2026: Excel Modelling: confident decision making in uncertain times

2026: Excel Modelling: confident decision making in uncertain times

£625.00 + VAT
Available
Virtual
All Locations
Data Analytics
Apr
21
Tue
-
Dec
31
Thu
09:30
-
PM
12:30BST
Schedule Description: Model smarter, forecast faster, and make better investment decisions in uncertain times.
Sessions: 0
Session Hours: 0.00
CPD hours: 6hrs

Description

Learn to build flexible, reliable Excel models that handle complexity, test scenarios, and deliver clear insights - helping you make confident financial decisions in uncertain times.

Please choose from the dates below to view more details.
Event Details
12 & 13 November 2026, Excel Modelling: confident decision making in uncertain times - virtual classroom

12 & 13 November 2026, Excel Modelling: confident decision making in uncertain times - virtual classroom

£625.00 + VAT
Available
Virtual
All Locations
Data Analytics
Nov
12
Thu
-
Nov
13
Fri
09:30
-
12:30 GMT
Schedule Type Title: 1st of the Month
Schedule Description: Model smarter, forecast faster, and make better investment decisions in uncertain times.
Sessions: 2
Session Hours: 6.00
CPD hours: 6hrs
Virtual
Event

Description

Learn to build flexible, reliable Excel models that handle complexity, test scenarios, and deliver clear insights - helping you make confident financial decisions in uncertain times.

Book here

Virtual classroom - Excel Modelling: confident decision making in uncertain times
Model smarter, forecast faster, and make better investment decisions in uncertain times.

Date and time

Location

Session one: 12/11/2026, 09:30 - 12:30 GMT

Session two: 13/11/2026, 09:30 - 12:30 GMT

Virtual

Delivered over two three hour sessions.


WHY TAKE THIS COURSE?
Uncertain market conditions demand faster, clearer financial insight. This practical course helps you master Excel as a modelling tool to evaluate investments, test scenarios, and forecast outcomes with confidence. You’ll learn how to structure models that handle complexity, automate data flows, and present results that inspire trust and support strategic decision-making.

Expect a highly practical, hands-on experience packed with techniques you can apply immediately to your own models.

WHAT YOU’LL LEARN
By the end of this course, you will be able to:

• Use modern Excel functions to sort, filter, consolidate, and clean financial data efficiently.
• Build structured models to evaluate investment and funding decisions.
• Apply array formulas and AI data tools to enhance accuracy and speed.
• Automate variance analysis, charting, and forecasting within your model.
• Create visually compelling outputs using graphs, traffic light indicators, and waterfall charts.
• Design robust model structures that support rolling forecasts and long-term planning.

PRE-COURSE REQUIREMENTS
Participants should be comfortable constructing an =IF statement in Excel.

Please bring a PC laptop equipped with Excel 2007 or later (not suitable for Mac).
Model files will be provided for use during the course, and post-course tutor support is available.

WHO IS THIS COURSE FOR?
Finance professionals involved in budgeting, forecasting, investment appraisal, or business planning who want to strengthen their Excel modelling capability and create reliable, data-driven forecasts and decisions under uncertainty.

WHY CHOOSE ICAEW?
• Trusted heritage: For over 145 years, ICAEW has trained and supported the world’s leading finance professionals, setting the global benchmark for quality.
• Expert-led learning: Our courses are designed and delivered by subject matter experts, combining professional insight with real-world experience.
• Connected and relevant: With close links to government, regulators, and industry, our training reflects the latest challenges and opportunities in business and finance.
• Practical and interactive: Live, small-group learning with peer exchange ensures every programme delivers immediate workplace impact – and counts as verifiable CPD.

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 6hrs 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.

Course Enquiries
Contact: Events information team

More from ICAEW Academy

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.

 

A 6-hour live online programme delivered over two half days combining guided demonstrations, expert input, real-world modelling and practical examples.

Laying the Foundations
• Introduction and objectives.
• Model structure and design principles.
• Power modelling techniques and shortcuts (range names, cell styles, templates).

Managing and Cleaning Data
• Sorting, filtering, and consolidating data from multiple sources.
• Enhanced text, number, and date management.
• Working with array formulas and AI data tools.

Summarising and Linking Data
• Building Data Bridges to summarise and consolidate data.
• Using workbook links for seamless model integration.

Forecasting and Visualisation
• Producing automated management accounts with variance analysis.
• Applying conditional formatting for visual interpretation.
• Building graphs and waterfall charts to link budget and actuals.

Modelling for the Future
• Retaining and analysing historical data to identify trends.
• Creating seasonalisation profiles and rolling forecasts.
• Clinic: sharing challenges and solutions.

Wrap-Up and Review
• Key takeaways and next steps.
• Post-course support options.

 

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 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 Cost Early Bird Pricing
ICAEW Member £425 + VAT £361.25 + VAT
Non-member £625 + VAT £531.25 + VAT

Early Bird Pricing
15% discount automatically applied on bookings made up until 6 weeks before the course date

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?

Yes, no fixed timings - will depend on the length of the course.

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.

This event requires participant information to register. Please login and/or fill in the participants information.
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