Financial Modelling Master – Advanced Diploma in Financial Modelling using Excel and VBA

Course details

The Financial Modelling Master – Advanced Diploma in Financial Modelling using Excel and VBA is an intensive program aimed at professionals in the finance and business sectors who wish to develop or refine their financial modeling skills using Excel and VBA. This advanced diploma offers hands-on training to help participants navigate the complexities of financial modeling, automate processes, and enhance decision-making capabilities through dynamic and professional model-building techniques.

The course is designed for finance professionals who seek to optimize their use of Excel and VBA, covering everything from basic to advanced skills over a structured 5-day workshop.

Curriculum

Day 1: Data Massaging: Tools and Techniques

• Consolidating data from various files and sheets
• Advanced data validation techniques
• Cell management: using left, right, mid, concatenate, value
• Naming, editing, and managing cells and ranges
• Using Subtotal, Sumif, Sumifs, Sumproduct, Count, Countif, Countifs
• Vlookup for data retrieval
• Using table tools and slicing data by dates
• Text management: using Trim, Len, replace, find, and substitute

Day 2: Reporting, Analysis, and Reconciliations Using Pivot Tables

• Rules and best practices for pivot tables
• Creating pivot tables and formatting data
• Designing reports and filtering techniques
• Summarizing data with various functions
• Drill-down options and advanced pivot table features
• Conditional formatting and report design with GetPivotData

Day 3: Modeling and Integration Techniques

• ‘What-if’ analysis using Excel tools like spinners
• Data modeling with 'if' function, list boxes, and other Excel features
• Linking Excel with databases, SQL, and internet sources
• Utilizing scenario manager for dynamic modeling

Day 4: Introduction to VBA for Financial Modeling

• Macro basics, planning, and recording
• Advanced macro applications: filters, automation, and form creation
• Designing and testing macros for financial modeling tasks

Day 5: Excel Tips and Tricks for Financial Modeling

• Data entry forms, custom lists, and camera tools
• Advanced protection settings for workbooks
• Enhancing productivity with automation tools

At the end of this course, you will be able to:

• Create and manage advanced financial models using Excel and VBA
• Utilize advanced Excel functions like pivot tables and conditional formatting for analysis
• Design and automate financial reports and presentations
• Perform scenario analysis and data modeling for financial forecasting
• Integrate Excel with databases and external data sources
• Automate repetitive tasks using VBA macros and custom functions

At the end of the program, participants will gain the tools needed to create dynamic models, automate financial processes, and effectively analyze and present financial data. This course is ideal for professionals aiming to expand their capabilities and excel in their finance roles.

Who Is This Course For?

This course is ideal for:

• Financial Analysts, Investment Analysts, and Business Analysts
• Corporate Finance Managers, Financial Controllers, and Senior Managers
• Accountants, Risk Managers, and Project Finance Professionals
• Strategic and Business Planners, Commercial Managers, and Portfolio Managers
• Economists, Transaction Advisers, and Business Development Managers

Course Benefits

• Earn the FMM title displayed on your diploma and professional materials
• Demonstrate advanced financial modeling expertise
• Gain access to the FMM online community for industry updates, job postings, and expert opinions
• Receive VIP invitations to FMM community events, including conferences and dinners worldwide

How Will I Be Assessed?

Participants must complete the FMM™ examination on the final day of the training to receive the diploma.

Entry Requirements

• Attendance: Participants must attend all sessions. Absence of more than two hours disqualifies from the final exam.
• Engagement: Active participation in workshops and discussions on financial concepts and modeling techniques is mandatory.
• Completion of Model: Delegates must successfully complete the financial model during the course.