MS Excel Financial Modelling

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Course Overview

The MS Excel Financial Modelling training course is designed for professionals of all backgrounds with a need to use MS Excel in financial models and business analysis. Course coverage will include the use of analytical techniques such as internal rate of return (IRR) and net present value (NPV). Implementation and use of the IRR and NPV functions in MS Excel as well as numerous other spreadsheet techniques including lookup functions, conditional sum and if formulas, autofilters, and conditional formatting will be explored in detail.

Course Content

Spreadsheet modelling techniques

  • Basic structure (separation of data from processing & output)
  • Cell referenced formulas (no hard coding of data)
  • Modularisation (break a complex model into simple bits)
  • Prototype development and refinement
  • Sensitivity analysis
  • Troubleshooting and debugging
  • Reasonability testing (common sense)

MS Excel functions and methods useful for modeling

  • Named cell ranges
  • Lookup functions
  • Conditional functions (IF, COUNTIF, SUMIF)
  • Financial functions (IRR, NPV)
  • Formula nesting (pros and cons)
  • Autofilters
  • Advanced filters
  • Goal seeking
  • Conditional formatting
  • Navigation buttons

Automating your model with macros

  • Pros and cons
  • Setting the macro security level
  • Recording and running simple macros
  • The Visual Basic editor
  • Modifying a recorded macro for general use

Protecting your model from undesired changes

  • Model structure
  • Locking cells
  • Worksheet and workbook protection
  • Password protection
  • Cross checks and error reports
  • Data validation

Output presentation (tips for effective reporting of results)
The importance of documentation (may your model outlive you)
Spreadsheet model multimedia (just for fun)

  • Adding sound to your model
  • Providing video with your model
  • Make your model talk

Customer Reviews

Thanks to Xpertised and the tutor who walked me through all the topics with Practical exposure which is helping me in my current project.

Course was quite helpful in terms of understanding of concepts and practicality. Its really a very friendly environment to learn. The timing were mutually chosen, as we both are working professional. I am quite satisfied with the course.


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