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Corporate Training for Teams
4.8 (9 Reviews)

Excel Financial Modelling

STL, Nationwide
Length
2 days
Length
2 days
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Excel Financial Modelling

STL courses


  • This course will show you why Excel is an essential tool for financial modelling, guide you through some key models and also introduce the practice of rolling forecasting. There will also be the opportunity to explore tying up actual models with reporting.

    You may also be interested in our finance for non financial manager or VBA courses.

What to expect

  • 24 months post training support included .
  • Tailored and bespoke programme options .
  • Our experienced training and logistics team in the last 23 years have assisted 213,060 people .
  • Over 14,264 organisations trained .
  • We are rated 'Excellent' on Trustpilot and 98.7% of our customers recommend us .
  • Delivery UK wide and international (75+ countries delivered) .

Suitability - Who should attend?



Anyone looking to learn or extend their knowledge of using Excel to assist with financial decision making in a business context.

Training Course Content



Fundamentals of financial modelling

Applications for financial models
Vital differences between financial models and spreadsheets
Best practice in developing and building financial models
Getting the best results with Excel

Financial models and techniques for forecasting

Using Excel's data analysis toolkit
Avoiding common forecasting problems
Using moving averages to isolate trends in time series data
Using linear regression to isolate trends in time series data
Using exponential smoothing to forecast sales demand
Building a financial model to make sales forecast
Using Excel Solver to minimise forecast error
Using Excel correlation tools to identify links between variables
Building a financial model to forecast costs
Understanding the drivers of business cash flow
Building a financial model to forecast cash flow

Financial models for capital investment decision-making

Principles of capital budgeting
Common approaches to capital investment decision-making
Understanding the time value of money
Principles of discounted cash flow (DCF)
Understanding and using Excel DCF functions
Building a financial model for capital investment decision-making

Financial models for forecasting and improving business performance

The elements, structure and dynamics of financial statements
Understanding the shareholder value concept
Measuring profitability with Return on Net Assets (RONA)
Managing the key drivers of RONA
Understanding and managing business risk
Building a financial model to forecast financial statements
Using rolling forecasts in adaptive management processes
Building a financial model to make rolling forecasts

Financial models for business valuation

The need for and approaches to business valuation
Understanding the shareholder value added (SVA) method
Building a financial model for business valuation

Expenses



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Reviews by course attendees

Average rating 4.8

Based on 9 reviews.
Reviews are published according to our review policy.
Write a review!
Hanna
5/5
03 Mar 2020

very good training a

Will
4/5
24 Sep 2019

Most useful topic: SHortcuts

Greg
5/5
23 Aug 2017

Paul has been great; we have different skill levels and use excel in different ways but he has been able to account for these variations in his pack and stimulating presentation.

STL
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E14 8BT London

STL

Helping businesses improve performance with proven learning and development solutions. London-based with a global reach. STL seek to provide an unrivalled value and quality service, enabled by our strong working culture. Our 500+ courses deliver learning solutions across leadership and...

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