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.

Modes of Study

  • By distance learning working from course materials despatched on enrolment and lodging assignments and seeking assistance via our distance learning portal. Policy is to not accept enrolments from the greater Sydney metropolitan area, except in cases of disability or religious conscience.

Key Outcomes

  • Significantly upgrade your modelling & analytical skills;
  • 48 or more hours of continuing professional education for accountants;
  • Learn proven methodologies & techniques to build more transparent and powerful models and reports whilst reducing complexity;
  • Gain effective approaches to build robust sensitivity into models;
  • Build a useful and effective framework for assimilating technical knowledge; and
  • Importantly – develop measurable improvements in accuracy, productivity and 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 and financial analysis;
  • Methods to generalise formulas for more dynamic and flexible calculations and analysis;
  • Approaches to simplify calculations & increase the transparency of models and analyses; and
  • Practical guidance on the layout and structuring of workbooks for valuation, forecasting and analysis.

Who Benefits

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

Benefits for the Employer

  • Direct and measurable improvement in staff productivity and 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 and development programs and have reaped measurable benefits from the standardised techniques adopted; and
  • The very flexibility that is the principal attraction of modern spreadsheet products is the reason for shortcomings in design. A user must adopt and develop a strongly defined technique that enhances their efficiency, increases transparency and improves reliability. This course is not “just another Excel course”, it delivers on these requirements.

Detailed Course Outline & Other Information

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

Find an offering in the Course Calendar.

UTS Short Courses FACDL (Australian residents) page

UTS Short Courses FACDL (International) page