The Plum Solutions Financial Modelling Series contains three online courses:
GST is not payable for those outside Australia.
If you're located near Sydney, Melbourne or Brisbane, consider doing part online and part workshop. Check out our mixed bundles.
Got some time on your hands? Take all three courses for only AUD$525+GST, AND get the book included. That's a saving of 30%! Note that this book acts as a handy study companion to this course for additional supplementary reading and exercises. Purchase of the book is recommended, but not required to complete the course, as extensive notes are also provided as part of the online course materials.
You get 12 weeks' simultaneous access to all three courses, plus 16 weeks of support. The hardcopy version of the book will be sent out to you, but you do not need to wait for the book before starting the course. For more information about receiving the book, please see the FAQs.
Scroll to the bottom of this page to purchase this product. You must purchase all three courses in one transaction from this page to get this special deal. More detail about how the online courses work
Your Plum Solutions online training course includes access to the Financial Modelling Support Centre as part of your subscription.
Available in hard copy version only.
• Choosing between Excel versions
• Overview of best practice financial modelling techniques
• Common Excel error values in financial modelling
• Correcting and suppressing errors
• Locating and fixing circular references
• Allowing iterative calculations when circular references are maintained
• Selecting the formula or tool which is most appropriate for each modelling situation
• Nesting formulas
• Useful functions in financial modelling such as COLUMN, CHOOSE, OFFSET, LOOKUP and TRANSPOSE
• Using LOOKUP functions in tiered pricing models (volume break discounting)
• Pros and cons of using array functions and their use in financial modelling
• Use of form controls such as spin buttons and combo boxes
• Rebuilding an inherited model
• How long should a formula be? Deciding when to break a complex formula in several steps to maintain transparency and allowing ease of model auditing
• Comparison of different methods of modelling escalation and growth calculations
• Presenting model output using a chart on two different axes and chart types
• Creating a Waterfall Chart in Excel
• Pivot tables – summarise, dissect and analyse large amounts of data
• Why pivot tables are not commonly uses in financial modelling, and other alternative tools
• Automate your financial model for the user with Macros. Recording and modifying VBA code and creating macro buttons
Learn different methods of what-if, scenario and sensitivity analysis in Excel using:
• Show multiple scenario outcomes simultaneously with one and two-dimensional Data Tables
• Learn how to automatically highlight selected scenarios using complex conditional formatting
• Using the Scenario Manager
• Manual scenario building
- In-cell drop-down boxes
- Combo-box drop down boxes
At each step during the course, participants build and practice each formula, tool and technique. Record your own macro with buttons, build a pivot table, and create drop-down boxes.
Building on the tools and techniques covered, we will learn to apply advanced modelling skills to build complex, yet robust and user-friendly financial models.
Factory Rollout Model
Working on a startup funding model from start to finish we will evaluate input assumptions, calculate revenue and costs of production to calculate cash requirements. From this, we build a full set of financial statement with particular emphasis on linking the profit & loss statement, cash flow statement and balance sheet together.
Utilising the tools and techniques covered in the first part of the course, participants will build their own financial model case study, performing stress testing, scenario and sensitivity analysis on their model.
Price: $525.00 ex GST
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