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Financial Modeling Using Excel – CPD Accredited Online Course UK
Build robust financial models and excel in finance.
Master the skills to plan, structure, and analyse financial models with confidence. In today’s finance-driven world, accurate financial models are critical for investment decisions, business strategy, and corporate planning. Professionals who can create and interpret these models are highly sought after across banking, investment, and corporate sectors.
Demand for financial modeling skills is growing. According to LinkedIn and UK job market reports, roles requiring Excel-based financial modeling are among the most in-demand, with salaries ranging from £30,000 for entry-level analysts to £70,000+ for senior corporate finance or consulting roles.
Through this CPD-accredited course, you will learn to develop income statements, balance sheets, and cash flow forecasts, while mastering advanced Excel techniques. Build career-ready financial modeling skills that employers value and confidently support business decisions.
Start today and gain the expertise to analyse data, forecast performance, and make informed financial decisions.
Course Overview of Financial Modeling Using Excel
The Financial Modeling Using Excel course equips learners with practical frameworks to build, analyse, and interpret financial models. Ideal for beginners and professionals alike, it provides structured guidance on planning, structuring, and projecting models in Excel.
Key modules include:
- Introduction to financial modeling fundamentals
- Planning and structuring a financial model
- Building reusable model templates for efficiency
- Income statement projections and performance analysis
- Balance sheet forecasting and asset/liability management
- Cash flow projections and liquidity evaluation
- Advanced modeling techniques for real-world scenarios
- Essential Excel functions for financial modeling
Each module develops skills to create accurate models, support strategic decision-making, and interpret financial data with confidence.
Learning Outcomes
By completing this course, learners will be able to:
- Understand the fundamentals and applications of financial modeling
- Plan and structure models effectively for business and investment purposes
- Build and adapt reusable Excel-based model templates
- Analyse income statements to assess financial performance
- Develop accurate balance sheet projections
- Forecast cash flows to evaluate liquidity and investment feasibility
- Apply advanced modeling techniques to complex scenarios
- Utilise Excel features specifically tailored for financial modeling
- Support data-driven decision-making in corporate finance and investment
Following Courses are Included With This Course (For Free) - Limited Time!
Why Enrol in This Financial Modeling Using Excel Course?
Financial modeling is a core skill for finance professionals, analysts, and entrepreneurs. This CPD-accredited course provides knowledge and practical insights to create robust, reliable financial models that guide strategic decisions.
Benefits include:
- CPD-accredited certification to enhance professional credentials
- Step-by-step modules on planning, building, and projecting financial models
- Advanced Excel training for model efficiency and accuracy
- Flexible online study with lifetime access to course resources
- Career-ready skills to support investment, corporate planning, and financial strategy
Who is This Financial Modeling Using Excel Course for?
This course is perfect for:
- Finance students and graduates preparing for careers in banking, investment, or corporate finance
- Professionals in accounting, consulting, or financial analysis seeking advanced Excel modeling skills
- Entrepreneurs and business owners needing financial forecasting capabilities
- Analysts and managers responsible for corporate planning or strategic decision-making
- Anyone aiming to strengthen financial literacy and modeling expertise
Prerequisites
No formal prerequisites are required. Learners should ideally have basic Excel familiarity to fully engage with advanced functions and formulas.
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
Graduates of this course can pursue diverse roles in finance, banking, and corporate strategy:
- Financial Analyst – £30,000–£45,000: Build models supporting investment and business decisions
- Investment Banking Analyst – £40,000–£60,000: Develop valuations, mergers, and acquisition models
- Corporate Finance Associate – £35,000–£55,000: Support capital raising, financial planning, and budgeting
- Equity Research Analyst – £40,000–£65,000: Produce forecasts and valuation models for public companies
- Management Consultant – £45,000–£70,000: Provide strategic, data-driven advice based on model insights
Completing this course strengthens financial analysis, forecasting, and decision-making capabilities, giving learners a competitive advantage in finance careers.
Frequently Asked Questions
Is this course suitable for beginners in finance?
Yes. It introduces financial modeling concepts step-by-step, from basic structure to advanced Excel techniques, making it ideal for beginners and intermediate learners.
Will this course improve my Excel skills?
Absolutely. The course covers Excel formulas, pivot tables, data analysis tools, and advanced modeling functions relevant to finance and corporate analysis.
Can I use this course for career advancement?
Yes. It equips learners for roles such as financial analyst, investment banking analyst, corporate finance associate, equity research analyst, and management consultant.
Does this course cover UK-specific financial standards?
Yes. It aligns with corporate finance and UK investment practices, preparing learners to work effectively within UK financial systems.
Can entrepreneurs benefit from this course?
Definitely. Entrepreneurs and business owners can forecast cash flows, plan budgets, and evaluate investments using Excel-based financial models.
What kind of projects will I be able to create?
You will be able to build models for income statements, balance sheets, cash flow projections, business valuations, and investment scenario planning.
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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
Welcome to the Course! Get the Overview of What You’ll Learn -
Resources – Financial Modeling Using Excel 00:00:00
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Claim Your Certificate 00:00:00
£21.99
£419
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TAKE ALL COURSES FOR £99This 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