What is Financial Modeling ?

While there is a lot of value in mastering the basic and intermediate array of functions of Microsoft Excel, for some, simply automating the day-to-day arithmetic functions involved in a simple balance sheet will not be enough to meet the financial accounting needs of a large company and a more in-depth knowledge is required. This Financial Modeling course will equip you with the skills to significantly improve your company’s control of its financials. It includes lessons on the following:

Creating reports from multiple sources  

Simplifying reporting

Reconciliation model  

Creating reports where actuals, budgets and prior years change with lists  

How to compile an age analysis in 5 minutes

Amortization tables

Financial Modeling

Samuel Godfrey

This is a great course for anyone interested in learning about the financial world.

Reabetswe Molefe

This course is a must for those who want to learn about Financial Modeling and its principles.

What are the prerequisites?

  • Computer/Laptop
  • Microsoft Excel (for practicals)
  • Email for notifications and communications
  • Internet connection
  • PDF viewer (e.g ADOBE Acrobat)
  • A web browser

What other related courses are offered?

We provide a variety of courses, from computer studies to leadership and softskills courses.

The following are our most popular courses:

This was a marvelous learning experience for me. I loved it! Thank you for a great course!

Course Content

Job Market Prospects

Financial Modeling can be a huge advantage at many companies. 

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What other people are saying:

How long does it take to complete?

Unit 1 - Create reports from multiple sources

1.1  Creating a pivot table to use as a database

1.2 Consolidating multiple pivot tables

1.3  Updating multiple pivot tables

Unit 2 - Converting multiple columns into a database format

2.1  Converting multiple columns into a database format

Unit 3 - Simplifying reporting

3.1   Introduction

3.2  Setting up the structure

3.3 Checking source data

3.4  Consolidating source data

3.5  Creating a mapping table, mapping data and validating mapping

3.6  Complete the report

Unit 5 - Reporting by using the indirect formula

5.1  Introduction

5.2  Using indirect formula to report on column format data

Unit 7 - Amortization tables

7.1  Amortization table where the rates stay consistent

7.2  Amortization tables where the rates and capital payments can change

Unit 4 - Automatic reconciliations

4.1  Introduction

4.2  Numbering data automatically and making it unique

4.3  Steps in reconciling data (one list) 

4.4. Reconciling two lists

It takes between 4 days and 2 weeks, depending on your speed.

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Unit 6 - Compiling an age analysis

6.1   Introduction

6.2  Fixing the dates and calculating the number of days old

6.3  Creating the mapping table

6.4  Finishing the age analysis and reporting

Unit 8 - Cash flows

8.1  Introduction

8.2 Fixing the signage

8.3 Creating adjustment columns

8.4 Creating a mapping table

8.5 Finishing the cash flow statement