SPECIALISTS IN FINANCIAL MODELLING
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Needs Analysis

Plum Solutions now offers a wide range of courses in Financial Analysis using Excel - some of which are also available online.

Not sure which course to take? Which one will best cover your needs? Fill in this needs analysis assessment form to give you an idea of which Plum Solutions Financial Analysis course is best for you.

Considering one of the Essential Excel Series courses?  Take the Essential Excel Needs Analysis instead.

INSTRUCTIONS
You don't need to fill out the entire form - just the sections that are of interest to you. Note this information is being collected for the purpose of recommending a course to suit your needs. There are no right or wrong answers and you won't be excluded from any course on the basis of your answers. Complete the form online, or download a soft copy of the form to fill out and fax it to us. Download the form here: http://www.plumsolutions.com.au/files/needs_analysis.doc Once you have submitted this form, we will be in touch with your recommended available courses.
I already know thisI have some idea, but I'd like to brush upI definitely need to learn thisI don't need this in my job
Create a basic formula, eg. =A1+A2
Linking between different sheets or files
Use absolute referencing eg. =$A$1+A2
Use mixed referencing eg. =A$1+A2
Upgrading to Excel 2010; Understand the differences between versions, and be able to work with those using different versions.
Tool Selection; Consider the other options available such as Access, as well as Excel add-ins.
I already know thisI have some idea, but I'd like to brush upI definitely need to learn thisI don't need this in my job
Long Formulas; How long should a formula be?
Use a VLOOKUP formula; eg. =VLOOKUP(A1,A2:B10,2,0)
Testing logic with an IF statement; eg. =IF(A1=B1,A2,0)
Nested formulas; a formula within a formula eg. =IF(AND(A1=1,A2=0),A1,0)
Named ranges in formulas Eg. =InterestRate*200
Aggregation Functions; Using COUNTIF, SUMIF and SUMPRODUCT formulas
Using COUNTIFS and SUMIFS formulas (only available in Excel 2010!)
FORECAST and TREND functions for forecasting
NPV and IRR; Decision making using these financial formulas - theory behind these formulas, and their limitations.
XNPV and XIRR; Using these more accurate formulas for NPV and IRR calcs, but only available in 2010.
OFFSET and CHOOSE formulas
Using INDEX and MATCH Combining the INDEX and MATCH formulas to create a more robust formula for linking to external files.
I already know thisI have some idea, but I'd like to brush upI definitely need to learn thisI don't need this in my job
About Financial Modelling; What is Financial Modelling? What is the structure of a Financial Model?
Skills needed for Financial Modelling
Best Practice in Financial Modelling
Rebuilding an Inherited Model How to find your way around someone else's model (without having to rebuild it!)
What Makes a Good Model? Critique of a poor model.
Making a model user-friendly; Tools which can make your model easy to use and navigate.
Assumptions Documentation Tools in Excel
Overview of Scenario Methods; Different practical scenario analysis techniques in Excel.
In-cell Drop-down Scenarios (Data Validations)
Form Control Drop-down Scenarios (ComboBox)
Scenario Manager Excel Tools
Data Tables; Show multiple scenario outcomes simultaneously with one and two-dimensional Data Tables.
Stress Testing; to validate your underlying assumptions and risk calculations.
Tiering Tables; Create an automatic tiered pricing table.
Break Even and Pricing Analysis; Create a pricing model exploring the relationship between pricing, volume and break even point.
Building a Business Case; staff calculations with compounding inflation, market share, and revenue calculations. Calculate NPV, IRR and Payback period.
Note that this list is not reflective of the Financial Modelling courses; this list is designed to recommend a course for you. For a full list of topics covered in the Financial Modelling courses please see the course outlines at http://www.plumsolutions.com.au/financial-modelling-workshops
I already know thisI have some idea, but I'd like to brush upI definitely need to learn thisI don't need this in my job
Hiding and Grouping rows and columns in a model.
Conditional Formatting
Conditional Formatting with formulas; automate variance analysis using complex conditional formatting
Icon Sets and Colour Scales; Use the new features of conditional formatting in Excel 2010 to create automatically generated icons and colour scales.
Form Controls; combo drop-down boxes, spin buttons, check boxes and scroll bars etc.
Array Formulas; What are they and when should we use them?
Goal Seeking; Set your output calculations to exactly the value you require by adjusting inputs.
Solver; Calculate the number which satisfies different input parameters.
Optimise predicted results in a model based on requirements and input conditions using Goal Seek and Solver.
Use Autofilters to show only required data.
Use Advanced Autofilters.
Linking to External files; Learn to manage links and minimise risk.
Macros in Financial Modelling; How to record and edit a macro, incorporating them into a Financial Model.
Macro Reporting Exercise; Build your own macro into a report which formats the report depending on its data.
Circular References; Audit and fix unintentional circular references.
Circular Formulas; The few instances in which an iterative calculation is used to create an intentional circular reference.
I already know thisI have some idea, but I'd like to brush upI definitely need to learn thisI don't need this in my job
Parsing and Ampersand; Join and split cells, and create dynamic text.
Working with text; Import, manipulate and clean your data using text functions.
Working with dates in Excel.
Decision Trees; Scientifically calculate the payoffs for various projects and decisions in Excel.
Mean, Median and Mode; the practical usage in Excel modelling of these common statistical calculations.
One to Many, Many to one relationships in data analysis.
Note that this list is not reflective of the Data Analysis and Reporting course; this list is designed to recommend a course for you. For a full list of topics covered in the Data Analysis and Reporting course please see the course outline at http://www.plumsolutions.com.au/workshops/data-analysis-and-reporting
I already know thisI have some idea, but I'd like to brush upI definitely need to learn thisI don't need this in my job
Reporting Best Practice
Actual vs Budget Template Management Report
Balanced Scorecards
Key Performance Indicators (KPIs) and Metrics reporting
Dashboards reporting in Excel.
Pros and cons of using pivot tables in Financial Modelling.
How to create a pivot table in Excel.
Performing a variance analysis on a mangement report with "alert flags".
Summarising data and displaying results in PowerPoint.
Linking Excel and PowerPoint.
Presentation of Model Output
I already know thisI have some idea, but I'd like to brush upI definitely need to learn thisI don't need this in my job
Basic Management Reporting; What does a "management pack" contain and what is it used for?
Financial Statements overview; Components and meaning of a P and L, Balance sheet and Cashflow statement.
Why and how we should forecast?
Forecasting for Seasonality; Modelling a seasonality index in forecasting.
Modelling for Stepped Costs; modelling fixed and variable costs.
What's the Difference between CAPEX and OPEX?
Budgeting and Forecasting Basics; What's the difference between a budget and a forecast? What is a rolling forecast?
Depreciation Fundamentals; How does the purchase of capital items affect expenses and cashflow?
Note that this list is not reflective of the Budgeting and Forecasting course; this list is designed to recommend a course for you. For a full list of topics covered in the Budgeting and Forecasting course please see the course outline at http://www.plumsolutions.com.au/workshops/budgeting-and-forecasting-excel
NOTE
This information is being collected for the purpose of recommending a course to suit your needs. There are no right or wrong answers and you won't be excluded from any course on the basis of your answers. Once you have submitted this form, we will be in touch with your recommended available courses.
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