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
Revised and Updated: 23 October 2026
Date Venue Duration
23 - 26 November 2026 Sandton, Gauteng 4 Days
25 - 28 January 2027 Sandton, Gauteng 4 Days
08 - 11 March 2027 Sandton, Gauteng 4 Days
19 - 22 April 2027 Pretoria, Gauteng 4 Days
31 May - 03 June 2027 Sandton, Gauteng 4 Days

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
Finance Courses

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

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 advanced Excel financial modelling, valuation metrics, WACC calculations, and dynamic Power BI dashboard reporting to present actionable insights to stakeholders.

What topics are covered in the Financial Modelling Workshop Using Excel and Power BI?
The course covers advanced financial modeling frameworks in Excel, connecting financial data to Power BI, DAX formulas for financial metrics, Power Query data transformation, dynamic forecasting models, and executive dashboard visualization.
Who should attend this Financial Modelling Workshop Using Excel and Power BI?
This training is designed for financial analysts, corporate finance managers, management accountants, business intelligence specialists, investment analysts, and financial controllers seeking to modernize their reporting and modeling workflows.
How does this workshop combine Excel and Power BI for financial modeling?
Delegates learn how to use Excel as the core engine for robust financial calculations and valuation structures, while leveraging Power BI to scale data processing, automate reporting, and build interactive executive dashboards.
Will delegates learn how to build automated and dynamic financial dashboards?
Yes. The curriculum explores linking financial statement data to Power BI, creating automated data pipelines, writing complex DAX measures for profit margins and variance analysis, and designing visually compelling stakeholder dashboards.
Does the workshop address scenario planning and sensitivity analysis?
Yes. Practical sessions cover building flexible scenario models in Excel, integrating multi-variable sensitivity analyses, and visualizing risk and return projections dynamically within Power BI reports.
Why is integrating Excel and Power BI essential for modern financial modeling?
Combining Excel's financial calculation prowess with Power BI's visualization and data-handling power enables finance professionals to eliminate manual reporting errors, process large datasets effortlessly, and deliver real-time strategic insights.

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