Excel Best Practice for Financial Modelling

Learn the skills needed to build robust, transparent, and structured models in Microsoft Excel by using industry recognised best-practice principles.

1 Day
Live Online or Classroom
Flexible Sessions
After Course Care

Learning outcomes
Course content
Who should attend
Pre-requisites & equipment required

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

Make an enquiry Download the brochure

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