Financial Modelling using MS Excel

Course Information

1 Day Course

Time: 9am – 5pm


Course Introduction

Computing skills are one of the top skills employers desired in their employees. Microsoft Office suite of applications, being the most popular software in the world, are extremely useful and widely used in organisations, schools and homes. It is the most practical and productive tool for documenting and organising information, delivering presentations, as well as processing data in work environments across the globe. Microsoft Office has been designed to be user friendly, interactive and powerful, which drastically helps increase users’ productivity within the office environment.

Microsoft Office is a collection of purpose build programmes including:
1) Microsoft Excel – Creates simple to complex data/numerical spreadsheets.
2) Microsoft PowerPoint – Creates professional multimedia presentations.
3) Microsoft Word – Create text documents. 

Learning Outcome

  • Course is conducted in an interactive with plenty of hands-on
  • Numerous practical exercises will be provided by trainer to illustrate and reinforce the learning
  • Learners will have opportunity to develop practical skills in formulating financial models 

Course Outlines

Topic 1: Basics of Modelling
  • What is Modelling?
  • What is a Financial Model
  • Principles of good spreadsheet design
Topic 2: Advanced Excel Functions
  • Using IF and Nested IF statements
  • Using Lookup Functions
  • Using Data Validation
Tea Break
Topic 3: Advanced Excel Functions (continued)
  • Advanced Excel Functions (continued)
  • Using Name Ranges
  • Database Functions
  • Creating Pivot Tables
  • Creating Pivot Charts
  • Using slicers
Topic 4: Creating a dashboard
Lunch Hour
Topic 5: What-if Analysis
  • Using Data Tables for analysis
  • Create Goal Seek analysis
  • Using Solver
  • Creating Scenario Manager
Topic 6: Advanced Built-in Features
  • Outline and Subtotal
  • Advanced Filtering
  • Data Validation
  • Create Macros
  • Using hyperlinks
Tea Break
Topic 7: File and Worksheet Protection
  • Protect worksheet
  • Hide Formulas
  • Protect Workbook
  • Password protect workbook
Wrap Up

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