Attend courses from home - All courses REMOTE from April 1 - April 30

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 April 30 will be delivered remotely.
Normal classes at our
site to resume thereafter, dates subject to review.


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
Fri 1-May-20
Financial Modelling
Brisbane
Scheduled
Tue 16-Jun-20
Financial Modelling
Brisbane
Scheduled
Mon 13-Jul-20
Financial Modelling
Brisbane
Scheduled
Fri 28-Aug-20
Financial Modelling
Brisbane
Scheduled
Mon 28-Sep-20
Financial Modelling
Brisbane
Scheduled
Fri 20-Nov-20
Financial Modelling
Brisbane
Scheduled
Sydney
Date
Course
City
Status
Thu 2-Apr-20
Financial Modelling
Sydney
Scheduled
Fri 1-May-20
Financial Modelling
Sydney
Scheduled
Tue 16-Jun-20
Financial Modelling
Sydney
Scheduled
Mon 13-Jul-20
Financial Modelling
Sydney
Scheduled
Fri 28-Aug-20
Financial Modelling
Sydney
Scheduled
Mon 28-Sep-20
Financial Modelling
Sydney
Scheduled
Fri 20-Nov-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
Fri 1-May-20
Financial Modelling
Melbourne
Confirmed
Tue 16-Jun-20
Financial Modelling
Melbourne
Scheduled
Mon 13-Jul-20
Financial Modelling
Melbourne
Scheduled
Fri 28-Aug-20
Financial Modelling
Melbourne
Scheduled
Mon 28-Sep-20
Financial Modelling
Melbourne
Scheduled
Fri 20-Nov-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
Date
Course
City
Status
Mon 13-Jul-20
Financial Modelling
Perth
Scheduled
Fri 28-Aug-20
Financial Modelling
Perth
Scheduled
Fri 20-Nov-20
Financial Modelling
Perth
Scheduled
Scheduled
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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
**All courses REMOTE from April 1 - April 30.** Resuming L10, 333 Adelaide Street, Brisbane QLD 4000 thereafter
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
**All courses REMOTE from April 1 - April 30.** Resuming Level 3, 37 Pitt Street, Sydney NSW 2000 thereafter
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
**All courses REMOTE from April 1 - April 30.** Resuming Level 3, 90 Phillip Street, Parramatta NSW 2150 thereafter
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
**All courses REMOTE from April 1 - April 30.** Resuming Level 3, 466 Little Lonsdale St, Melbourne VIC 3000 thereafter
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
**All courses REMOTE from April 1 - April 30.** Resuming Ethos House, Level 1, 28 Ainslie Place, Canberra ACT 2601 thereafter
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
**All courses REMOTE from April 1 - April 30.** Resuming Level 3, 97 Pirie Street, Adelaide SA 5000 thereafter
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
**All courses REMOTE from April 1 - April 30.** Resuming Level 4, 220 St Georges Tce, Perth WA 6000 thereafter
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
725 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

 

What is Remote Training?

Valued by Individuals

 

4.8/5
Over 20017 Reviews
Ken, is a very qualified professional. I am very keen to start doing my own developments and get ready for the next level. Thanks to Nexacu for organizing the course online in this hard times. -Power BI Beginner Melbourne
Vanessa - Power BI Beginner, .
I found this course highly valuable, with excellent coverage across a range of PowerBI functions I can see myself using in my day-to-day work. Ken was a fantastic facilitator, and the change to online delivery (due to COVID-19) didn't prove to be an impediment at all. -Power BI Beginner Melbourne
Dean - Power BI Beginner, .
Ken was great! Would love to see him in future courses that I complete. -Power BI Beginner Melbourne
Tracey - Power BI Beginner, .
Ken is good - would like to have have him as trainer in the future -Power BI Beginner Melbourne
Luis - Power BI Beginner, .
Great -Excel Intermediate Sydney
Liz - Excel Intermediate, .
Instructor was very knowledgeable, course content was excellent. -Excel Intermediate Sydney
Louise - Excel Intermediate, .
very engaging for long online session -Excel Intermediate Sydney
cecelia - Excel Intermediate, .
Great instruction from David! The content was easy to follow, went at a manageable pace and he was accommodating to questions that were not in the course content. I have learnt some very valuable new skills, thank you David! -Excel Advanced Perth
Holly - Excel Advanced, .
Excellent course, very well explained and learned a the CORRECT way to operate in excel. Thanks for your patience Dave -Excel Advanced Perth
Russell - Excel Advanced, .
Excellent session. Very informative and enjoyable. Learnt heaps in a friendly environment. Thank you Dave -Excel Advanced Perth
Hans - Excel Advanced, .
good presentation skills kept it entertaining despite the remoteness -Power BI Intermediate Perth
oliver - Power BI Intermediate, .
Excellent course and Dom is superb as usual. -Power BI Intermediate Perth
Chandra - Power BI Intermediate, .
Domenic has been a good solid instructor with excellent knowledge of the product and great at problem-solving. Thanks Dom! -Power BI Intermediate Perth
Louie - Power BI Intermediate, .
Once again fantastic course, very helpful and easy to learn. No issues using remote learning for the first time. -Power BI Intermediate Perth
Alissa - Power BI Intermediate, .
N/A -Power BI Intermediate Perth
Ehsan - Power BI Intermediate, .
Great course, very interesting and informative! -Power BI Desktop Beginner Canberra
Mel - Power BI Desktop Beginner, .
The beginner Power BI course was very informative and well run. -Power BI Desktop Beginner Canberra
L - Power BI Desktop Beginner, .
Content was explained thoroughly and in an entertaining way. Very knowledgeable trainer and was able to and demonstrate all answers to questions. -Power BI Desktop Beginner Canberra
Tess - Power BI Desktop Beginner, .
Thank you, for the fantastic course. Learnt a lot that I can use for work. -Power BI Desktop Beginner Canberra
MH - Power BI Desktop Beginner, .
Great course, very interactive. Well laid out and presented. -Power BI Desktop Beginner Canberra
Sarah - Power BI Desktop Beginner, .

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