Financial modelling - Essential introduction

1 November 2018

Member price: £361.25 + VAT

Non-member price: £425 + VAT

Please note, the ICAS member discount will be applied after checkout.

Edinburgh, 1 November 2018

Book with BPP

This course has an Online live option available, whereby delegates are able to interact directly with our same expert presenters. Delegates will have access to content via desk or mobile, enabling a flexible approach to learning in three three-hour sessions.

For more information, including an overview of the technology and live class experience, view our explanatory video.

Click on the Book with BPP button to view dates and book

Online Live cost: £425 + VAT

A practical 1 day course covering all of the basic excel skills needed to start building a financial model.

Numerous practical, hands-on exercises are performed to illustrate all the basic excel features and functionality, from basic navigation through to more complex "lookup" functions.

There is a mix of following the instructor on the screen, and exercises designed to help the delegates work the answer out for themselves.

This one-day course is a prerequisite for the subsequent financial modelling course. It covers all the basic excel required in order to start to build a financial model. There is little time to recap these excel basics on the subsequent courses, so it important that delegates who are at all concerned about their basic excel ability should attend this course first. Laptops (excel v.2007) are provided.

Full speaker list


View full event details


  • Excel shortcuts (use of the mouse is actively discouraged)
  • Basic navigation and selection
  • Toolbar and function access
  • Copying and linking
  • Financial modelling essentials: flexibility and dynamism
  • F4 dollarisation (absolute cell referencing)
  • Formatting and styles
  • Excel names
  • Logical statements: IF, AND, OR
  • Lookups:
    • Match
    • VLookup
    • HLookup
    • Switches and drop-down lists




Tel: 0330 060 3303


  • Corporate and financial reporting
  • Scotland
  • Training courses
  • Edinburgh

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