Introduction to Financial Modelling in Excel (Online Course)

Who should complete this course?

Those who:

  • Are new to Financial Modelling and its concepts, and;
  • Have a basic knowledge of Excel

This course introduces the fundamentals and concepts of building a financial model using Excel. This is a practical course in which you will develop the skills to build your own financial model which can be taken away for future reference. You will learn the fundamentals of modelling techniques, best practice and how to design and create a user-friendly model.

What are the prerequisites for taking this course?

It is assumed that you have either undertaken a basic Excel Introduction course, or else are able to:

  • Navigate confidently in Excel
  • Use absolute cell references (this is covered in the course in case you are a bit rusty!)
  • Create and use simple formulas Link between workbooks

It is also assumed that you have had some exposure to financial concepts, but limited experience in Financial Modelling.

More detail about how the online courses work

Modules in this Course

1.1 Financial Modelling Introduction
  • Introduction
  • What is Financial Modelling?
  • Model Design
  • Overview of Scenario Methods
1.2 Fundamental Excel Tools
  • Upgrading to Excel 2007
  • Building Error Checks
  • Absolute & Relative Referencing
  • Calculating Project Costs
  • Common Excel Error Values
1.3 Building a Financial Model
  • Model Build - Inputs & Assumptions
  • Model Build - Revenue
  • Model Build - Expenses
  • Model Build - P&L
  • Model Build - Cashflow
1.4 Model Analysis Tools
  • Assumptions Documentation Tools & Hiding
  • Protecting a Model
  • Charting Cash vs Profit
  • Modelling Scenarios
  • Dynamic Charts

Price: $115.00 ex GST

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