Financial Modelling
Excel Financial Modelling courses are available throughout the year. These one day courses provide students with the practical skills needed for excel. These courses are available for beginners as well as advanced users.
There are three different levels:
- Level 1 - Excel Essentials
- Level 2 - Excel Tools and Techniques
- Level 3 - Excel Financial Modelling
These courses can be booked as stand alone programme (1 day in duration), as part of Compete 1st class or career professional development. Students who participate in the various levels below will obtain knowledge and competence in the following areas:
| Level l - Excel Essentials |
| 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 |
| Level 2 - Microsoft Excel Tools and Techniques |
| 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 |
| Level 3 - Microsoft Excel Financial Modelling |
| Use multiple worksheets, workbooks and workspaces |
| Work with financial functions |
| Use What-if analysis to forecast budgets & cash flows |
| Use charts to display financial data |
| Use macros to automate your work environment |
Level l - Excel Essentials
Students will need to have an understanding of the operating systems Windows 98/NT/2000/ME. Students 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 format data.
Level 2 - Microsoft Excel Tools and Techniques
Prior to taking this course, students should have an understanding of the following operating systems: Windows 98/NT/2000/ME. In addition, students should have a good understanding of Microsoft Excel or alternatively have attended our Essential (level 1) course.
From this one day course, students will learn how to use essential tools and techniques available in Excel that will enable them to produce reports for financial management. This course introduces students to financial topics available in Excel, namely: Financial Functions, Auditing and Charts.
Level 3 - Microsoft Excel Financial Modelling
Experience required
Students should not only have experience using Windows 98/NT/2000/XP but also a thorough understanding of Microsoft Excel or have attended our Essentials (level 1) and Tools and Techniques (level 2) courses.
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. Students will also be able to create macros to automate their work.
| Course fee |
| £250.00 per course (1 day course) |
| £600.00 for all courses (all three days) |
(All courses include lunch and refreshments.)