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EXCEL – Financial Modeling (Level 1) – Webinar


  • Partner : Le CFO masqué
  • Registration/cancellation : Follow the Order’s normal procedure.
  • Final registration confirmation sent by : Le CFO masqué
  • Price: Please see the schedule fee below. Prices are subject to change without notice.
  • Webinar: Le CFO masqué will send, in the days prior to the course, an email with the information you will need to access the course.


The platform used for this training is Teams - You will not need to install the application to follow the training. Le CFO masqué will send you, a week before the training, a link allowing you to take a test.

Technical specifications

• Computer with Office Suite (in English or French depending on training) - see course plan for the correct version
• Reliable internet connection
• Speakers (built into the computer or external) or headphones


You must check the technical requirements in the course plan in the "Required marterial" section.


This training course is an introduction to the best practices in financial modeling in Excel. It teaches how to handle Excel functions and functionalities in order to build effective financial models that allow financial forecasts, scenario analysis and sensitivity analysis.


  • Master the best practices in financial modeling
  • Master the Excel functions needed to build dynamic and effective financial models
  • Master the Excel techniques allowing to perform scenario and sensitivity analysis
  • Master the Excel techniques allowing to avoid Excel calculation errors


  • Introduction to financial modeling 
  • What is a financial model?
  • What are dependent and independent variables?
  • What are the best practices in financial modeling in Excel?
  • Scenario ans sensitivity analysis 

    How to build a one-variable sensitivity table? How to build a two-variable sensitivity table? How to use the switch technique? How to use the multiplier technique? How to use the delay technique? How to use the input technique? How to use the scenario manager?

    Excel financial modeling functions 

    How to use the following functions for more flexibility:  Index Match If, Or, And SumIf, SumIfs Sumproduct Offset

    Interaction between forecast and actual data 

    How to work with actual data and build a rolling forecast? How to build a variance analysis between actual and forecast data?

    Presentation tips 

    What functions to use to build quick summaries? How to improve a financial model with the Indirect and the Address functions? How to improve the presentation with the Round and IsError functions?

    Optimization tips 

    How to add total controls and validation pages? How to audit a financial model? How to protect a financial model? How to document a financial model?

Targeted learners

The targeted learners are the professionals who are already using Excel in their day-to-day work activities and have to build financial forecasts, budgets, business cases and data analysis aiming at supporting business decision making.


We strongly suggest to attend the Excel – Intermediate Level training course before enrolling for this one.

Required material

Each learner must have access to a portable computer equipped with MS Excel 2007 or more for Windows, or MS Excel 2011 or more for Mac.

Certificate of completion

At the end of the training course, the learner will get a certificate of completion. This certificate will include the accreditation number of the trainer from Emploi-Québec, the name of the learner, the name of the training course, the date, the number of continuous training hours as well as the name and signature of the trainer. This certificate meets the standards for continuous training requirements of Québec-based professional orders.


Sophie Marchand, M.Sc., CPA, CGA, MVP, holds a M.Sc. in corporate finance and the accounting accreditation CPA, CGA. Moreover, she is the sole Excel MVP in the Province of Québec and one of the two Data Platform MVP in Québec. She received the MVP designation from Microsoft. MVP stands for « Most Valuable Professional ». She has many years of experience as a corporate finance professional and she specializes in financial modeling and in business intelligence. She acts as a consultant, a trainer as well as a speaker.

Full description

No classroom training found.


For all

Training season: 2020-2021
Session No.: 2330
Start date: 2021-08-27, 08:30
End date: 2021-08-27, 16:00
Duration: 6.00 h
Instructor: Animateur du partenaire
Additional information: Le CFO masqué vous enverra, dans les jours précédant la formation, un courriel vous donnant toutes les directives nécessaires pour accéder à votre formation à distance.

Fee schedule

43 seats available

  CPA member Non-member
À la carte $400.00 $400.00
CPA passport 525 PDC N/A
Multi-CPA passport 525 PDC N/A
Multi-user passport 525 PDC 525 PDC
CPA Promo 525 PDC N/A