Financial modelling - Essential introduction

9 September 2019
London, Edinburgh, Birmingham

Member price in Scotland: £361.25 + VAT
Non-member price in Scotland: £425 + VAT

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

Member price in England: £612 + VAT
Non-member price in England: £720 + VAT

Please note, due to differences regarding external costs, courses outside of Scotland are priced separately. ICAS members are eligible for a discounted price on all courses running in England & Wales.

Edinburgh, 26 September 2019

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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. It covers all the basic excel required in order to start to build a financial model.  Laptops (excel v.2007) are provided.

Full speaker list


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  • 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


London, Edinburgh, Birmingham


Tel: 0330 060 3303


  • Corporate and financial reporting
  • England and Wales
  • Scotland
  • Training courses
  • Edinburgh
  • London and Home Counties
  • Birmingham and the Midlands
  • Technology

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