Excel Financial Modeling Best Practices

Learn many amazing techniques that will not only help you to save valuable time when building your Excel-based models but will also improve the accuracy and quality of your results.

 

Excel remains the tool of choice for many professionals when building financial models, including forecasted financial statements and budgets. Yet many of these professionals have never received any training on the best practices associated with generating financial modeling spreadsheets.

This session will review topics such as best practices for financial modeling workbooks and using Excel’s Solver tool.

This program focuses on techniques found in Microsoft Office Excel 2013 and newer designed for the Windows operating system.

Applicable For

Accountants and business professionals seeking to utilize Excel as a financial modeling tool

Content

Upon completing this course, you should be able to:

  • Identify ten best practices for creating financial models in Excel
  • Utilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses
  • Create optimization models using Excel’s Solver tool
  • Implement procedures for eliminating errors in Excel-based financial models
  • Incorporate various formatting techniques to improve the usefulness of reports

What to Expect

Upon completing the registration process, you will receive an email from the provider within two business days confirming your registration along with instructions on how to join. Registrants can come and go from the course as often as they like.

Access to the course will expire December 31.2022.

A test with 5 questions per hour and a 70% pass rate is required to confirm attendance.

How Do I Connect?

Follow the steps outlined in the provider email to join the training session.

If you are having any technical issues during the session, please view the Help resources, where you will find technical support for the most common questions. If you need additional assistance, please call 1 985.542.9390 or send an email to [email protected].

CPA Manitoba PD Terms and Conditions

When
4/1/2022 - 3/31/2023
Online registration not available.

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