Financial Modelling - Advanced (& Introduction to VBA)

Pricing

Cost for BPP PD Members: £1120 + VAT 12 CPD Hours
(£1390.00 + VAT for non BPP PD Members Click Here for details of our membership scheme).

Course level

Advanced

Delegates

This course is for those who already have Excel financial modelling experience and are looking to consolidate their skills as well as learn some more advanced techniques. It is appropriate for those working in corporate finance, consulting, financial planning, financial markets, and also for general users of Excel for financial applications.

Overview

This two-day course aims to consolidate and enhance participants’ knowledge and skills in Excel (and VBA basics), as they apply to financial modelling. It consists primarily of hands-on exercises (laptops with excel 2013 provided), with a brief recap of underlying financial theory only where appropriate. The aim is to develop delegates’ ability to build appropriate models in a number of situations that are transparent, error-free, flexible and robust. The course has been developed as a natural follow-on from Financial Modelling - Comprehensive. The VBA section does not require prior experience.

Topics covered include:

  • Introduction
    • Recap of modelling basics
    • Review and improvement of existing model (exercise)
  • Excel FINANCIAL functionality including IRR, XIRR, PMT, PPMT, RATE and others…
  • LOOKUPS: Advanced uses for Match, Choose, Index, Offset, VLookup and HLookup
  • Text features including LEN, MID, FIND, TEXT, VALUE and others….
  • Date and time features including: TODAY, DATE, EDATE, EOMONTH, NOW and others…
  • Array functions: examples, and pros and cons
  • SUMIF: advanced uses
  • Circularity: Finding it, using it, removing it
  • Sensitivity analysis:
    • Watch window, goal seek and solver
    • Switches and scenarios: Data validation and ActiveX controls
    • Data tables: 1 and 2 dimensional
  • Model review, audit, security and protection
  • Charting
  • Introduction to VBA
    • VBA and macros: overview
    • Subroutines vs Functions
    • Recording a simple macro
    • Macro review, edit and debug
    • Calling a macro from a macro
    • Triggering a macro
    • User-defined functions
    • Macro to roll-forward a financial forecasting model

"A CPD certificate of completion will be provided by BPP Professional Education Limited upon request, following attendance."


Course Dates

Location Dates Time Availability  
London 09 - 10 Nov 2017 9:00 AM - 5:00 PM  Spaces Book Now
London 07 - 08 Dec 2017 9:00 AM - 5:00 PM  Spaces Book Now
London 15 - 16 Feb 2018 9:00 AM - 5:00 PM  Spaces Book Now
London 26 - 27 Apr 2018 9:00 AM - 5:00 PM  Spaces Book Now
London 21 - 22 Jun 2018 9:00 AM - 5:00 PM  Spaces Book Now
London 30 - 31 Aug 2018 9:00 AM - 5:00 PM  Spaces Book Now
London 22 - 23 Oct 2018 9:00 AM - 5:00 PM  Spaces Book Now
London 20 - 21 Dec 2018 9:00 AM - 5:00 PM  Spaces Book Now

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