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Quick Look Course Summary:Advanced Excel Course & Financial Modelling Course For Accountants
  • Next Public Course Date:

  • Length: 3 day(s)

  • Price (at your venue): 1 Person R 17,953 EX VAT 3 Person R 12,518 EX VAT 10 Person R 8,424 EX VAT

  • Certification Type:Non Accredited

  • Locations & Venues: Off-site or in-house. We train in all major city centres throughout South Africa.

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    Please note: This is a non-accredited skills programme. Delegates receive a BOTI certificate of completion — it is not an accredited qualification or SAQA unit-standard credit. Please confirm any accreditation requirements with us before booking.

    Advanced Excel Course for  Accountants

    Sensitivity Analysis in Excel (Financial Modelling) and Advanced Excel Formulas

    Learn to perform a sensitivity analysis in Excel with this module on advanced financial modelling. The material focuses on applications suited to professionals working in financial planning & analysis (FP&A) and other finance-related areas.

    ‘A formula to be reckoned with’

    This course first structures a simple balance sheet and income statement. The module then uses direct and indirect methods in measuring financial sensitivity in line with both operating and financial stresses and our sensitivity analysis. The idea is to provide a set of practical modelling skills that can be used in your workplace. Upon completion of this module, you will have gained an in-depth understanding of how to build a comprehensive sensitivity analysis system into your Excel financial model.

    It also starts to provide the relevant tools to sort and summarise large data sources to provide inputs to your financial models. Techniques are then taught as to how to audit/review your model.

    Financial Statements and Excel

    • Dynamic financial statements. Structuring:
      • Balance Sheet
      • Income Statement
      • Cash Flow Statement
    • Calculating key financial ratios

    Model Integration and Financial Sensitivity

      • Overview
      • Direct Method

    Auditing

      • Tracing Precedent cells
      • Tracing the Dependents of a Cell
      • Displaying Formulas Within the Sheet

    Solving Formula Errors

      • Using Named Ranges
      • Understanding Formula Errors
      • Using the Trace Errors Commands

    Analyzing and presenting results – Financial Data

      • Overview
      • Charts in Excel
      • Gravity Sort Overview

    Course description part 2 – Advanced Excel Formulas and Functions

    The next level of Excel spreadsheet formulas takes you to the next level of Excel where you will learn the most advanced functions and formulas as well as types of financial analysis that will enable you to rapidly advance your skills in becoming an Excel expert.

    New Skills

    Specifically designed for those who are already proficient in Excel, the material in this advanced course will give you financial analyst skills used in investment banking, corporate development, private equity, equity research, commerce, and FP&A.

    Content and Overview

    In this course, you will learn to perform dynamic analysis and learn the power of advanced Excel functions. You will rapidly advance to using combinations of functions and formulas that are easy to follow and that will help guide you through the process. We also cover a number of functions and formulas in detail, including:

    FINANCIAL SPECIFIC FORMULAS

      • XNPV and XIRR
      • PMT, IPMT and principal payment calculations

    OTHER ADVANCED FORMULA (USED IN FINANCIAL CONTEXT)

      • INDEX and MATCH
      • IF with AND/OR
      • OFFSET combined with other formulas

    Why Participants Should Learn:

      • Professionalism and Efficiency: Mastering Excel transforms work output, enhancing professionalism and efficiency.
      • Customization and Visualization: Learn to customize Excel environments for better data visualization and interpretation.

    Target Audience:

    An advanced Excel course is suitable for:

    • Business professionals handling complex data, reports, and analyses.
    • Data analysts and scientists wanting advanced data manipulation skills.
    • Project managers working on project plans and data analysis.
    • Accountants and auditors seeking efficiency in financial reporting.
    • Entrepreneurs managing financial data for their businesses.
    • Researchers and academics using Excel for data analysis and visualization.
    • HR professionals handling large employee datasets.
    • Marketing analysts analyzing campaign data and creating reports.
    • IT professionals working with databases and ETL processes.

    Contact Us Now!

    Please Phone Us Now To Speak to One of Our Friendly Consultants to Provide This Course around your schedule:

    Tel: 011-882-8853

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    [email protected]

    Frequently Asked Questions

    Is this course accredited?

    BOTI offers a mix of SETA-accredited, internationally-certified (VMEdu) and non-accredited skills-programme courses. Please confirm a specific course's accreditation status with us when you enquire. All delegates receive a certificate of completion.

    Can this course be delivered in-house at our premises?

    Yes. Every BOTI course can be delivered on-site at your offices anywhere in South Africa, or at a scheduled public venue, and can be customised to your team and industry.

    How do I book or get a quote?

    Use the enquiry form on this page for a tailored quote, or call 011 882 8853 / email [email protected]. The course length and next public course date are shown in the Quick Look summary.

    Can this training count towards our B-BBEE scorecard?

    Yes - skills development training can contribute to your B-BBEE scorecard, and where learnerships apply you may also access SETA grants and the Section 12H tax allowance. Ask us how to structure it for maximum points.

    Do you tailor the training to our industry?

    Yes. Our training is built around your business, using practical, real-world examples relevant to your team and sector.

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