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EncartaLabs

MS Excel Financial Modeling

( Duration: 1 Day )

The MS Excel Financial Modeling training course is designed for professionals of all backgrounds with a need to use MS Excel in financial models and business analysis. Course coverage will include the use of analytical techniques such as internal rate of return (IRR) and net present value (NPV). Implementation and use of the IRR and NPV functions in MS Excel as well as numerous other spreadsheet techniques including lookup functions, conditional sum and if formulas, autofilters, and conditional formatting will be explored in detail.

Familiar with basic MS Excel navigation including creating the basic formula calculations of Sum and Average.

The MS Excel Financial Modeling workshop is suitable for everyone who can use Excel to perform simple tasks and who wants to become familiar with and master, Excel tools, formulas and functions necessary for use in their financial models and business analysis in Excel. The course content covers Intermediate to Advanced Excel usage in basic models.

COURSE AGENDA

1

Spreadsheet Modeling techniques

  • Basic structure (separation of data from processing & output)
  • Cell referenced formulas (no hard coding of data)
  • Modularization (break a complex model into simple bits)
  • Prototype development and refinement
  • Sensitivity analysis
  • Troubleshooting and debugging
  • Reasonability testing (common sense)
2

MS Excel functions and methods useful for modeling

  • Named cell ranges
  • Lookup functions
  • Conditional functions (IF, COUNTIF, SUMIF)
  • Financial functions (IRR, NPV)
  • Formula nesting (pros and cons)
  • Autofilters
  • Advanced filters
  • Goal seeking
  • Conditional formatting
  • Navigation buttons
3

Automating model with macros

  • Pros and cons
  • Setting the macro security level
  • Recording and running simple macros
  • The Visual Basic editor
  • Modifying a recorded macro for general use
4

Protecting your model from undesired changes

  • Model structure
  • Locking cells
  • Worksheet and workbook protection
  • Password protection
  • Cross checks and error reports
  • Data validation
5

Output presentation

6

The importance of documentation

7

Spreadsheet model multimedia

  • Adding sound to your model
  • Providing video with your model
  • Make your model talk

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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