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Financial Modelling In Excel Online Course

This course is part of the Financial Modelling Online Series:

  • Introduction to Financial Modelling
  • Financial Modelling in Excel
  • Advanced Financial Modelling in Excel

Learning Objectives

During the course, participants will create their own financial model to take away and use for future reference. You will learn how to design and create a user-friendly model which can then be used by anyone with limited knowledge of Excel.

You will learn how to:

  • Build a financial model from scratch, or modify and improve an inherited model
  • Reduce errors by building in error checks
  • Prevent incorrect use of your model by protecting worksheets
  • Validate data entry by setting data entry parameters
  • Create a navigation page to help users find their way around your model
  • Create drop-down boxes which enable a model to produce a series of results depending on scenario variable selected
  • Mitigate liability by providing assumptions
  • Present findings in a concise and meaningful way


Students are expected to be reasonably regular Excel users, and should be comfortable with simple formulas and linking between workbooks.

More detail about how the online courses work

Modules in this Course

Support Centre - 16 Weeks Access

Your Plum Solutions online training course includes access to the Financial Modelling Support Centre as part of your subscription.

2.1 About Financial Modelling

  • What is Financial Modelling?
  • Model Design
  • Skills needed for Financial Modelling
  • Best Practice in Financial Modelling

2.2 Excel Tools

  • Excel Versions
  • Conditional Formatting
  • Hiding & Grouping
  • Bullet-proofing your model
  • Goal Seeking

2.3 Financial Modelling Techniques

  • What Makes a Good Financial Model?
  • Strategies for Reducing Errors
  • Building Error Checks
  • Overview of Scenario Methods

2.4 Essential Formulas

  • Cell Referencing & Named Ranges
  • Logical Functions & Nesting
  • Aggregation Functions
  • Using a VLOOKUP Function
  • Using the FORECAST / TREND Function

2.5 Building a Business Case

  • Building a Business Case (Parts 1 & 2)
  • Business Case Financial Calculations
  • Business Case Scenario Analysis

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