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Nexacu Excel Specialist

Excel Financial Modelling Course for Beginners

Learn to build best practice financial models

All courses running remotely, join us live online.

Our case studies have been developed by modelers based on their daily experience. You will also learn how to use Excel tools that are most commonly required when developing models.  Our customized Case Studies involve:

  • Business Model #1 Create a Feasibility Study
  • Business Model #2 Clients have commissioned a model to forecast Cashflows of a potential investment.
  • Business Model #3 You have been engaged to assess the viability of a Development Proposal, compile forecast Financial Statements.
  • Business Model #4 Create a Management Dashboard and Sensitivity Analysis on a model you have built.
  • Business Model #5 Create an Automated Pricing Tool to support Sales Staff.
  • Business Model #6 You need to automate the payment calculation for fund investors.

Our expert-led courses will ensure you are confident in building your own models and have worked examples to refer back to that follow our Best Practice Modelling Guidelines.

We show you how to build smart models and avoid potential pitfalls, working through real scenarios so you can apply your learning directly to your work. Excel financial modelling involves designing and building calculations to aide decision making. This is a Beginner Level Modelling course. Learning how to build models with complexity in an accurate, robust and transparent way is an essential skill in the modern workplace. See full course outline here.

Excel Financial Modelling Course for Beginners

4.8
see reviews

Learn to build financial models in line with best practice. Work through case studies, led by our instructors.

$320 $265 USD
10 max
1 day
$320 $265 USD
10 max
1 day
$320 $265 USD
10 max
1 day
$320 $265 USD
10 max
1 day
$320 $265 USD
10 max
1 day
$320 $265 USD
10 max
1 day

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Kuala Lumpur

Manila

Hong Kong

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Jakarta

Upcoming Courses:
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Hong Kong

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Singapore

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Jakarta

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Excel Financial Modelling for Beginners Course Details

Price
$318 $265 USD
Duration
1 day
Times
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training Live Online
Address
53, Siwatel Tower, 1st Floor, Witthayu Road, Lumphini, Khet Pathum Wan, Bangkok, 10330
microsoft_gold
deloite_logo

Excel Financial Modelling for Beginners Course Details

Price
$318 $265 USD
Duration
1 day
Times
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training Live Online
Address
3, Jalan Stesen Sentral, Kuala Lumpur Sentral, 50470 Kuala Lumpur
microsoft_gold
deloite_logo

Excel Financial Modelling for Beginners Course Details

Price
$318 $265 USD
Duration
1 day
Times
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training Live Online
Address
Glorietta Mall, Palm Dr, Ayala Center, Makati, 1224 Metro Manila
microsoft_gold
deloite_logo

Excel Financial Modelling for Beginners Course Details

Price
$318 $265 USD
Duration
1 day
Times
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training Live Online
Address
Pacific Place, 88 Queens Way, Hong Kong
microsoft_gold
deloite_logo

Excel Financial Modelling for Beginners Course Details

Price
$318 $265 USD
Duration
1 day
Times
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training Live Online
Address
9 Wallich Street 078885 SINGAPORE
microsoft_gold
deloite_logo

Excel Financial Modelling for Beginners Course Details

Price
$318 $265 USD
Duration
1 day
Times
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training Live Online
Address
Jl Pegangsaan Timur No.17 Cikini Jakarta 10310, ID
microsoft_gold
deloite_logo

Excel Specialist Course Outlines

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Course Rating
Microsoft Excel Specialist Training Courses

4.8 5 Microsoft Excel Specialist Training Courses
4.8 out of 5
23465 Student Reviews

Excel Specialist Courses City Pages

Excel Specialist Courses City Pages

BKK Bangkok

SIN Singapore

MNL Manila

KUL Kuala Lumpur

JKT Jakarta

HKG Hong Kong

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What do I need to know to attend?

We want our students to be happy with their learning outcomes so please take a minute to read the questions below.
  • Do you currently build detailed and complex Financial Models?
  • Do you expect to be taught financial or accounting theory, investment analysis, bond math or equity analysis?
  • Vlookup and SUMIF functions – I have never used or even heard of these functions?
If you answered YES to any of the above then the course may not be suitable. Feel free to call us to discuss. 
 

This Microsoft Excel training course is suitable for those who already have an intermediate level knowledge of Excel and who want to become familiar with and master the Excel tools, formulas and functions necessary for building effective models.

 

 

Excel Financial Modelling for Beginners Learning Outcomes

  • Apply best practice modelling techniques
  • Learn excel functions and features essential for model building

 

  • Protect you models from undesired changes
  • Apply lessons learnt to business scenarios

 

Excel Financial Modelling for Beginners Course Content

  • Modelling techniques
  • Tips for best practice structure and design
  • Separation of inputs, calculations and outputs
  • Avoiding hard coding
  • How to best include adjustments
  • Effective styling to purpose
  • Indicators of risk and mitigating the risk of error
  • Using reconciliations and zero checks.
  • Tips for effective reporting

 

  • Projects
  • Business case model build #1 -  Create a Feasibility Study
  • Business case model build #2 - Clients have commissioned a model to forecast Cashflows of a potential investment.
  • Business case model build #3 - You have been engaged to assess the viability of a Development Proposal, compile forecast Financial Statements.
  • Business case model build #4 - Create a Management Dashboard and Sensitivity Analysis on a model you have built.
  • Business case model build #5 - Create an Automated Pricing Tool to support Sales Staff.
  • Business case model build #6 - Mini-project to automate the payout calculation for investors given set parameters.

 

  • Defined Names
  • Understanding Defined Names
  • Defining Names From Worksheet Labels
  • Using Names in Typed Formulas
  • Applying Names to Existing Formulas
  • Creating Names Using the Name Box
  • Using Names to Select Ranges
  • Pasting Defined Names Into Formulas
  • Defining Names for Constant Values
  • Creating Names From a Selection
  • Scoping Names to a Worksheet

 

  • Validating Data
  • Understanding Data Validation
  • Creating a Number Range Validation
  • Testing a Validation
  • Creating an Input Message
  • Creating an Error Message
  • Creating a Drop Down List
  • Using Formulas as Validation Criteria
  • Circling Invalid Data
  • Removing Invalid Circles
  • Copying Validation Settings

 

  • Formula Referencing
  • Absolute Versus Relative Referencing
  • Relative Formulas
  • Problems With Relative Formulas
  • Creating Absolute References
  • Creating Mixed References

 

  • Logical Functions
  • Understanding Logical Functions
  • Using IF With Text
  • Using IF With Numbers
  • Nesting IF Functions
  • Using IFERROR
  • Using TRUE and FALSE
  • Using AND
  • Using OR
  • Using NOT

 

  • Controls
  • Understanding Types of Controls
  • Understanding How Controls Work
  • Preparing a Worksheet for Controls
  • Adding a Combo Box Control
  • Changing Control Properties
  • Using the Cell Link to Display the Selection
  • Adding a List Box Control
  • Adding a Scroll Bar Control
  • Adding a Spin Button Control
  • Adding Option Button Controls
  • Adding a Group Box Control
  • Adding a Check Box Control
  • Protecting a Worksheet With Controls

 

  • Financial Functions
  • Understanding Financial Functions
  • Using PMT
  • Using FV
  • Using NPV
  • Using PV
  • Using RATE
  • Using EFFECT
  • Using NOMINAL

 

  • Date and Time Functions
  • Understanding Date and Time Functions
  • Using NOW
  • Using HOUR and MINUTE
  • Using TODAY
  • Calculating Future Dates
  • Using DATE
  • Using Calendar Functions
  • Using WEEKDAY
  • Using WEEKNUM
  • Using WORKDAY
  • Using EOMONTH

 

  • Lookup Functions
  • Understanding Data Lookup Functions
  • Using VLOOKUP
  • Using VLOOKUP for Exact Matches
  • Using HLOOKUP
  • Using INDEX
  • Using Match

 

  • Complex Formulas
  • Scoping a Formula
  • Long-Hand Formulas
  • Preparing for Complex Formulas
  • Creating the Base Formula
  • Adding More Operations
  • Editing a Complex Formula
  • Adding More Complexity
  • Copying Nested Functions
  • Switching to Manual Recalculation
  • Pasting Values From Formulas
  • Documenting Formulas

 

  • Math Functions
  • Understanding Maths Functions
  • Using SQRT
  • Using ABS
  • Using INT
  • Using TRUNC
  • Using ROUND
  • Using ROUNDDOWN and ROUNDUP
  • Using ODD and EVEN
  • Using CEILINGMATH
  • Using MROUND
  • Using PRODUCT
  • Using SUMIF
  • Using SUMIFS
  • Using SUMPRODUCT

 

  • Protecting Data
  • Understanding Data Protection
  • Providing Total Access to Cells
  • Protecting a Worksheet
  • Working With a Protected Worksheet
  • Disabling Worksheet Protection
  • Providing Restricted Access to Cells
  • Password Protecting a Workbook
  • Opening a Password Protected Workbook
  • Removing a Password From a Workbook

 

  • Scenarios
  • Understanding Scenarios
  • Creating a Default Scenario
  • Creating Scenarios
  • Using Names in Scenarios
  • Displaying Scenarios
  • Creating a Scenario Summary Report
  • Merging Scenarios

 

  • Goal Seeking
  • Understanding Goal Seeking
  • Using Goal Seek

 

  • Solver
  • Understanding How Solver Works
  • Installing the Solver Add
  • Setting Solver Parameters
  • Adding Solver Constraints
  • Performing the Solver Operation
  • Running Solver Reports

 

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Learned a lot today. -Project Beginner Brisbane
Julius - Project Beginner, .
Stuart made the training reflect actual use of Microsoft Project in the field -Project Beginner Brisbane
Keith - Project Beginner, .
Good session, the content started off very basic which was good even though I have used MS Project to create a few schedules before. This allowed me to learn basic things I did not know and how to set up schedule times properly which I have always struggled with. Stuart was friendly, knowledgeable and patient. -Project Beginner Brisbane
Katrina - Project Beginner, .
Great course and Stuart is a great teacher. Easy to follow and feel like I have developed a basic understanding on how to use Microsoft Project even though my laptop died twice haha. Thank you -Project Beginner Brisbane
Kellsey - Project Beginner, .
Stuart did a good job and i look forward to doing the intermediate course -Project Beginner Brisbane
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Great course, thanks Stuart, I learned a lot not knowing much about project. -Project Beginner Brisbane
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Thanks Stuart-great to learn more about Project! -Project Beginner Perth
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Was good to learn so new tips and tricks. -Project Beginner Brisbane
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A lot of useful information -Project Beginner Brisbane
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Great beginners course, easy to follow and understand. Very useful information that I can use in my day-to-day work. -Excel Beginner Canberra
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Great to get a few new handy shortcuts and learnt a lot on using new functions and macros. Well paced based on students capabilities. -Excel Advanced Melbourne
Kathryn - Excel Advanced, .
Great course, helpful that John focused on the issues we were most interested in and went quickly over the things we only needed refreshers on. -Excel Advanced Melbourne
Will - Excel Advanced, .
Michael is extremely professional, knowledgeable and I would definitely come back for further training. The pace is perfect and he is always looking out if someone is struggling or behind. -Excel Intermediate Sydney
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good course, very useful -Excel Intermediate Sydney
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Very good content and clear instructions from Michael. -Excel Intermediate Sydney
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