3 Day Masterclass Financial Modelling using Excel & VBA | Terrapinn Training
3 day Masterclass

Advanced Financial Modelling



This is an intensive and hands-on course that is best suited to analysts with several years of experience. You will learn how to apply advanced Excel and VBA to a wide range of financial modelling in a way that is flexible, effective and transparent.

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gain strategic advantage

Increase day-to-day effectiveness and efficiency

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learn from the best

An experienced trainer will teach you to build models which are flexible and powerful, yet as simple as possible

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expand your knowledge

Gain insight into alternative methods and best practices in model design


The course is aimed at experienced Excel modelling practitioners who wish both to consolidate and to extend their knowledge; however, the VBA part of the course does not require prior knowledge, and will start with the basics.

Exercises and practical examples move progressively from the foundations of good model design to applications of advanced Excel functionality, and then to an in-depth coverage of the use of VBA macros in financial modelling.

In just 3 days you will:

  • Increase day-to-day effectiveness and efficiency
  • Learn to build powerful financial models
  • Use a wide range of sensitivity, scenario, and optimisation techniques
  • Master a wide range of advanced Excel functionality
  • Learn to write robust and flexible VBA code
  • Recognise situations where advanced tools can add value in existing models
  • Consolidate existing knowledge and skills, and gain more confidence in the quality and accuracy of your models
  • Gain insight into alternative methods and best practices in model design

Organisations that will benefit:

  • All Forward Thinking Companies
  • Big Corporations
  • Banks
  • Financial Services
  • Financial Consultants
  • Private Equity & Hedge Funds
  • Energy Companies
  • Telecom, Media & Technology Companies
  • Financial Services
  • Retail Companies
  • Holding Companies

Who will attend:

  • CFO's
  • Financial Managers
  • Portfolio Managers
  • Accountants
  • Business, Equity & Credit Analysts
  • Corporate Finance

Course Agenda

  • Big Picture
  • Speed Networking
  • Model Design, Sensitivity and Optimisation Analysis
  • Hands-on exercises: Sensitivity, scenario and variance analysis
  • Hands-on exercise: Optimisation modelling
  • Comprehensive Review of Excel Functions
  • Hands-on exercises with selected functions
  • Using Lookup Functions
  • Overview, their uses and best practices
  • Hands-on exercises
  • Introduction to VBA Macros for Financial Modelling
  • Overview of main uses and benefits of VBA macros
  • General limitations of Excel and the key uses of VBA within financial modelling (overview)
  • Key practical aspects of VBA and its functionality
  • Hands-on exercises
  • Further Hands-On Exercises for Core Financial Modelling Applications
  • Hands-on exercises: Data manipulation
  • Hands-on exercises: Sensitivity, scenarios, simulation and optimisation modelling
  • Hands-on exercises: Resolving circular references using macros (achieve circular logic without circular formulae)
  • Introduction to Other Applications of VBA
  • Hands-on exercises:Simple examples of user-defined functions
  • Hands-on exercises:Code that runs automatically when a cell is changed
  • Hands-on exercises:Forcing a Disclaimer to be read, and running procedures at workbook open and close
  • Global review of Excel modelling best practices, including possibilities created by use of VBA
  • Wrap Up

For further information please call: +44 (0)207 092 1045

  • “The depth and knowledge of my trainer was extremely impressive. In 3 days I have had, without a doubt, a masterclass on the industry. Truly world class.”

    - Gordon Dowall Potter, Past Delegate

  • “Well worth 3 days of study!”

    - Syed Hamza, Past Delegate

  • “The training was excellent! I give it a 10 and will get my trainer's support for my next challenges.”

    - Head of Partnerships & Customer Loyalty at Avis Budget, Past Delegate

  • “Extremely constructive course with a very good dynamic and passionate trainer.”

    - Managing Director at BNP Paribas, Past Delegate

  • “Impressive and cooperative trainer who wanted to make sure the delegates understood.”

    - Budgeting, Planning & Reporting Manager, Past Delegate


We can come to you too! If you have a team of six or more, why not hold a private course? Our experts come to you and the course is tailored to your requirements.

Call +44 (0)20 7092 1045 (United Kingdom)
or +65 6322 2333 (Asia Pacific)
for more details