Advanced Excel for Financial Analysis and Modeling Course

Elevate your financial modeling skills in Excel with advanced functions, visualization, and automation, bolstering your capacity to drive data-informed decisions.

Finance and Accounting Training Courses Confirmed

Training Locations

This Advanced Excel for Financial Analysis and Modeling Course is available in multiple cities. Please select your preferred location from the list below

Durrës

Albania

Tirana

Albania

Andorra la Vella

Andorra

Escaldes-Engordany

Andorra

Innsbruck

Austria

Salzburg

Austria

Vienna

Austria

Gomel

Belarus

Minsk

Belarus

Antwerp

Belgium

Brussels

Belgium

Banja Luka

Bosnia and Herzegovina

Sarajevo

Bosnia and Herzegovina

Plovdiv

Bulgaria

Sofia

Bulgaria

Dubrovnik

Croatia

Split

Croatia

Zagreb

Croatia

Limassol

Cyprus

Nicosia

Cyprus

Brno

Czech Republic

Prague

Czech Republic

Aarhus

Denmark

Copenhagen

Denmark

Tallinn

Estonia

Tartu

Estonia

Helsinki

Finland

Tampere

Finland

Lyon

France

Marseille

France

Nice

France

Paris

France

Berlin

Germany

Frankfurt

Germany

Hamburg

Germany

Munich

Germany

Athens

Greece

Thessaloniki

Greece

Budapest

Hungary

Debrecen

Hungary

Akureyri

Iceland

Reykjavík

Iceland

Cork

Ireland

Dublin

Ireland

Florence

Italy

Milan

Italy

Naples

Italy

Rome

Italy

Pristina

Kosovo

Prizren

Kosovo

Liepāja

Latvia

Riga

Latvia

Schaan

Liechtenstein

Vaduz

Liechtenstein

Kaunas

Lithuania

Vilnius

Lithuania

Esch-sur-Alzette

Luxembourg

Luxembourg City

Luxembourg

St. Julian's

Malta

Valletta

Malta

Bălți

Moldova

Chișinău

Moldova

La Condamine

Monaco

Monte Carlo

Monaco

Budva

Montenegro

Podgorica

Montenegro

Amsterdam

Netherlands

Rotterdam

Netherlands

The Hague

Netherlands

Ohrid

North Macedonia

Skopje

North Macedonia

Bergen

Norway

Oslo

Norway

Gdańsk

Poland

Kraków

Poland

Warsaw

Poland

Faro

Portugal

Lisbon

Portugal

Porto

Portugal

Bucharest

Romania

Cluj-Napoca

Romania

City of San Marino

San Marino

Serravalle

San Marino

Belgrade

Serbia

Novi Sad

Serbia

Bratislava

Slovakia

Košice

Slovakia

Bled

Slovenia

Ljubljana

Slovenia

Barcelona

Spain

Madrid

Spain

Valencia

Spain

Gothenburg

Sweden

Stockholm

Sweden

Bern

Switzerland

Geneva

Switzerland

Zurich

Switzerland

Kyiv

Ukraine

Lviv

Ukraine

Odesa

Ukraine

Dubai

United Arab Emirates

Birmingham

United Kingdom

Edinburgh

United Kingdom

London

United Kingdom

Manchester

United Kingdom

Rome (Vatican-adjacent)

Vatican City

Training Outlines

Introduction

Welcome to "Advanced Excel for Financial Analysis and Modeling," a comprehensive 5-day course designed for finance professionals looking to enhance their Excel skills for more efficient and effective financial analysis and modeling. This course will deepen your understanding of advanced Excel features, allowing you to build robust financial models that drive business decisions. Engage in hands-on exercises to bridge the gap between theoretical knowledge and practical application, and leave with the confidence to tackle complex financial challenges.

Objectives

Master advanced Excel functions for financial analysis.
Develop and audit complex financial models.
Enhance data visualization for financial reporting.
Learn to automate repetitive tasks using macros and VBA.
Apply scenario and sensitivity analysis in financial models.

Course Outlines

Day 1: Advanced Functions and Formulas

Review of basic Excel functions
Using advanced lookup functions (INDEX, MATCH)
Implementing array formulas and dynamic arrays
Mastering financial functions (NPV, IRR, XNPV)
Creating and using named ranges effectively

Day 2: Financial Modeling Techniques

Principles of effective financial modeling
Constructing a model: design and layout
Integrating financial statements in models
Building dynamic models with user inputs
Conducting error checks and audits

Day 3: Data Visualization and Reporting

Creating advanced charts for financial data
Designing dashboards for decision making
Utilizing conditional formatting for insights
Building interactive reports with sliders and controls
Exploring Power Query for data transformation

Day 4: Automation with Macros and VBA

Introduction to macros and recording simple macros
Understanding the VBA editor and environment
Writing custom functions using VBA
Automating repetitive tasks in Excel
Debugging and optimizing VBA code

Day 5: Scenario and Sensitivity Analysis

Understanding the importance of scenario analysis
Using data tables for sensitivity analysis
Setting up scenario manager for model comparison
Applying goal seek for target analysis
Integrating risk and uncertainty in models

Training Schedule

Below is the table of cities along with the respective dates for the upcoming training sessions of Advanced Excel for Financial Analysis and Modeling Course. Please review the schedule to find the most convenient option for you. You can also use the below search bar to type the city name and filter the results.