Microsoft Partner
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.

MOS Excel Specialist / Expert Exam Costs ( optional )


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


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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
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    Module 1: Excel Formulas
    • Essential financial mathematics
    • Absolute and external references
    Module 2: Excel Functions
    • Decision-making functions: IF, AND, OR, NOT, CHOOSE
    • 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

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