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15 - 18 September 2025
In Person or Live Digital

Certificate in Financial Modelling Using Excel

Acquire fundamental skills to develop a framework for creating efficient and powerful financial models that aid the decision making process

Sign Up for Our Certificate in Financial Modelling Using Excel Training

Improve your financial planning skills and Excel modelling skills to become more effective managers

Course Overview

Excel’s current advanced functionality together with its formatting and visual design capabilities creates a basis for its extensive use as a data modelling and business reporting tool. This very practical course provides participants with an understanding of the fundamental concepts appropriate to data modelling and Excel techniques to improve how the model outputs are reported.

The course covers the most important tools used in financial modelling, analysis and reporting, including:

  • Understanding the principles for planning and designing efficient financial models
  • Improving Excel expertise in formatting, functions and effective data entry and manipulation
  • Enhancing Excel knowledge in formatting tools, and in data slicing and dicing, data massaging, data aggregation and data integration using pivot tables

Benefits of Attending

  • Understand the key applications and fundamental principles of financial modelling
  • Discover the tools to interpret data and build financial models using essential Excel skills
  • Learn how to use conditional formatting and sparklines to improve your analysis
  • Know How to use visual effects and charting functionality, including the use of form controls
  • Improve the user-friendliness and efficiency of your financial models through recording, writing and editing powerful macros
  • Explore how to summarise, present and communicate data clearly and concisely

Run this course in-house

For over 29 years, Informa Connect Academy’s customised training solutions have helped organisations deliver tailored learning in different languages to suit every requirement.

Bespoke training designed for your organisation only, combining traditional classroom setting, blended and online learning models

Is this course for you?

Who Should Attend?

This hands-on course is designed for middle and senior business and finance professionals as well as general managers who need to use financial models to measure business performance, including:

  • Finance Managers
  • Financial Controllers
  • Management Accountants
  • Business Analysts
  • Strategy Directors and Managers

About the CPE Credits

A maximum 24 of CPEs can be earned in the fields of Computer Software &App - 22, Finance - 6 , Specialised Knowledge - 6

  • Programme Level: Intermediate
  • Compulsory Requirements for Instructional Delivery for Virtual Participants
  • Course Prerequisite: None
  • Advanced Preparation: Reading material will be sent prior to the course

Certification Criteria

You must meet two criteria to be eligible for an Informa Connect Academy Certificate of Completion:

  • Satisfactory attendance: You must attend all sessions of the course. If you miss more than two hours of the course you will not be eligible to receive the Certificate
  • Successful completion of the course assessment: The course includes a mandatory pre-course and post-course assessment along with ongoing in-class participation and activities

Learn More About This Training Course

Delivered by Peter

Peter is a business management consultant and professional skills management trainer. He is an Executive Director of a South African based consulting practice, which he established in 2004 using the extensive experience gained through his exposure to the holistic corporate financial services environment, where he spent the first twenty years of his career.

Certified by CPD UK

The CPD Certification Service is an independent accreditation centre working across all sectors, disciplines and further learning applications and supports policies of institutional and professional organisations globally.

Run this course in-house

Informa Connect Academy’s customised training solutions have helped organisations deliver tailored learning in different languages to suit every requirement

General Secretary, Sisco Holding SAL, Lebanon

"An excellent training course that assisted and improved my understanding of risk management greatly."