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Financial Modelling
Excel Financial Modelling courses are available throughout the year.  These one day courses provide delegates with a practical approach to Excel skills from beginner to Advanced.  Each course can be booked as a stand alone day or as a three day programme.
  • Level 1 - Excel Essentials
  • Level 2 - Excel Tools and Techniques
  • Level 3 - Excel Financial Modelling

All course programmes are one day in duration 9.30am - 4.30pm

Level l - Excel Essentials

Experience required

Delegates shoud have an understanding of any of the followingn operating systems Windows 98/NT/2000/ME

Objectives from the course

Delegates will learn the basics of creating, editing and saving worksheets, working with formulas and functions to calculate and return values.  Delegates will learn how to change the appearance of a page, including adding headers footers and formal data.

  • use multiple worksheets, workbooks and workspaces
  • work with Financial functions
  • use advanced formatting techniques
  • use the Auditing Tools to track information
  • use charts to display financial data
  • use templates

Courses available

Please contact Nicki Dodds on nicky.dodds@fbt-global.com for dates.

Course fee

£250 per day or £600 for all 3 levels.  Fee includes lunch and refreshments

Level 2 - Microsoft Excel Tools and Techniques

Experience Required

Delegates shoud have an understanding of any of the followingn operating systems Windows 98/NT/2000/ME.  Delegates should have a good understanding of Microsoft Excel or alternatively have attended our Essential (level 1) course.

Objectives from the course

Delegates will learn how to use some of the tools and techniques available in Excel that enables them to product reports for financial management.  This course introduces delegates to financial topics available in Excel such as Financial functions, auditing and Charts.

At the end of the day delegates will be able to:

  • use multiple worksheets, workbooks and workspaces
  • work with Financial functions
  • use advanced formatting techniques
  • use the Auditing tools to track information
  • use charts to display financial datqa
  • use templates

Course fee

£250 per day or £600 for all 3 levels.  Fee includes lunch and refreshments

Level 3 - Microsoft Excel Financial Modelling

Experience required

Delegates should have experience iof the following operating systems - Windows 98/NT/2000/XP.  Delegates should have a thorough understanding of Microsoft Excel or alternatiely should have attended our Essentials (level 1) and Tools and Techniques (level 2) programmes.

Objectives from the course

This one day course will take users to an expert level of knowledge using financial topics available in Excel such as Financial functions, auditing Pivot Table Reports and Charts and What-if analysis.  Delegates will also create macros to automate their work.

At the end of the day delegates will be able to:

  • Use multiple worksheets, workbooks and workspaces
  • Work with financial functions
  • Use What-if analysis to forecast budgets & cashflows
  • Use charts to display financial data
  • Use macros to automate your work environment

Course fee

£250 per day or £600 for all 3 levels.  Fee includes lunch and refreshments

For further information on course content, courses dates or to reserve a place on any of the above programmes, please contact alex.hopkins@fbt-global.com or call on 0121 616 3370. 

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