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


  • 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

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What People Have to Say...

10,000+ people are learning on our platform

“Attempting to tackle the AFM Exam is a bit daunting, which is why this course really shines brightly. Unlike many of the other excellent modeling courses out there, this course specifically focuses on the AFM exam and is a great combination of reviewing modeling skills and fine-tuning your exam preparation. This course is like the capstone to your AFM Exam preparation pyramid. There's nothing quite like it out there yet. It reviews the hard skills, sharpens the soft skills such as template preparation, gives exam tips to save time, advises on how to approach the exam, and brings all the needed skills together in an excellently paced course. Highly recommended. ”

Rasheed Davis

“Excel Essentials for Reporting is a wonderful course. It unearths the secrets on which Excel is built and presents it in a very simple manner. I found a solution to a problem I have grappled with for a long time in this course. DBrown training did a great job that deserve to be commended. Thank you for this course and may your reward be great in your chosen enterprise of expanding the frontiers of knowledge in the IT industry. Regards. Engr. Okumo Ipigansi”

Ipigansi Okumo

“Your course on Report Automation in Modern Excel is indeed an eye opener as to the many possibilities in Microsoft Excel. The training is superb and very informative with great content. I enjoyed every minute of the videos and it has provided me with a greater level of understanding, additional skills and knowledge, to aid my numerous tasks in the office. Report Automation in Modern Excel is suitable for all who analyze data. The course delivery is excellent. DBrown Consulting, please keep it up.”

Otti Grant Onyeukwu

“Clearly, the use of lookup functions in Excel cannot be overemphasized. Mr. David in less than an hour 30 mins will take you to a realm of possibilities (previously thought of as impossibilities or not thought of at all) through this training. The delivery of the videos was succinct and concise; be prepared to get much value from this training.”

Akinwunmi Bello

“I was really impressed with the simplicity of the lessons and the ease of learning. Looking forward to taking more courses.”

Tomilola Sadare

“I particularly love the flow of teaching, its unconstrained. Also, the fact that you are spurred to practise on your own, and tweak as you are taught - not been spoonfed. I am always waiting for the release of the next class. Thank you David.”

Adebayo Aderohunmu

Some of our Clients


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.