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Nexacu Excel Specialist
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 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

4.68
see reviews
Nexacu Excel Specialist

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

$440
10 max
1 day
$440
10 max
1 day
$440
10 max
1 day
$440
10 max
1 day
$440
10 max
1 day
$440
10 max
1 day
$440
10 max
1 day
$440
10 max
1 day

Remote

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Upcoming Courses:
Remote Online
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Fri 29-Jan-21
Fri 29 Jan
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Brisbane
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Fri 29-Jan-21
Fri 29 Jan
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Brisbane
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Brisbane
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Melbourne
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Adelaide
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Perth
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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
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
825 Student Reviews

Excel Specialist Courses City Pages

Excel Specialist Courses City Pages

BNE Brisbane

MEL Melbourne

SYD Sydney

ADL Adelaide

PER Perth

PAR Parramatta

CBR Canberra

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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

 

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Over 25129 Reviews
Some very helpful tips, definitely things I can use in the future -Word Advanced Brisbane
Millie - Word Advanced, .
Very informative and engaging. Good teacher -Excel Intermediate Brisbane
Alisha - Excel Intermediate, .
was informative and well done -Excel Intermediate Brisbane
Sola - Excel Intermediate, .
thank you great course and facilitator was great -Excel Intermediate Brisbane
Luke - Excel Intermediate, .
very useful. -Excel Intermediate Brisbane
Jennifer - Excel Intermediate, .
Very clear and helpful. Good pace also. Well structured. -Excel Intermediate Brisbane
Aria - Excel Intermediate, .
This course was great. I knew very little about VBA prior to attending and Michael was clear and built knowledge so well that I feel confident attempting to apply this in real work situations. A highly recommended course. -Excel Macros/VBA 2 Day Parramatta
Mary - Excel Macros/VBA 2 Day, .
This course was amazing. Michael was such an engaging teacher and kept the class so informative and so easy to follow. We had a great time learning the content of this course and we loved the small class we were in. We could ask a lot of questions and enjoy the whole course at the same time. This was one of many courses I have attended with Nexacu and all the teachers are great. Michael is my favourite. 5 Stars from me from all perspectives !!! -Excel Macros/VBA 2 Day Parramatta
Jacqueline - Excel Macros/VBA 2 Day, .
Moved a bit quicker than the beginner but showed good examples of what you can do. I certainly need to go away and practice with some real data to apply what I have learned today. Many thanks -Power BI Intermediate Adelaide
Merrin - Power BI Intermediate, .
Thanks for the help! -Power BI Intermediate Adelaide
Bradley - Power BI Intermediate, .
Brilliant - learnt so much. Many thanks Jagg -Power BI Intermediate Adelaide
John - Power BI Intermediate, .
was able to learn new formulas and functions that will help me in the future. -Power BI Intermediate Adelaide
Estelle - Power BI Intermediate, .
Learnt a lot on how to manipulate and clean up data. Learnt to better manage permissions to data. Learnt more on the date functions, though still don't know how to calculate current week/previous week comparisons. -Power BI Intermediate Melbourne
Kristina - Power BI Intermediate, .
Learnt many items with Power Query and DAX, along with row level security which is of particular interest with the types of personnel reports I will need to build. -Power BI Intermediate Melbourne
Kylie - Power BI Intermediate, .
Excellent content, great teacher. Thank you! -Excel Intermediate Melbourne
Linda - Excel Intermediate, .
Steven was incredibly helpful in training us. He took the time to understand our professional roles and relate what we were learning to our day to day tasks. He was patient and professional. Thank you! -Word Intermediate Brisbane
Alison - Word Intermediate, .
I have enjoyed it and learned many tips. -Word Intermediate Brisbane
Kristian - Word Intermediate, .
This was great! -Word Intermediate Brisbane
Courteney - Word Intermediate, .
Well-paced and very informative training. Trainer is very knowledgeable and helpful with any questions. -Power BI Intermediate Brisbane
Emily - Power BI Intermediate, .
Great course. Jason was very clear and easy to understand. Learnt a lot in one day. Thanks! -Power BI Intermediate Brisbane
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