Excel Financial Modeling (level 1)

Excel – Financial Modeling (level 1)

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Course outline last update: 2024-02-09
This training course is an introduction to the best practices in financial modeling in Excel. It teaches how to handle Excel functions and functionalities in order to build effective financial models that allow financial forecasts, scenario analysis and sensitivity analysis.
  • Apply best business practices in financial modeling
  • Create scenario analysis and sensitivity analysis
  • Eliminate calculation errors through the use of advanced functions and modeling techniques
  • Apply the Excel functions necessary to develop a dynamic and efficient financial model
  • Introduction to financial modeling
    • What is a financial model?
    • What are dependent and independent variables?
    • What are the best practices in financial modeling in Excel?
  • Scenario ans sensitivity analysis
    • How to build a one-variable sensitivity table?
    • How to build a two-variable sensitivity table?
    • How to use the switch technique?
    • How to use the multiplier technique?
    • How to use the delay technique?
    • How to use the input technique?
    • How to use the scenario manager?
  • Excel financial modeling functions
    • How to use the following functions for more flexibility:
      • Index
      • Match
      • If, Or, And
      • SumIf, SumIfs
      • Sumproduct
      • Offset
  • Interaction between forecast and actual data
    • How to work with actual data and build a rolling forecast?
    • How to build a variance analysis between actual and forecast data?
  • Presentation tips
    • What functions to use to build quick summaries?
    • How to improve a financial model with the Indirect and the Address functions?
    • How to improve the presentation with the Round and IsError functions?
  • Optimization tips
    • How to add total controls and validation pages?
    • How to audit a financial model?
    • How to protect a financial model?
    • How to document a financial model?
This training course is offered in English.
The targeted learners are the professionals who are already using Excel in their day-to-day work activities and have to build financial forecasts, budgets, business cases and data analysis aiming at supporting business decision making.
This online training course lasts approximately 6 hours (3 hours of video and about 3 hours of exercises).
To access the course, click on "Buy this course" to add it to your shopping cart. Then proceed to checkout to complete the transaction. If payment is made by credit card, the course will be available immediately. If payment is made by bank transfer, the course will be available as soon as we have received and processed the payment.
This training is available in asynchronous online format directly on our web platform. The training will be supported by alternating video clips and exercises.
An entry evaluation will be carried out at the start of the course. A final assessment after each training module will validate the achievement of pedagogical objectives. The pass mark is 75 %.

The average score for learners who have completed the course is 89.7 %.
Please let us know if you have any specific requirements. If we can't meet them, we'll refer you to the organizations that can help you, and we'll take their recommendations into account wherever possible.
If you have any questions about this training course, please contact us at info@lecfomasque.com
Sophie Marchand MVP
Sophie Marchand, M.Sc., CPA, CGA, MVP, holds a master degree in corporate finance and a CPA, CGA accounting designation. She is also an MVP Office Apps and Services (Excel) and an MVP Data Platform (Power BI). The MVP designation stands for "Most Valuable Professional". It is awarded by Microsoft to top solution experts who distinguish themselves not only by their skills but also by their involvement in the community. Only 4 professionals in the world have this double qualification. Ms. Marchand has many years of experience in the business and specializes in Excel and Power BI for finance professionals. After being a consultant for many years, she now devotes herself to training and just love to share her passion and knowledge with other professionals. She also leads the Montreal Modern Excel and Power BI users group. Trainer accredited by the Commission des partenaires du marché du travail.
To find out whether or not you should take this training, we strongly suggest that you take an online quiz. If your score is less than 70%,  we strongly suggest to attend our Excel - Intermediate level training course before attending this training course.
Each learner must have access to a portable computer equipped with MS Excel 2007 or more for Windows, or MS Excel 2011 or more for Mac.
Course registration includes PowerPoint presentations, Excel files with examples and exercises and reference to a web site (in French) where many additional resources are available as well as a public forum (in French).
At the end of this training, when all the lessons and quizzes are completed, the learner will be able to download a certificate of completion. This certificate will include the trainer's Emploi-Québec accreditation number, the participant's name, the title and date of the training, the number of hours of training completed, the number of Continuing Education Units (CEUs), as well as the name and signature of the trainer. This certificate meets the requirements of the continuing education obligations of the Quebec professional orders. For private training (via Teams), the certificate will be sent to the learner by email following the completion of the training.

This training qualifies for 0.6 continuing education units (CEUs).

Le CFO masqué membre SOFEDUC - Sceau UECLe CFO masqué is a member of the Société de formation et d’éducation continue (SOFEDUC), which defines a Continuing Education Unit (CEU) as 10 hours of participation in a structured training activity organized and conducted by an accredited organization, facilitated by qualified instructors and culminating in an evaluation. Only SOFEDUC members in good standing are authorized to use the graphic symbol.
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Training course review - Excel Financial Modeling (level 1)
No refunds allowed since you have access to your training material from the moment of payment.
To adjust the size and volume of a video, simply use the buttons shown below. Adjust Sise and Sound of Videos
To move to the next lesson, simply click on the name of the lesson in the bottom right corner of your screen.
If you are trying to take a course that you have already purchased and are asked to purchase it again, you are logged out. Simply log back into your account and this message will disappear.
Once you have completed all the lessons and quizzes, you will see a DOWNLOAD CERTIFICATE button appear next to the course name on the course overview page. You can then click on this button to download or print your certificate of completion.
Since you have lifetime access to your training, you can listen to the videos as many times as you like. However, your certificate will only be accessible when the course is 100% complete. Therefore, before replaying a video (which will restart the counter at 0), it is strongly recommended that you download your certificate first, in order to keep a copy of it, with the original completion date.
Your e-learning course does not come with personalized help. If you have any questions, please ask them on our online forum.
You are not allowed, in any way, to share your training documents and videos with a third party, even if it is a co-worker. This clause is part of our terms of purchase and is intended to preserve our copyright. If you enjoy the content offered by Le CFO masqué, please respect this clause. This will allow us to continue to create quality material. However, we do have an affiliate program in place. Please take advantage of this program to recommend our training to your colleagues and other contacts and we will offer you a 15% commission in return.

Votre formateur

Sophie Marchand M.Sc., CPA, CGA, MVP


Sophie Marchand, M.Sc., CPA, CGA, MVP, holds a master degree in corporate finance and a CPA, CGA accounting designation. She is also an MVP Office Apps and Services (Excel) and an MVP Data Platform (Power BI). The MVP designation stands for "Most Valuable Professional". It is awarded by Microsoft tp solution experts who distinguish themselves not only by their skills but also by their involvement in the community. Only 4 professionals in the world have this double qualification. Ms. Marchand has many years of experience in the business and specializes in Excel and Power BI for finance professionals. After having offered her services for a long time as a consultant, she now devotes herself to training and just love to share her passion and knowledge with other professionals. She also leads the Montreal Modern Excel and Power BI user group.

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Évaluations et commentaires

5.0
Note moyenne
6 évaluations
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Quelle a été votre expérience? Nous aimerions le savoir!
John Marc Franceschini
Écrit il y a 8 mois
Extremely useful content. Very clear, articulate and easy to understand.

Very well organized material and plenty of examples and practice problems to reinforce learnings.

Ornit Shasha
Écrit il y a 10 mois
The training was very well presented and clear.

This course was perfect and very relevant to my work. It's rare to find training that provides this much value.

Lira Gouterman
Écrit il y a 10 mois
Very practical and adapted for actual implementation.

Easy explanation of complex functions, and the training material is a good supplement for understanding.

Liubov Bratita
Écrit il y a 10 mois
Sophie has a vast knowledge of the subject and her passion to share these knowledge is admirable.

I appreciate that we have some additional sources of tricks and tips. In addition, the PPT presentations are clear and precise on the topic. In plus, loved the fact that I could scroll back to hear again what was said to grasp better the new material and to see where my error was while trying exercises on my own.

Antimo Lamberti
Écrit il y a 10 mois
All helpful tips that can be used in a working environnement

The trainer masters the tools and topic. Good rythme and voice, helps in not getting distracted. Very useful materials and tricks.

Mauricio Contri Lam
Écrit il y a 2 ans
Appropriate content, exercises and explanations.

Course covers essential tools and presents very helpful formulas and tips.

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