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Excel Financial Modelling Course for Beginners
Learn to build best practice financial models - attend from home!
Learn to build best practice financial models - attend from home!
4.70
All courses available in-class or remotely.
To attend remotely, select "Remote Online" as your location on book now.
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.
By the end of this course, participants will be able to:
This course is for users with advanced Excel skills who regularly work with complex spreadsheets. It’s not suitable for beginners or those new to functions like VLOOKUP or SUMIF. If unsure, please contact us on 1300 886 190 to discuss your suitability.
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Analysis & DashboardsAnalyse your data in Excel with Power Pivot and build effective dashboards. Led by our experienced trainers.
Excel Macros/VBA 2 DayLearn to build solutions to automate tasks. Record macros, write procedures, work with functions and more.
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 - Forecast Cashflows for investment
Business case model build #3 - Assess viability of a Development Proposal
Business case model build #4 - Create a Management Dashboard and Sensitivity Analysis
Business case model build #5 - Create an Automated Pricing Tool
Business case model build #6 - Automate payout calculation for investors
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
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
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
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
Which Excel Course is right for me?
Everyone uses Excel differently but as Excel consultants, we are aware of the core concepts relevant to all workplaces. Our Excel Specialist courses focus on different aspects of Excel and how it is used across different roles. The Financial Modelling course introduces building models in excel in line with best practices. Analysis and Dashboards concentrates on building more advanced visuals and introducing Power Query. For those seeking to automate tasks in Excel, our VBA course will be the best fit.
How many students are typically in an Excel Specialist Training Course?
While this varies from session to session, we typically have 4 - 6 students in our Excel Specialist classes. We cap our classes at 10 students. This is to ensure the quality of training remains high and that all students can ask questions and engage in discussion.
What is Remote Training?
Remote training at Nexacu means our team of experienced trainers will deliver your training virtually. Students can access our usual classroom training courses via video conferencing, ask questions, participate in discussions, and share their screen with the trainer if they need help at any point in the course. Students have the same level of participation and access to the trainer as they would in classroom training sessions.
What should I do to prepare for my online course?
You need to install the latest version of Excel and ensure you have the appropriate license to use it.
The Browser you use is very important. It is recommended you use Chrome, Edge, or Firefox. The latest version must also be installed. Note that Internet Explorer is not compatible with our delivery technologies.
Windows 10 is highly recommended as the operating system you use. Apple devices and macOS are not suitable for this course.
To download and unzip files, log in to your student portal. Click on the "Materials" tab and download your exercise files.
Extract your Exercise Files to the folder specific to your course, as seen below. You will need to create this folder.
Analysis & DashboardsAnalyse your data in Excel with Power Pivot and build effective dashboards. Led by our experienced trainers.
Excel Macros/VBA 2 DayLearn to build solutions to automate tasks. Record macros, write procedures, work with functions and more.
At Nexacu, we are proud to be the trusted training partner for hundreds of leading organisations across Australia, New Zealand, and around the world. From government agencies to multinational corporations, we help teams build practical skills and achieve real outcomes through expert-led training.
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