Advanced Financial Modelling in Excel

About This Class

Financial modeling plays an integral part in business decision making. This Advanced Financial Modelling Course will strengthen your ability to create well-structured and efficiently built models. It’s a 3 day hands-on practical course designed for delegates wishing to enhance their capacity to build a variety of comprehensive and complex financial models as well as solve other common modelling problems.

The course consists of a solid principle-based grounding, followed by a wealth of practical examples, case studies and exercises. The exercises can either be done on Excel or manually, and will form a portfolio of examples to which delegates can refer back to.

The focus is on time-savers and other techniques which will improve the quality of your financial models.

Local Fee

R 17,999

International Fee

$ 1,300

DAY 1

Cleaning of data
Solver, Goal Seek
Sensitivity Analysis (Two-Variable Data Tables)
Scenario Planning
Scroll Bars and Spin Buttons

DAY 2

Gauge Charts and other charts
Lookup functions (Index, Match, Offset)
Information functions and Text functions
Financial functions (IPMT, PPMT, XNPV, XIRR)
Data validation and protection

DAY 3

Pivot tables, Macros, Hyperlinks
Statistical analysis and sample tools
Working with arrays
Introduction to basic VBA

Who should attend

CFOs, Finance Directors, Financial Controllers
Finance Managers, Financial Analysts
Business Analysts, Data Analysts, Business Intelligence Managers
Corporate Finance Professionals, Investment Professionals, Corporate Bankers
Any general users of Excel for financial applications & Executives handling large datasets

Expert Trainer

The trainer for this course is a Chartered Accountant (SA), Associate Chartered Management Accountant, Chartered Global Management Accountant, with strong academic and industry experience. She holds a Master’s degree in Management Accounting and has more than nine years of lecturing experience at the University of Pretoria and North-West University respectively, for which she has received distinctive teaching awards.

As a lecturer, she specialised in Management Accounting, Costing, Financial Management and Business Strategy to students of various levels. This is besides providing business simulations, supervising research projects and external moderation and reviewing of other universities’ exam papers and study guides.

She has been delivering training to both government institutions and private sector companies in similar subject areas, including Microsoft Excel, financial and business skills training, as well as consultation in fields related to financial modelling in Excel, optimising power tools in Excel and Power BI.

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