Previously Excel Consulting

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.

Brisbane
Sydney
Parramatta
Melbourne
Canberra
Adelaide
Perth
Upcoming Courses:
Brisbane
Date
Course
City
Status
Mon 18-Nov-19
Financial Modelling
Brisbane
Scheduled
Thu 20-Feb-20
Financial Modelling
Brisbane
Scheduled
Fri 1-May-20
Financial Modelling
Brisbane
Scheduled
Tue 16-Jun-20
Financial Modelling
Brisbane
Scheduled
Sydney
Date
Course
City
Status
Thu 21-Nov-19
Financial Modelling
Sydney
Few Seats
Thu 20-Feb-20
Financial Modelling
Sydney
Scheduled
Fri 1-May-20
Financial Modelling
Sydney
Scheduled
Tue 16-Jun-20
Financial Modelling
Sydney
Scheduled
Parramatta

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

Melbourne
Date
Course
City
Status
Mon 9-Dec-19
Financial Modelling
Melbourne
Confirmed
Thu 20-Feb-20
Financial Modelling
Melbourne
Scheduled
Fri 1-May-20
Financial Modelling
Melbourne
Scheduled
Tue 16-Jun-20
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
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
Level 1 (Ethos House) 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 CBD, WA, 6000
microsoft_gold

Excel Specialist Course Outlines

  • Analysis & Dashboards
  • Financial Modelling
  • Excel Macros/VBA 2 Day
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Course Rating
Microsoft Excel Specialist Training Courses

4.69 5 Microsoft Excel Specialist Training Courses
4.69 out of 5
648 Student Reviews
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 16376 Reviews
The course was very informative for someone who has never used VBA before. I learned a lot during the two days. Thank you -Excel Macros/VBA 2 Day Brisbane
Bhavna - Excel Macros/VBA 2 Day, .
Good introduction -Excel Macros/VBA 2 Day Brisbane
Ian - Excel Macros/VBA 2 Day, .
Good introductory course -Excel Macros/VBA 2 Day Brisbane
Harold - Excel Macros/VBA 2 Day, .
Fantastic course and trainer was awesome, explained everything and a small group which was good. - Excel Macros/VBA 2 Day Brisbane
David - Excel Macros/VBA 2 Day, .
- -SharePoint Site Owner Brisbane
Gabrielle - SharePoint Site Owner, .
Overall i have come away with additional knowledge and skills from the course. -SharePoint Site Owner Brisbane
Leisa - SharePoint Site Owner, .
Got what I expected. -SharePoint Site Owner Brisbane
Alice - SharePoint Site Owner, .
Good course, Very helpful should come into a lot of use. Thank You -SharePoint Site Owner Brisbane
Linda - SharePoint Site Owner, .
Well structured and very well presented by Mr. Michael -SharePoint Site Owner Sydney
Umar - SharePoint Site Owner, .
A comprehensive course, but I would have spent more time explaining Permissions using more examples -SharePoint Site Owner Sydney
Anya - SharePoint Site Owner, .
Great course -SharePoint Site Owner Sydney
Karen - SharePoint Site Owner, .
Clive is very knowledgeable and is very helpful. -Excel Macros/VBA 2 Day Sydney
Katherine - Excel Macros/VBA 2 Day, .
Excellent course which has improved my understanding of Excel VBA. Greg answered all my questions and has given me some ideas to improve my macros back in the work place. -Excel Macros/VBA 2 Day Canberra
Brad - Excel Macros/VBA 2 Day, .
I enjoyed every minute of the course. This has been a excellent experience that I learnt much about VBA coding. Clive is a knowledgeable instructor! -Excel Macros/VBA 2 Day Sydney
UQ - Excel Macros/VBA 2 Day, .
Excellent review of Project basics, thanks! -Project Beginner Melbourne
Johan - Project Beginner, .
An informative an interactive session -Project Beginner Melbourne
Christina - Project Beginner, .
Good and handy feedback for building a better schedule. -Project Beginner Melbourne
Ivana - Project Beginner, .
The design and delivery of the course is systematic and effective. However, it would be more helpful, if the design and delivery of the course is aligned towards doing a programming. -Excel Macros/VBA 2 Day Canberra
sonam - Excel Macros/VBA 2 Day, .
. -Excel Macros/VBA 2 Day Sydney
peggy - Excel Macros/VBA 2 Day, .
Great tips that I didn't even know about! -Excel Advanced Melbourne
Sabrina - Excel Advanced, .

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