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Excel Financial Modelling Training Course

Instructor led classroom based course, regular London dates, courses never cancelled

STL

Summary

Price
£2,994 - £2,995 inc VAT
Finance options

Credit/debit card

Company invoice

Pricing ex VAT
Study method
Classroom
Duration
2 days · Part-time
Qualification
No formal qualification
Certificates
  • Certificate of completion - Free
Additional info
  • Tutor is available to students

Location & dates

Location

Address
Bloomsbury Square
Central London
London
WC1A2LP
United Kingdom
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Address
Northey Street
East London
London
E148BT
United Kingdom
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Overview

This is Excel Financial Modelling course is designed for anyone looking to learn or extend their knowledge of using Excel to assist with financial decision making in a business context.

This 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

Course media

Description

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

Requirements

Attendance or equivalent knowledge of Excel Advanced and Introduction to Finance for Non-financial managers.

Questions and answers

Certificates

Certificate of completion

Digital certificate - Included

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Legal information

This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

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An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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