London

Venue and transport links

course-venue-pic
  • Aldgate East
  • The White Chapel Building
    5th floor
    10 Whitechapel High Street
    London
    E1 8QS
  • View venue
"I like that the public courses are supported by online training. I can learn at my own pace and time, which has helped increase my confidence in the work that I do." ~ research analyst, global financial institution

Who should attend the course?

Experienced Finance Professionals

Working for a leading financial institution means you will be working in a highly competitive environment. In order to stay ahead you will need to keep pace with your colleagues. AMT’s public courses ensure that you maintain and enhance the knowledge and skills you need to continuously deliver a professional level of service to your clients. Hence becoming more effective in the workplace and helping advance your career. Learn or refresh your skills in financial statement analysis, financial modeling and valuation, and stay ahead of the curve.

What courses complement this one?

Structuring the Deal

To get a comprehensive understanding of how to successfully structure a transaction, study over 5 days:

 

 

Book all 5 courses

Course details

Excel Power Modeling

This program covers a range of tools and techniques in Excel designed to improve effectiveness and efficiency. The program covers building scenarios into models using a variety of functions, together with adding in on sheet controls, sensitivity analyses and flexible output tables. The topics in this menu can be chosen according to delegates’ needs.

 

Learning outcomes

  • Modeling with speed and style
    • Setting up toolbars so that Excel can be used as efficiently as possible
    • Setting up formatting styles
    • Custom number formats
  • Keeping circularities under control
    • Working with intentional circular references
    • Debugging a model with non-intentional circular references
    • Avoiding intentional circular references with a circular reference macro
  • Flexible output tables
    • Use functions to extract information from a model
    • VLOOKUP
    • HLOOKUP
    • OFFSET
    • INDEX
    • MATCH
    • Data validation
    • INDIRECT
  •  Scenarios
    • Building scenarios into the model
    • CHOOSE
    • OFFSET
    • INDEX
    • MATCH
    • On sheet controls
    • Conditional Formatting
  • Working with text and dates
    • Creating dynamic headings and footnotes in the model
    • Working with dates
    • Concatenation
    • TEXT function
    • UPPER, LOWER, PROPER functions
    • TRIM and CLEAN functions
    • RIGHT, LEFT & MID functions
    • DATE, DAY, MONTH, YEAR functions
  • Sensitivity analysis
    • Run sensitivities on model outputs
    • One-input data tables
    • Two-input data tables
    • Three-input data tables
    • Data table secrets
  •  Lists
    • Creating lists
    • Sorting
    • Basic and advanced filtering
    • SUMIF and COUNTIF
    • Calculate with advanced criteria with database functions
    • Pivot tables
  • Other functionality
    • Printing with views
    • Print macro
    • Print macro with a form for easy print selection
    • User defined functions
    • Beauty save macro
    • Protecting your work
    • Charts
    • Arrays
    • Range names
    • Shortcuts

 

 


What will you receive on the course?

While this is a face to face training course, a blended learning approach is taken and delegates will be provided with access to AMT Online. Our study materials contain both the knowledge and practice materials required to assist with the learning process and help you in your job role. Course materials include:

 

  • printed course binder with copy of the slides
  • laminated summary sheets
  • 24/7 access to AMT Online (AMTO)
  • class recordings
  • course notes
  • quizzes
  • electronic homework/study files