This Financial Modelling in Excel course covers all the important aspects of financial modelling, essential in the workplace or for those starting their own business.
This Financial Modelling in Excel short course is an introduction to financial modelling for those who are new to the subject.
You will learn the practical skills needed to construct robust financial models that can be used for business planning and evaluation.
You will understand best practice design principles required for building flexible models using a range of Excel techniques and functions which are applied when building a detailed financial model case study from scratch.
Delivered by expert tutors, you will achieve a sound understanding of financial planning and evaluation through a variety of Excel techniques.
Learn the practical skills needed to construct robust financial models that can be used for business planning and evaluation. You will learn best practice design principles required for building flexible models using a range of excel techniques and functions which are applied when building a detailed financial model case study from scratch.
This is a beginner’s course in financial modelling for those who are new to the subject. This course assumes a sound understanding of the structure and composition of financial statements, specifically the Income Statement, Balance Sheet and Cash Flow Statements.
In addition, a good working knowledge of Excel up to using Excel functions is required. At commencement of the short course you are expected to be able to:
“ Very enjoyable course and the tutor was very enthusiastic with his delivery of the course, and happy to answer questions and provide help as expected. Very interesting and helpful course. ”
Anon
Former student
“ Even if you use MS Excel on a daily basis this course is an eye opener on additional features that will add value to your work. ”
Frank Odozi
Former student
“ Even if you use MS Excel on a daily basis this course is an eye opener on additional features that will add value to your work. ”
Frank Odozi
Former student
It should be noted that the purpose of the short course isn’t to cover a wide range of functions but to use the functions covered efficiently to build robust and professionally presented financial models.
The first four weeks of the Financial Modelling in Excel short course cover the necessary groundwork, design principles and functions required to build robust models.
In weeks 5 - 9 these design techniques are put into practice by building a detailed financial model from scratch based on a fictitious retail based case study.
The short course concludes with a review of further advanced excel techniques including sensitivity analysis.
This evening course assumes a sound understanding of the structure and composition of financial statements, specifically the Income Statement, Balance Sheet and Cash Flow Statements.
In addition, a good working knowledge of Excel up to using Excel functions is required. At commencement of the course you are expected to be able to:
Please note that the software and operating system used is Excel for Windows and is not suitable for Excel for Mac.
Applicants must be proficient in spoken and written English.
Informal assessment will take place through group discussion, class room activities and questions and answers session as guided by the tutor.
Currently there are no books available that cover the entire syllabus or could be categorized as ‘strongly recommended’. However, the following may provide useful background reading:
Tony Pamphilon
Tony Pamphilon has many years' experience of working in colleges and universities, in the UK and overseas.
Tony has managed large departments and taught learners of all abilities from beginners up to undergraduates and postgraduates.
Tony currently works as a freelance lecturer and consultant and teaches a wide range of accounting related subjects at City, University of London and Birkbeck, University of London.
