Financial Modelling Workshop Using Excel

Financial Modelling Workshop Using Excel and Power BI

Build Advanced Financial Models in Excel, Then Present Them as Interactive Power BI Dashboards

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Platform:
Online
In-class
Date Venue Duration
Available on Request Sandton, Gauteng Available on Request

Course Introduction

This interactive Financial Modelling Workshop provides a practical approach to financial modelling using Excel, integrating theoretical knowledge with hands-on exercises. Participants will engage with real-life case studies and have opportunities to present their work, enhancing both learning and practical application.  reconciliation, covering all aspects from processing fixed and variable inputs to detecting and preventing fraud.

Course Objectives

Upon completion, participants will be able to:
  • Apply time value of money calculations accurately
  • Conduct comprehensive financial analyses
  • Calculate the cost of capital using various valuation techniques
  • Build and evaluate forecast financial statement models, including sensitivity analysis
  • Evaluate projects and companies using free cash flow valuation methods
  • Develop advanced financial models using a range of Excel functions and analytical tools
  • Present Excel-based financial models as interactive Power BI dashboards for non-financial stakeholders

Who should attend?

Designed for professionals involved in:
  • Corporate Finance
  • Financial Analysis
  • Investment Banking
  • Financial Control
  • Finance Management
  • Project Valuation and Finance
  • Portfolio Management
  • Private Investment Sector
Target Competencies
  • Financial application development in Excel
  • Capital budgeting and investment analysis
  • Proficiency in PV, NPV, and IRR calculations
  • Calculation and application of WACC
  • Excel-based financial modelling and scenario analysis
  • Presenting financial models through interactive Power BI dashboards
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Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

Training Outline (4 Days)

Day 1: Foundations of Financial Calculations and Corporate Financial Analysis
Part 1: Foundations of Financial Calculations
  • Time value of money principles: PV, NPV, IRR, MIRR
  • Amortisation schedules and effective yield computations
Part 2: Corporate Financial Analysis
  • Comparative analyses of profit and loss versus balance sheet
  • Techniques for comparable company and building block analysis
  • Vertical, trend, and horizontal financial analysis
  • Analysis of liquidity, solvency, and profitability metrics

Day 2: Cost of Capital and Financial Statement Modelling
Part 3: Cost of Capital and Capital Structure
  • Understanding the Gordon dividend model and supernormal growth
  • Calculating equity and debt costs
  • Estimating market returns and computing WACC
Part 4: Financial Statement Modelling
  • Principles of financial model construction
  • Detailed modelling of income statements and balance sheets
  • Measuring and valuing firms using Free Cash Flow
  • Sensitivity and discounted cash flow analysis
  • Building an integrated financial model

Day 3: Advanced Excel Modelling Techniques
Part 5: Advanced Modelling Techniques
  • Designing data tables and managing assumptions
  • Employing array functions and advanced formulas
  • Interactive data modelling with form controls
  • Data acquisition from various sources, including text files, databases, and the web

Day 4: Presenting Your Models with Power BI
Part 6: From Excel Model to Power BI Dashboard
  • Connecting your Excel financial models to Power BI
  • Building interactive, real-time dashboards for financial KPIs
  • Designing visuals and reports for non-financial stakeholders
  • Automated data refresh: keeping dashboards current without manual rebuilding
  • Presenting a completed model as a dynamic dashboard rather than a static spreadsheet

Important Note
  • The workshop will include practical Excel and Power BI sessions, case studies, and group presentations.
  • Customised modules can be arranged to address specific organisational needs.
  • Participants are encouraged to bring their laptops for hands-on experience.

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Success Stories

Discover how our courses enhance professionals’ effectiveness in their workplaces.

uMngeni-uThukela Water

IFRS Updates Trainings

What made the sessions exceptionally helpful was the deliberate focus on actionable strategies rather than just high-level concepts. The structured approach kept the content engaging. It was a highly impactful professional development experience.

Telekom Networks Malawi Plc

Financial Analysis, Modelling and Forecasting

It has been a really fruitful and helpful training. Many thanks to PROSPEN AFRICA and the facilitator Olufemi. This is definitely going to make my work life easier and meaningful.

Northam Booysendal Mine

Mastering Payroll Preparation, Analysis, and Management

The course really taught us deep in to Payroll and made us aware of things we were not aware of.

Telekom Networks Malawi PLC

Financial Analysis, Modelling and Forecasting

The training was very insightful and the facilitator was very engaging which made everything easier to understand and follow. It has really equipped us in our areas of lack and we feel confident now on our next assignments on forecasts and analysis

Magalies Water

GRAP training

The course was practical, informative and relevant

FAQs – Financial Modelling Workshop Using Excel and Power BI

Master financial modelling using Excel and Power BI, covering corporate valuation, cost of capital, and interactive dashboard design.
What topics are covered in the Financial Modelling Workshop Using Excel and Power BI?
The course covers time value of money principles, corporate financial analysis, cost of capital (WACC) calculations, financial statement modelling, advanced Excel formulas, and connecting models to interactive Power BI dashboards.
Who should attend the Financial Modelling Workshop Using Excel and Power BI?
This workshop is designed for corporate finance professionals, financial analysts, investment bankers, financial controllers, portfolio managers, and project valuation specialists.
How does this course improve financial forecasting and decision-making?
Delegates learn how to build robust, integrated financial statements, perform dynamic scenario analysis, evaluate capital budgeting decisions accurately, and present data insights through real-time Power BI dashboards.
How long is the Financial Modelling Workshop Using Excel and Power BI?
The programme is structured as an intensive 4-day practical workshop featuring hands-on Excel exercises, case studies, financial modelling techniques, and Power BI visualization sessions.
What practical tools and skills will delegates gain from this masterclass?
Delegates gain advanced Excel modelling capabilities, automated assumption management techniques, discounted cash flow (DCF) analysis skills, and the ability to design dynamic executive-ready Power BI dashboards.
Can Prospen Africa deliver this course as customized in-house training?
Yes. Prospen Africa can tailor the workshop around your organization’s specific financial reporting requirements, internal data models, and sector-specific valuation metrics.

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