Our Excel Financial Modelling Beginners course is hands on. You will be guided through building several financial models which have been specifically designed for this course. Our case studies have been developed by modellers based on their daily experience. You will also learn how to use Excel tools that are most commonly required when developing models.  Our customised Case Studies involve:

  • Business Model #1 Create a Feasibility Study
  • Business Model #2 Clients have commissioned a model to forecast Cashflows of a potential investment.
  • Business Model #3 You have been engaged to assess the viability of a Development Proposal, compile forecast Financial Statements.
  • Business Model #4 Create a Management Dashboard and Sensitivity Analysis on a model you have built.
  • Business Model #5 Create an Automated Pricing Tool to support Sales Staff.
  • Business Model #6 You need to automate the payment calculation for fund investors.
case1

Feasibility studies

case3

Financial Statements

case2

Cash flow forecast

case4

Dashboard & Sensitivity


booksOur expert led courses will ensure you are confident in building your own models and have worked examples to refer back to that follow our Best Practice Modelling Guidelines.

 

SydneyMelbourneBrisbaneAdelaidePerthParramattaCanberra

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Course Details

  • Price: $440
  • Duration: 1 day
  • Time: 9am – 4pm (approx)
  • Class Size (max): 10
  • Class Size (avg): 5
  • Reference manuals: Provided
  • Training computer: Provided
  • CPD hours: 6 hours
  • Address: Lvl 3, 37 Pitt St, Sydney CBD

 

Course Outlines
PDFExcel Financial Modelling

Upcoming Dates
Fri 02-Nov-18 Financial Modelling Sydney Course has been scheduled to run but has not been confirmed.
Tue 29-Jan-19 Financial Modelling Sydney Course has been scheduled to run but has not been confirmed.
Tue 23-Apr-19 Financial Modelling Sydney Course has been scheduled to run but has not been confirmed.
  • Scheduled
  • Confirmed
  • Few seats
  • Class full

Course scheduled to run. Taking enrolments.
Course will run. Taking further enrolments.
Course will run. Limited seats available.
Sold out. Try another date.

 Get started with Excel Financial Modelling for Beginners. Step by step coaching to build real models in Excel. Learning how to build models with complexity in an accurate, robust and transparent way.

BOOK NOW

Course Details

  • Price: $440
  • Duration: 1 day
  • Time: 9am – 4pm (approx)
  • Class Size (max): 10
  • Class Size (avg): 5
  • Reference manuals: Provided
  • Training computer: Provided
  • CPD hours: 6 hours
  • Address: Lvl 3, 466 Little Lonsdale St, CBD (entrance Brights Pl)

 

Course Outlines
PDFExcel Financial Modelling

Upcoming Dates
Wed 17-Oct-18 Financial Modelling Melbourne Course confirmed to run. Limited number of seats available.
Fri 02-Nov-18 Financial Modelling Melbourne Course has been scheduled to run but has not been confirmed.
Tue 11-Dec-18 Financial Modelling Melbourne Course has been scheduled to run but has not been confirmed.
Fri 14-Dec-18 Financial Modelling Melbourne Course has been scheduled to run but has not been confirmed.
Fri 01-Feb-19 Financial Modelling Melbourne Course has been scheduled to run but has not been confirmed.
Fri 08-Mar-19 Financial Modelling Melbourne Course has been scheduled to run but has not been confirmed.
Fri 05-Apr-19 Financial Modelling Melbourne Course has been scheduled to run but has not been confirmed.
Mon 20-May-19 Financial Modelling Melbourne Course has been scheduled to run but has not been confirmed.
Fri 14-Jun-19 Financial Modelling Melbourne Course has been scheduled to run but has not been confirmed.
  • Scheduled
  • Confirmed
  • Few seats
  • Class full

Course scheduled to run. Taking enrolments.
Course will run. Taking further enrolments.
Course will run. Limited seats available.
Sold out. Try another date.

Get started with Excel Financial Modelling for Beginners. Step by step coaching to build real models in Excel. Learning how to build models with complexity in an accurate, robust and transparent way.

BOOK NOW

Course Details

  • Price: $440
  • Duration: 1 day
  • Time: 9am – 4pm (approx)
  • Class Size (max): 10
  • Class Size (avg): 5
  • Reference manuals: Provided
  • Training computer: Provided
  • CPD hours: 6 hours
  • Address: Lvl 10, 333 Adelaide St, Brisbane CBD

 

Course Outlines
PDFExcel Financial Modelling

Upcoming Dates
Fri 01-Feb-19 Financial Modelling Brisbane Course has been scheduled to run but has not been confirmed.
Fri 08-Mar-19 Financial Modelling Brisbane Course has been scheduled to run but has not been confirmed.
Fri 05-Apr-19 Financial Modelling Brisbane Course has been scheduled to run but has not been confirmed.
Mon 20-May-19 Financial Modelling Brisbane Course has been scheduled to run but has not been confirmed.
Fri 14-Jun-19 Financial Modelling Brisbane Course has been scheduled to run but has not been confirmed.
  • Scheduled
  • Confirmed
  • Few seats
  • Class full

Course scheduled to run. Taking enrolments.
Course will run. Taking further enrolments.
Course will run. Limited seats available.
Sold out. Try another date.

Get started with Excel Financial Modelling for Beginners. Step by step coaching to build real models in Excel. Learning how to build models with complexity in an accurate, robust and transparent way.

BOOK NOW

Course Details

  • Price: $440
  • Duration: 1 day
  • Time: 9am – 4pm (approx)
  • Class Size (max): 10
  • Class Size (avg): 5
  • Reference manuals: Provided
  • Training computer: Provided
  • CPD hours: 6 hours
  • Address: Lvl 3, 97 Pirie St, Adelaide CBD

 

Course Outlines
PDFExcel Financial Modelling

Upcoming Dates
Fri 02-Nov-18 Financial Modelling Adelaide Course has been scheduled to run but has not been confirmed.
Tue 29-Jan-19 Financial Modelling Adelaide Course has been scheduled to run but has not been confirmed.
Tue 23-Apr-19 Financial Modelling Adelaide Course has been scheduled to run but has not been confirmed.
  • Scheduled
  • Confirmed
  • Few seats
  • Class full

Course scheduled to run. Taking enrolments.
Course will run. Taking further enrolments.
Course will run. Limited seats available.
Sold out. Try another date.

 

 Get started with Excel Financial Modelling for Beginners. Step by step coaching to build real models in Excel. Learning how to build models with complexity in an accurate, robust and transparent way.

BOOK NOW

Course Details

  • Price: $440
  • Duration: 1 day
  • Time: 9am – 4pm (approx)
  • Class Size (max): 10
  • Class Size (avg): 5
  • Reference manuals: Provided
  • Training computer: Provided
  • CPD hours: 6 hours
  • Address: Level 1, 140 St Georges Tce, Perth CBD

 

Course Outlines
PDFExcel Financial Modelling

Upcoming Dates
Fri 02-Nov-18 Financial Modelling Perth Course confirmed to run. Limited number of seats available.
Tue 29-Jan-19 Financial Modelling Perth Course has been scheduled to run but has not been confirmed.
Tue 23-Apr-19 Financial Modelling Perth Course has been scheduled to run but has not been confirmed.
  • Scheduled
  • Confirmed
  • Few seats
  • Class full

Course scheduled to run. Taking enrolments.
Course will run. Taking further enrolments.
Course will run. Limited seats available.
Sold out. Try another date.

 

Get started with Excel Financial Modelling for Beginners. Step by step coaching to build real models in Excel. Learning how to build models with complexity in an accurate, robust and transparent way.
BOOK NOW

Course Details

  • Price: $440
  • Duration: 1 day
  • Time: 9am – 4pm (approx)
  • Class Size (max): 10
  • Class Size (avg): 5
  • Reference manuals: Provided
  • Training computer: Provided
  • CPD hours: 6 hours
  • Address: Lvl 3, 90 Phillip St, Parramatta CBD

 

Course Outlines
PDFExcel Financial Modelling

Upcoming Dates
Fri 29-Mar-19 Financial Modelling Parramatta Course has been scheduled to run but has not been confirmed.
Thu 18-Apr-19 Financial Modelling Parramatta Course has been scheduled to run but has not been confirmed.
  • Scheduled
  • Confirmed
  • Few seats
  • Class full

Course scheduled to run. Taking enrolments.
Course will run. Taking further enrolments.
Course will run. Limited seats available.
Sold out. Try another date.

 

Get started with Excel Financial Modelling for Beginners. Step by step coaching to build real models in Excel. Learning how to build models with complexity in an accurate, robust and transparent way.

BOOK NOW

Course Details

  • Price: $440
  • Duration: 1 day
  • Time: 9am – 4pm (approx)
  • Class Size (max): 10
  • Class Size (avg): 5
  • Reference manuals: Provided
  • Training computer: Provided
  • CPD hours: 6 hours
  • Address: Level 1, 28 Ainslie Place, Canberra

 

Course Outlines
PDFExcel Financial Modelling

Upcoming Dates
Fri 02-Nov-18 Financial Modelling Canberra Course has been scheduled to run but has not been confirmed.
Tue 29-Jan-19 Financial Modelling Canberra Course has been scheduled to run but has not been confirmed.
Tue 23-Apr-19 Financial Modelling Canberra Course has been scheduled to run but has not been confirmed.
  • Scheduled
  • Confirmed
  • Few seats
  • Class full

Course scheduled to run. Taking enrolments.
Course will run. Taking further enrolments.
Course will run. Limited seats available.
Sold out. Try another date.

 

 Get started with Excel Financial Modelling for Beginners. Step by step coaching to build real models in Excel. Learning how to build models with complexity in an accurate, robust and transparent way.
Learn how to build excel financial models that drive decision making
student

We show you how to build smart models and avoid potential pitfalls, working through real scenarios so you can apply your learning directly to your work. Excel financial modelling involves designing and building calculations to aide decision making. This is a Beginner Level Modelling  course. Learning how to build models with complexity in an accurate, robust and transparent way is an essential skill in the modern workplace.

Who should attend this course?
We want our students to be happy with their learning outcomes so please take a minute to read the questions below.
  • Do you currently build detailed and complex Financial Models?
  • Do you expect to be taught financial or accounting theory, investment analysis, bond math or equity analysis?
  • Vlookup and SUMIF functions – I have never used or even heard of these functions?
If you answered YES to any of the above then the course may not be suitable. Feel free to call us to discuss on 1300 886 190
Pre-requisites for the course?

This Microsoft Excel training course is suitable for those who already have an intermediate level knowledge of Excel and who want to become familiar with and master the Excel tools, formulas and functions necessary for building effective models.

tasks

On completion of this course you should be able to:
  • apply best practice modelling techniques
  • Learn excel functions and features essential for model building
  • protect you models from undesired changes
  • apply lessons learnt to business scenarios
Course Details
  • circular-clockCourses will run from 9am – 4pm (approx.)
  • network-1Classes capped at 10 people (average 5 people)
  • One day Financial Modelling Excel course costs $440
  • book-2Reference Manuals provided
  • maps-and-flags-1Central city locations
Each Student receives
  • book-1Reference Workbooks
  • e-Certificate of attendance
  • customer-service-2Complimentary post course training e-support
  • dart-boardTrained by a Microsoft Certified Expert
  • likeSatisfaction guarantee or repeat FREE within 8 mths
Related Courses
InfoExcel Macros/VBA 
InfoExcel Data Analysis & Dashboards

Course Content
excel365spec_75Modelling techniques
  • Tips for best practice structure and design
  • Separation of inputs, calculations and outputs
  • Avoiding hard coding
  • How to best include adjustments
  • Effective styling to purpose
  • Indicators of risk and mitigating the risk of error
  • Using reconciliations and zero checks.
  • Tips for effective reporting

excel365spec_75Projects

  • Business case model build #1 Create a Feasibility Study
  • Business case model build #2 Clients have commissioned a model to forecast Cashflows of a potential investment.
  • Business case model build #3 You have been engaged to assess the viability of a Development Proposal, compile forecast Financial Statements.
  • Business case model build #4 Create a Management Dashboard and Sensitivity Analysis on a model you have built.
  • Business case model build #5 Create an Automated Pricing Tool to support Sales Staff.
  • Business case model build #6 Mini-project to automate the payout calculation for investors given set parameters.

excel365spec_75Defined Names

  • Understanding Defined Names
  • Defining Names From Worksheet Labels
  • Using Names in Typed Formulas
  • Applying Names to Existing Formulas
  • Creating Names Using the Name Box
  • Using Names to Select Ranges
  • Pasting Defined Names Into Formulas
  • Defining Names for Constant Values
  • Creating Names From a Selection
  • Scoping Names to a Worksheet

excel365spec_75Validating Data

  • Understanding Data Validation
  • Creating a Number Range Validation
  • Testing a Validation
  • Creating an Input Message
  • Creating an Error Message
  • Creating a Drop Down List
  • Using Formulas as Validation Criteria
  • Circling Invalid Data
  • Removing Invalid Circles
  • Copying Validation Settings

excel365spec_75Formula Referencing

  • Absolute Versus Relative Referencing
  • Relative Formulas
  • Problems With Relative Formulas
  • Creating Absolute References
  • Creating Mixed References

excel365spec_75Logical Functions

  • Understanding Logical Functions
  • Using IF With Text
  • Using IF With Numbers
  • Nesting IF Functions
  • Using IFERROR
  • Using TRUE and FALSE
  • Using AND
  • Using OR
  • Using NOT

excel365spec_75Controls

  • Understanding Types of Controls
  • Understanding How Controls Work
  • Preparing a Worksheet for Controls
  • Adding a Combo Box Control
  • Changing Control Properties
  • Using the Cell Link to Display the Selection
  • Adding a List Box Control
  • Adding a Scroll Bar Control
  • Adding a Spin Button Control
  • Adding Option Button Controls
  • Adding a Group Box Control
  • Adding a Check Box Control
  • Protecting a Worksheet With Controls

excel365spec_75Financial Functions

  • Understanding Financial Functions
  • Using PMT
  • Using FV
  • Using NPV
  • Using PV
  • Using RATE
  • Using EFFECT
  • Using NOMINAL

excel365spec_75Date and Time Functions

  • Understanding Date and Time Functions
  • Using NOW
  • Using HOUR and MINUTE
  • Using TODAY
  • Calculating Future Dates
  • Using DATE
  • Using Calendar Functions
  • Using WEEKDAY
  • Using WEEKNUM
  • Using WORKDAY
  • Using EOMONTH

excel365spec_75Lookup Functions

  • Understanding Data Lookup Functions
  • Using VLOOKUP
  • Using VLOOKUP for Exact Matches
  • Using HLOOKUP
  • Using INDEX
  • Using Match

excel365spec_75Complex Formulas

  • Scoping a Formula
  • Long-Hand Formulas
  • Preparing for Complex Formulas
  • Creating the Base Formula
  • Adding More Operations
  • Editing a Complex Formula
  • Adding More Complexity
  • Copying Nested Functions
  • Switching to Manual Recalculation
  • Pasting Values From Formulas
  • Documenting Formulas

excel365spec_75Math Functions

  • Understanding Maths Functions
  • Using SQRT
  • Using ABS
  • Using INT
  • Using TRUNC
  • Using ROUND
  • Using ROUNDDOWN and ROUNDUP
  • Using ODD and EVEN
  • Using CEILINGMATH
  • Using MROUND
  • Using PRODUCT
  • Using SUMIF
  • Using SUMIFS
  • Using SUMPRODUCT

excel365spec_75Protecting Data

  • Understanding Data Protection
  • Providing Total Access to Cells
  • Protecting a Worksheet
  • Working With a Protected Worksheet
  • Disabling Worksheet Protection
  • Providing Restricted Access to Cells
  • Password Protecting a Workbook
  • Opening a Password Protected Workbook
  • Removing a Password From a Workbook

excel365spec_75Scenarios

  • Understanding Scenarios
  • Creating a Default Scenario
  • Creating Scenarios
  • Using Names in Scenarios
  • Displaying Scenarios
  • Creating a Scenario Summary Report
  • Merging Scenarios

excel365spec_75Goal Seeking

  • Understanding Goal Seeking
  • Using Goal Seek

excel365spec_75Solver

  • Understanding How Solver Works
  • Installing the Solver Add
  • Setting Solver Parameters
  • Adding Solver Constraints
  • Performing the Solver Operation
  • Running Solver Reports

student_sat
Average rating:  
 8628 reviews

Excellent content and delivery great examples and easy to follow. - SharePoint Site Owner Melbourne

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