EXCEL – Financial Modeling Level 1

Excel – Financial Modeling Level 1

Prix normal
400.00 $
Prix réduit
400.00 $
Prix normal
Prix unitaire

This training course is an introduction to the best practices in financial modeling in Excel. It teaches how to handle Excel functions and functionalities in order to build effective financial models that allow financial forecasts, scenario analysis and sensitivity analysis.

Format: This 6 hours training course aims to get the learners to a sound Excel proficiency. Training will begin at 9:00 a.m. and end at 4:00 p.m. with a one hour lunch break. A login link will be provided to you by email a few days before the event.


  • Introduction to financial modeling
    • What is a financial model?
    • What are dependent and independent variables?
    • What are the best practices in financial modeling in Excel?

  • Scenario ans sensitivity analysis
    • How to build a one-variable sensitivity table?
    • How to build a two-variable sensitivity table?
    • How to use the switch technique?
    • How to use the multiplier technique?
    • How to use the delay technique?
    • How to use the input technique?
    • How to use the scenario manager?
  • Excel financial modeling functions
    • How to use the following functions for more flexibility:
      • Index
      • Match
      • If, Or, And
      • SumIf, SumIfs
      • Sumproduct
      • Offset
  • Interaction between forecast and actual data
    • How to work with actual data and build a rolling forecast?
    • How to build a variance analysis between actual and forecast data?
  • Presentation tips
    • What functions to use to build quick summaries?
    • How to improve a financial model with the Indirect and the Address functions?
    • How to improve the presentation with the Round and IsError functions?
  • Optimization tips
    • How to add total controls and validation pages?
    • How to audit a financial model?
    • How to protect a financial model?
    • How to document a financial model?

Required material

Each learner must have access to a portable computer equipped with MS Excel 2007 or more for Windows, or MS Excel 2011 or more for Mac.


Sophie Marchand, M.Sc., CPA, CGA, MVP, holds a M.Sc. in corporate finance and the accounting accreditation CPA, CGA. Moreover, she is the sole Excel MVP in the Province of Québec and one of the two Data Platform MVP in Québec. She received the MVP designation from Microsoft. MVP stands for « Most Valuable Professional ». She has many years of experience as a corporate finance professional and she specializes in financial modeling and in business intelligence. She acts as a consultant, a trainer as well as a speaker.