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

  • Classroom mode: 48 hours, usually on six days over one month
  • Residential mode hours: 56 hours usually on five days over one week, including one-on-one coaching on projects
  • Instructor-led Online via Zoom: 48 hours, 12 half-day lessons twice a week over six weeks (evening and morning offerings)
  • Instructor-led Online via Zoom: 48 hours, six full days, twice a week over three weeks
  • Distance Learning: self study over six to twelve months.
  • In-house course: 48 hours, usually on five or six days over one month

Key Outcomes

  • Significantly upgrade your modelling & analytical skills;
  • Up to 48 or 56 hours of continuing professional education for accountants and other professionals;
  • 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 and features available in Excel;
  • Techniques to assist in auditing and 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 and increase the transparency of models and analyses;
  • Practical guidance on the layout and structuring of workbooks for valuation, forecasting and analysis.

Who Benefits

  • Financial modellers and those building valuation and forecasting models;
  • Business Analysts responsible for forecasting and performance analysis;
  • Consultants preparing valuations, cash flow forecasts and process and business improvement models for clients;
  • 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;
  • 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;
  • 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.