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01 April 2019

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.

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 April 2019 - 09:00 London Price: GBP 720.00
Member price: £648. Plus VAT on all prices.
13 May 2019 - 09:00 London Price: GBP 720.00
Member price: £648. Plus VAT on all prices.
20 May 2019 - 09:00 Manchester Price: GBP 720.00
Member price: £648. Plus VAT on all prices.
10 June 2019 - 09:00 London Price: GBP 720.00
Member price: £648. Plus VAT on all prices.
10 July 2019 - 09:00 London Price: GBP 720.00
Member price: £648. Plus VAT on all prices.
12 August 2019 - 09:00 London Price: GBP 720.00
Member price: £648. Plus VAT on all prices.
9 September 2019 - 09:00 London Price: GBP 720.00
Member price: £648. Plus VAT on all prices.
30 September 2019 - 09:00 Birmingham Price: GBP 720.00
Member price: £648. Plus VAT on all prices.
7 October 2019 - 09:00 London Price: GBP 720.00
Member price: £648. Plus VAT on all prices.
6 November 2019 - 09:00 London Price: GBP 720.00
Member price: £648. Plus VAT on all prices.
2 December 2019 - 09:00 London Price: GBP 720.00
Member price: £648. Plus VAT on all prices.


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04/04/2019 09:00:00

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  • Location:
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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: http://www.bpp.com/professional-education/privacy

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

CIMA on demand is our range of online CPD training courses specifically designed for busy finance and business professionals who need training that's convenient and will fit around their schedule. Find out more at www.cimaondemand.com