This is a 2-day hands-on workshop in forecasting and budgeting delivered in Microsoft Excel. Participants learn how to create forecasting and budgeting financial models using Excel.
Being an Excel-intensive class, participants are expected to possess a mid-level working knowledge of MS-Excel. The session teaches participants the Excel and statistics know-how in building a robust budgeting and forecasting financial model.
Financial Models covered are the Budgeting Model, Forecasting Model and the 3 Statement Model. The use of MS-Excel is extensive, and laptops affixed with Excel 2016 (or higher) with Power Query are required. This program is conducted with practical exercises and case studies.
Module 1: Financial Models
Module 2: Building the financial model
Module 3: Forecasting methods
Module 4: Price setting for products & services
Module 5: Cashflow
Module 6: Form Controls
Module 7: Extracting and consolidating historical accounting data
Module 8: NPV & IRR
Module 9: Important Excel knowledge
Module 10: Managing multiple budget versions
This workshop is designed for Finance Executives, Accountants, Financial Analysts, Budget Officers, Business Analysts, and Managers who are involved in budgeting, forecasting, and financial modelling using Microsoft Excel.
This course can be conducted Physically and Online.
Physical Training Methodology
Interactive and experiential — participants learn through group activities, role-plays, discussions and real workplace scenarios.
The trainer will provide live guidance and immediate feedback
to strengthen understanding and practical application.
Online Training Methodology
Engaging and structured — participants join live discussions, breakout rooms, polls and scenario-based activities. Clear visuals and guided facilitation ensure interactive learning and effective application from any location.
Your talents development comes first. That’s why we tailor every course outline to fit your goals and close any existing skill gaps.
Duration
Flexible learning options from half a day to a 3-day sessions (and beyond)
Content
100% customizable modules to match your organisation’s exact training needs
Methodology
Delivered in your preferred format, be it physical, online or a blended approach
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