Build Financial Models: Best Practice for Clarity, Precision & Impact
Overview
In today’s business world, financial models are more than just technical tools—they are pivotal in shaping decisions, driving clarity, and fostering strategic momentum. This course combines Excel mastery with strategic thinking and stakeholder alignment to help you build models that are insightful, adaptable, and trusted. You’ll learn how to design models with purpose, tailored to specific objectives and audiences, while mastering core Excel functions, advanced formulas, visualizations, and automation tools to streamline your workflow. You’ll also gain the ability to link financial statements in a 3-way model, apply project evaluation techniques, and run scenario analyses for better decision-making. Beyond technical accuracy, this course emphasizes the importance of creating models that are simple, transparent, and dynamic—making them easier to explain, audit, and adjust. You’ll also learn best practices to ensure the consistency, integrity, and longevity of your models.
Learning Objectives:
After completion of this course, participants will be able to:
- Identify the core design elements of an effective financial model, including timeframe, purpose, and audience.
- Select appropriate Excel functions and formulas to support key financial calculations and analyses.
- Recognize the structure and flow of an integrated 3-statement model.
- Differentiate between modelling approaches used for forecasting, investment evaluation, and scenario analysis.
- Apply six modelling best practices to improve clarity, flexibility, and reliability.
This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.
Lessons:
Lesson 1: Foundations of Financial Modelling in Excel
This module builds core financial modelling skills—defining purpose, sharpening Excel techniques, and structuring clear, decision-ready models.
Lesson 2: Building and Automating Financial Models
Learn to build flexible, audit-ready financial models using advanced Excel and automation tools—ending with a complete 3-way model for strategic insights.
Lesson 3: Strategic Modelling and Influence
Master strategic modelling by building dynamic, decision-ready models that flex with change, support scenario planning, and elevate your influence as a finance leader.
Additional Information
CPE Credits / CPD Hours: 2
Field of Study: Computer Software & Applications
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study
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