Excel Financial Modelling Course for Beginners
Learn to build best practice financial models - attend from home!
Learn to build best practice financial models - attend from home!
4.69
All courses available in-class or remotely.
To attend remotely, select "Remote Online" as your location on book now.
Our expert-led courses will ensure you are confident in building your own models and have worked examples to refer back to that follow our Best Practice Modelling Guidelines.
We show you how to build smart models and avoid potential pitfalls, working through real scenarios so you can apply your learning directly to your work. Excel financial modelling involves designing and building calculations to aide decision making. This is a Beginner Level Modelling course. Learning how to build models with complexity in an accurate, robust and transparent way is an essential skill in the modern workplace. See full course outline here.
By the end of this course, participants will be able to:
This course is for users with advanced Excel skills who regularly work with complex spreadsheets. It’s not suitable for beginners or those new to functions like VLOOKUP or SUMIF. If unsure, please contact us on 1300 886 190 to discuss your suitability.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
Analysis & DashboardsAnalyse your data in Excel with Power Pivot and build effective dashboards. Led by our experienced trainers.
Excel Macros/VBA 2 DayLearn to build solutions to automate tasks. Record macros, write procedures, work with functions and more.
Excel Specialist Digital Credential
Modelling Techniques
Tips for best practice structure and design
Separation of inputs, calculations and outputs
Avoiding hard coding
How to best include adjustments
Effective styling to purpose
Indicators of risk and mitigating the risk of error
Using reconciliations and zero checks
Tips for effective reporting
Projects
Business case model build #1 - Create a Feasibility Study
Business case model build #2 - Forecast Cashflows for investment
Business case model build #3 - Assess viability of a Development Proposal
Business case model build #4 - Create a Management Dashboard and Sensitivity Analysis
Business case model build #5 - Create an Automated Pricing Tool
Business case model build #6 - Automate payout calculation for investors
Defined Names
Understanding Defined Names
Defining Names From Worksheet Labels
Using Names in Typed Formulas
Applying Names to Existing Formulas
Creating Names Using the Name Box
Using Names to Select Ranges
Pasting Defined Names Into Formulas
Defining Names for Constant Values
Creating Names From a Selection
Scoping Names to a Worksheet
Validating Data
Understanding Data Validation
Creating a Number Range Validation
Testing a Validation
Creating an Input Message
Creating an Error Message
Creating a Drop Down List
Using Formulas as Validation Criteria
Circling Invalid Data
Removing Invalid Circles
Copying Validation Settings
Absolute Versus Relative Referencing
Relative Formulas
Problems With Relative Formulas
Creating Absolute References
Creating Mixed References
Logical Functions
Understanding Logical Functions
Using IF With Text
Using IF With Numbers
Nesting IF Functions
Using IFERROR
Using TRUE and FALSE
Using AND
Using OR
Using NOT
Financial Functions
Understanding Financial Functions
Using PMT
Using FV
Using NPV
Using PV
Using RATE
Using EFFECT
Using NOMINAL
Date and Time Functions
Understanding Date and Time Functions
Using NOW
Using HOUR and MINUTE
Using TODAY
Calculating Future Dates
Using DATE
Using Calendar Functions
Using WEEKDAY
Using WEEKNUM
Using WORKDAY
Using EOMONTH
Lookup Functions
Understanding Data Lookup Functions
Using VLOOKUP
Using VLOOKUP for Exact Matches
Using HLOOKUP
Using INDEX
Using Match
Complex Formulas
Scoping a Formula
Long-Hand Formulas
Preparing for Complex Formulas
Creating the Base Formula
Adding More Operations
Editing a Complex Formula
Adding More Complexity
Copying Nested Functions
Switching to Manual Recalculation
Pasting Values From Formulas
Documenting Formulas
Protecting Data
Understanding Data Protection
Providing Total Access to Cells
Protecting a Worksheet
Working With a Protected Worksheet
Disabling Worksheet Protection
Providing Restricted Access to Cells
Password Protecting a Workbook
Opening a Password Protected Workbook
Removing a Password From a Workbook
Which Excel Specialist course is right for me?
Choose Financial Modelling if you need to build structured Excel models, forecasts, budgets or business cases. Choose Analysis & Dashboards if you want to analyse data, use Power Query and present complex information clearly. Choose Excel VBA if you want to automate repetitive Excel tasks, create macros and build more efficient spreadsheet solutions.
Who should attend Excel Specialist training?
Excel Specialist training is suitable for analysts, finance professionals, managers, reporting teams, administrators and business users who already use Excel and want to develop more advanced skills. These courses are useful for people working with dashboards, financial models, reports, data preparation, macros, VBA or business process automation.
Are Excel Specialist courses suitable for beginners?
Excel Specialist courses are generally designed for users who already understand the fundamentals of Excel. If you are new to Excel, it may be better to start with a general Excel course before progressing to specialist topics such as financial modelling, dashboards, Power Query, macros or VBA.
What will I learn in the Financial Modelling course?
The Financial Modelling course teaches users how to build structured Excel models in line with best practice. It is suited to professionals who need to create forecasts, budgets, scenarios, business cases or financial analysis tools.
What will I learn in the Analysis & Dashboards course?
The Analysis & Dashboards course focuses on analysing data and presenting large or complex information clearly. It introduces tools such as Power Query and helps users create more effective Excel reports and dashboards for workplace decision-making.
What will I learn in the Excel VBA course?
The Excel VBA course is designed for users who want to automate tasks in Excel. Training covers macros, VBA procedures and practical automation techniques that can reduce repetitive manual work and improve spreadsheet efficiency.
Can I attend Excel Specialist training online?
Yes. Excel Specialist courses can be attended in class or live online via Remote Online. Remote students can join the classroom through video conferencing, ask questions, participate in discussions and share their screen with the trainer when they need help. To attend remotely, select Remote Online as your location when booking.
Which Excel Specialist courses are available if I am working from home?
All public Excel Specialist courses can be delivered remotely. Book your course as normal and select Remote Online as your location. You will receive login details and course instructions before your training session.
Where is Excel Specialist training held?
Nexacu delivers Excel Specialist training in major Australian locations including Melbourne, Sydney, Brisbane, Perth, Adelaide, Parramatta and Canberra, as well as live online via Remote Online. Workplace training may also be available for organisations across Australia.
How many students are typically in an Excel Specialist training course?
Class sizes vary by session, but Excel Specialist classes typically have 4 to 6 students and are capped at 10 students. This helps maintain training quality and gives participants time to ask questions, complete exercises and engage with the trainer.
Can Excel Specialist training help with workplace reporting?
Yes. Excel Specialist training can help users improve workplace reporting by developing skills in dashboards, data analysis, Power Query, financial modelling, macros, VBA and automation. These skills are useful for creating clearer reports, reducing manual work and improving Excel-based business processes.
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View Dates Analysis & DashboardsAnalyse your data in Excel with Power Pivot and build effective dashboards. Led by our experienced trainers.
Excel Macros/VBA 2 DayLearn to build solutions to automate tasks. Record macros, write procedures, work with functions and more.
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