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Excel Applications in Financial Management and Modeling
A Two-Day PC-Based Event
An opportunity to have the power of Excel revealed, designed to take you through the functions and applications of Excel when dealing with financial data


It is well known that many users of Excel working with financial data do not make optimal use of what the Excel package offers. The following are some of the inefficiencies that result:

  • Time is wasted
  • Undetected errors in worksheets with numerous negative implications
  • Decisions based on scanty information which has not been fully analysed
This two-day course is an opportunity to have the power of Excel revealed. It is designed to take participants through the functions and applications of Excel which have application when dealing with financial data. It is aimed at providing an opportunity to enhance understanding of the value drivers in business, financial acumen and skills to use financial models and enable more informed and justified proposals and decisions.

Training Methodology

This is essentially a hands-on programme. Each delegate is requested to bring their own laptop computer with Microsoft Office 2007. The programme facilitator will explain financial theory and Excel applications. A series of workbooks with application cases will be completed by delegates following the demonstrations. Each case will include the completed solution to enable the delegates to refer to the Excel functions being used. A number of financial models will thus be developed by delegates.

It is worth noting that skill in Excel requires repetitive practice. While length constraints of the course may not always provide the time needed for all delegates, the models which will be taken from the course will enable practice in particular interest areas to continue. Also, Excel itself contains an extensive Help Menu, which can be called up at any time and relevant sections can be printed. In addition, delegates will be given copies of the PowerPoint presentation.

Course Contents

There are four sessions each day for two days. Objectives and content for each session are listed in the course outline. A financial modeling case study is set for each of the eight sessions of the course duration. The order of the course presentation is as follows:

  1. Finding your way around the Excel Ribbons
  2. Building models and finding your way around Excel Worksheets
  3. Analyzing Budgeting Models
  4. Financial Statement Preparation and Analysis
  5. Dealing with Tables of Data
  6. Decisions with limiting constraints
  7. The Time Value of Money, Loans and Business Valuation
  8. Determining the cost of capital and analyzing capital investment projects

Course Prerequisites

Delegates on this course should have a basic working knowledge of Excel (how to enter formula and how to work with cell references). The first session, however, does not assume too much prior knowledge and offers a quick review of Excel functionality in an attempt to proceed with all delegates having confidence that the basics have been mastered.

E-mail Mathe Peete or phone Mathe on (011) 726-3040



© EQUITY PRO 2011   |    Last updated on : Friday, 27 November, 2015 14:17