Advanced financial modelling course

Financial Training Associates’ advanced “power modelling” course allows participants to improve the reliability and quality of their Excel models. The course is designed for users with some prior experience of financial modelling in Excel. It shows course delegates how to build superior models using tried and tested methods, applying Excel shortcuts and tricks.

Financial Training Associates’ advanced modelling course

Sample modelling course material – financial maths

Financial Training Associates makes a small sample of its modelling course material available online free of charge.  The course material below gives delegates the opportunity to look at the correct use of Excel in modelling investment appraisal (= Excel financial maths).  The exercises provide an overview of the correct way to discount cash flows (DCF), calculate net present value (NPV) and calculate internal rate of return (IRR) when modelling in Excel.  Most importantly, the material shows delegates how to avoid the major pitfalls when applying Excel’s investment appraisal formulae in financial modelling.

The material is lodged here because it is useful pre-work for course delegates who wish to refresh their knowledge of investment appraisal prior to attending a financial modelling course.  Unless specifically requested by a client, it is not generally covered on Financial Training Associates’ taught courses.

The course makes use of a downloadable Excel spreadsheet.

  • Introduction: using investment appraisal formulae in Excel financial modelling
  • Using Excel when compounding interest in a financial model
  • Calculating DCF (discounted cash flows) in an Excel financial model
  • Calculating NPV (net present value) in financial modelling
  • Modelling financial returns in Excel: IRR
    • Iterating using Excel’s “goal seek
    • Calculating IRR using algebra
    • Using Excel’s formula for IRR
    • Calculating IRR with semi-annual cash flow
    • Excel’s fomula for XIRR
  • Module summary: Excel financial maths.

If you are familiar with the material, test your knowledge by sitting the course quiz.

Enquire about an in-house advanced financial modelling course

Our financial modelling course feedback is consistently high. If you have 4-5 staff who are interested in an advanced financial modelling course, in-house training will prove cost effective for your company. To enquire about an in-house advanced modelling course for a small group of your firm’s employees please click on the blue “enquire about” button:

Book the advanced financial modelling training course

This financial modelling course is next running November 2012. To book on the advanced Excel financial modelling training course please click on the red “book” button: