2025: Excel Modelling - investment appraisal, valuation and business cases

£625.00 + VAT
Available
Virtual
All Locations
Data Analytics
Jan
1
Wed
-
Dec
31
Wed
09:30
-
PM
12:30GMT
Schedule Description: Apply best practice Excel techniques to produce a robust business model for the evaluation of investment opportunities.
CPD hours: 6

Description

Apply best practice Excel techniques to produce a robust business model for the evaluation of investment opportunities.

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Excel modelling - investment appraisal, valuation and business cases

Date and time

Location

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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.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this course could contribute up to 6 hours of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the course booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

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

FAQs

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Topic

Description

Start

Introduction to the course

Refresh Model Structure and Construction from Module 1

 Best practice principles for building a dynamic model, assumption profiles, scenarios sheets and valuation.
Introduction to Macros and Visual Basic An interactive session to start using Macros and Visual Basic covering controls, coding, cell referencing, offsets, loops, conditions and formatting. A set of short examples will be used ready for the following session when their practical business application will be demonstrated.
Applying Visual Basic to produce a Monte Carlo Analysis The session will focus on building a simple Monte Carlo analysis routine in Visual Basic to quickly evaluate the outcome of 10,000 scenarios. Techniques for applying statistical principles to interpret the data will be shown. The session will go on to look at how to handle assumption ranges with normal and skewed distribution expectations.
Dependency Ranking The principles will be shown of how to rank all the assumptions in an investment opportunity in the order of their criticality to the final outcome. A short Visual Basic routine will be used to build a dependency ranking table and present the findings in the form of a Tornado graph.
Further Visual Basic Examples Routines will be demonstrated to show how to automatically index a model, build an input check list, generate print routines and automate common development stages.
Surgery Common problems encountered by participants in completing Visual Basic and building models, a sharing of experiences amongst the group.
End Course review and close

 

 

This course is for: Analysts, Managers, Trusted Advisors and Business LeadersCapability Framework 4

 

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.

Trainer

John Tennant ACA

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.

 

Rate Price
ICAEW Member £425 + VAT
Non-Member £625 + VAT

 

How are the courses delivered?

All Virtual Classrooms are run by live on Zoom. These are interactive and not recorded, interaction and delegate involvement is encouraged.

When will I receive joining instructions?

You will receive a email with joining instructions after enrolling. Materials and any other resources for the course will be sent to you shortly before the course start date.

Are there breaks?

Each 3-hour virtual classroom will include a 10-minute comfort break.

How do I access the course slide deck?

Depending on the course you will either be sent in the lead up to the course or after.

What if I miss the live date?

The Virtual Classrooms are not recorded so we recommend you attend all sessions.

What if I am going to be 15 minutes late?

This is not a problem, the classroom starts at the start time, but you will be let in if you are delayed for any reason. Trainers do their best to accommodate catch-up, but this is not guaranteed. Where possible please let us know of any delays so we are aware when doing role call the beginning of the session.

Can I have my colleague with me in the live course?

Yes, if you purchase a second place. Each booking is valid for one person only.

Can I record the training?

No, virtual classrooms are not recorded.

Do the courses on this programme count as verifiable CPD?

Yes, these courses contribute verifiable CPD, so long as you can demonstrate that the content is relevant to your role. Additional information about CPD can be found here: Your guide to CPD.

How many people will be on the course?

Virtual Classrooms are designed to resemble a real classroom. Therefore, group sizes vary between 6 – 22 delegates per course.

Click here to view the full 2025 Virtual Classrooms CPD Planner.

ICAEW's terms and conditions for events

Legal Disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

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