Excel for Financial Modelling

Master Excel for Financial Modelling: Write Excel Formulas, AI, Analyze Data, Create Dashboards & Automate with Formulas

Excel Foundations for Financial Modelling: The course begins with an introduction to the instructor’s expertise and an overview of the curriculum. Learners will understand why Excel is essential for financial modelling, master navigation through shortcuts, keyboard techniques, dialog boxes, and name ranges. Foundational skills such as absolute and relative references, range naming, and efficient data entry are emphasized, with hands-on quizzes and assignments to reinforce learning.

What you’ll learn

• This is a prep course for Financial Modelling, focusing on Excel skills.
• Build the foundation ahead of more complex financial modelling.
• Learn simple and complex Excel Formulas.
• Stay up to date with new Excel Functionality.
• Able to efficiently navigate and operate Excel, prioritizing keyboard shortcuts to enhance speed.

Course Content

• Introduction –> 3 lectures • 5min.
• General Efficiency –> 4 lectures • 12min.
• FIrst Steps –> 7 lectures • 23min.
• Basic Formulas –> 5 lectures • 15min.
• Date Manipulation –> 4 lectures • 16min.
• Conditional Formulas –> 5 lectures • 21min.
• Connecting Formulas –> 4 lectures • 18min.
• Data Clensing –> 6 lectures • 19min.
• Pivot Tables –> 6 lectures • 15min.
• Graphs –> 6 lectures • 22min.
• Conditional Formatting –> 5 lectures • 16min.
• Data Validation –> 4 lectures • 14min.
• Goal Seek –> 4 lectures • 18min.
• Other Functionality –> 4 lectures • 18min.
• The use of AI –> 4 lectures • 14min.
• The Conclusion –> 2 lectures • 2min.

Requirements

• Excel Foundations for Financial Modelling: The course begins with an introduction to the instructor’s expertise and an overview of the curriculum. Learners will understand why Excel is essential for financial modelling, master navigation through shortcuts, keyboard techniques, dialog boxes, and name ranges. Foundational skills such as absolute and relative references, range naming, and efficient data entry are emphasized, with hands-on quizzes and assignments to reinforce learning.
• Mastering Formulas and Functions: Participants will explore core Excel formulas including SUM, COUNT, IF, AND, OR, as well as advanced conditional functions like SUMIF, COUNTIF, and AVERAGEIF. The course covers date and timeline calculations, use of the caret symbol, and best practices for formula construction. Learners engage through practical exercises, quizzes, and scenario-based assignments to solidify their understanding.
• Data Analysis and Scenario Management: The curriculum delves into data extraction, manipulation, and analysis using new Excel functions, pivot tables, and scenario tools. Learners practice extracting dates, sorting, filtering, and using unique and sequence functions. Assignments and quizzes are integrated to ensure practical application of data analysis skills relevant to financial modelling.
• Visualization and Reporting Techniques: Students will learn to create and customize charts, including waterfall, funnel, radar, and combo charts, as well as use secondary axes and trendlines. The course covers conditional formatting for flags and highlights, and demonstrates how to present financial data effectively. Activities include hands-on chart creation and applying advanced formatting to real-world financial scenarios.
• Practical Application and Advanced Tools: The course integrates practical assignments, scenario-based quizzes, and projects to apply learned concepts. Learners are introduced to data validation, goal seek, data solver, and VBA basics. The curriculum also explores the integration of Excel skills with AI tools, preparing students for evolving industry demands. Each module concludes with reflective discussions on applicability and further learning opportunities.