Skills Needed for Financial Modelling

There’s a lot more to being a good financial modeller than having good Excel skills!  In this video, we cover the key skills needed for Financial Modelling:

  1. Spreadsheeting / Technical Excel Skills
  2. Industry Knowledge
  3. Accounting Knowledge
  4. Business Knowledge
  5. Design skills
  6. Communication / language skills
  7. Numeracy skills
  8. Ability to think logically

Video length: 4 min 43 sec

This segment has been made publicly available as a preview as it forms part of our Financial Modelling in Excel (Intermediate) online course.  Download the course notes which accompany this section.

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Recommended Reading

See the section on “Skills Needed for Financial Modelling” in Chapter 1, page 17 of Using Excel for Business and Financial Modelling.

See this article for a list of Financial Modelling & Excel Resource Links as mentioned in the video.

If you signed up for the Online Financial Modelling Bundle then you will be receiving either a hard copy or ebook version of these books included in your registration.  If you’d like to upgrade to the bundle and complete all three courses, please contact us and we can upgrade your registration!


Download the Transcript for this video (note that transcripts may not be available for all sections of all courses)