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Financial modelling using Excel

Financial modelling using Excel
Financial modelling using Excel
Financial modelling using Excel

This course is aimed at both intermediate and experienced staff and includes the construction of an integrated set of simplified financial statements and subsequent investment appraisal. You will learn key tools of Excel which are useful for business analysis and how to construct a reliable financial model encompassing three financial statements (balance sheet, profit and loss statement and cash flow).

Financial modelling using Excel

This course is aimed at both intermediate and experienced staff and includes the construction of an integrated set of simplified financial statements and subsequent investment appraisal. You will learn key tools of Excel which are useful for business analysis and how to construct a reliable financial model encompassing three financial statements (balance sheet, profit and loss statement and cash flow).

Financial modelling using Excel

This course adopts a case study approach and minimizing the level of classroom-style learning allowing participants to feel more empowered and comfortable in applying skills and techniques developed during the course in their day to day work.

Financial modelling using Excel

The course is ideal for anyone looking to improve their skills in Excel. It will be of particular benefit to corporate and project financiers, finance managers, accountants and bankers.

By the end of this course, participants will understand :

  • Improve their efficiency in using Excel shortcuts
  • Use several of the support tools and techniques in spreadsheet programs
  • Build a robust financial model
  • How to forecast working capital using excel
  • Analyse results from excel sheet based on financial statement input.
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Course structure

Basic excel tools including shortcuts to improve your efficiency

Refresher of Excel fundamentals

Customising Excel

Useful tools in Excel for financial modelling such as:

  • IF
  • AND OR
  • OFFSET
  • Named ranges
  • MAX
  • MIN
  • ABS

Basic structure of a model

Understanding/refresher of financial statements

Model design and consideration of inputs

Forecasting EBITDA

Making sure the model has integrity

Including checks and balances

Forecasting working capital

Schedule
Schedule

There are no scheduled dates for this course. Fill out the form to check future dates or deliver the course in-house

Trainers
Frequently asked questions

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