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Financial Modelling Master

Advanced Diploma in Financial Modelling using Excel and VBA accredited by ANSI and CPD


LEORON Professional Development Institute

Summary

Price
£1,750 inc VAT
Study method
Online + live classes
Duration
5 days · Full-time
Qualification
No formal qualification
CPD
40 CPD hours / points
Additional info
  • Tutor is available to students

Overview

The ability to create and understand financial models is one of the most valued skills in business and finance today. Microsoft Excel with Visual Basic for Application (VBA) macros programming has been the dominant vehicle used by finance and corporate professionals in the preparation and utilization of the full range of financial models and other applications. However, as a result of the so called ‘95/5’ rule it can be concluded that 95% of Excel users probably only use a mere 5% of the program’s power. Most users know that they could be getting more out of Excel especially by using VBA which would result in them being able to build more flexible, dynamic and professional models. Unfortunately, this aspect of Excel and VBA often appears to be complex and intimidating.

CPD

40 CPD hours / points
Accredited by The CPD Certification Service

Description

This intensive 5 day workshop starts with basics and progresses in a logical step by step manner to the more complex and rewarding tools needed to build more robust models that save time, reduce unnecessary human errors and customize applications that would be impossible to achieve with suboptimal models. Every section is followed by a direct application related to the financial markets and financial issues.

The course will emphasize some important financial concepts that will assist in building vigorous models. It is designed to give you the information you need without making you wade through cumbersome explanations and endless technical background. Delegates will need some basic knowledge of Excel but not of professional modelling or programming.

Course Outline includes:

Day 1 - Design principles, exploring excel functions, helpful starting hints, 40 functions of a financial modeller

Day 2 - Financial functions, modelling financial statements and KPI's

Day 3 - Optimisation solutions, pivot tables and power pivot extensions

Day 4 - Monte Carlo simulation using Crystal Ball, introduction to VBA and loops

Day 5 - Building custom new functions using VBA

Who is this course for?

Financial Analysts, accountants, risk managers, investment bankers, auditors, Directors and anyone involved in planning, forecasting or using Excel

Requirements

Basic knowledge of Excel

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