Excel Financial Modelling Course - New Zealand

Learn to build best practice financial models

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 - New Zealand

Learn to build financial models in line with best practice. Work through case studies, led by our instructors. Running remotely in New Zealand.
NZ$515
10 max
1 day
NZ$515
10 max
1 day
NZ$515
10 max
1 day
NZ$515
10 max
1 day

Auckland

Wellington

Christchurch

Remote NZ

Upcoming Courses:
Auckland

We currently have no public courses scheduled. Please contact us to register your interest.

Wellington

We currently have no public courses scheduled. Please contact us to register your interest.

Christchurch

We currently have no public courses scheduled. Please contact us to register your interest.

Remote NZ
Date
Course
City
Status
Mon 8 Jul 24
Mon
8
Jul
Financial Modelling
Remote NZ
Status: Confirmed
Confirmed
Mon 22 Jul 24
Mon
22
Jul
Financial Modelling
Remote NZ
Status: Scheduled
Scheduled
Mon 29 Jul 24
Mon
29
Jul
Financial Modelling
Remote NZ
Status: Scheduled
Scheduled
Wed 4 Sep 24
Wed
4
Sep
Financial Modelling
Remote NZ
Status: Scheduled
Scheduled
Wed 11 Sep 24
Wed
11
Sep
Financial Modelling
Remote NZ
Status: Scheduled
Scheduled
Wed 18 Sep 24
Wed
18
Sep
Financial Modelling
Remote NZ
Status: Confirmed
Confirmed
Fri 27 Sep 24
Fri
27
Sep
Financial Modelling
Remote NZ
Status: Scheduled
Scheduled
Fri 18 Oct 24
Fri
18
Oct
Financial Modelling
Remote NZ
Status: Scheduled
Scheduled
Mon 11 Nov 24
Mon
11
Nov
Financial Modelling
Remote NZ
Status: Scheduled
Scheduled
Mon 18 Nov 24
Mon
18
Nov
Financial Modelling
Remote NZ
Status: Scheduled
Scheduled
Scheduled
Taking enrollments.
Confirmed
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Excel Financial Modelling New Zealand Course Details

Price
NZ$515
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
Lumify Auckland
Ground Floor
338 Ponsonby Road Ponsonby
Auckland
microsoft_gold
deloite_logo

Excel Financial Modelling New Zealand Course Details

Price
NZ$515
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
Lumify Wellington
Level 8
JacksonStone House 11 Hunter Street Wellington CBD
microsoft_gold
deloite_logo

Excel Financial Modelling New Zealand Course Details

Price
NZ$515
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
Lumify Christchurch
13 Stanley Street Sydenham
Christchurch
microsoft_gold
deloite_logo

Excel Financial Modelling New Zealand Course Details

Price
NZ$515
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
Remote Classes
Auckland CBD
Auckland 1010
microsoft_gold
deloite_logo

Excel Specialist Course Outlines

Course Rating
Excel Specialist Training Courses

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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 – have I 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. 
 

This Microsoft Excel training course is suitable for those who already have advanced-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 New Zealand 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 New Zealand 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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