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Nexacu Excel Specialist

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 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.

Remote Online

Brisbane

Sydney

Parramatta

Melbourne

Canberra

Adelaide

Perth

Upcoming Courses:
Remote Online
Date
Course
City
Status
Fri 28-Aug-20
Financial Modelling
Remote Online
Confirmed
Tue 13-Oct-20
Financial Modelling
Remote Online
Scheduled
Mon 25-Jan-21
Financial Modelling
Remote Online
Scheduled
Tue 16-Mar-21
Financial Modelling
Remote Online
Scheduled
Mon 14-Jun-21
Financial Modelling
Remote Online
Scheduled
Brisbane
Date
Course
City
Status
Tue 13-Oct-20
Financial Modelling
Brisbane
Scheduled
Mon 25-Jan-21
Financial Modelling
Brisbane
Scheduled
Tue 16-Mar-21
Financial Modelling
Brisbane
Scheduled
Mon 14-Jun-21
Financial Modelling
Brisbane
Scheduled
Sydney
Date
Course
City
Status
Fri 28-Aug-20
Financial Modelling
Sydney
Confirmed
Parramatta

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

Melbourne
Date
Course
City
Status
Tue 13-Oct-20
Financial Modelling
Melbourne
Scheduled
Mon 25-Jan-21
Financial Modelling
Melbourne
Scheduled
Tue 16-Mar-21
Financial Modelling
Melbourne
Scheduled
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
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
$440
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
Capped*
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
L10, 333 Adelaide Street, Brisbane QLD 4000

*Limited in-class seats due to COVID-19.
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$440
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
Capped*
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 3, 37 Pitt Street, Sydney NSW 2000

*Limited in-class seats due to COVID-19.
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$440
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
Capped*
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 3, 90 Phillip Street, Parramatta NSW 2150

*Limited in-class seats due to COVID-19.
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$440
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
Capped*
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
*REMOTE* Level 3, 466 Little Lonsdale St, Melbourne VIC 3000

*Limited in-class seats due to COVID-19.
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$440
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
Capped*
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

*Limited in-class seats due to COVID-19.
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$440
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
Capped*
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 3, 97 Pirie Street, Adelaide SA 5000

*Limited in-class seats due to COVID-19.
microsoft_gold

Excel Financial Modelling for Beginners Course Details

Price
$440
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
Capped*
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 4, 220 St Georges Tce, Perth WA 6000

*Limited in-class seats due to COVID-19.
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
774 Student Reviews

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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

 

What is Remote Training?

Valued by Individuals

4.8/5
Over 22036 Reviews
It has been a great experience. The reliance of subjects was related to my requirements. There was a great opportunity provided tailor an example to finish the course. -Excel Macros/VBA 2 Day Brisbane
Nicholas - Excel Macros/VBA 2 Day, .
Great Course, learnt alot and was easy to follow -Analysis & Dashboards Melbourne
Julia - Analysis & Dashboards, .
Excellent Training session -Analysis & Dashboards Melbourne
Rashmikant - Analysis & Dashboards, .
This course enhanced my knowledge in Excel -Excel Advanced Parramatta
Maria - Excel Advanced, .
Good Course -Excel Advanced Parramatta
Baminahannadige - Excel Advanced, .
Michael is a very good teacher, he is very thorough with his explanations. Knows how to deliver the message across very well, is clearly very experienced with Microsoft. I would definitely recommend him and would enrol for another one of his classes if need be. -Excel Advanced Parramatta
Estephanos - Excel Advanced, .
Course was quite good, I picked up quite a few things but as there is so much to cover some things were skipped through quite quickly. Jag was very good at making sure everyone understood. -Excel Intermediate Adelaide
Bev - Excel Intermediate, .
It was a great day - learnt a lot of new things :) -Excel Intermediate Adelaide
Deborah - Excel Intermediate, .
very well explained, easy to understand -Excel Intermediate Adelaide
Borbasi - Excel Intermediate, .
Very well Done -Excel Intermediate Adelaide
Vladimir - Excel Intermediate, .
Excellent. Good pace and learnt lots -Excel Intermediate Adelaide
Debra - Excel Intermediate, .
Jason covered the content well and was great at explained everything -Excel Intermediate Canberra
Lisa - Excel Intermediate, .
Great course & Jason was a great facilitator. Challenging working remotely on a laptop. I personally didn't have two screens available & I think that would make it a lot easier to navigate but that aside, the pace of the course allowed for minimal inconvenience. -Excel Intermediate Canberra
Kyle - Excel Intermediate, .
Very informative. Thank you for a great lesson -Excel Intermediate Canberra
Peter - Excel Intermediate, .
Great Course! Very informing and helpful! Great teacher who encouraged questions and answered them thoroughly; thank you! -Excel Intermediate Parramatta
Charbel - Excel Intermediate, .
good and prompt view of using excel -Excel Intermediate Parramatta
Vincent - Excel Intermediate, .
Very good and fast paced course with very key concepts covered. -Excel Intermediate Parramatta
Vladimir - Excel Intermediate, .
A great course to understand some extra perks on Excel Michael was very helpful and engaging! Would recommend this course -Excel Intermediate Parramatta
Joseph - Excel Intermediate, .
Good crash course and very helpful -Excel Intermediate Parramatta
Mohan - Excel Intermediate, .
Ken was really great, very passionate about experienced presenter. Really enjoyed the intermediate session. Got a lot of useful tips on how to work more efficiently in MS Project Professional. Thanks Ken -Project Beginner - Project Intermediate Remote Online
Therese - Project Beginner - Project Intermediate, .

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