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Advanced Excel for Financial Modeling

Unlock the full potential of Excel for financial analysts with this advanced course. Learn how to build and audit financial models, create sensitivity analyses, and master Excel's features for finance. Take your financial modeling skills to the next level with the tricks and techniques taught in this course.

  • Advanced
  • 18 and older
  • $350
  • Earn 10% Rewards
  • Price Lock
  • Interactive Online Classroom
  • 7 hours

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  • $350
  • 7 hours
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Class Description

Description

What you'll learn in this finance training:

Learn the tricks and techniques in Excel needed for financial analysts to build financial models, create sensitivity analyses, and more.

Master the advanced Excel tricks, techniques, and tools financial analysts use to build and audit financial models. By the end of this course, you will know how to write efficient and flexible formulas, create sensitivity analysis, and master Excel's features for finance.

  • Get started with cash flow modeling and projections in Excel
  • Master Excel shortcuts and techniques for financial modeling, including navigation, formula writing, and working without the mouse
  • Audit financial models and write efficient, flexible formulas
  • Learn advanced analytical tools for sensitivity analysis
  • Learn financial functions for NPV, IRR, Bond Yields, & Mortgage Payments
  • Conquer advanced functions financial analysts need: Nested functions, VLOOKUP-MATCH, INDEX-MATCH

Prerequisite:

  • Prior financial experience is helpful, but not required.
  • Excel proficiency equivalent to Intermediate Excel for Business is required, including VLOOKUP, Pivot Tables, and IF statements.

What You’ll Learn at a Glance

  • Financial functions: NPV, IRR, XNPV, and XIRR
  • Advanced database functions: VLOOKUP-MATCH, & INDEX-MATCH
  • Create Data Tables to show outputs based on various scenarios
  • Use Goal Seek's powerful calculation tools
  • Create financial projections based on historical data
  • Learn Hot Keys to work in Excel without the mouse
  • Master Excel with a variety of shortcuts finance professionals need

Course Syllabus

  • Advanced techniques to Expedite Workflow
    • Efficient formula writing
    • Formula & model auditing
    • Advanced cell locking
    • Hot Keys to work without the mouse
    • Windows & work with multiple applications
    • Go To Special
    • Paste Special
  • Project #1: Revenue build-up by store count and same store sales growth
    • Learn different methods for projecting company revenues
    • Apply advanced Excel techniques to quickly build out projections
  • Advanced Analytical Tools & Sensitivity Analysis
    • Goal Seek
    • Data Tables
    • Scenario Manager
  • Project #2: Cash flow modeling & sensitivity analysis
    • Project revenues and expenses
    • Discount cash flows to the present value
    • Run a sensitivity analysis for valuation based on revenue growth and gross margin
  • Database Functions for Finance
    • Advanced SUMIFS
    • VLOOKUP-MATCH
    • INDEX-MATCH
  • Functions for Financial Modeling
    • Financial functions
    • Date functions
    • Nested IF statements
    • IF Statements with AND/OR
    • CHOOSE function
    • Weighted average calculations
    • IFERROR
  • Projects #3: Loan amortization model
    • Model cash flows from an amortizing loan
    • Use advanced functions to aggregate the data

Learn more about Advanced Excel for Financial Modeling at NYIM Training.

Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

Also available in-person in NYC

Syllabus

Advanced techniques to Expedite Workflow

Efficient formula writing

Formula & model auditing

Advanced cell locking

Hot Keys to work without the mouse

Windows & work with multiple applications

Go To Special

Paste Special

Project #1: Revenue build-up by store count and same store sales growth

Learn different methods for projecting company revenues

Apply advanced Excel techiques to quickly build out projections

Advanced Analytical Tools & Sensitivity Analysis

Goal Seek

Data Tables

Scenario Manager

Project #2: Cash flow modeling & sensitivity analysis

Project revenues and expenses

Discount cash flows to the present value

Run a sensitivity analysis for valuation based on revenue growth and gross margin

Database Functions for Finance

Advanced SUMIFS

VLOOKUP-MATCH

INDEX-MATCH

Functions for Financial Modeling

Financial functions

Date functions

Nested IF statements

IF Statements with AND/OR

CHOOSE function

Weighted average calculations

IFERROR

Projects #3: Loan amortization model

Model cash flows from an amortizing loan

Use advanced functions to aggregate the data

Refund Policy

  • Students may cancel up to 11 business days before the class/program start date and receive a refund, less the registration fee (10% of the undiscounted course price).
  • Cancellations within 11 business days are not permitted, but students may reschedule up to 4 business days before the class start date.

For cancellations and reschedules, please email us at [email protected]

Reviews of Classes at NYIM Training (742)

(4.5-star rating across 742 reviews)
  • Advanced Excel for Financial Modeling

    Reviewed by Emily M. on 12/1/2017
    It was a lot of fun, and the way it was taught really helped me relate the topics to how they would be useful in my day to day at work
  • Advanced Excel for Financial Modeling

    Reviewed by karen l. on 11/9/2017
    Very thorough and exercises were easy to follow. Small classes make it easy to learn and ask questions.
  • Advanced Excel for Financial Modeling

    Anonymous review on 10/27/2017
    Garfield is a great teacher. Really learned a lot
  • Advanced Excel for Financial Modeling

    Reviewed by Douglas K. on 12/14/2017
  • Advanced Excel for Financial Modeling

    Reviewed by Matthew B. on 11/17/2017
  • Advanced Excel for Financial Modeling

    Reviewed by Erich B. on 7/3/2017
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Review Summary by CourseHorse

Students who have taken classes at Advanced Excel for Financial Modeling have found them to be informative, practical, and enjoyable. The teaching style used in the classes allows students to easily relate the topics to their work responsibilities, making the learning experience more valuable. The classes are also praised for their thoroughness and the accessibility of the exercises. The small class sizes enable students to comfortably ask questions and engage in active learning. One standout aspect of the classes is the instructor, Garfield, who is highly regarded as a great teacher. Quotes: 1. "The way it was taught really helped me relate the topics to how they would be useful in my day to day at work." 2. "Very thorough and exercises were easy to follow." 3. "Garfield is a great teacher. Really learned a lot."

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