Excel Best Practice for Financial Modelling

Icon for course Excel Best Practice for Financial Modelling
  • Course Duration 1 Day
  • Course Location Live Online or Classroom
  • Flexible Sessions Flexible Sessions
  • Course Support After Course Care
PPS prides itself in interactive courses which result in tangible skills, driven by practical exercises in all key areas based on real-world problems and solutions. Our objective is for attendees to complete the course having gained the required skillset, using guided exercises and joint problem solving.
Course reference: FMC04

Learning outcomes

  • Learn the industry recognised best practice financial modelling principles and techniques
  • Ensure data integrity and calculation transparency by applying best practice principles
  • Use Excel functionality efficiently, know which functionalities to use and which to avoid
  • Minimise the risk of error by building consistent and reliable error check network
  • Manage the size of the model by reducing excessive formulae nesting and repetition

Course content

Benefits of modelling best practice

  • Saving time
  • Keeping costs low
  • Understanding and minimising model risk

Exercises to practice applying financial modelling best practice principles in any spreadsheet

  • Consistency
  • Integrity
  • Simplicity
  • Linearity
  • Separation
  • Flexibility

Who should attend

This course is applicable to any spreadsheet user who wishes to gain industry-recognised best practice skills required for building new or restructuring old models. While there is a financial focus to the course, it is useful for anyone who uses Excel regularly. Investors, analysts, accountants, and any other finance professionals would find it beneficial, especially if they are self-taught Excel users.

Pre-requisites & equipment required

Attendees should have basic knowledge of Excel. All relevant functions will be included in handouts to be provided in advance of course start and will be refreshed briefly on the first day. A windows PC with web camera, microphone and speakers (internal or external) is required with Microsoft Excel and Zoom/Teams application installed.

Make an enquiry
Download the brochure Course reference: FMC04

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