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01 November 2021

Financial modelling - introduction

Category: MASTER COURSE

Bring your Excel skills to the level required in order to start to build a financial model with numerous practical, hands-on exercises to illustrate all the basic, features and functionality.

Who should attend?
Anyone who is at all concerned about their basic excel ability.

This one-day course is a prerequisite for the subsequent financial modelling courses, Financial modelling - comprehensiveFinancial modelling - advanced (and introduction to VBA) and Debt modelling (with LBO). It covers all the basic excel required in order to start to build a financial model. There is little time to recap these Excel basics on the subsequent courses, so it important that delegates who are at all concerned about their basic Excel ability should attend this course first.

What you will gain
Numerous practical, hands-on exercises are performed to illustrate all the basic excel features and functionality, from basic navigation through to more complex 'lookup' functions. There is a mix of following the instructor on the screen, and exercises designed to help you work the answer out for yourself.

Programme outline

  • Excel shortcuts (use of the mouse is actively discouraged)
  • Basic navigation and selection
  • Toolbar and function access
  • Copying and linking
  • Financial modelling essentials - flexibility and dynamism
  • F4 dollarisation (absolute cell referencing)
  • Formatting and styles
  • Excel names
  • Logical statements: IF, AND, OR
  • Lookups: match, VLookup, HLookup
  • Switches and drop-down lists 

Laptops are provided.

Information for Online Live dates
Please read the following guidance carefully, which only applies 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. Lunch and refreshments are included.
6 CPD hours (where applicable). 

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

Booking Information

Date Location Price
1 November 2021 - 09:00 London Price: GBP 730.00
Member price: £657. Plus VAT on all prices.
29 November 2021 - 09:00 London Price: GBP 730.00
Member price: £657. Plus VAT on all prices.


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Financial modelling - introduction

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

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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.

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