Excel Skills for Modelling

If you are self-taught Excel, or not used it at all before, where do you start? This foundation program will teach you essential skills for getting going with financial modelling. It covers the fundamentals you need - from model design and layout, using date timelines and efficient formatting through to the proper use of $, Named Ranges and the most frequently encountered Excel function: the IF statement.  You will also look at logical problem solving where there are multiple outcomes: using embedded IF statements.  When you are happy with this, you'll be able to quickly progress through our full Financial Modelling course.

Course content

• Introduction and course content - an intro to model building in Excel

• Excel keystroke shortcuts - for navigation, menu access, speed and efficiency

• Model design and layout, including date timelines - how to set up models and efficient, consistent formatting to make them easy to read

• Using $ to anchor cell references, and using Named Ranges as an alternative to add clarity and logic to your formulae

• Using the IF statement for key decision making in models - and applying this to a downloadable exercise

• Applying your skills to a typical mixed-reference problem - dealing with multiple variables but keeping formulae consistent across rows

• Logical problem solving with embedded IF statements for independent variables - what to do when there are multiple outcomes to consider, each input being independent.