BUILD PRACTICAL FINANCIAL MODELS
Financial Modelling in MS Excel Course
Build practical financial models in Excel, from financial statement forecasting and capital budgeting to DCF analysis and business valuation. Learn through hands-on exercises, case studies and downloadable Excel working files.
About the Financial Modelling Course
Financial modelling is an important practical skill for accounting and finance professionals who need to analyse financial information, forecast business performance and support investment decisions.
This 20-hour financial modelling course focuses on applying Microsoft Excel to accounting and finance rather than teaching Excel as a general software course. Around 30% of the training develops Excel skills, while 70% focuses on applying Excel to financial modelling and finance-related problems.
You will work through practical exercises and case studies covering financial statement automation, financial forecasting, capital budgeting, DCF modelling, and business valuation.
The course is delivered through on-demand recorded lessons, with downloadable Excel working files and one year of access. A Certificate of Completion is provided after completing the course.
WHAT'S INCLUDED in Financial Modelling MS Excel Course
Everything You Need to Practise Financial Modelling
Your Financial Modelling in MS Excel Course package gives you complete access to all the resources, support, and tools you need to study effectively.
Detailed Tutor Explanations
Every topic in financial modelling in MS Excel is explained step by step by the tutor
Practical Exercises & Case Studies
Apply your learning in financial modelling in MS Excel through hands-on exercises
One Year Access
Study at your own pace with 12 months of full access
Downloadable Excel Working Files
Practise through Downloadable Excel files
Certificate of Completion
Earn a certificate when you finish the course
Understand the Financial Modelling in MS Excel Syllabus
Your complete course covers Excel from first principles through to professional financial modelling — from formulas, formatting and pivot tables through to DCF valuation, capital budgeting and business valuation — with hands-on exercises and downloadable working files for every topic.
Financial Modelling Fundamentals
If you are new to financial modelling, they will find videos starting right from the beginning and gradually progress forward.
Discounted Cash Flow
Discounted Cash Flow (DCF) is an important area covered here. Starting from the concept of DCF we will learn its application.
Capital Budgeting
We will build projects from scratch, build up relevant cash flows and use the NPV and IRR method using scenario analysis.
Profit and Loss Case Study
In this section we will have extracted data from accounting software and we will learn how to quickly organize the data and automate our first Profit and Loss Statement.
SOFP & Cash Flow - Case Study
Continuing with the example of Profit and Loss, we will construct Statement of Financial Position and then produce a Statement of Cash Flow based on P&L and SOFP.
Business Valuation
Starting with the concepts of Business Valuation, we will value a business using different valuation techniques including FCF and FCFE and terminal value concept.
Financial modelling in MS Excel Course Content
A Structured path through the Financial Modelling in MS Excel Syllabus
Your Tutor
Learn from a tutor who has taught thousands of students
Syed is a qualified finance professional with over 20 years' experience across auditing, banking, telecom and oil & gas — including roles as Finance Manager and CFO, where he built the financial models his teams relied on. He's led investment appraisal projects for employers and consulting clients alike, making him an expert at using MS Excel to model complex, real-world scenarios. He's been actively engaged in training and developing professionals since 2006, and thousands of delegates have benefited from his knowledge and expertise since.
Student reviews
What students say about their experience with Vertex
Consolidations finally clicked for me. The way each standard is tied straight to the exam scenario meant I knew exactly what the marker wanted. Passed first time.
Financial Modelling in MS Excel FAQs
Frequently Asked Questions for Financial Modelling in MS Excel
Do I need advanced Excel skills to take this course?
No. You should have an intermediate understanding of Excel. The course teaches relevant Excel functions and techniques while focusing primarily on financial modelling.
Is this an Excel course?
No. This is a financial modelling course using Microsoft Excel. The emphasis is on applying Excel to accounting, forecasting, investment appraisal, and valuation.
What financial models will I learn to build?
You will work with financial statement models, forecasting models, capital budgeting models, DCF models, and business valuation models.
Will I learn NPV and IRR?
Yes. The course covers NPV, IRR, DCF, and capital budgeting, including practical exercises.
Does the course cover financial statement forecasting?
Yes. You will work on forecast Profit & Loss, Statement of Financial Position and Cash Flow models.
Does the course include practical Excel files?
Yes. Downloadable Excel working files are provided so you can practise alongside the lessons.
Is there a certificate?
Yes. A Certificate of Completion is issued by Vertex Learning Solutions.
Start Financial Modelling in MS Excel Today
Build Financial Models in Excel With Confidence
Develop practical financial modelling skills through structured lessons, real exercises, and Excel working files.