Excel Skills for Modelling
What you'll learn
- Learn essential Excel skills needed to build flexible, dynamic financial models
- Learn and apply keystroke shortcuts to speed up Excel efficiency
- Understand the logical design structure of an Excel model to make life easy
- Learn and apply Excel 'dates' formula to structure flexible timelines in models
- Learn and apply the fundamentals of $ in cell referencing and the IF function
- Download and practice Excel skills with included exercises and tutor debriefs
Requirements
- No Excel experience needed - this course covers essential skills for beginners.
Description
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.
Who this course is for:
- Any finance professional involved in using or building financial models.
- You may have just started out in a finance career, or just be wanting to make a head-start, ready for your banking interviews.
- You may be self-taught in Excel, or with no experience at all and, Excel, being so expansive, you don't know where to start!
Instructor
- 4.4 Instructor Rating
- 61 Reviews
- 1,173 Students
- 8 Courses
Capital City Training is a full-service technical training company focused on the banking, wealth management and broader financial services and accounting industries.
We provide engaging, challenging, high quality training across the spectrum of hard technical skills needed in banking, investment banking, fund management and wealth management, as well as coaching and management development. Capital City also provides eLearning and distance learning packages for core skills such as accounting and analysis, financial maths, modelling and valuation.
Our e-learning programs are designed to recreate the classroom experience as closely as possible - with expert tutors explaining concepts clearly, illustrating with examples and then providing delegates with exercises to practice what they've seen, with a full tutor debrief - we all learn by doing! We combine training expertise and highly credible practical experience together to give relevant high impact courses.
Capital’s style is guided by some basic principles of adult learning, namely:
- Adults are task focused, they learn by doing;
- Adults are social, they engage with tasks and assimilate information better when working in a group;
- Adults are competitive.
In all areas of our training, we stimulate and engage delegates through involving them actively in:
- Contemporary, real-world case studies
- Group exercises
- Excel modelling, where relevant
Your expert tutors - Greg and Mark - have worked in banking and finance for many years before co-founding Capital City Training in 2010. Our clients include banks across the world, where we deliver tailored solutions on top of our core skills programs.
Greg Mayes, ACA CFA AMCT, qualified as an accountant with Ernst & Young in London, and before setting up CCT was Global Head of Financial Markets Training at Barclays Capital (now Barclays Investment Bank).
Mark Woolhouse graduated from St John’s Oxford and entered the banking world, training with JP Morgan in New York and subsequently working with one of JP Morgan’s London based affiliates, Saudi International Bank. He then worked with the UK merchant banks Hill Samuel and Charterhouse.