Overview

Master basic techniques to manage financial calculations in Excel Models

Money has a time Value. But often times, in projections and models we ignore this important point. Will $100m projected expenditure in year 4 still purchase an asset of similar value today? It is most likely that Inflation will have something to say about that!

Course Objectives

This course also breaks down the classic Retirement problem as the basis for understanding Financial Calculations and Functions in Excel.

  • Discover how to use Excel to carry out basic to advanced reconciliation task

  • Develop Visualisations for performance report

  • Illustrate the use of a the modern Reporting Infrastructure in Excel

Featured Testimonial

“It is a very instructive and guiding course. It helps us to form a solid foundation in Excel.”

Gregory O Echekwube

“Well Administered And Concerns/Questions Were Entertained To Address Common Errors And Complex Methods Very Illustrative To and Well Packaged ”

Ayodeji Oyinloye

“Explicit And Very Explanatory Greatly Loaded And It Follows Subsequently Well Was Elaborate. Many Aspects Were Covered That Can Help Both Beginners And Those Needing To Improve On Excel ”

Hassan Abdoulrahmaan

“Demonstrated Mastery And Teaching Method Was Satisfactory Clear, Engaging And Educational Ability To Inspire People ”

Kingston Nwosu

Some of our Clients

Course Curriculum

Here's what you'll learn...

  • 1

    Introduction

  • 2

    1. NOMINAL vs REAL Cash flows

    • Exercise Files

    • Managing Nominal vs Real cashflows in a Model

    • Preparing the Template

    • Real vs Nominal Terms

    • Building an Inflation Index

    • Chapter Quiz

    • Ask the Trainer

  • 3

    2. The Retirement Problem

    • Exercise Files

    • Overview of TVM Calculations

    • Build the Retirement Model Template Part 1

    • Build the Retirement Model Template Part 2

    • Excel Functions for all TVM Calculations

    • Use FV Function to calculate value of Investment at retirement

    • Common Errors to avoid in TVM calculations

    • Chapter Quiz

    • Ask the Trainer

  • 4

    Evaluation and Certificate

    • Instructions

    • Before you go...

    • How to Attach your Certificates to your LinkedIn Profile

Instructor

David Brown

FCA, Microsoft MVP

David has worked with and taught Excel and financial modelling to over 4,000 people in the last 22 years. He is the Managing Partner of dbrownconsulting where he runs the Consulting Division.He is a Fellow of the Institute of Chartered Accountant of Nigeria & a Financial Analyst with over 16 years experience working as a Business intelligence, Financial Modelling & Tax Consultant with Arthur Andersen, KPMG & dbrownconsulting.He is also an International Consultant to the World Bank on Oil Revenue Modelling and is a registered financial adviser.David attained the Master Trainer & Master Instructional Designer designation from the Association for Talent Development (ATD).He is passionate about Financial Modelling, Business Intelligence and Analytics especially with Microsoft Power BI and Excel and regularly host meetups and speaker event in Nigeria and around the world.