Excel Financial Modelling Course for Beginners

Learn to build best practice financial models - attend from home!

All courses available in-class or remotely. 
To attend remotely, select "Remote Online" as your location on book now.

Our expert-led courses will ensure you are confident in building your own models and have worked examples to refer back to that follow our Best Practice Modelling Guidelines.

We show you how to build smart models and avoid potential pitfalls, working through real scenarios so you can apply your learning directly to your work. Excel financial modelling involves designing and building calculations to aide decision making. This is a Beginner Level Modelling course. Learning how to build models with complexity in an accurate, robust and transparent way is an essential skill in the modern workplace. See full course outline here.

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Times
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Live Online

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 8
201 Charlotte Street
Brisbane QLD 4000

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 24/477 Pitt Street
Sydney
New South Wales 2000

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 7
79 George Street
Parramatta NSW 2150

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 12A
45 William Street Melbourne VIC 3000

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
NEW LOCATION
Level 2
221 London Circuit
Canberra ACT 2600

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 15
33 King William Street
Adelaide 5000

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 7
553 Hay Street
Perth WA 6000

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Times
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Live Online

Upcoming Courses

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Excel Financial Modelling for Beginners Course Content

Expand All | Collapse All
  • Modelling techniques
  • Tips for best practice structure and design
  • Separation of inputs, calculations and outputs
  • Avoiding hard coding
  • How to best include adjustments
  • Effective styling to purpose
  • Indicators of risk and mitigating the risk of error
  • Using reconciliations and zero checks.
  • Tips for effective reporting

 

  • Projects
  • Business case model build #1 -  Create a Feasibility Study
  • Business case model build #2 - Clients have commissioned a model to forecast Cashflows of a potential investment.
  • Business case model build #3 - You have been engaged to assess the viability of a Development Proposal, compile forecast Financial Statements.
  • Business case model build #4 - Create a Management Dashboard and Sensitivity Analysis on a model you have built.
  • Business case model build #5 - Create an Automated Pricing Tool to support Sales Staff.
  • Business case model build #6 - Mini-project to automate the payout calculation for investors given set parameters.

 

  • Defined Names
  • Understanding Defined Names
  • Defining Names From Worksheet Labels
  • Using Names in Typed Formulas
  • Applying Names to Existing Formulas
  • Creating Names Using the Name Box
  • Using Names to Select Ranges
  • Pasting Defined Names Into Formulas
  • Defining Names for Constant Values
  • Creating Names From a Selection
  • Scoping Names to a Worksheet

 

  • Validating Data
  • Understanding Data Validation
  • Creating a Number Range Validation
  • Testing a Validation
  • Creating an Input Message
  • Creating an Error Message
  • Creating a Drop Down List
  • Using Formulas as Validation Criteria
  • Circling Invalid Data
  • Removing Invalid Circles
  • Copying Validation Settings

 

  • Formula Referencing
  • Absolute Versus Relative Referencing
  • Relative Formulas
  • Problems With Relative Formulas
  • Creating Absolute References
  • Creating Mixed References

 

  • Logical Functions
  • Understanding Logical Functions
  • Using IF With Text
  • Using IF With Numbers
  • Nesting IF Functions
  • Using IFERROR
  • Using TRUE and FALSE
  • Using AND
  • Using OR
  • Using NOT

 

  • Controls
  • Understanding Types of Controls
  • Understanding How Controls Work
  • Preparing a Worksheet for Controls
  • Adding a Combo Box Control
  • Changing Control Properties
  • Using the Cell Link to Display the Selection
  • Adding a List Box Control
  • Adding a Scroll Bar Control
  • Adding a Spin Button Control
  • Adding Option Button Controls
  • Adding a Group Box Control
  • Adding a Check Box Control
  • Protecting a Worksheet With Controls

 

  • Financial Functions
  • Understanding Financial Functions
  • Using PMT
  • Using FV
  • Using NPV
  • Using PV
  • Using RATE
  • Using EFFECT
  • Using NOMINAL

 

  • Date and Time Functions
  • Understanding Date and Time Functions
  • Using NOW
  • Using HOUR and MINUTE
  • Using TODAY
  • Calculating Future Dates
  • Using DATE
  • Using Calendar Functions
  • Using WEEKDAY
  • Using WEEKNUM
  • Using WORKDAY
  • Using EOMONTH

 

  • Lookup Functions
  • Understanding Data Lookup Functions
  • Using VLOOKUP
  • Using VLOOKUP for Exact Matches
  • Using HLOOKUP
  • Using INDEX
  • Using Match

 

  • Complex Formulas
  • Scoping a Formula
  • Long-Hand Formulas
  • Preparing for Complex Formulas
  • Creating the Base Formula
  • Adding More Operations
  • Editing a Complex Formula
  • Adding More Complexity
  • Copying Nested Functions
  • Switching to Manual Recalculation
  • Pasting Values From Formulas
  • Documenting Formulas

 

  • Math Functions
  • Understanding Maths Functions
  • Using SQRT
  • Using ABS
  • Using INT
  • Using TRUNC
  • Using ROUND
  • Using ROUNDDOWN and ROUNDUP
  • Using ODD and EVEN
  • Using CEILINGMATH
  • Using MROUND
  • Using PRODUCT
  • Using SUMIF
  • Using SUMIFS
  • Using SUMPRODUCT

 

  • Protecting Data
  • Understanding Data Protection
  • Providing Total Access to Cells
  • Protecting a Worksheet
  • Working With a Protected Worksheet
  • Disabling Worksheet Protection
  • Providing Restricted Access to Cells
  • Password Protecting a Workbook
  • Opening a Password Protected Workbook
  • Removing a Password From a Workbook

 

  • Scenarios
  • Understanding Scenarios
  • Creating a Default Scenario
  • Creating Scenarios
  • Using Names in Scenarios
  • Displaying Scenarios
  • Creating a Scenario Summary Report
  • Merging Scenarios

 

  • Goal Seeking
  • Understanding Goal Seeking
  • Using Goal Seek

 

  • Solver
  • Understanding How Solver Works
  • Installing the Solver Add
  • Setting Solver Parameters
  • Adding Solver Constraints
  • Performing the Solver Operation
  • Running Solver Reports

 

Frequently Asked Questions

Which Excel Course is right for me?

Everyone uses Excel differently but as previous Excel Consultants we are aware of the core concepts relevant to all workplaces. Our Excel Specialist courses focus on different aspects of Excel and how its is used across different roles. The Financial Modelling course introduces building models in excel in line with best practice. Analysis and Dashboards concentrates on building more advanced visuals and introducing Power Query. For those seeking to automate tasks in Excel, our VBA course will be the best fit.

Which courses are available if I am working from home?

Currently all of our Public Courses are available to be delivered remotely. Book any course as normal and you will receive login details and instructions the evening before your course.

What is Remote Training?

Remote training at Nexacu, means our team of experienced trainers will deliver your training virtually. Students can access our usual classroom training courses via video conferencing, ask questions, participate in discussion and share their screen with the trainer if they need help at any point in the course. Students have the same level of participation and access to the trainer as they would in classroom training sessions.

How may students are typically in a Excel Specialist Training Course?

While this varies from session to session, we typically have 4 - 6 students in our Excel Specialist classes. We cap our classes at 10 students. This is to ensure the quality of training remains high and that all students can ask questions and engage in discussion.

I previously attended a course with Excel Consulting, will the training be similar?

Yes, we rebranded from Excel Consulting in October 2019. The business quickly outgrew its original name. Our new brand Nexacu, better reflects our direction, continued innovation and commitment to deliver next level learning. We have always refined and continue to update our courses but retain our excellent trainers and deliver the same high quality content.

Where is the training held?

We are a national training company with office in 7 cities around Australia; Melbourne, Sydney, Brisbane, Perth, Adelaide, Parramatta and Canberra. We also deliver Excel training in the workplace nationwide.

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Times
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Live Online

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 8
201 Charlotte Street
Brisbane QLD 4000

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 24/477 Pitt Street
Sydney
New South Wales 2000

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 7
79 George Street
Parramatta NSW 2150

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 12A
45 William Street Melbourne VIC 3000

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
NEW LOCATION
Level 2
221 London Circuit
Canberra ACT 2600

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 15
33 King William Street
Adelaide 5000

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 7
553 Hay Street
Perth WA 6000

Course Details

Download Course PDF
Price
$550 $495
Duration
1 day
Times
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Live Online

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