Financial Modelling using MS Excel
Course Information
1 Day Course
Fee: $600 (before GST)
Course Dates:
- 22 & 23 Sep 2025
- 28 & 29 Oct 2025
- 27 & 28 Nov 2025
- 22 & 23 Dec 2025
Contact: [email protected]
Venue: Hotel (near MRT)
Note:
- Tea breaks and buffet lunch will be served. Car parking coupons are available upon request.
- For 3 pax and above, 10% discount across the board

Course Introduction
Computing skills are one of the top skills employers desired in their employees. Microsoft Office suite of applications, being the most popular software in the world, are extremely useful and widely used in organisations, schools and homes. It is the most practical and productive tool for documenting and organising information, delivering presentations, as well as processing data in work environments across the globe. Microsoft Office has been designed to be user friendly, interactive and powerful, which drastically helps increase users’ productivity within the office environment.
Microsoft Office is a collection of purpose build programmes including:
1) Microsoft Excel – Creates simple to complex data/numerical spreadsheets.
2) Microsoft PowerPoint – Creates professional multimedia presentations.
3) Microsoft Word – Create text documents.
Learning Outcome
- Course is conducted in an interactive with plenty of hands-on
- Numerous practical exercises will be provided by trainer to illustrate and reinforce the learning
- Learners will have opportunity to develop practical skills in formulating financial models
Course Outlines
Topic 1: Introduction to Financial Modelling
- Introduction
- What are Models?
- What is Financial Modelling?
- What is Financial Model Used For?
- Steps to Developing a Financial Mode
Topic 2: Principles of Good Spreadsheet Design
- Document the Model
- Naming Convention for Work Files and Worksheets
- Data and Cell Formats
Topic 3: Advanced Excel Functions
- Categories of Excel built-in Functions
- Using IF and NESTED IF Statements
- Lookup and Reference Functions
- Data Validation
- Range Names
- Data Tables
- Scenario Manager
- Goal Seek
- Solver
- Pivot Tables
- File and Worksheet Protection
Topic 4: Creating Dashboards for Models
- Applying slicers and timeline
- Report connections
Topic 5: Types of Models
- Cash Flow Statement
- Financial Forecast
- Sensitivity Analysis Model
- Investment Models