Financial modelling - Essential introduction

13 August 2018
Edinburgh, London, Online

Face-to-face course

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: £590.75 + VAT
Non-member price in England: £695 + 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.

London, 13 August 2018
London, 14 September 2018
London, 15 October 2018
London, 12 November 2018
London, 17 December 2018

Email to book

Edinburgh, 7 November 2018

Book with BPP

Online Classroom Live course 

This course is also available as an Online Classroom Live (OCR Live) course, giving you greater flexibility and choice as to how you learn. Our expert presenters will deliver the same course content but it is offered through an online environment, across 3 days in three shorter 2-hour bite-size morning sessions.

Price: £425 + VAT
Time: 9.30-11.30am

Click on the button to see a five-minute explanatory video of the OCR Live platform and to book your place.

OCR Live course, 8, 11 and 12 October 2018

Book OCR with BPP

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


Edinburgh, London, Online


Tel: 0330 060 3303


  • Corporate and financial reporting
  • England and Wales
  • Online learning
  • Scotland
  • Training courses
  • Edinburgh
  • London and Home Counties

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