Financial Modelling in Microsoft Excel

Financial Modelling in Microsoft Excel

1 Day

On completion of this course delegates will;

  • Be able to build financial models based on best practise modelling 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.


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 practises
  • - 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
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