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MODELLING IN EXCEL FOR ANALYSTS & ACCOUNTANTS

COURSE OVERVIEW

Reporting and decision making can be made so much easier with the ability to develop financial or analytical models in Excel with ease. There are many functions available in Excel that are not well known that can make all the difference. So if you or someone in your team would like to transform your reporting and analytical ability, attend AstroTech's training programme called: "Modelling in Excel for Analysts & Accountants".
 

6-8 December 2017

7-9 March 2018

8-10 May 2018

(Cape Town)

16-18 May 2018

12-14 September 2018

13-15 November 2018

(Cape Town)

21-23 November 2018

The course covers the following key topics:

 

  • Business, Financial & Analytic Modelling

  • Understanding the purpose, principles and objectives of financial models

  • Model design, structure and planning

  • Making assumptions, defining inputs and defining outputs: Knowing when to do which

  • Ensuring the integrity of the model

  • Modelling in a business environment

  • Data analysis and inference

  • Rational decision making

  • Practical Models such as:

  • Management Reporting

  • Break-even points

  • Optimisation Models

  • Forecasting Models

  • Present value and Net present value

  • Internal rate of return

  • Debt repayment schedules

  • Financial ratios

  • Complex formulae

  • Calculating the cost of capital

  • Analysing leasing

  • “What if” analysis

  • Sensitivity analysis

  • Excel Tools and Functions for Modelling:

  • Using Goal Seek and Solver

  • Pivot Table reports

  • Date functions

  • Arithmetic, financial and logic functions in Excel

  • Logical Tests - IF, AND, OR, Nested Ifs

  • Advanced sorting and filtering of data

  • Lookups and reference functions

  • Vlookup

  • Hlookup

  • Lookup

  • Match

  • Index

  • Setting up "Controls" (Drop-Down boxes, Option buttons, Spinners)

  • Protecting data in spreadsheets

  • Hiding formulas

  • Conditional Formatting

 

WHO SHOULD ATTEND

  • Finance professionals and accountants

  • Analysts working in finance, sales, marketing, strategy or HR

  • Strategic planners and managers

  • Risk managers

  • Senior Managers and Directors

  • Business professionals responsible for producing reports, graphs and decision models

OUTCOMES

  • Understanding how to use practical financial models for decision making and problem solving

  • Learn how to use advanced features in Excel to make your job easier

  • Produce more professional reports for management

  • Understand goal targeting and scenario analysis using modelling techniques

  • Take some of the guesswork out of forecasting and planning

6-8 December 2017

7-9 March 2018

16-18 May 2018

12-14 September 2018

21-23 November 2018