Financial Modelling - Introduction

Pricing

Cost for BPP PD Members: £560 + VAT + 6 CPD Hours
(£695 + VAT for non BPP PD Members) Click Here for details of our membership scheme.)

Course level

Introductory

Delegates

This one-day course is a prerequisite for the subsequent financial modelling courses, Financial Modelling - Comprehensive, Financial Modelling - Advanced (& Introduction to VBA) and Debt Modelling (with LBO). It covers all the basic excel required in order to start to build a financial model. There is little time to recap these excel basics on the subsequent courses, so it important that delegates who are at all concerned about their basic excel ability should attend this course first. Laptops (excel v.2020) are provided.

Overview

Numerous practical, hands-on exercises are performed to illustrate all the basic excel features and functionality, from basic navigation through to more complex “lookup” functions. There is a mix of following the instructor on the screen, and exercises designed to help the delegates work the answer out for themselves.

Learning outcomes include obtaining a greater understanding of:

  • Excel shortcuts (use of the mouse is actively discouraged)
  • Basic navigation and selection
  • Toolbar and function access
  • Copying and linking
  • Financial modelling essentials: flexibility and dynamism
  • F4 dollarisation (absolute cell referencing)
  • Formatting and styles
  • Excel names
  • Logical statements: IF, AND, OR
  • Lookups:
    • Match
    • VLookup
    • HLookup
  • Switches and drop-down lists

"A CPD certificate of completion will be provided by BPP Professional Education Limited upon request, following attendance."


Course Dates

Location Dates Time Availability  
London 17 Sep 2020 9:00 AM - 5:00 PM  Spaces Book Now
London 13 Oct 2020 9:00 AM - 5:00 PM  Spaces Book Now
London 10 Nov 2020 9:00 AM - 5:00 PM  Spaces Book Now
London 08 Dec 2020 9:00 AM - 5:00 PM  Spaces Book Now

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