Financial Modelling - Advanced (& Introduction to VBA)
Expand your skills in financial modelling in Excel and learn advanced techniques. During the course you will gain practical experience of working with financial functions, table functions and VBA. Increase your efficiency and confidence when creating flexible, dynamic and error-free financial models.
Why should you attend this course?
- You will enhance your financial modelling skills: The course will help you deepen your knowledge and skills in financial modelling in Excel.
- Practical Excel exercises: You will gain experience through numerous exercises that will demonstrate various modelling functions and techniques.
- You will familiarise yourself with VBA: You will learn the basics of VBA programming, allowing you to create more dynamic and flexible models.
- Time-saving techniques: You will learn tools that will speed up the process of building models and improve their quality.
- Secure, flexible models: You will learn to create models that are flexible, error-proof and ready for use in a variety of financial situations.
Language of the course
English
Training level
advanced
Who is this course for?
- For those with experience in financial modelling in Excel who want to consolidate their skills and learn advanced techniques.
- For professionals in corporate finance, consulting, financial planning and financial markets.
- For Excel users who use Excel for financial applications.
- For those who have completed the Financial Modelling - Comprehensive course or are looking for the next step up in financial modelling.
- For those with no previous experience of VBA, as this section requires no prior knowledge.
Course programme
- Introduction: recap of modelling basics; review and improvement of existing model (exercise)
- Excel FINANCIAL functionality including IRR, XIRR, PMT, PPMT, RATE and others…
- Array and Spill functions: examples, and pros and cons
- LOOKUPS: Advanced uses for Match, Index, Offset, V/H/X Lookup
- Text features including LEN, MID, FIND, TEXT, VALUE and others
- Date and time features including: TODAY, DATE, EDATE, EOMONTH, NOW and others
- SUMIF: advanced uses
- Circularity: Finding it, using it, removing it
- Other functionality including LET, INDIRECT and LAMBDA
- Sensitivity including data tables
- Model review, audit, security and protection
- Introduction to VBA: VBA and macros: overview; subroutines vs functions; recording a simple macro; user-defined functions
Additional information
- In order to use the course effectively, it is necessary, in addition to viewing the online training, to have Excel turned on. To do this, we recommend using a second screen or an additional device to avoid constantly switching between windows.
- MAC computer users are welcome to attend the course, but it is more desirable to use hardware with Windows software. During the course, the trainer will not be able to help you use the required shortcuts.
„Training delivered in an understandable manner and at the right pace.”
From a feedback form on tailored training provided in 2024.5,57/6
Average evaluation of tutors and training materials among participants of workshops for companies organized in 2023-2024.„The presenter was very good, gave good examples and was very communicative. He is able to explain everything in a simple way.”
From a feedback form on tailored training provided in 2023.97%
of all participants of the 2023-2024 tailored workshops for companies would recommend our training to their friends!
Open courses
Our open courses are short courses taught by experienced tutors whose role is to give you practical knowledge and skills that you can use immediately in your daily work.
It's a great opportunity to expand your knowledge and enhance your skills, whether you're motivated by an internal desire to develop or by your employer.
Bespoke programmes for companies
Does your team need training on this topic? Or, would your organization benefit from additional focus on specific issues in the course program, allowing some elements to be explored in greater depth?
With bespoke programs, we can adjust the training content to meet your organization’s specific needs. This includes adding topics not covered in the standard program or omitting sections less relevant to your team. The final cost of customized training is set individually at the proposal stage.
Related courses
Financial Modelling - Comprehensive
Find out more
Valuation Techniques (with Valuation Modelling)
Find out more
Debt Modelling (with LBO)
Find out more