Excel Financial Modelling Course for Beginners

Learn to build best practice financial models - attend from home!

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.

Excel Financial Modelling Course for Beginners

Learn to build financial models in line with best practice. Work through case studies, led by our instructors.

$495
10 max
1 day
$495
10 max
1 day
$495
10 max
1 day
$495
10 max
1 day
$495
10 max
1 day
$495
10 max
1 day
$495
10 max
1 day
$495
10 max
1 day
$495
10 max
1 day

Remote East

Brisbane

Sydney

Parramatta

Melbourne

Canberra

Adelaide

Perth

Remote West

Upcoming Courses:
Remote East
Date
Course
City
Status
Mon 20 May 24
Mon
20
May
Financial Modelling
Remote East
Status: Few Seats
Few Seats
Tue 28 May 24
Tue
28
May
Financial Modelling
Remote East
Status: Confirmed
Confirmed
Fri 5 Jul 24
Fri
5
Jul
Financial Modelling
Remote East
Status: Scheduled
Scheduled
Mon 8 Jul 24
Mon
8
Jul
Financial Modelling
Remote East
Status: Confirmed
Confirmed
Mon 22 Jul 24
Mon
22
Jul
Financial Modelling
Remote East
Status: Scheduled
Scheduled
Mon 29 Jul 24
Mon
29
Jul
Financial Modelling
Remote East
Status: Scheduled
Scheduled
Wed 4 Sep 24
Wed
4
Sep
Financial Modelling
Remote East
Status: Scheduled
Scheduled
Wed 11 Sep 24
Wed
11
Sep
Financial Modelling
Remote East
Status: Scheduled
Scheduled
Wed 18 Sep 24
Wed
18
Sep
Financial Modelling
Remote East
Status: Scheduled
Scheduled
Fri 27 Sep 24
Fri
27
Sep
Financial Modelling
Remote East
Status: Scheduled
Scheduled
Brisbane
Date
Course
City
Status
Mon 8 Jul 24
Mon
8
Jul
Financial Modelling
Brisbane
Status: Confirmed
Confirmed
Fri 27 Sep 24
Fri
27
Sep
Financial Modelling
Brisbane
Status: Scheduled
Scheduled
Tue 26 Nov 24
Tue
26
Nov
Financial Modelling
Brisbane
Status: Scheduled
Scheduled
Sydney
Date
Course
City
Status
Mon 20 May 24
Mon
20
May
Financial Modelling
Sydney
Status: Confirmed
Confirmed
Mon 29 Jul 24
Mon
29
Jul
Financial Modelling
Sydney
Status: Scheduled
Scheduled
Wed 18 Sep 24
Wed
18
Sep
Financial Modelling
Sydney
Status: Scheduled
Scheduled
Tue 26 Nov 24
Tue
26
Nov
Financial Modelling
Sydney
Status: Scheduled
Scheduled
Parramatta
Date
Course
City
Status
Tue 28 May 24
Tue
28
May
Financial Modelling
Parramatta
Status: Confirmed
Confirmed
Mon 2 Dec 24
Mon
2
Dec
Financial Modelling
Parramatta
Status: Scheduled
Scheduled
Melbourne
Date
Course
City
Status
Fri 5 Jul 24
Fri
5
Jul
Financial Modelling
Melbourne
Status: Scheduled
Scheduled
Wed 11 Sep 24
Wed
11
Sep
Financial Modelling
Melbourne
Status: Scheduled
Scheduled
Mon 11 Nov 24
Mon
11
Nov
Financial Modelling
Melbourne
Status: Scheduled
Scheduled
Canberra
Date
Course
City
Status
Fri 18 Oct 24
Fri
18
Oct
Financial Modelling
Canberra
Status: Scheduled
Scheduled
Adelaide
Date
Course
City
Status
Mon 22 Jul 24
Mon
22
Jul
Financial Modelling
Adelaide
Status: Scheduled
Scheduled
Wed 4 Sep 24
Wed
4
Sep
Financial Modelling
Adelaide
Status: Scheduled
Scheduled
Mon 18 Nov 24
Mon
18
Nov
Financial Modelling
Adelaide
Status: Scheduled
Scheduled
Perth
Date
Course
City
Status
Thu 15 Aug 24
Thu
15
Aug
Financial Modelling
Perth
Status: Scheduled
Scheduled
Thu 17 Oct 24
Thu
17
Oct
Financial Modelling
Perth
Status: Scheduled
Scheduled
Remote West
Date
Course
City
Status
Thu 15 Aug 24
Thu
15
Aug
Financial Modelling
Remote West
Status: Scheduled
Scheduled
Thu 17 Oct 24
Thu
17
Oct
Financial Modelling
Remote West
Status: Scheduled
Scheduled
Scheduled
Taking enrollments.
Confirmed
Taking enrollments.
Few Seats left
Book Now.
Sold Out
Try another date.

Excel Financial Modelling for Beginners Course Details

Price
$495
Duration
1 day
Times
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Live Online
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$495
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 8
201 Charlotte Street
Brisbane QLD 4000
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$495
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 24/477 Pitt Street
Sydney
New South Wales 2000
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$495
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 7
79 George Street
Parramatta NSW 2150
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$495
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 12A
45 William Street Melbourne VIC 3000
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$495
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Ethos House
Level 1
28 Ainslie Place
Canberra ACT 2601
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$495
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 15
33 King William Street
Adelaide 5000
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$495
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 7
553 Hay Street
Perth WA 6000
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$495
Duration
1 day
Times
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Live Online
microsoft_gold

Excel Specialist Course Outlines

  • Analysis & Dashboards
    $470
  • Financial Modelling
    $495
  • Excel Macros/VBA 2 Day
    $890
  • Excel Specialist Digital Credential
Other Courses
Microsoft Power BI Training Courses
Microsoft 365 Training Courses
Microsoft Excel Training Courses
Microsoft Project Training Courses
R Programming Training Courses
Python Training Courses
Power Apps Training Courses
SQL Training Courses
SharePoint Training Courses
Microsoft Teams Training Courses
Power Automate Training Courses
Microsoft Visio Training Courses
Microsoft PowerPoint Training Courses
Microsoft Word Training Courses
Cloud Computing
Cybersecurity
ChatGPT Training Courses
Microsoft Outlook
Adobe InDesign Courses
Adobe Photoshop Courses
Adobe Illustrator Courses
Adobe Premiere Pro Training
Adobe After Effects Training
Other Courses
Course Rating
Excel Specialist Training Courses

4.68 5 Excel Specialist Training Courses
4.68 out of 5
1364 Student Reviews

Contact Us


What do I need to know to attend?

We want our students to be happy with their learning outcomes so please take a minute to read the questions below.
  • Do you currently build detailed and complex Financial Models?
  • Do you expect to be taught financial or accounting theory, investment analysis, bond math or equity analysis?
  • Vlookup and SUMIF functions – I have never used or even heard of these functions?
If you answered YES to any of the above then the course may not be suitable. Feel free to call us to discuss on 1300 886 190
 

This Microsoft Excel training course is suitable for those who already have an advanced level knowledge of Excel and who want to become familiar with and master the Excel tools, formulas and functions necessary for building effective models.

 

 

Excel Financial Modelling for Beginners Learning Outcomes

  • Apply best practice modelling techniques
  • Learn excel functions and features essential for model building

 

  • Protect you models from undesired changes
  • Apply lessons learnt to business scenarios

 

Excel Financial Modelling for Beginners Course Content

  • 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 - Clients have commissioned a model to forecast Cashflows of a potential investment.
  • Business case model build #3 - You have been engaged to assess the viability of a Development Proposal, compile forecast Financial Statements.
  • Business case model build #4 - Create a Management Dashboard and Sensitivity Analysis on a model you have built.
  • Business case model build #5 - Create an Automated Pricing Tool to support Sales Staff.
  • Business case model build #6 - Mini-project to automate the payout calculation for investors given set parameters.

 

  • 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

 

  • Formula Referencing
  • 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

 

  • Controls
  • Understanding Types of Controls
  • Understanding How Controls Work
  • Preparing a Worksheet for Controls
  • Adding a Combo Box Control
  • Changing Control Properties
  • Using the Cell Link to Display the Selection
  • Adding a List Box Control
  • Adding a Scroll Bar Control
  • Adding a Spin Button Control
  • Adding Option Button Controls
  • Adding a Group Box Control
  • Adding a Check Box Control
  • Protecting a Worksheet With Controls

 

  • 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

 

  • Math Functions
  • Understanding Maths Functions
  • Using SQRT
  • Using ABS
  • Using INT
  • Using TRUNC
  • Using ROUND
  • Using ROUNDDOWN and ROUNDUP
  • Using ODD and EVEN
  • Using CEILINGMATH
  • Using MROUND
  • Using PRODUCT
  • Using SUMIF
  • Using SUMIFS
  • Using SUMPRODUCT

 

  • 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

 

  • Scenarios
  • Understanding Scenarios
  • Creating a Default Scenario
  • Creating Scenarios
  • Using Names in Scenarios
  • Displaying Scenarios
  • Creating a Scenario Summary Report
  • Merging Scenarios

 

  • Goal Seeking
  • Understanding Goal Seeking
  • Using Goal Seek

 

  • Solver
  • Understanding How Solver Works
  • Installing the Solver Add
  • Setting Solver Parameters
  • Adding Solver Constraints
  • Performing the Solver Operation
  • Running Solver Reports

 

Contact Us

Why Nexacu?

Valued by Individuals

4.68 / 5
Over 1364 Reviews

Trusted by Business

Procured by Government

Awards and Accreditations

Follow us