Financial modeling and methodology with MS Excel

Expand your knowledge and integrate modeling standards.


overall satisfaction for this course

?Average calculated from scores obtained from 222 participants who took this course.
See the training dates
  • Duration 2 days
  • Regular fee 945
  • Preferential fee 850?
  • Locations
    • Virtual Classroom
  • Laboratory

Accreditation and partner associations

  • 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).

Training Details


  • 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

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

Select the training date*

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

    September 24 to September 25 2020 - CONFIRMED

  • Virtual Classroom

    November 26 to November 27 2020

Trainer(s) assigned(s)