Excel Modeling Fundamentals (CF)

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 your financial models, demonstrates how to use better formulas, and shows you how to monitor and handle uncertainty using scenarios planning.

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

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

Module 1 – Excel Tips and Tricks

  1. Learn how to speed up your Excel modeling skills by using keystroke navigation
  2. Significantly improve how you can edit your worksheet 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 your 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

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

Course Code:  CF2018
CPD:  Estimated CPD Hours: Total - 4
Competency:  Information Technology
Course Level:  Introductory
4/20/2020 - 3/31/2021
On Demand


Monday, 20 April 2020

4/20/2020 - 3/31/2021

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