Trigonometry functions
• Financial and logical functions
• Using AND, OR, and nested functions
• Lookup functions (VLOOKUP, HLOOKUP)
• Concatenation and advanced referencing (INDEX, OFFSET, MATCH)
• Using Excel Help for functions

Module 4: Goal Seek/Solver/Scenarios and Linking.

• Using Goal Seek and Solver tools
• Creating and managing scenarios
• Generating Solver reports
• Linking worksheets and workbook

Module 5: Working with Data.

• Data validation and consolidation
• Importing data and CSV files
• Using the Text Import Wizard
• Exporting data to various formats
• Exporting to Word and linking pasted content
• Linking and copying graphs with data updates

Delivery Method

This program is taught through a mix of practical activities, theory, group work and case studies. Training manuals and additional reference materials are provided to the participants.

Certification

Upon successful completion of the training, participants will be awarded a certificate of course completion

Course Booking

Please use the “book now” or “inquire” buttons on this page to either book your space or make further enquiries.