Vertex Learning SolutionsChanging Behaviours Through Education

Home > Other Courses > Financial Modelling in MS Excel

Financial Modelling in MS Excel

Go from beginner to advanced in financial modelling. Practical, exercise-based training that takes you from Excel foundations to building complete financial models the way professionals do.

WHAT YOU'LL LEARN

✓

Modelling foundations

Master the Excel techniques every financial model relies on.

✓

Building financial models

Construct complete models step by step from scratch.

✓

Forecasting & analysis

Project performance and test assumptions with confidence.

✓

Professional best practice

Structure models the way employers expect.

THIS COURSE INCLUDES

🎬

Detailed Tutor Explanations

Every topic explained step by step by the tutor

✍️

Practical Exercises

Apply your learning through hands-on exercises

📄

One Year Access

Study at your own pace with 12 months of full access

📊

Excel Working Files

Downloadable Excel files to practise

🏆

Certificate of Completion

Earn a certificate when you finish the course

Course Overview

Financial modeling is an essential skill for accounting and finance professionals. Employers place a high value on it, and it is in high demand in the job market. Our financial modeling training takes you from the basics to the professional level.

This twenty-hour training is based on practical exercises. The course focuses 30% on honing the participants' MS Excel skills and 70% on the application of MS Excel in Accounting and finance.



COURSE DETAILS

Financial modelling is an essential skill for accounting and finance professionals. Employers place a high value on it and it is in high demand in the job market. Our financial modelling training takes you from the basics to the professional level.

This twenty-hour training is based on practical exercises. The course focuses 30% on honing the participants MS Excel skills and 70% on the application of MS Excel in Financial Modelling. It is an on demand course, which means that the recorded lectures are available to learners. You will have one year access to the course, and there are downloadable Excel files for the lectures.

A certificate of completion is issued by Vertex upon completion.

Vertex Learning is proud to have engaged Mr. Syed M. Ali for this course.

He is a qualified industry professional with over twenty years of work experience in different roles in accounting and finance.  While working in the position of finance manager and later CFO, he had the opportunity to use his financial reporting and financial management knowledge to create financial models that were useful for the team.

He has been actively involved in investment appraisal projects at his job as well as for his consulting clients.  This makes him very skilled in using MS Excel for creating complex financial models under multiple scenarios.

He is a corporate trainer and has provided IFRS training to over 200 corporate clients, including Fortune 500 companies. Companies like Amazon, Volkswagen, Disney, Nestlé, Toyota Motors, Vodafone, ING Bank, Citibank, Unilever, British Airways, and many other illustrious international organizations.

His financial modeling course has been rated exceptionally good as it is delivered by someone who is an experienced corporate trainer, a qualified finance professional, and an expert and advanced user of MS Excel. 

This course is for accounting and finance professionals who either have a minimum of two to three years of experience in accounting and finance or for students who are familiar with financial reporting and financial management

To enrol and begin this course, I expect the participants to have an intermediate level of Microsoft Excel knowledge. It must be noted that this program is not an MS Excel course; therefore, the focus is not on teaching Excel itself; it is about creating financial models using Excel. However, we do learn some advanced Excel functions to improve efficiency, increase speed, and use Excel more effectively.

Primarily, this course focuses on using Excel to prepare financial models for accounting and finance professionals. There are four focus areas.

1. Prepare the financial statement automations using the historical date available (imported) from your accounting software

2. Prepare the forecast financial statement (Profit and Loss, Statement of Financial Position, & Cash Flow)

3. Prepare the financial models for investment appraisal (capital budgeting) and calculate the net present value and IRR. We will analyze the impact on the final financial statement by changing the data inputs. 4. Performing Business Valuation using financial models in MS. Excel

1. Introduction to Excel
2. Useful tips and tools for your work in Excel
3. Keyboard shortcuts in Excel
4. Excel's key functions and functionalities made easy
5. Update! SUMIFS: Exercise
6. Financial functions in Excel
7. Microsoft Excel's Pivot Tables
8. Case Study: Building a complete P&L in Excel
9. Introduction to Excel charts
10. Profit and Loss Statement Preparation: A Case Study
11. Financial modelling fundamentals
12. Introduction to Company Valuation
13. Learn how to build a Discounted Cash Flow Model in Excel
14. Business Valuation: Complete practical exercise 15. Capital Budgeting: The theory
16. Capital Budgeting: A Complete Case Study—DCF Modelling
17. Impact of interest rates and exchange rates on NPV
18. Sensitivity Analysis in Capital Budgeting (DCF)

Financial Modelling Fundamentals
If you are new to financial modelling, they will find videos starting right from the beginning and gradually progress forward.

Discounted Cash Flow
Discounted Cash Flow (DCF) is an important area covered here. Starting from the concept of DCF we will learn its application.

Capital Budgeting
We will build projects from scratch, build up relevant cash flows and use the NPV and IRR method using scenario analysis.  

Profit and Loss Case Study
In this section we will have extracted data from accounting software and we will learn how to quickly organize the data and automate our first Profit and Loss Statement.

SOFP & Cash Flow - Case Study
Continuing with the example of Profit and Loss, we will construct Statement of Financial Position and then produce a Statement of Cash Flow based on P&L and SOFP.

Business Valuation
Starting with the concepts of Business Valuation, we will value a business using different valuation techniques including FCF and FCFE and terminal value concept.

Course Curriculum

Course Pricing

Financial Modeling in MS Excel

$25 USD

  • Beginners to Advance

    • Use code "FM30" to get 30% discount
    • One Year Access to Course Content
    • MS Excel Tips and Tricks
    • Financial Modelling Fundamentals
    • Discounted Cash Flow
    • Capital Budgeting
    • Profit and Loss Case Study
    • SOFP & Cash Flow - Case Study
    • Business Valuation Theory
    • Business Valuation Case Study
    • Downloadable MS Excel Files
Buy Now

© 2026 VERTEX LEARNING SOLUTIONS