K2’S Excel Financial Modeling Best Practices

Instructor

Thomas Stephens

Excel remains the tool of choice for many professionals to build financial models, including forecasted financial statements and budgets. Yet many have never received any training on best practices to create financial modeling spreadsheets. Join us to learn amazing techniques that will save valuable time and improve the accuracy and quality of your results.

Learning Objectives

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

Major Topics

Design considerations for Excel-based models
Advanced options for analyzing your models
Troubleshooting your models
Formatting reports for improved readability

CPE Credits Available

Total CPE

2: Finance

Things to Know About This Course

Course Level

Intermediate

Prerequisites

Fundamental knowledge of computer operations and Microsoft Office Excel

Advanced Preparation

None

Intended Audience

Business professionals who are seeking to utilize the Windows-based version of Excel more efficiently and effectively when creating financial models, plans, and analyses

Provider

ACPEN