Introduction to Excel for Financial Modelling

This course is aimed at finance professionals with a basic Excel proficiency who want to expand their skills and learn functions and techniques used in the development of Best Practice financial models in Excel.


Course Duration: 1 Day(s)

Course Outline

Register Interest

Learning Outcomes

  • Learn how to apply Best Practice Financial Modelling principles to develop Excel workbooks and models that are Transparent, Robust, Adjustable, Consistent and Efficient (TRACE)
  • Understand the tools and functions typically used in Best Practice Financial Modelling, including logic functions (IF, AND, OR), LOOKUP, INDEX / MATCH, SUMIF, MIN / MAX, OFFSET, conditional formatting, data validation and range names
  • Learn how to use binary flags, counters and ‘helper’ cells to simplify complex formulae (and avoid using nested IF statements)
  • Understand how to use the style manager to improve formatting consistency
  • Learn to use Excel’s built-in tools to troubleshoot issues such as finding the source of file size issues, identifying external Links, removing excess styles, identifying inconsistent formulae
  • Learn key short-cuts which will greatly improve your efficiency in Excel

Course Modules

  • Module 1:  Best Practice formatting and workbook structure
  • Module 2: Formula structure: creating bite-size formulae
  • Module 3: Looking up data
  • Module 4: Other commonly used financial modelling functions and techniques