Financial modeling and methodology with MS Excel - Part 1

Expand your knowledge and integrate modeling standards.


overall satisfaction for this course

?Average calculated from scores obtained from 222 participants who took this course.
  • Duration 2 days
  • Regular fee 945
  • Preferential fee 850?
  • Locations
    • Montreal
    • Quebec City
  • Laboratory

Accreditation and partners association

  • Project Management Institute 12 PDU


To provide the knowledge and skills required to master the advanced features of Excel and pair these with a rigorous methodology in order to build superior accounting and financial models, according to best business practices.

Targeted audience

All management positions.


Experience with MS Excel (Course CH128).

Customer Testimonials

Good for managers as well as for finance in general. Excellent course.

Anh-Thu N. / Conseillère en systèmes de gestion, Ville de Montréal


  • Discover little-known features of Excel: shortcuts, expert tips and tricks
  • Using tools: sensitivity analysis and possible scenarios, data analysis with dynamic pivot tables, polished graphics
  • Creating macros
  • Improving the mastery of functions: integrating multiple functions and creating formulas to handle complex calculations
  • Best practices in financial modeling: planning a model, incorporating proven methods
  • Rigorously controlling and organizing data: optimizing, simplifying and standardizing models, reducing operational risks
  • Combining features and tools in building accounting and financial models
  • Formula auditing tools: watch windows, tracing precedents, tracing dependents, etc.
  • Naming cells: managing names, defining names, applying names, etc.
  • Mastering Excel: exercises and completion of a case study


*Unless stated otherwise, all sessions are in French.
  • Montreal

    September 5 to September 6 2019

  • Quebec City

    September 19 to September 20 2019

Trainer(s) assigned(s)