Search

02 December 2021

Financial modelling - advanced (and introduction to VBA)

Category: MASTER COURSE

Consolidate your Excel skills and learn some more advanced techniques that apply in a corporate finance and financial markets context.

Who should attend?
This course is for those who already have Excel financial modelling experience and are looking to consolidate their skills as well as learn some more advanced techniques. It is appropriate for those working in corporate finance, consulting, financial planning, financial markets, and for general users of Excel for financial applications. The course has been developed as a natural follow-on from Financial Modelling - Comprehensive. The VBA section does not require prior experience. 

What you will gain
This two-day course is designed for those looking to expand their financial modelling skills. Numerous hands-on practical Excel exercises are used to demonstrate different functionality in a modelling context. The focus is on time-savers and other techniques which will improve the quality of your financial models.

This course aims to consolidate and enhance participants’ knowledge and skills in Excel (and VBA basics), as they apply to financial modelling. It consists primarily of hands-on exercises, with a brief recap of underlying financial theory where appropriate. The aim is to develop delegates’ ability to build models in various situations that are dynamic, error-free, flexible and robust. 

Programme outline

  • Introduction: recap of modelling basics; review and improvement of existing model (exercise)
  • Excel financial functionality including IRR, XIRR, PMT, PPMT, RATE and others
  • LOOKUPS: advanced uses for Match, Choose, Index, Offset, V/H/X Lookup
  • Text features including LEN, MID, FIND, TEXT, VALUE and others….
  • Date and time features including: TODAY, DATE, EDATE, EOMONTH, NOW and others
  • Array functions: examples, and pros and cons
  • SUMIF: advanced uses
  • Circularity: finding it, using it, removing it
  • Sensitivity analysis: watch window, goal seek and solver; switches and scenarios: data validation and ActiveX controls; data tables: 1 and 2 dimensional
  • Model review, audit, security and protection
  • Introduction to VBA: VBA and macros: overview; subroutines vs functions; recording a simple macro; macro review, edit and debug; triggering a macro; user-defined functions; macro to roll-forward a financial forecasting model

Delegates have exclusive use of a PC throughout the course. Numbers are restricted to 12 to ensure you receive the most effective training during your session.

The course has been developed as a natural follow-on from Financial modelling - comprehensive. The VBA section does not require prior experience. 

Information for Online Live dates
Please read the following guidance carefully, which applies only if you are attending this course online:

  • In addition to the Online Classroom, you will need to have your own version of Excel open to complete the exercises
  • It is difficult (but not impossible) to do this with only 1 screen as you will need to be regularly switching between open windows. We recommend to either:
  • Extend from a computer to a 2nd screen, or
  • Use 2 computers, or
  • Use a tablet for the online classroom and a computer for the Excel
  • You are strongly recommended to perform the exercises on a PC rather than a MAC. Using a MAC is possible but the trainer will be unable to help you with the required shortcuts.

The course starts at 9.00am on both days. Lunch and refreshments are included, but not accommodation.
12 CPD hours (where applicable). 

CIMA work in partnership with BPP Professional Education to offer CPD training courses

Booking Information

Date Location Price
2 December 2021 - 09:00 London - two day course Price: GBP 1,450.00
Member price: £1,305. Plus VAT on all prices. Accommodation not included.
30 March 2022 - 09:00 Online Live - two day course Price: GBP 1,450.00
Member price: £1,305. Plus VAT on all prices. Accommodation not included.
22 June 2022 - 09:00 London - two day course Price: GBP 1,450.00
Member price: £1,305. Plus VAT on all prices. Accommodation not included.
14 September 2022 - 09:00 London - two day course Price: GBP 1,450.00
Member price: £1,305. Plus VAT on all prices. Accommodation not included.
14 December 2022 - 09:00 London - two day course Price: GBP 1,450.00
Member price: £1,305. Plus VAT on all prices. Accommodation not included.


Related Events

02/11/2021 09:00:00

Financial modelling - comprehensive

MASTER COURSE

  • Cost:
    GBP 1,450.00
    Member price: £1,305. Plus VAT on all prices. Accommodation not included.
  • Location:
    London - two day course
  • Speaker(s):

This two-day course has been developed for anybody looking to develop their financial modelling skills. The focus is on best practice financial modelling, the Dos and the Don’ts that are critical to ensure your models are sturdy, dynamic and flexible.

Find out more

10/02/2022 09:00:00

Debt modelling (with LBO)

MASTER COURSE

  • Cost:
    GBP 730.00
    Member price: £657. Plus VAT on all prices.
  • Location:
    Online Live
  • Speaker(s):

Discover how to construct a flexible model capable of analysing the suitability of target businesses for a leveraged buy-out.

Find out more

Financial modelling - advanced (and introduction to VBA)

CIMA members and students should log in to MY CIMA before booking to receive the appropriate discount.

Book Now

In-house training 
We can develop tailored training programmes to enhance the finance and business skills of staff across your organisation. To discuss how we can meet your learning and development needs please email us.

Find out more 
If you have any queries please email cima@bpp.com or phone us on: +44 (0)3300 603400.

The venue for this course will be confirmed 14 days before the scheduled date. 

CIMA work in partnership with BPP Professional Education to offer CPD training courses.  

This course will be delivered by BPP Professional Education Limited (“BPP”).  Accordingly, when you sign up for this course, CIMA will pass on the contact details you have provided to BPP so that they can contact you to complete your booking and process payment.  BPP will process any personal information it collects about you in accordance with its privacy policy, which is available at: https://www.bpp.com/professional-education/privacy

The information provided to BPP will not be used by BPP for marketing purposes.

CIMA on demand 

Our catalogue of online CPD training courses designed to fit around your schedule.

Get any 5 courses for just £99 +VAT - limited time only.  

Find out more