Course Overview
This course introduces you to financial modelling concepts, guides you through planning and structuring models, and explains how to project income statements, balance sheets, and cash flows. You will also learn advanced modelling practices and key Excel features that every financial modeller should master. By the end of this training, you will have a thorough understanding of how financial models are used to support decision-making in business, investment, and corporate finance.
Learning Outcomes
By completing the Financial Modeling Using Excel course, you will be able to:
- Understand the fundamentals and applications of financial modelling.
- Plan and structure a financial model effectively.
- Build and adapt a reusable financial model template.
- Project and analyse income statements to assess business performance.
- Develop accurate balance sheet projections.
- Forecast cash flows to evaluate liquidity and investment feasibility.
- Apply advanced financial modelling techniques to real-world scenarios.
- Use key Excel features tailored for financial modelling.
Why Enrol in This Course?
Financial modelling is an indispensable skill for finance professionals, entrepreneurs, and analysts worldwide. Organisations across investment banking, corporate finance, and consulting rely on accurate models to guide strategic decisions. This CPD-accredited course equips you with the knowledge needed to construct financial models that drive value and clarity.
You’ll benefit from:
- A CPD-accredited certificate to strengthen your professional credentials.
- Step-by-step modules on planning, building, and projecting models.
- Advanced Excel insights specifically for financial modelling.
- Flexible online study, giving you lifetime access to all resources.
Who is This Course for?
This course is suitable for:
- Finance students and graduates preparing for careers in banking or corporate finance.
- Professionals in accounting, consulting, or investment analysis seeking to enhance their skills.
- Entrepreneurs and business owners who want to understand financial forecasting.
- Analysts and managers responsible for strategic financial planning.
- Anyone interested in learning financial modelling for career development.
Prerequisites for This Course
There are no formal prerequisites for the Financial Modeling Using Excel course. It is suitable for learners of all backgrounds, though basic Excel familiarity will be beneficial.
Certification
Upon completing the course and passing the final exam, you will receive a CPD QS Accredited Certificate from Apex Learning. This certification demonstrates your qualifications and skills. The Digital version of the certificate is available for a discounted price of £9.99 only, and you can order a hard copy of the certificate for a discounted price of £14.99 only.
📍Note: Discounted certificate pricing is available for a limited time only. Secure yours before the offer ends!
Career Path
Upon completing the Financial Modeling Using Excel course, you will be equipped to explore a variety of roles in finance, accounting, and investment:
- Financial Analyst – £30,000 to £45,000 annually
Build financial models to support investment and business decisions. - Investment Banking Analyst – £40,000 to £60,000 annually
Develop models for valuations, mergers, and acquisitions. - Corporate Finance Associate – £35,000 to £55,000 annually
Support business planning, capital raising, and financial forecasting. - Equity Research Analyst – £40,000 to £65,000 annually
Produce financial projections and valuation models for listed companies. - Management Consultant – £45,000 to £70,000 annually
Use financial models to provide data-driven strategic advice.
Financial Modeling Using Excel | CPD Accredited Online Course UK
In today’s finance-driven world, financial modelling has become an essential skill for professionals in banking, investment, and corporate strategy. According to LinkedIn’s Emerging Jobs Report, financial analysis and modelling are among the most sought-after skills in the global job market. The Financial Modeling Using Excel course is CPD-accredited and provides learners with a complete framework to build, structure, and interpret financial models confidently.
Course Overview
This course introduces you to financial modelling concepts, guides you through planning and structuring models, and explains how to project income statements, balance sheets, and cash flows. You will also learn advanced modelling practices and key Excel features that every financial modeller should master. By the end of this training, you will have a thorough understanding of how financial models are used to support decision-making in business, investment, and corporate finance.
Learning Outcomes
By completing the Financial Modeling Using Excel course, you will be able to:
- Understand the fundamentals and applications of financial modelling.
- Plan and structure a financial model effectively.
- Build and adapt a reusable financial model template.
- Project and analyse income statements to assess business performance.
- Develop accurate balance sheet projections.
- Forecast cash flows to evaluate liquidity and investment feasibility.
- Apply advanced financial modelling techniques to real-world scenarios.
- Use key Excel features tailored for financial modelling.
Why Enrol in This Course?
Financial modelling is an indispensable skill for finance professionals, entrepreneurs, and analysts worldwide. Organisations across investment banking, corporate finance, and consulting rely on accurate models to guide strategic decisions. This CPD-accredited course equips you with the knowledge needed to construct financial models that drive value and clarity.
You’ll benefit from:
- A CPD-accredited certificate to strengthen your professional credentials.
- Step-by-step modules on planning, building, and projecting models.
- Advanced Excel insights specifically for financial modelling.
- Flexible online study, giving you lifetime access to all resources.
Who is This Course for?
This course is suitable for:
- Finance students and graduates preparing for careers in banking or corporate finance.
- Professionals in accounting, consulting, or investment analysis seeking to enhance their skills.
- Entrepreneurs and business owners who want to understand financial forecasting.
- Analysts and managers responsible for strategic financial planning.
- Anyone interested in learning financial modelling for career development.
Prerequisites
There are no formal prerequisites for the Financial Modeling Using Excel course. It is suitable for learners of all backgrounds, though basic Excel familiarity will be beneficial.
Assessment Method
Assessment for the course is conducted through an automated multiple-choice exam. A score of 60% is required to pass and earn the CPD Accredited Certificate. Reflective assignments are provided to enhance your learning, with expert tutor feedback available.
Certification
Upon completing the course and passing the final exam, you will receive a CPD QS Accredited Certificate from Apex Learning. This certification demonstrates your qualifications and skills. The Digital version of the certificate is available for a discounted price of £9.99 only, and you can order a hard copy of the certificate for a discounted price of £14.99 only.
📍Note: Discounted certificate pricing is available for a limited time only. Secure yours before the offer ends!
Career Path
Upon completing the Financial Modeling Using Excel course, you will be equipped to explore a variety of roles in finance, accounting, and investment:
- Financial Analyst – £30,000 to £45,000 annually
Build financial models to support investment and business decisions. - Investment Banking Analyst – £40,000 to £60,000 annually
Develop models for valuations, mergers, and acquisitions. - Corporate Finance Associate – £35,000 to £55,000 annually
Support business planning, capital raising, and financial forecasting. - Equity Research Analyst – £40,000 to £65,000 annually
Produce financial projections and valuation models for listed companies. - Management Consultant – £45,000 to £70,000 annually
Use financial models to provide data-driven strategic advice.
Frequestly Asked Questions
Is this course fully online?
Yes, the course is entirely online and accessible from anywhere with lifetime access.
Do I need advanced Excel knowledge to enrol?
No, only basic Excel knowledge is recommended. The course explains everything step by step.
Will I receive a certificate after completing the course?
Yes, you will receive a CPD-accredited certificate upon successful completion.
Will I receive a certificate after completing the course?
Yes, you will receive a CPD-accredited certificate upon successful completion.
How long does it take to complete the course?
The course is self-paced; most learners finish within 3–5 weeks.
Can this course help me in investment banking or corporate finance careers?
Yes, financial modelling is a core skill in these fields, and this certification strengthens your professional profile.
Course Curriculum
- 3 sections
- 6 lectures
- 00:00:00 total length
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Welcome to the Course! Get the Overview of What You’ll Learn 00:04:00 -
Planning your Financial Model 00:09:00
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Building a Model Template 00:12:00
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Projecting the Income Statement 00:13:00
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Projecting the Balance Sheet 00:17:00
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Projecting Cash Flows 00:14:00
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Advanced Financial Modeling 00:14:00
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BONUS LESSON: Top 5 Excel Features for Financial Modellers 00:08:00
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Resources – Financial Modeling Using Excel 00:00:00
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Claim Your Certificate 00:00:00
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£21.99
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This course includes:
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Duration:1 hour, 31 minutes
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Access:1 year access
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Level:
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CPD Points:10