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Financial Modeling Using Excel

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    Public Class
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    • Lunch & refreshment provided
    • Certificate of Attendance available
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    RM 1288.00
    2 Days
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Course Details

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This course is designed for Officers, Executives, Supervisors, Administrators, Managers of all levels; and personnel who already know and understand and want to further enhance their Financial Modeling knowledge using Microsoft Excel 2007 and above.

Basic knowledge of Microsoft Excel (Foundation & Intermediate) is essential with the follow pre-requisites:

  • Have attended Microsoft Excel – Foundation & Intermediate Level; OR
  • Able to switch between task applications
  • Able to perform SUMIF and COUNTIF Functions
  • Able to perform IF Functions
  • Able to perform NESTED Functions
  • Able To define And use Range Names
  • Able To use Auto And Advanced Filter

This program will be conducted with interactive lectures, discussions and practical exercises


Upon completion of this program, participants should be able to:

  • Understanding of a spreadsheet ad its benefits
  • Equip with essential skills of effectively utilizing spreadsheet software in a day-to-day business environment
  • Be an Excel power-user with the aim of reducing non-value adding tasks.
  • Create Financial Models and Investment Models
  • Create Scenario Analysis and Dash Boards
  • Create Drop-down boxes and scroll-bars for flash analysis
  • Understand and apply Forecasting concepts and being able to track forecasting errors
  • Apply certain new functions appearing in Excel 2007 onwards
  • Perform What If Analysis using:
  • Goal Seek
  • Solver
  • Input Table
  • Scenarios
  • Record A Macro and assign it to an Object


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Lesson 1.1 - Art of Financial Modeling

  • The purpose of Financial Models
  • Attributes of a good model
  • Avoiding common errors

Lesson 1.2 - Forecasting & Budgeting

  • Forecasting & Budgeting- what is it?
  • Qualitative & Quantitative- what is the difference?
  • What is Time Series

Lesson 2.1 - Importing Data from Various

  • Sources
  • Importing text files
  • Importing external worksheets
  • Importing data from the Internet

Lesson 2.2 - Using Subtotals & Outline

  • Using Automatic Outlining
  • Displaying And Collapsing Levels
  • Creating Subtotals
  • Grouping Data Manually vs using Auto Outline

Lesson 2.3 - Linking, Consolidating And Combining Workbooks

  • Linking Workbooks
  • Consolidating Workbooks
  • Combining Worksheets

Lesson 2.4 - Exploring Scenarios

  • What Is A Scenario?
  • How to use the Scenario Manager
  • Creating A Multiple Scenarios
  • Creating A Scenario Summary Report

Lesson 2.5 - What If Analysis

  • Using Data Table
  • Using Goal Seek
  • Using Solver

Lesson 2.6 - Lookup Functions

  • Extracting data using Vlookup, Hlookup, Index(Match)
  • Limitations of formula

Lesson 2.7 - Other useful Tools

  • Creating Hyperlinks
  • Creating drop-down boxes using Data Validation list
  • Creating scroll-bars and assigning values to scroll bars

Lesson 3.1 - Building Financial Statements

  • Sales, Cost of Sales, Production Costs, Headcount and other supporting worksheets
  • Summary P&L, Balance Sheet and Cashflow
  • Depreciation models
  • Introduction to Financial Ratios
  • Using new functions in Excel 2007- AVERAGEIF, COUNTIF, COUNTIFS

Lesson 3.2 - Building Dashboards

  • Changing your forecast figures in seconds
  • Useful dashboards and charts

Lesson 3.3 - Building Investment Models

  • Compounding and Discounting- what’s the difference?
  • NPV vs IRR
  • How to create basic investment models
  • How to use IRR,NPV, xNPV functions

Lesson 4.1 - Macros

  • Recording Macros
  • Playing a Macro
  • Macro Security
  • Assigning a Keystroke to a Macro
  • Creating an Object and assigning the macro to the Object


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