In this course, we will teach you the key excel formulas and commands necessary to build a financial model.
Any other modelandum courses purchased on this website, will include this excel module as reference, but it is also available standalone.
Excel for financial modellers (Eng)
45,00€
Description
Financial modelling is an essential skill for those working on investment projects or advisory roles in areas such as private equity, M&A, real estate, project finance or venture capital.
It is increasingly common for the key players in this sector to require job applicants to have proficiency in financial modelling as part of their skill-set. This is for the simple reason that a significant part of their day to-day role involves the design, construction and handling of these financial models. As a result, firms often include a financial modelling exam as part of their selection process.
To this date, excel is the most widely used programme for financial modelling. Although financial modelling goes beyond knowing lots of Excel functions, it is important to have a good command of excel to work with financial models fluently.
Usually, there are many ways to achieve the same result, but a skilled modeller will always find the simplest and easiest to understand approach to problem solving.
Categoría: Universitarios
Paula Gómez Medina
Paula has been working in the financial services industry for over 18 years. She started working for ABN AMRO as an analyst and then continued her career in financial services in GE Capital in various divisions such as Real Estate, Leasing, Private Equity and Consumer Lending. She founded modelandum in 2004 and since then has been involved in financial modelling, primarily in Private Equity projects. Paula has built many customized models for funds and delivered modelling workshops for different universities including London School of Economics, King College, UCL, LBS, IE, ESADE, IESE and hundreds of individuals. She is also a regular judge at the IESE PE competition. She is the founding partner of modelandum.
Course details
In this course we will give you an overview of the most common formulas used in excel for financial modelling.
This course assumes that you have a basic understanding of excel.
Chapter 1 – IntroductionQuick introduction to explain the main areas in excel that are relevant to build a financial model. |
Chapter 2 – Non financial formulasSUM, SUMIF, COUNT, COUNTIF and the conditional IF. Very basic but key! |
Chapter 3 – IRR – XIRR / NPV – XNPVLearn the difference between these formulas; these metrics are key to measure the returns of a company, or its value, so it is important to understand them |
Chapter 4 – General formulas for workingsLearn how to use the dollars to fix a reference to a cell, link, copy paste, and name a cell. Simple but key for financial modelling |
Chapter 5 – Formatting CellsLearn how to format a cell, and how to use the formula IFERROR to display an error , and EOMONTH . We also cover a basic use of the conditional format, which is very useful to spot checks in the model. |
Chapter 6 – Conditional FormatThis is a very useful feature, which will help you to highlight relevant outputs in your model. |
Chapter 7 – Create ScenariosLearn to use the Choose and index formula to add scenarios to your model |
Chapter 8 – The table function ** must know!**Learn how to use the table function. This is one of the best functions that you can use to create powerful scenarios (and more) to your model. |
Chapter 9 – Data Management 9: DashboardIntroduction to formulas and functions relevant to data management such as sorting, filters, and pivot tables |
Chapter 10 – Data Management – VLOOKUP y HLOOKUP
Let´s see how we can use these two formulas in a financial model
Chapter 11 – Compound and simple interest & CAGR
This video will show you how to change an annual interest to its monthly equivalent, quarterly and viceversa. We also learn how the compounded annual growth rate is calculated.
Who is it for?
This course is specially designed for students and young professionals who want to focus on their first professional steps into the financial sector (banks, funds, etc.), consultancies, business financial departments, audit sector, and all those sectors in which the Excel tool is basic for daily work.
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