Excel and Financial Modelling 
Training Workshops


Assumes basic knowledge of Excel and uses a typical employee data set.

Includes:
  • creating and saving files
  • entering and editing data
  • using basic functions (SUM, COUNT)
  • more formulas (IF, SUMIF, SUMIFS)
  • sorting and filtering data
  • date functions
  • conditional formatting
  • creating a budget
  • calculating bonuses
  • pivot tables for employee analysis
£400+VAT up to 5 people
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Assumes no prior knowledge of Excel.


Includes:
  • creating and saving files
  • entering and editing data
  • inserting columns and rows
  • formatting cells
  • moving and coping data
  • using basic functions (SUM, COUNT)
  • sorting and filtering data
  • creating a chart
  • using multiple sheets

£400+VAT up to 5 people
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Assumes basic knowledge of Excel.


Includes:
  • review of basic formulas
  • more formulas (IF, SUMIF, SUMIFS)
  • date functions
  • absolute references
  • transposing data
  • conditional formatting
  • linking sheets
  • more charting
  • printing options

£400+VAT up to 5 people
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Assumes a daily working knowledge of Excel.


Includes:
  • navigation shortcuts
  • lookup using INDEX MATCH
  • lookup using SUMPRODUCT
  • nesting functions
  • error handling
  • data validation
  • concatenation
  • pivot tables
  • data tables
  • goal seek
£600+VAT up to 5 people
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Assumes a working knowledge of Excel.


Includes:
  • professional formatting
  • planning structure
  • use of switches
  • error checking


£600+VAT up to 5 people
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Building an integrated financial statements forecast model

Includes:
  • profit & loss, balance sheet & cashflow
  • scenario analysis
  • professional formatting
  • best practice structure
  • error checking

£600+VAT up to 5 people
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Building a basic capital investment model


Includes:
  • discounted cashflow
  • scenario analysis
  • NPV, IRR and payback
  • professional formatting
  • best practice structure
  • error checking
£600+VAT up to 5 people
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