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Online Financial Modelling Package

The Plum Solutions Financial Modelling Series contains three online courses:

  • Introduction to Financial Modelling in Excel
  • For those either new to Financial Modelling, or with limited knowledge of Excel $115+GST
  • Financial Modelling in Excel (Intermediate)
  • Suitable for those already performing some Financial Modelling, and/or who use Excel on a semi-regular basis $175 + GST
  • Advanced Financial Modelling in Excel
  • If you have taken the Introduction or Intermediate course, or have significant experience with both Excel and Financial Modelling, this course will take your Financial Modelling skills to the level $270+GST

Got some time on your hands? Take all three courses for only $445+GST. That's a saving of 20%!

You get 12 weeks' access to all three courses, plus 16 weeks of support. Click down below to purchase this product. You must purchase all three courses in one transaction to get this special rate.

Modules in this Course

Support Centre - 16 Weeks Access

1.1 Financial Modelling Introduction

  • Introduction
  • What is Financial Modelling?
  • Model Design
  • Overview of Scenario Methods

1.2 Fundamental Excel Tools

  • Upgrading to Excel 2007/10
  • Building Error Checks
  • Absolute & Relative Referencing
  • Calculating Project Costs
  • Common Excel Error Values

1.3 Building a Financial Model

  • Model Build - Inputs & Assumptions
  • Model Build - Revenue
  • Model Build - Expenses
  • Model Build - P&L
  • Model Build - Cashflow

1.4 Model Analysis Tools

  • Assumptions Documentation Tools & Hiding
  • Protecting a Model
  • Charting Cash vs Profit
  • Modelling Scenarios
  • Dynamic Charts

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

3.1 Theory and Best Practice

  • Choosing between Excel versions
  • Overview of best practice financial modelling techniques
  • Common Excel error values in financial modelling
  • Correcting and suppressing errors
  • Locating and fixing circular references
  • Allowing iterative calculations when circular references are maintained

3.2 Advanced Tools and Functions

  • Selecting the formula or tool which is most appropriate for each modelling situation
  • Nesting formulas
  • Useful functions in financial modelling such as COLUMN, CHOOSE, OFFSET, LOOKUP and TRANSPOSE
  • Using LOOKUP functions in tiered pricing models (volume break discounting)
  • Pros and cons of using array functions and their use in financial modelling
  • Use of form controls such as spin buttons and combo boxes

3.3 Advanced Techniques

  • Rebuilding an inherited model
  • How long should a formula be? Deciding when to break a complex formula in several steps to maintain transparency and allowing ease of model auditing
  • Comparison of different methods of modelling escalation and growth calculations
  • Presenting model output using a chart on two different axes and chart types
  • Creating a Waterfall Chart in Excel
  • Pivot tables – summarise, dissect and analyse large amounts of data
  • Why pivot tables are not commonly uses in financial modelling, and other alternative tools
  • Automate your financial model for the user with Macros. Recording and modifying VBA code and creating macro buttons

3.4 Scenarios & Sensitivity Analysis

Learn different methods of what-if, scenario and sensitivity analysis in Excel using:

  • Show multiple scenario outcomes simultaneously with one and two-dimensional Data Tables
  • Learn how to automatically highlight selected scenarios using complex conditional formatting
  • Using the Scenario Manager
  • Manual scenario building
    • in-cell drop-down boxes
    • Combo-box drop down boxes

At each step during the course, participants build and practice each formula, tool and technique. Record your own macro with buttons, build a pivot table, and create drop-down boxes.

3.5 Practical Financial Modelling

  • Building on the tools and techniques covered, we will learn to apply advanced modelling skills to build complex, yet robust and user-friendly financial models.

Factory Rollout Model

Working on a startup funding model from start to finish we will evaluate input assumptions, calculate revenue and costs of production to calculate cash requirements. From this, we build a full set of financial statement with particular emphasis on linking the profit & loss statement, cash flow statement and balance sheet together.

Utilising the tools and techniques covered in the first part of the course, participants will build their own financial model case study, performing stress testing, scenario and sensitivity analysis on their model.

For More information, or to enrol simply request a Free information pack or enquire below.

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