Description

For those new to Financial Modeling, this course from the author of “Financial Modeling in Excel for Dummies”, Danielle Stein Fairhurst will introduce the fundamentals and concepts of building a financial model using Excel. This is a practical course in which you will develop the skills to build your own financial model which can be taken away for future reference. 

Course Objectives

You will learn how to design and create a user-friendly model using best practice techniques which can then be taken away for future reference.

You will learn to:

1.           Use absolute and relative cell referencing for modeling

2.           Create a basic error check formula

4.           Use techniques to prevent model errors

5.           Document model assumptions

6.           Link and change variables

7.           Prevent data from being changed by protecting your model

8.           Build and use drop-down boxes

This course builds on students’ basic knowledge of simple formulas and incorporates these into a financial model.  

Target Audience

Finance professionals who need to expand their Excel modeling skills

Basic Understanding

At a minimum, it is assumed that participants will know how to:

    Navigate confidently in Excel

Create and use simple formulas

Link between workbooks

Course Content

No sessions available.

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Fremont, CA 94539, USA

Introduction to Financial Modeling in Excel

Session 1: Financial Modeling Best Practice

  1. What is Financial Modeling?
  2. Model Design
  3. Linking for Best Practice

Session 2: Modeling Tools

  1. Error checks
  2. Absolute & Relative Cell Referencing
  3. Calculating Project Costs
  4. Logical Nested Functions

Session 3: Building a Financial Model

  1. Creating a Financial Model with Inputs & Assumptions
  2. Calculating Revenue & Expenses
  3. Building the financial statements

Session 4: Model Analysis Tools

  1. Protecting your Workbook
  2. Scenario Analysis
  3. Presenting the Model output

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