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.

Modes of Study

  • Class mode: 48 hours, usually on five days over one month
  • Residential mode hours: 56 hours usually on five days over one week
  • In-house course: 48 hours, usually on five days over one month

Key Outcomes

  • Significantly upgrade your modelling & analytical skills;
  • 48 to 56 hours of continuing professional education for accountants;
  • Learn proven methodologies & techniques to build more transparent & powerful models & reports whilst reducing complexity;
  • Gain effective approaches to build robust sensitivity into models;
  • Build a useful & effective framework for assimilating technical knowledge;
  • Importantly – develop measurable improvements in accuracy, productivity & transparency!

The Course Delivers

  • A thorough grounding in the tools & features available in Excel;
  • Techniques to assist in auditing & understanding existing workbooks;
  • Coverage of essential Excel functions for forecasting & financial analysis;
  • Methods to generalise formulas for more dynamic & flexible calculations & analysis;
  • Approaches to simplify calculations & increase the transparency of models & analyses;
  • Practical guidance on the layout & structuring of workbooks for valuation, forecasting & analysis.

Who Benefits

  • Financial modellers & those building valuation & forecasting models;
  • Business Analysts responsible for forecasting & performance analysis;
  • Accountants, finance managers & financial controllers budgeting & analysing business performance;
  • Fund accountants & managers in equity & property funds;
  • Financial advisers, public accountants, management consultants;
  • Procurement, project planning & logistical staff responsible for financial & logistical planning;
  • Managers responsible for their own analysis & forecasting;
  • Anyone who uses Excel to perform their role, looking to improve their productivity & accuracy.

Benefits for the Employer

  • Direct & measurable improvement in staff productivity & a reduction in errors through good design;
  • Standardisation of technique within workgroups is an important outcome;
  • A number of our clients have made this course an integral part of their employee training & development programs & have reaped measurable benefits from the standardised techniques adopted;
  • The very flexibility that is the principal attraction of modern spreadsheet products is the reason for shortcomings in design. A user must adopt & develop a strongly defined technique that enhances their efficiency, increases transparency & improves reliability. This course is not “just another Excel course”, it delivers on these requirements.

Detailed Course Outline & Other Information

Downloadable course brochure with detailed course outline in PDF format (100kb).

Find a suitable course by reviewing the article Which Course Would Best Suit me?

Find an offering in the Course Calendar.