Advanced Courses in Modelling and Analysis

Clarkson ITT's main focus is the development and facilitation of an extensive, and still-growing, range of advanced courses that focus on the use of Microsoft® Excel® in financial modelling for forecasting and valuation; financial analysis; business performance analysis; business intelligence; and presentation of data and results.  These courses do more than just provide technical knowledge, they present and demonstrate proven techniques and methodologies for building transparent and powerful tools for forecasting, valuation and analysis. Our courses are aimed at professionals in banking and finance; financial and business management; equity and property funds management; project management; logistics and procurement.  Anyone who has a need for advanced modelling, valuation and analytical skills in making investment and business decisions.

We have earned an enviable reputation and track record for developing and presenting Excel courses that add significantly to a professional's skill set and which enable improvements within workgroups, flowing from the adoption of shared and standardised techniques.  The vast bulk of our training audience and engagements come as a direct result of referral from satisfied past students and clients. We are very proud of the very long-running relationships established with our client organisations.

About Our Training

  • Our Facilitators Our Facilitators
    Our Facilitators

    Our Facilitators

    Our facilitators are subject matter experts who are experienced Excel modellers and consultants.  This vastly improves the quality of the training and advice given to participants and ensures that each facilitator is able to confidently and expertly address participants' questions. The sessions are instructor-led, with each participant working hands-on to build the sample models and solutions presented.

    To maintain an expert and professional level of presentation in both in-house and public courses, extra facilitators are used for larger classes.  This ensures an appropriate staff to student ratio and a high quality classroom experience.

  • Our Materials & Teaching Tools Our Materials & Teaching Tools
    Our Materials & Teaching Tools

    Our Materials & Teaching Tools

    All Excel course materials used have been custom developed by Clarkson ITT and the materials are updated at least once a year (more often for flagship courses), to keep them fresh and relevant.  Current materials are compatible with Excel 2010 for Windows, Office 2013 for Windows and Office 2016 for Windows and Macintosh.

    We have developed a unique set of  Teaching Tools which integrates with the facilitator's copy of Excel and dynamically displays key formula, formatting, shortcuts and command information on-screen as the courses are presented, making it easier for participants to replicate the model-building steps and better understand how the sample workbooks are constructed.

  • Continuing Professional Education Hours Continuing Professional Education Hours
    Continuing Professional Education Hours

    Continuing Professional Education Hours

    All our courses qualify for Continuing Professional Development (CPD) hours or Continuing Professional Education (CPE) hours by the professional accounting bodies, and receive partial of full recognition from other professional bodies. For Chartered Accountants and CPAs, the hours available to claim range from 8 to 48 hours, depending upon which course is undertaken.

  • Public Courses Public Courses
    Public Courses

    Public Courses

    A range of options are available to enrol in publicly-offered Excel training courses developed and delivered by Clarkson ITT.  See the  Course Calendar for upcoming course offerings. In Sydney, the Financial Analysis Certificate is available through the University of Technology Sydney (UTS) and in other locations directly through Clarkson ITT.  In addition, the Financial Analysis Certificate by Distance Learning is available through UTS Short Courses for remote study throughout Australia and internationally. All other courses are offered by Clarkson ITT in capital cities in Australia each year.

    All courses are instructor-led hands-on presentations presented by subject-matter experts, with one PC or laptop per participant. Meals are provided and comprehensive courseware and reference materials accompany each course. Students who have attended our courses may audit future lessons as a refresher or update at little or no charge See the Course Do-Over page for policy on this and for how to book it.

  • Private & In-House Excel Training Courses Private & In-House Excel Training Courses
    Private & In-House Excel Training Courses

    Private & In-House Excel Training Courses

    Most of our Excel courses are available for those who wish to commission private in-house courses to be held on their premises or at a hired venue. We are happy to provide this Excel training in any location, both in Australia and internationally. There are a number of motivations which lead clients to book in-house training.

  • Residential Mode Courses Residential Mode Courses
    Residential Mode Courses

    Residential Mode Courses

    The Residential Mode Programs offer the popular Financial Analysis Certificate and Financial Systems (VBA) Certificate courses in a single integrated workshop, designed to allow participants to complete the program in a contracted timeframe with reduced travel costs. There are breaks in the week-long programs to allow sufficient time to assimilate, revise and consider the content, together with one-on-one coaching sessions to aid in the learning experience.  The program design aims to balance the need for a course of this complexity and depth to be spread over more than just the teaching days, but the need to telescope the training to make it practical to attend in a block.

  • Distance Learning Courses Distance Learning Courses
    Distance Learning Courses

    Distance Learning Courses

    We provide distance learning options and remote support for our students, studying specially adapted versions of our courses.  Our current offering, which is available through UTS Short Courses is the Financial Analysis Certificate by Distance Learning. New online courses are currently under development.

Our Courses

  • Financial Analysis Certificate Financial Analysis Certificate

    Australia’s premier Excel modelling and analysis course for finance professionals

    This course is designed for existing users of Excel or similar spreadsheet programs needing to vastly increase their modelling & analytical skills especially in the disciplinary areas of Finance, Accounting, Management & Procurement.  It is a unique & practical 48-hour hands‐on course designed to improve the Excel modelling & analytical skills of finance professionals for the forecast, analysis & presentation of business & financial information and for building transparent and robust financial and valuation models.

  • Financial Analysis Certificate by Distance Learning Financial Analysis Certificate by Distance Learning

    Australia’s premier Excel modelling and analysis course for finance professionals for study by correspondence

    This course is designed for existing users of Excel or similar spreadsheet programs needing to vastly increase their modelling and analytical skills especially in the disciplinary areas of Finance, Accounting, Management and Procurement.  Offered via the University of Technology Sydney, it is a unique and practical 48-hour hands‐on course designed to improve the Excel modelling and analytical skills of finance professionals for the forecast, analysis & presentation of business and financial information.  It is specifically designed and implemented to support remote learning via correspondence.

  • Financial Analysis VBA Certificate Financial Analysis VBA Certificate

    Australia’s premier Excel VBA course for finance professionals

    A 48-hour Excel short programming course for professionals in the finance & accounting professions looking for better automation & control over important financial information in an increasingly complex environment.  Visual Basic for Applications (VBA) macro programming techniques are taught from the ground up.

  • Financial Analysis VBA Certificate Master Classes Financial Analysis VBA Certificate Master Classes

    An Extension of Australia’s premier Excel VBA course for finance professionals

    A series of one and two-day master classes focusing on key areas of VBA development and automation in Excel. These sessions are open to past participants of the Financial Analysis VBA Certificate or Financial Analysis Systems Certificate and are looking for a forum in which to extend and practise the skills gained in their earlier courses.

  • Financial Analysis Certificate Master Classes Financial Analysis Certificate Master Classes

    An extension program for Australia’s premier Excel modelling and analysis course for finance professionals

    A series of one and two-day master classes focusing on advanced modelling and analytical tasks. Most of these courses are open to all Excel users. They have been designed as companion master classes and extensions of the core knowledge and skills presented in the Financial Analysis Certificate (FAC). This series delves more deeply into specific subject areas or builds greater expertise in those areas than is suitable in the FAC. It also addresses the desire from many of our past students to provide ongoing training & support in a format that they appreciate.

  • Key Topic Lecture Series Key Topic Lecture Series

    A focused lecture series on implementing effective models & reports for finance professionals

    The Key Topic Lectures Series is a set of 1 hour, ½-day and full-day lectures and hands-on instructor-led workshops.  The modules that make up this series focus on key subjects in the areas of design & construction of models for financial forecasting and valuation and reports for financial analysis.  The lectures are designed to provide thought-provoking sessions which are relevant to those in finance, commerce and public practise, which demonstrate and showcase sound solutions to common issues.  The modules are available both publicly and also for private training.  It is ideal as ongoing training in client organisations for students who have completed our main course in this area (the five-day Financial Analysis Certificate), and for inclusion in industry and corporate conferences.