FINANCIAL MODELING USING ADVANCED EXCEL TRAINING

Financial Modeling using Advanced Excel Training

About the Program

In today’s fast-paced business climate, it is vital that decisions are made quickly and accurately. With our short course program in Advanced Excel we train project and program staff, senior managers, accountants, and sales teams how to analyses business problems, identify solutions and make sound decisions to achieve a competitive advantage. It is well known that many users of Excel working with financial data do not make optimal use of what the Excel package offers. The emphasis of this course is to transfer key knowledge areas in analyzing data, developing reporting dashboards and in developing workable Excel models and the use of the Advanced Excel functionality to enable delegates to develop financial models and demand models for decision making. This course is very practical and hands-on, and participants will be taught using dummy data which they can relates with

PROGRAM OBJECTIVES

• Construct and use financial models
• Carry out scenario tests and sensitivity analyses
• Carry out business valuation

Target Audience

• Finance Professionals.
• Business and Strategy Analysts.
• Entrepreneurs and Start-up Founders.
• Consultants.
• Accountants.
• Students and Graduates.
• Real Estate Professionals.
• Project Managers.

Training Period

• Classroom: 5 Days
• Online: 7 Days

Module 1: Referencing in Excel.

• Absolute referencing.
• Relative referencing.
• Structured reference.

Module 2: Working with Structured tables.

• Why you should use tables.
• Elements of an Excel table.
• Managing data in an Excel table.
• Using structured references with Excel tables.

Module 3: Formulas and Functions.

• Function Overview.
• Math and Trig Functions.
• Financial Functions.
• Logical Functions.
• The AND Function.
• The OR Function.
• Nesting Functions.
• The VLOOKUP Function.
• The HLOOKUP Function.
• Concatenating Functions.
• Index, offset and Match Functions.
• Using Help for Functions.

Module 4: Goal Seek/ Solver/ Scenarios and Linking.

• Using Goal Seek.
• Saving a Scenario.
• Solver Reports.
• Adding a Scenario.
• Showing Scenarios.
• Worksheet Linking.
• Workbook Linking.

Module 5: Working with data.

• Data Validation.
• Data Consolidation.
• Importing Data.
• Importing CSV Files.
• Text Import Wizard.
• Exporting Data.
• Choosing a Specific Format.
• Exporting to Word.
• Pasting Data with a Link.
• Copying a Graph with a Link.

Delivery Method

This program is taught through a mix of practical activities, theory, group work and case studies. Training manuals and additional reference materials are provided to the participants.

CERTIFICATION

Upon successful completion of the training, participants will be awarded a certificate of course completion