What is Financial Modeling about?

While there is a lot of value in mastering the basic and intermediate array of functions of Microsoft Excel, for some, simply automating the day-to-day arithmetic functions involved in a simple balance sheet will not be enough to meet the financial accounting needs of a large company and a more in-depth knowledge is required. This Financial Modeling course will equip you with the skills to significantly improve your company’s control of its financials. It includes lessons on the following:

Creating reports from multiple sources  

Simplifying reporting

Reconciliation model  

Creating reports where actuals, budgets and prior years change with lists  

How to compile an age analysis in 5 minutes

Amortization tables

What is Financial Modeling about?

While there is a lot of value in mastering the basic and intermediate array of functions of Microsoft Excel, for some, simply automating the day-to-day arithmetic functions involved in a simple balance sheet will not be enough to meet the financial accounting needs of a large company and a more in-depth knowledge is required. This Financial Modeling course will equip you with the skills to significantly improve your company’s control of its financials. It includes lessons on the following:

Creating reports from multiple sources  

Simplifying reporting

Reconciliation model  

Creating reports where actuals, budgets and prior years change with lists  

How to compile an age analysis in 5 minutes

Amortization tables

Samuel Godfrey

Samuel Godfrey

This is a great course for anyone interested in learning about the financial world.

This is a great course for anyone interested in learning about the financial world.

Reabetswe Molefe

Reabetswe Molefe

This course is a must for those who want to learn about Financial Modeling and its principles.

This course is a must for those who want to learn about Financial Modeling and its principles.

What are the prerequisites?

What are the prerequisites?

  • Computer/Laptop
  • Microsoft Excel (for practicals)
  • Email for notifications and communications
  • Internet connection
  • PDF viewer (e.g ADOBE Acrobat)
  • A web browser
  • Computer/Laptop
  • Microsoft Excel (for practicals)
  • Email for notifications and communications
  • Internet connection
  • PDF viewer (e.g ADOBE Acrobat)
  • A web browser

What other related courses are offered?

What other related courses are offered?

We provide a variety of courses, from computer studies to leadership and softskills courses.

The following are our most popular courses:

We provide a variety of courses, from computer studies to leadership and softskills courses.

The following are our most popular courses:

This was a marvelous learning experience for me. I loved it! Thank you for a great course!

This was a marvelous learning experience for me. I loved it! Thank you for a great course!

Course Content

Course Content

Job Market Prospects

Financial Modeling can be a huge advantage at many companies. 

Job Market Prospects

Financial Modeling can be a huge advantage at many companies. 

What other people are saying:

What other people are saying:

How long does it take to complete?

How long does it take to complete?

How much does it cost?

How much does it cost?

Unit 1 - Create reports from multiple sources

1.1  Creating a pivot table to use as a database

1.2 Consolidating multiple pivot tables

1.3  Updating multiple pivot tables

Unit 1 - Create reports from multiple sources

1.1  Creating a pivot table to use as a database

1.2 Consolidating multiple pivot tables

1.3  Updating multiple pivot tables

Unit 2 - Converting multiple columns into a database format

2.1  Converting multiple columns into a database format

Unit 2 - Converting multiple columns into a database format

2.1  Converting multiple columns into a database format

Unit 3 - Simplifying reporting

3.1   Introduction

3.2  Setting up the structure

3.3 Checking source data

3.4  Consolidating source data

3.5  Creating a mapping table, mapping data and validating mapping

3.6  Complete the report

Unit 3 - Simplifying reporting

3.1   Introduction

3.2  Setting up the structure

3.3 Checking source data

3.4  Consolidating source data

3.5  Creating a mapping table, mapping data and validating mapping

3.6  Complete the report

Unit 5 - Reporting by using the indirect formula

5.1  Introduction

5.2  Using indirect formula to report on column format data

Unit 5 - Reporting by using the indirect formula

5.1  Introduction

5.2  Using indirect formula to report on column format data

Unit 7 - Amortization tables

7.1  Amortization table where the rates stay consistent

7.2  Amortization tables where the rates and capital payments can change

Unit 7 - Amortization tables

7.1  Amortization table where the rates stay consistent

7.2  Amortization tables where the rates and capital payments can change

Unit 4 - Automatic reconciliations

4.1  Introduction

4.2  Numbering data automatically and making it unique

4.3  Steps in reconciling data (one list) 

4.4. Reconciling two lists

Unit 4 - Automatic reconciliations

4.1  Introduction

4.2  Numbering data automatically and making it unique

4.3  Steps in reconciling data (one list) 

4.4. Reconciling two lists

It takes between 4 days and 2 weeks, depending on your speed.

It takes between 4 days and 2 weeks, depending on your speed.

only $1 + 25c

(The 25c is the administration fee)

only $1 + 25c

(The 25c is the administration fee)

Or

Or

Microsoft Excel Basic

Microsoft Excel Basic

Microsoft Excel Intermediate

Microsoft Excel Intermediate

Risk Management

Risk Management

Microsoft Word Beginner

Microsoft Word Beginner

Microsoft Excel Advanced

Microsoft Excel Advanced

Finance for Non-financial Managers

Finance for Non-financial Managers

Hester Riekert

Hester Riekert

Unit 6 - Compiling an age analysis

6.1   Introduction

6.2  Fixing the dates and calculating the number of days old

6.3  Creating the mapping table

6.4  Finishing the age analysis and reporting

Unit 6 - Compiling an age analysis

6.1   Introduction

6.2  Fixing the dates and calculating the number of days old

6.3  Creating the mapping table

6.4  Finishing the age analysis and reporting

Unit 8 - Cash flows

8.1  Introduction

8.2 Fixing the signage

8.3 Creating adjustment columns

8.4 Creating a mapping table

8.5 Finishing the cash flow statement

Unit 8 - Cash flows

8.1  Introduction

8.2 Fixing the signage

8.3 Creating adjustment columns

8.4 Creating a mapping table

8.5 Finishing the cash flow statement

Financial Modeling

Financial Modeling