Excel for financial modelling

What is the course about?

This course is about learning how to build a financial model in Excel from scratch through the valuation process of a given company. This will be illustrated by an application analysis of a publicly traded company. While this course will cover parts of Financial Statements Analysis, the focus will be on building the model in Excel.

Participants who will attend the full course will receive a City Lit certificate of attendance electronically for their CV or CPD records. The certificate will show your name, course title and dates of the course you have attended.

You can choose to attend this course either live online or in person.
- Internet connection. The classes work best with Chrome.
- A computer with microphone and camera.
- Earphones/headphones/speakers.
We will contact you with joining instructions before your course starts.

What will we cover?

1) Customising the settings in Excel to accommodate the Model:
• Creating new Format in the Worksheet: Numbers, Text, Font and Size
• Exporting the Format to other Workbooks
• Don’t use the mouse

2) Advanced excel Functions:
• Advanced Conditional Functions
• The look up School (Advanced)

3) Start building the model
• Reformulating and transcribing the Income statement in Excel
• Reformulating and transcribing the Balance Sheet in Excel
• Building the Cash Flow Statement in Excel
• Scenario Analysis: Forecast & Valuation.

What will I achieve?
By the end of this course you should be able to...

• Build and share with colleagues a financial model that links up the three statements under different scenarios (e.g., expected economic growth)
• The model would return an estimated value of a company under each scenario.

What level is the course and do I need any particular skills?

• Excel Advanced
• Basic understanding of Financial reporting
• If you don't have any experience in Financial reporting, we recommend that you attend the 'Introduction to business accounting" or “Introduction to Financial reporting analysis” courses first.

How will I be taught, and will there be any work outside the class?

Step by step instruction, with demonstrations where appropriate, will help you grasp the concepts. Course notes will be provided.

Are there any other costs? Is there anything I need to bring?

There are no additional costs.

When I've finished, what course can I do next?

Please click here to view our Microsoft 365 courses.

Disclaimer: Use of Third-Party Software
This course might require you to either use your own personal account or create an account for the purposes of this course. City Lit cannot accept any responsibility for any failings of the third party or provide technical support. Whilst using the software you will be responsible for abiding by the providers terms and conditions and maintaining your own work.