Excel Modeling Fundamentals (CF)

Learn the fundamentals of financial modeling online from professional Wall Street trainers.
Corporate Finance Institute (CFI) on-demand courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance and supporting skillsets. 
After registering for a CFI On Demand Course, CPA Saskatchewan will send you information on how to access the course within 2 business days.
On completion of the CFI courses, CFI will issue a certificate as supporting documentation for CPD audit purposes.
Click HERE for more information.

OBJECTIVE:
Learn the fundamentals of financial modeling online from professional Wall Street trainers. This four-part series provides tips and tricks for Excel model builders, gives advice on how to audit financial models, demonstrates how to use better formulas, and how to monitor and handle uncertainty using scenarios planning.

Included is a PDF – Excel Shortcuts Reference Guide for both PC and MAC - that can be used while taking the course and downloaded for future reference.

WHO WILL BENEFIT:
Professionals working in equity research, investment banking, corporate development, financial planning and analysis (FP&A) and other areas of finance and accounting.

LEARNING OUTCOMES:

Participants will develop a stronger understanding of financial modelling through four modules:

Module 1 – Excel Tips and Tricks

  1.  Learn how to speed up Excel modeling skills by using keystroke navigation
  2. Significantly improve how editing worksheets by learning how to use editing shortcuts in Excel
  3. Develop the skill every model builder needs in editing and modeling your spreadsheet in mere minutes

Module 2 – Better Formulas

  1.  Build flexibility into financial forecasts
  2. Break down complex calculations
  3. Minimize errors in Excel models
  4. Understand Excel function syntax performance

Module 3 – Catering for Uncertainty

  1.  Learn how to perform sensitivity analysis
  2. Understand how data tables and goal seek can facilitate your model building process
  3. Learn how to measure the impact of future uncertainty on cash flows and profit with scenario planning
  4. Learn how to use scenario and solver tools to see how certain inputs can impact the model

Module 4 – Auditing a Model

  1. Learn how to quickly and easily find errors and audit a spreadsheet
  2. Understand how the auditing tool-bar can help make your spreadsheet error-free
  3. Learn how to use test data to uncover errors
Course Code CF2044
Passport Credit 3
Price $180
CPD Estimated Hours: Total - 4
Competency Information Technology
Course Level Introductory
When
12/1/2020 - 3/31/2021
Where
On Demand
Online registration not available.
Event Code
Estimated CPD Hours
Format
Passport Credits
Estimated Ethic Hours
Competency
Price
Estimated Licence Hours
Course Level

Personal Passport Eligibility

Corporate Passport Eligibility

 

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