Advanced Financial Modeling and Dashboards with Excel Skills Training

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When it comes to advanced financial modeling (AFM) there are several important techniques that world-class financial analysts practice. This guide outlines the best, most advanced techniques financial modeler should use or considering using to perform industry-leading financial analysis.

Course Objectives

This course will develop the best practice approaches to structuring fully flexible and auditable models whilst cultivating the most efficient data analysis tools and solve other common modeling problems.

Key Learning Outcomes:

  • Harness Excels tools within a best practice framework
  • Add flexibility to their models through the use of switches and flexible lookups
  • Work efficiently with large data volumes
  • Model debt effectively
  • Approach modeling for tax, debt, pensions and disposals with confidence
  • Build flexible charts and sensitivity analysis to aid the presentation of results


Ice breaker

House Rules


Data management and Analysis

Big Data Management Tech

Calculations validating


Filters & Auto Filters

V & H Look ups


Data Modeling Techniques

Pivot Tables

Power Query


Data Model


Dashboards Development:

Design Principles


Developing simple dynamic Interactive Dashboard



Logical Functions




Text Manipulative


Chart Formatting

Chart Types

3D Formatting

Review of Charts

Introduction to interactive charts

Pivot Charts

Usage & Limitation

Advanced Visualization

Power Map

Power View

Dynamic Charts Using Filters & Sparklines


Excel Reports

Budget Preparation

Financial Management Reports

Growth Drivers

Financial Gearing


Developing Working Sheet

Working Capital

Fixed Assets

Modeling Taxes & Equity

Creating Inputs

Reviewing Model


Team Building Activities



Setting Up Model:

Layout for Scalable Financial Model, Growth Drivers, Asset & Debt Schedule


Forecasting & Predictive Modeling

Projecting P& L, Balance Sheet & Cash flow Statement.


Forecasting & Predictive Modeling

Building & Analyzing Financial Ratios


Forecasting & Predictive Modeling

Building & Analyzing Financial Ratios



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