On completion of this course delegates will:

  • Be able to build financial models based on best practice modeling principles.
  • Be able to build models that are easily understood and easy to share with others.
  • Understand the key issues surrounding building financial models.
  • Be able to conduct a variety of sensitivity and scenario analyses.
  • Have seen and used a wide variety of Excel functions and tools.
  • Be able to produce flexible models for producing periodic statements.


Courses are delivered in 2010, 2013, 2016, 2019 & O365


A basic knowledge of Excel spreadsheets is required, ideally with some practical experience of model building.

What will I learn?

Modelling Principles

  • Model structure, formatting and best practices
  • Using range names
  • Maximising flexibility
  • Using tables
  • Creating, editing, finding and maintaining links between workbooks
  • Building larger models
  • Auditing
  • Creating charts
  • Shortcuts

Data Analysis

  • Financial functions SUM, SUBTOTAL, NPV, IRR, XIRR etc.
  • Lookup functions  INDEX, VLOOKUP, HLOOKUP, MATCH, OFFSET etc.
  • Text functions LEN, FIND, LEFT, RIGHT, MID, TRIM etc.
  • Database features functions, reporting, filtering, extracting, Pivot Tables
  • Circular references

Management Tools

  • Goal Seek
  • Solver
  • Scenarios
  • Introduction to Macros (VBA)
  • Introduction to User Defined Functions using VBA

How we deliver

Training can be delivered in either of the following ways:

  • Online

    Online training is ideal if you have staff in different geographical locations who have the same Microsoft or Adobe training requirements.

    Our expert trainers can deliver Watch and Learn sessions to up to 100 people. Alternatively, they can produce an interactive session that allows delegates to complete practical exercises within the Microsoft or Adobe apps of your choosing.

  • Face to face

    Choose from one or half day training sessions or our popular 90-minute Sprint sessions, which can be delivered in your offices or at another location of your choice.

    All we need is a room with a table and chairs and we look after the rest. We can even provide laptops and a projector should you not have spare IT equipment to use.

Sprint learning

Short on time, but still want to boost staff performance?
Book a Sprint Session!

Each Sprint Session follows a 90-minute format for ultra-focused team learning.

Pick a topic, tell us what you want to achieve from your session, and we’ll put together a short, fun, entirely bespoke programme that meets the needs of your team.

Designed to cater for 10-15 delegates at a time

Developed by our team to cover the subject matter of your choice

Delivered online or face-to-face

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