Financial Modelling - Introduction


Cost for BPP PD Members: £560 + VAT 6 CPD Hours
(£695.00 + VAT for non BPP PD Members Click Here for details of our membership scheme).

Course level



This one-day course is a prerequisite for the subsequent financial modelling courses, Financial Modelling - Comprehensive, Financial Modelling - Advanced (& Introduction to VBA) and Debt Modelling (with LBO). It covers all the basic excel required in order to start to build a financial model. There is little time to recap these excel basics on the subsequent courses, so it important that delegates who are at all concerned about their basic excel ability should attend this course first. Laptops (excel v.2013) are provided.


Numerous practical, hands-on exercises are performed to illustrate all the basic excel features and functionality, from basic navigation through to more complex “lookup” functions. There is a mix of following the instructor on the screen, and exercises designed to help the delegates work the answer out for themselves.

Learning outcomes include obtaining a greater understanding of:

  • Excel shortcuts (use of the mouse is actively discouraged)
  • Basic navigation and selection
  • Toolbar and function access
  • Copying and linking
  • Financial modelling essentials: flexibility and dynamism
  • F4 dollarisation (absolute cell referencing)
  • Formatting and styles
  • Excel names
  • Logical statements: IF, AND, OR
  • Lookups:
    • Match
    • VLookup
    • HLookup
  • Switches and drop-down lists

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

This course has an online live option available. Same expert presenters delivering the same content to your desk or mobile over multiple days in short 120 minute sessions. Watch our 5 minute explainer video to find out more.

Online LIVE Dates

-- All online live sessions are 9:30 am to 11:30am
Session 1 Session 2 Session 3
14 June 2017 15 June 2017 16 June 2017 Book Now
9 October 2017 10 October 2017 11 October 2017 Book Now

Course Dates

Location Dates Time Availability  
London 10 Jul 2017 9:00 AM - 5:00 PM  Limited Book Now
London 07 Aug 2017 9:00 AM - 5:00 PM  Spaces Book Now
London 11 Sep 2017 9:00 AM - 5:00 PM  Spaces Book Now
London 06 Nov 2017 9:00 AM - 5:00 PM  Spaces Book Now
London 04 Dec 2017 9:00 AM - 5:00 PM  Spaces Book Now

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