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Nexacu Excel Specialist

Excel Financial Modelling Course for Beginners

Learn to build best practice financial models. 

Our case studies have been developed by modellers based on their daily experience. You will also learn how to use Excel tools that are most commonly required when developing models.  Our customised Case Studies involve:

  • Business Model #1 Create a Feasibility Study
  • Business Model #2 Clients have commissioned a model to forecast Cashflows of a potential investment.
  • Business Model #3 You have been engaged to assess the viability of a Development Proposal, compile forecast Financial Statements.
  • Business Model #4 Create a Management Dashboard and Sensitivity Analysis on a model you have built.
  • Business Model #5 Create an Automated Pricing Tool to support Sales Staff.
  • Business Model #6 You need to automate the payment calculation for fund investors.

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.

Brisbane

Sydney

Parramatta

Melbourne

Canberra

Adelaide

Perth

Upcoming Courses:
Brisbane
Date
Course
City
Status
Thu 20-Feb-20
Financial Modelling
Brisbane
Scheduled
Book Now
Fri 1-May-20
Financial Modelling
Brisbane
Scheduled
Book Now
Tue 16-Jun-20
Financial Modelling
Brisbane
Scheduled
Book Now
Sydney
Date
Course
City
Status
Thu 20-Feb-20
Financial Modelling
Sydney
Few Seats
Book Now
Fri 1-May-20
Financial Modelling
Sydney
Scheduled
Book Now
Tue 16-Jun-20
Financial Modelling
Sydney
Scheduled
Book Now
Parramatta

We currently have no public courses scheduled. Please contact us to register your interest.

Melbourne
Date
Course
City
Status
Fri 1-May-20
Financial Modelling
Melbourne
Scheduled
Book Now
Tue 16-Jun-20
Financial Modelling
Melbourne
Scheduled
Book Now
Canberra

We currently have no public courses scheduled. Please contact us to register your interest.

Adelaide

We currently have no public courses scheduled. Please contact us to register your interest.

Perth

We currently have no public courses scheduled. Please contact us to register your interest.

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Excel Financial Modelling for Beginners Course Details

Price
$440
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Manuals
Provided
Training Computer
Provided
CPD Hours
6 hours
Address
Level 10, 333 Adelaide St, Brisbane QLD 4000
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$440
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Manuals
Provided
Training Computer
Provided
CPD Hours
6 hours
Address
Level 3, 37 Pitt Street, Sydney NSW 2000
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$440
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Manuals
Provided
Training Computer
Provided
CPD Hours
6 hours
Address
Level 3, 90 Phillip Street, Parramatta NSW 2150
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$440
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Manuals
Provided
Training Computer
Provided
CPD Hours
6 hours
Address
Level 3, 466 Little Lonsdale St, Melbourne VIC 3000
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$440
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Manuals
Provided
Training Computer
Provided
CPD Hours
6 hours
Address
Ethos House, Level 1, 28 Ainslie Place, Canberra ACT 2601
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$440
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Manuals
Provided
Training Computer
Provided
CPD Hours
6 hours
Address
Level 3, 97 Pirie Street, Adelaide SA 5000
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$440
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Manuals
Provided
Training Computer
Provided
CPD Hours
6 hours
Address
Level 1, 140 St Georges Tce, Perth WA 6000
microsoft_gold

Excel Specialist Course Outlines

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Course Rating
Microsoft Excel Specialist Training Courses

4.68 5 Microsoft Excel Specialist Training Courses
4.68 out of 5
688 Student Reviews

Excel Specialist Courses City Pages

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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 intermediate 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

 

Why choose Nexacu?

Valued by Individuals

 

4.8/5
Over 18419 Reviews
Excellent Course well presented by Steven. Excited to expand the horizons another step to power BI heaven -Power BI Advanced Brisbane
Terry - Power BI Advanced, .
Great content, Steve kept things going as slower users tend to slow things down but parked questions well and kept things going. Well explained -Power BI Advanced Brisbane
Matthew - Power BI Advanced, .
Great Course, Thanks Steven -Power BI Advanced Brisbane
Savindren - Power BI Advanced, .
Good presentation and hand on the task. -Power BI Advanced Brisbane
Yuejing - Power BI Advanced, .
Well presented and informative. -Power BI Advanced Brisbane
Brent - Power BI Advanced, .
Good training. -Power BI Advanced Brisbane
Shergeoh - Power BI Advanced, .
It was a good course, good speed and trainer explained tasked very well. Exercises were good and training material very helpful. -Excel Advanced Sydney
Stephanie - Excel Advanced, .
Very knowledgeable trainer and was able to adapt to circumstance that could be beneficial and understood by the group -Excel Advanced Sydney
Danielle - Excel Advanced, .
Good content, and explained in a calm and efficient manner -Excel Advanced Sydney
SonyParimi - Excel Advanced, .
Great documentation and files for the training sessions. Rajashree is really good at keeping the class on track and is quick to identify issues when a user is having problems. -Excel Advanced Sydney
Libby - Excel Advanced, .
Very useful and speed of session was good. Good mix of exercises. More detail on macros would be great. -Excel Advanced Sydney
Jessica - Excel Advanced, .
Michael was fantastic he really made this course informative and enjoyable. I got a lot out of this course. -Office365 Beginner Parramatta
Renee - Office365 Beginner, .
Instructor didn't take a linear path through the workbook, but did manage to cover all area, it was good to see pragmatic approach to student learning -Power BI Advanced Sydney
Stuart - Power BI Advanced, .
Very well explained. -Office365 Beginner Parramatta
Felicity - Office365 Beginner, .
Thoroughly enjoyable. John moved quickly through examples, but not too quick for people to get lost. Very happy that the group was very capable. -Excel Advanced Melbourne
Matthew - Excel Advanced, .
Thank you John for the very informative and interesting course! I learn a lot of useful tricks on how to improve my excel skills on a day to day basis. -Excel Advanced Melbourne
Maria - Excel Advanced, .
Great course -Office365 Beginner Parramatta
Courtney - Office365 Beginner, .
John was really good, going through the content clearly and in a way for us novices to understand the steps involved in different processes. -Excel Advanced Melbourne
Benji - Excel Advanced, .
Helpful and interactive, but intensive -Excel Advanced Melbourne
Oussama - Excel Advanced, .
Nice presentation Covered interested topics -Excel Advanced Melbourne
gunjan - Excel Advanced, .
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