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Nexacu Excel Specialist

Excel Financial Modelling Course for Beginners

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

Sign up for any course and remote login details will be provided.
All classes from April 1 to June 30 will be delivered remotely.
Call to attend in person, limited in-class sessions available from Jun 1.

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

Remote Online

Upcoming Courses:
Brisbane
Date
Course
City
Status
Tue 16-Jun-20
Financial Modelling
Brisbane
Confirmed
Book Now
Fri 28-Aug-20
Financial Modelling
Brisbane
Scheduled
Book Now
Mon 28-Sep-20
Financial Modelling
Brisbane
Scheduled
Book Now
Fri 20-Nov-20
Financial Modelling
Brisbane
Scheduled
Book Now
Sydney
Date
Course
City
Status
Tue 16-Jun-20
Financial Modelling
Sydney
Few Seats
Book Now
Fri 28-Aug-20
Financial Modelling
Sydney
Scheduled
Book Now
Mon 28-Sep-20
Financial Modelling
Sydney
Scheduled
Book Now
Fri 20-Nov-20
Financial Modelling
Sydney
Scheduled
Book Now
Parramatta
Date
Course
City
Status
Tue 16-Jun-20
Financial Modelling
Parramatta
Confirmed
Book Now
Melbourne
Date
Course
City
Status
Tue 16-Jun-20
Financial Modelling
Melbourne
Confirmed
Book Now
Mon 13-Jul-20
Financial Modelling
Melbourne
Scheduled
Book Now
Fri 28-Aug-20
Financial Modelling
Melbourne
Scheduled
Book Now
Mon 28-Sep-20
Financial Modelling
Melbourne
Scheduled
Book Now
Fri 20-Nov-20
Financial Modelling
Melbourne
Scheduled
Book Now
Canberra
Date
Course
City
Status
Tue 16-Jun-20
Financial Modelling
Canberra
Confirmed
Book Now
Adelaide
Date
Course
City
Status
Tue 16-Jun-20
Financial Modelling
Adelaide
Confirmed
Book Now
Perth
Date
Course
City
Status
Tue 16-Jun-20
Financial Modelling
Perth
Confirmed
Book Now
Mon 13-Jul-20
Financial Modelling
Perth
Scheduled
Book Now
Mon 20-Jul-20
Financial Modelling
Perth
Scheduled
Book Now
Fri 28-Aug-20
Financial Modelling
Perth
Scheduled
Book Now
Fri 20-Nov-20
Financial Modelling
Perth
Scheduled
Book Now
Remote Online
Date
Course
City
Status
Tue 16-Jun-20
Financial Modelling
Remote Online
Confirmed
Book Now
Mon 13-Jul-20
Financial Modelling
Remote Online
Scheduled
Book Now
Mon 20-Jul-20
Financial Modelling
Remote Online
Scheduled
Book Now
Scheduled
Taking enrollments.
Confirmed
Taking enrollments.
Few Seats left
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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 Manuals
Provided
Training Computer
Provided
CPD Hours
6 hours
Address
**All courses REMOTE from April 1 - June 30** Resuming thereafter at 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 Manuals
Provided
Training Computer
Provided
CPD Hours
6 hours
Address
**All courses REMOTE from April 1 - June 30** Resuming thereafter at 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 Manuals
Provided
Training Computer
Provided
CPD Hours
6 hours
Address
**All courses REMOTE from April 1 - June 30** Resuming thereafter at 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 Manuals
Provided
Training Computer
Provided
CPD Hours
6 hours
Address
**All courses REMOTE from April 1 - June 30** Resuming thereafter at 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 Manuals
Provided
Training Computer
Provided
CPD Hours
6 hours
Address
**All courses REMOTE from April 1 - June 30** Resuming thereafter at 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 Manuals
Provided
Training Computer
Provided
CPD Hours
6 hours
Address
**All courses REMOTE from April 1 - June 30** Resuming thereafter at 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 Manuals
Provided
Training Computer
Provided
CPD Hours
6 hours
Address
**All courses REMOTE from April 1 - June 30** Resuming thereafter at Level 4, 220 St Georges Tce, Perth WA 6000

*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 Manuals
Provided
Training Computer
Provided
CPD Hours
6 hours
Address
**All courses REMOTE from April 1 - June 30** Resuming thereafter at Australia

*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
745 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 20915 Reviews
An engaging course that covers the main O365 collaboration applications and their purpose. Domenic presents very well and ensures participants aren't left behind. Thank you -Office365 Beginner Perth
Shane - Office365 Beginner, .
Great course. Very informative. Picked up plenty of new skills. Thank you Jagg for a great experience. -Excel Intermediate Adelaide
Roman - Excel Intermediate, .
Thanks for the training today! -Office365 Beginner Perth
Chun - Office365 Beginner, .
Really enjoyed the course, Dom was very thorough. -Office365 Beginner Perth
Halie - Office365 Beginner, .
Jagg was very clear and was always enthused and patient with us. He answered every question and taught be me loads. Thanks Jagg, great session and very beneficial. Bec -Excel Intermediate Adelaide
Rebecca - Excel Intermediate, .
Jagg was very friendly, very thorough and often asked how we were going or if we needed help or had any questions. Very informative course, thank you :) -Excel Intermediate Adelaide
Jo - Excel Intermediate, .
The trainer was excellent. He explained the concepts very well and was at a good pace. Enjoyed the session. I found though for myself that the intermediate was a bit basic. Would of preferred to learn more what employers are after which is the IFSUM, VLOOKUP, More complex formula's from different sources etc. -Excel Intermediate Adelaide
Melanie - Excel Intermediate, .
Jagg was excellent. Very patient and explained instruction at an easy pace. Coping with remote students as well as in classroom. Everything we learned was new to me and added to my knowledge!! Thank you! -Excel Intermediate Adelaide
Lee-Anne - Excel Intermediate, .
Very enlightening and informative. well paced. -Excel Intermediate Adelaide
Paul - Excel Intermediate, .
Informative ! -Office365 Beginner Perth
Narissara - Office365 Beginner, .
Fantastic. Lots of useful information. Thank you. -Excel Intermediate Adelaide
Melissa - Excel Intermediate, .
Steven was very good and very patient. Overall a good course. -SharePoint Site Owner Brisbane
Lisa - SharePoint Site Owner, .
Very interesting course, thank you Steven. -SharePoint Site Owner Brisbane
Karen - SharePoint Site Owner, .
Jason you were an absolute champion throughout, I was worried I wouldn't keep up but you helped all along the way. Thank you. -Excel Macros/VBA 2 Day Sydney
Anna - Excel Macros/VBA 2 Day, .
I really enjoyed the on-line training there was no over talking and Steven explained everything quite well. The content did cover a lot of detail but it was very useful and now need to apply in the office and demonstrate how efficient the use of SharePoint is. -SharePoint Site Owner Brisbane
Leesa - SharePoint Site Owner, .
Could not recommend this enough for those structuring and setting up a SharePoint site. The onsite learning was fantastic and easy to follow along with. -SharePoint Site Owner Brisbane
Penny - SharePoint Site Owner, .
Great course, learned a lot of new features. Looking forward to the next one. -Excel Macros/VBA 2 Day Sydney
Bertalan - Excel Macros/VBA 2 Day, .
Thankyou Jason for sharing your expertise. I have learnt a lot and will definitely use things I have learnt here professionally. Easy to follow along and always polite -Excel Macros/VBA 2 Day Sydney
Dane - Excel Macros/VBA 2 Day, .
Thank you , the course was very helpful -Excel Beginner - Excel Intermediate Sydney
Andy - Excel Beginner - Excel Intermediate, .
Thank You -Excel Beginner - Excel Intermediate Sydney
shannon - Excel Beginner - Excel Intermediate, .
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