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EXCEL – Financial Modeling (Level 1)

ACTIVITY OFFERED IN PARTNERSHIP

  • 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.
  • Location: Verify your registration confirmation. You will receive it in the days following your registration OR in the days preceding the session.
  • Lunch: Not included

Important 

You must attend the training with your own laptop and check the technical requirements in the course plan in the "Required material " section. 

Summary

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.

Objectives

  • 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

Content

  • 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.

Prerequisites

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.

Trainer

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.

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