Business Booking Details

Payment Of Invoices

For bookings from established businesses, we do not require payment at the point of booking.

We will send you an invoice which you can submit to your accounts payable system.

Purchase Orders

If your employer uses a purchase order (P.O.) system to manage supplier invoices that is no problem.

  • If you already have a P.O. number when booking add it to the PO number box on the booking form, and we will include it on your invoice.
  • If you need an invoice to generate a P.O. number in your accounts system, please book the course as normal and add a note in the PO number box – to be provided
  • We will send you an invoice (without a P.O.) which you can use to generate a P.O..
  • We will then re-issue your invoice with your P.O. included when you provide us with it


You are not able to pay directly online at the time of booking, we issue an invoice for all bookings.

We accept payment either via direct bank transfer or card

Our invoices contain our bank details if you would like to pay by bank transfer and there is also information on how to pay by card.

Please note, if you are using a business card there is a surcharge of 2% to cover the payment processing charges.

Master the basics of financial modelling in Excel on this 2-day Excel training course.

This is a hands-on course. We make sure that you have lots of chances to practise what you are learning so that you can try it out for yourself and ask questions.

A complete Excel modelling course that covers all of the basics.
Plenty of one to one attention and time to ask questions.
Friendly expert trainers, small groups and a comfortable place to learn.

The Trainer

Paul is one of our regular trainers for this financial modelling course.

He has worked as an Excel specialist for the last 30 years both training and developing Excel models for a variety of clients, including many large international businesses and household names.


What Will I Learn

By the end of this course, you will be happily building your own financial models in Excel from scratch. 

You’ll learn:

  • Best practices for setting up and laying out your model.
  • How to quickly audit your model for errors and circular references.
  • How to use specialist financial functions like NPV and XIRR.
  • Using goal seek and solver for scenario analysis in financial models.
  • Using macros and user-defined functions in VBA to speed up your work.

Am I Ready For This Course?

This financial course assumes that you are an existing Excel user but does not assume a high level of existing Excel knowledge.

Advanced Excel users should be aware that it covers a fair number of intermediate/advanced level functions, and so it may not be appropriate for them.

Course Details

Click on the sections below to see in detail what is covered during this 2-day Excel modelling course.

This section shows you how to set up a financial model properly. This is the foundation on which all of your other analysis will be built.

It covers concepts like:

  • Model structure – Profit and Loss, Balance Sheet and Cashflow statements
  • Financial model formatting and best practices
  • Using Range Names
  • Maximising your model’s flexibility
  • Using Tables
  • Creating, editing, finding and maintaining links between workbooks
  • Building larger models
  • Auditing your model
  • Creating Charts
  • Shortcuts

Now that you understand how to set up a financial model properly, you start looking at the detail of setting up data analysis so that your model can produce the key output of period financial statements.

This section covers:

  • Financial functions – SUM, SUBTOTAL, NPV, IRR, XIRR etc.
  • Lookup functions – INDEX, VLOOKUP, HLOOKUP, MATCH, OFFSET etc.
  • Text Functions – LEN, FIND, LEFT, RIGHT, MID, TRIM etc.
  • Database features – functions, reporting, filtering, extracting
  • Pivot Tables
  • Handling circular references

Now that you understand how to build a working model, this section completes your understanding by covering a wide variety of sensitivity and scenario analysis tools.

  • Goal Seek
  • Solver
  • Scenarios
  • Introduction to Macros (VBA)
  • Introduction to User Defined Functions using VBA

The Training Day

You don’t need to bring anything with you. We provide everything that you need for 2 really productive and fun days of training.

Our courses run from 9.30 am to roughly 4.30 pm with refreshments and biscuits throughout the day and a break for lunch.

We offer a relaxed, supportive learning environment, fully air-conditioned facilities and some of the nicest instructors on the planet.

Also, you’ll receive:

A full-colour manual which covers everything in the course.
Your course exercises so that you can practice at home.
A Certificate of Attendance.



Online Training Requirements

To attend this Excel course online, you will need:

MS Excel on your Windows PC with a camera, speakers & microphone
A stable internet connection capable of running Zoom
To be a confident computer user and able to use Zoom

If you have access to a second screen, we would encourage you to use it as it improves the experience.