###### Microsoft Excel Financial Modelling

Audience: Those needing the fundamental Excel skills required to create robust and professional financial models. A forecast integrated set of financial statements is created from first principles based on published historic data.

Course Duration: 1 day(1)

Course Types: Group bookings, public courses, 1-2-1 sessions, bespoke tailored courses and Saturday club.

Course Location: This Microsoft Excel Financial Modelling training course is delivered at our training centre in London situated close to Liverpool Street station; training can also be delivered at your offices. Tailored course content can be customised to meet your specific requirements, with scheduled dates to suit you.

###### All Vouchers now include a Retake Voucher
Option 1 - Voucher & Retake

Option 2 - Voucher, Retake and Gmetrix ( Test Prep )

Option 3 - Exam Pack includes - Voucher, Retake, Gmetrix and Exam study manual

Discount 4 for 3 on MOS Exam Packs

View Scheduled Public Courses

###### After completing this course, students will be able to:
• Understand essential financial mathematics
• Use essential Excel Functions
• Store key constants and references in Names
• Produce consistent formatting using Styles
• Use Conditional Formatting
• Audit worksheet formulas
• Include Data Validation for data entry
• Protect the model
• Plan the model
• Create basic Financial Statements
• Set up a financial model

• ##### Course Outline
###### Module 1: Excel Formulas
• Essential financial mathematics
• Absolute and external references
###### Module 2: Excel Functions
• Decision-making functions: IF, AND, OR, NOT, CHOOSE
• Lookup functions: VLOOKUP, HLOOKUP, MATCH, INDEX, OFFSET, INDIRECT
• Aggregation functions: SUMIFS, COUNTIFS
• Information functions: ISERR, ISERROR, ISNA
###### Module 3: Names
• Naming Ranges and Constants
• Using Names in Formulas
###### Module 4: Formatting using Styles
• Using Normal style for consistency
• Creating a new style
• Applying styles to specific areas
###### Module 5: Conditional Formatting
• Changing the appearance of a cell based on its value
• Applying Conditional Formatting with a formula
###### Module 6: Auditing Worksheets
• Viewing Formulas
• Viewing Precedents and Dependents
• Formula evaluation
###### Module 7: Data Validation
• Setting rules for data entry
• Creating drop down lists
###### Module 8: Document Protection
• Protecting ranges and worksheets
• Protecting workbooks
###### Module 9: Model planning
• Financial modelling best practice
• Identifying inputs and outputs
###### Module 10: Creating Basic Financial Statements
• Income Statement
• Balance Sheet
• Cash Flow Statement
###### Module 11: Setting up the Model
• Integrating the financial statements
• Balancing the balance sheet
• Forecasting the numbers and populating the financial statements
• Model audit and review

### Call us now for further information Tel:08001601666

• Floor 7 Crystal Gate, 28 - 30 Worship Street London
EC2A 2AH