Excel Tools for Financial Modelling
3.9 (10 ratings)
54 students enrolled

# Excel Tools for Financial Modelling

Learn how to apply finance principles in Microsoft Excel
3.9 (10 ratings)
54 students enrolled
Created by Matthew Bernath
Last updated 10/2018
English
English [Auto-generated]
Current price: \$11.99 Original price: \$19.99 Discount: 40% off
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This course includes
• 3.5 hours on-demand video
• 2 articles
• Access on mobile and TV
• Certificate of Completion
Training 5 or more people?

What you'll learn
• Build a basic financial model in Excel.

• ### Learn the building blocks of a well structured financial model.

Requirements
• Have a basic understanding of Excel and Finance.
• Example: You should have an understanding of interest rates, equity and debt, and a basic understanding of NPV.
Description
• This course equips delegates with Excel tools to build financial models.
• This course takes delegates through the most useful Excel functions, add-ons and formulas to build financial models, perform lookups, assess risk and scenarios and build reports.
• The course also delves into Goal Seek, Solver and Data Tables for optimisation and scenario analysis.
• The course gives an outline of the financial modelling process and cash flow waterfalls.
Who this course is for:
• Beginner financial modeller looking to enhance their Microsoft Excel skills.
• Anyone with basic financial knowledge who wishes to create or work with financial models in Excel.
Course content
Expand all 44 lectures 03:39:54
+ Layout of a Financial Model
2 lectures 13:04
Preview 06:41
Model Lifecycle and Typical Layout
06:23
+ Excel Basics and Not So Basics
8 lectures 43:45
Excel Basics
08:45
Conditional Formatting
01:57
Conditional Formatting Example
05:01
05:44
Naming Cells and Ranges
05:27
Introduction to Data Validation
02:20
Data Validation and Sumproducts for Data Analysis
06:46
Sumproduct Example with Drop Downs
07:45
+ NPVs and IRRs
14 lectures 01:05:35
Overview of Core Finance Principles: NPV and IRR
08:33
NPV and IRR in More Detail
10:00
NPV and IRR Formulas in Excel
12:42
Converting Rates
01:48
NPV Example
02:55
NPV Lecture 2
00:36
NPV - Micro-Loans Example Explained
06:49
XNPV - Net Present Value of a Bank Loan
01:23
XNPV - Bank Loan Example Walkthrough
03:19
Discounted Payback Periods
03:24
Preppy Property Fund Example Walkthrough
04:17
Weighted Average Cost of Capital (WACC)
04:11
WACC Example Explained
01:57

Practice the finance formulas we have learnt about so far!

Finance Formulas Practice Workbook
03:41
+ Scenario Analysis
2 lectures 11:27
Introduction to Sensitivity Analysis
04:30
Scenario Manager Example
06:57
+ Data Tables: Performing single and multi variable sensitivity analysis
4 lectures 21:08
Introduction to Data Tables
04:02
Data Tables Part Two
05:12
Data Tables Part Three: Two Variable Data Tables
06:29
Data Tables Part Four: IRR Example
05:25
+ Goal Seek and Solver
4 lectures 18:29
Introduction to Goal Seek
02:15
Goal Seek Example
03:21
Introduction to Optimisation Using Solver
04:20
Solver Example - Optimising Deals
08:33
+ Overview of Project Finance Models
2 lectures 20:22
Introduction to Project Finance
09:47
Project Finance Cashflow Waterfall
10:35
+ Model Auditing and Useful Tools
3 lectures 09:31
Formula Auditing and Error Solving
02:38
Formula Auditing Example
04:57

The tool shows the logical structure of any formula and allows you to navigate easily to its precedent cells and back even if they are on different worksheets.

Arixcel Demo
01:56