Due to increased security features on our payment solutions, we are aware some users are having difficulty in making payments. If you are affected by this when booking, please contact us https://icaew.com/helplines

Excel modelling - investment appraisal, valuation and business cases

Date and time	Learning method
Session one: 14/06/2022, 09:30 - 12:30 BST Session two: 15/06/2022, 09:30 - 12:30 BST	Virtual Classroom Delivered over two three hour sessions.

Develop your use of Excel to produce robust business models to evaluate investment opportunities. Learn how to generate assumption profiles to forecast revenues, costs, assets, working capital and financing.

"Very helpful and clearly explained. I learnt several new techniques, and some handy Excel skills which I'll put to use throughout my work."

Delegate feedback

Learning outcomes:

• Enhance your understanding of Excel functions, features and short cuts for wider business application
• Develop a dynamic model structure for evaluating the financial potential of investments
• Apply techniques to generate assumption profiles for forecasting revenues, costs, assets, working capital and financing
• Create a highly flexible scenario sheet to explore alternative assumptions
• Employ a range of valuation techniques to determine investment viability

Computer requirements: You will need a PC laptop equipped with Excel 2007/2010/2013/2016/2019 to this course. We do not recommend Apple products. A set of model examples will be provided for use during the course. Online support is available after the course for continued dialogue with the tutor. Competency requirements: Delegates should be able to construct an =IF statement in Excel before attending this course.

Who should attend?

This is an introductory course for anyone producing Excel based financial analysis and insight for decision makers. Although the course specifically refers to investment appraisal, it is also an excellent introduction to financial modelling techniques.

Course enquiries

Contact: Events information team

• Webchat
• Email
• Telephone

 

FAQs

Should you experience any difficulties booking onto the event, please click here.

 

More from ICAEW Academy

	Search over 100 CPD virtual classrooms from a wide range of topics to advance your career.
	Partner with our team of experts to deliver bespoke in-house training to your team and organisation.
	View our in-depth leadership programmes and see how you can fulfill your career ambitions - whatever your career stage.
	Browse our specialist qualifications and programmes to enhance your knowledge and career opportunities.

 

This course is for:

What is a virtual classroom?

A virtual classroom provides the same great learning experience as other ICAEW training, except one difference, you can learn from your desk.

Being delivered online makes it so much easier to access in a busy working week and would definitively recommend this type of training. The breakout rooms work really well to allow you to get to know the other participants and share experiences.

Virtual classroom delegate

The focus is on the learner and creating an enriching classroom experience that connects participants globally. Using video, learners can converse and interact with the trainer and other learners in real-time. Whiteboards, break-out sessions, polls, screen-sharing, and interactive Q&A create an immersive learning experience.

I think the virtual training format using Zoom, and the survey features, and break out rooms, really works great. I had no problems engaging with the facilitator and felt he listened to what we said, and kept the pace of the content moving steadily.

Virtual classroom delegate

Secure your place now and keep your skills and knowledge up-to-date.

How do I attend a virtual classroom?

Once you've booked your session, you will receive an email with your booking confirmation. The steps you will need to follow to attend your virtual classroom will arrive in a separate email closer to the date of your course.

John Tennant ACA

"John made the course interesting and entertaining. A good trainer makes all the difference."

Delegate feedback

John provides a wide range of training in strategic financial planning, business modelling and investment appraisal.

His background is in finance, starting his career as a Chartered Accountant with Deloitte & Touche in 1983. He went onto become the Financial Controller of a US bank before joining a training consultancy as Client Director. He co-founded Corporate Edge in 1996.

He is the author of the Economist Guide to Business Modelling, the Economist Guide to Financial Management and the Economist Guide to Cash Management. He serves on the ICAEW Excel Advisory Committee.

"John was excellent in explaining the new aspects of excel and the worksheets really helped to bring it to life."

Delegate feedback

Our public course programme is deliberately structured to encourage delegates from different organisations to participate. However, if you have six or more delegates who require development in the same area, we are able to run a more cost-effective and much wider range of courses tailored specifically to your organisation.

Organisations will have the choice to run our in-house courses online or in-person. 

These are ideal for organisations seeking hassle-free, flexible and cost-effective training delivered to multiple delegates at your location of choice. Whether we use our existing materials or develop new content for your business, our expertise lies in translating your requirements into a pragmatic, interactive training programme highly relevant to your people and organisation.

To discuss in-house training for your business please email academy@icaew.com or contact us through our enquiry form