Financial Modelling Training
Financial Modelling requires an intermediate to advanced level of Excel knowledge. In addition to the topics shown below, bespoke training materials can be developed to cover specific client requirements.
Modelling Fundamentals
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Model structure
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Tickers, flags, switches
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Calculation layout
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3-way financials
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Sensitivity analysis
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Scenario analysis
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Avoiding common errors
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Building techniques
Debt and Equity Modelling
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Financial functions
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Debt modelling
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Debt sculpting
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Cash waterfalls
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Banking covenants
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Equity distributions
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Returns analysis
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Avoiding circularity
Financial Model Review
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Detecting common errors
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Different types of review
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Formula auditing
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Formula maps (3rd-party)
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Three-way review: inputs, outputs and calculations
financial analysis Training
In-house training is available in Microsoft Excel for beginners through to advanced users. It is recommended that participants complete a survey to assess knowledge levels prior to training. This will help ensure that courses are delivered at the appropriate level.
Data Calculation
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Cell reference styles
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Tables and named ranges
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Data validation
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Logical functions
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Statistical functions
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Reference functions
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NPVs and IRRs
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Error handlers
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Formula auditing
Data Analysis
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Data mapping and flags
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Text strings
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Sorting and filtering
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Function-driven data
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Pivot Tables
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PowerPivot
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Power Query
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Power BI (DAX)
Data Presentation
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Workbook templates
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Charts: standard charts
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Charts: composite charts
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Custom formatting
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Conditional formatting
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Themes and styles
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Power BI visualisations