Financial Modelling For Forecasting, Budgeting & Financial Statements in Excel Training Course Outline

Technical Skills

Financial Modelling For Forecasting, Budgeting & Financial Statements in Excel

2-Day Course l 100% HRDC Claimable

Course Introduction

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.

Learning Objectives

Important Excel functions
Time series models, regression and confidence intervals
Forecasting and budgeting
Learn to apply statistical and judgmental forecasting techniques
Reduce turnaround-time in managing your forecast structure and worksheet process
Learn how to version control multiple budget versions
Build your own dynamic scenarios with form controls

Training Modules

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

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Target Audience

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.

Training Methodology

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.

Customization

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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Technical Skills