Financial Modelling

This course develops practical skills in Microsoft Excel for financial modelling, analysis, and decision-making. Students will learn how to use Excel efficiently to organise financial information, apply formulas and functions, manage references, analyse data, and build structured financial models.

The course combines guided learning, hands-on practice, and applied financial modelling exercises to help students move from basic Excel techniques to more advanced modelling tasks.

By the end of the course, students should be able to:

• Navigate and work efficiently within Excel.

• Apply essential Excel formulas, functions, and cell references.

• Format and structure financial information professionally.

• Use named ranges, data tools, filters, and auditing techniques.

• Build and work with financial model assumptions.

• Apply financial modelling techniques to practical scenarios.

• Check, analyse, and improve the accuracy of Excel models.

• Present financial information clearly and professionally.

Learning Approach

The course is practical and activity-based. Students will work through Excel exercises, practice labs, and financial modelling activities designed to reinforce concepts through application.

Students are expected to complete activities progressively, practise the techniques demonstrated, and submit required Excel workbooks through Moodle.

By completing this course, students will develop a practical foundation in Excel that can be applied to financial analysis, business planning, budgeting, forecasting, and decision-making.