Modelling in Excel (February 2025)
AAT Masterclass: Find out how to use Excel to work smarter.
Course Type
Video on demand
Length
1 - 3 hours
What you’ll achieve
By the end of this session, you will:
- gain a strong understanding of foundational modelling principles
- learn to design models that are clear, consistent, and reliable
- develop confidence in using Power Query to automate processes
- understand and apply “Modern Excel” features like Dynamic Arrays
- build professional models that support decision-making and analysis in your career.
About this course
Microsoft Excel is the tool of choice for finance professionals, but many users are self-taught and face challenges in building models that are clear, consistent, and reliable. This course bridges that gap, equipping you with the knowledge and confidence to create professional, best-practice financial models.
Expert Giles Male, a CIMA-qualified management accountant, will be hosting the engaging three-hour masterclass on Excel modelling and will introduce essential principles of effective spreadsheet design, explores core calculations and function logic, showcases the capabilities of Power Query and concludes in building a fully dynamic actuals-and-forecast model.
This masterclass is designed to help you work smarter and stay ahead in Excel’s rapidly evolving landscape.
This course is tailored for finance professionals in accounting roles who want to strengthen their financial modelling skills.
Whether you're involved in planning, decision-making, or financial analysis, this session will provide practical tools and techniques to enhance your expertise.
Overview
Video on demand |
|
1 - 3 hours |
|
Excel |
Syllabus
- Good spreadsheet design principles
- Calculation logic, including an introduction to Dynamic Arrays
- Power Query & process automation
- Actuals + Forecast case study.
How to access
Once purchased you'll be able to access the AAT Learning Portal where you'll have 12 months from the date to access the learning materials. AAT Learning Portal allows you to view all the courses you've purchased in one place, monitor your latest training activity and create goals to help you achieve your training aims.
Meet the sponsor: Xero
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Xero makes invoicing and accounting quick and easy. Join this digital showcase to find out how Xero software can help provide a digital solution to your accounting needs. Xero is a cloud-based accounting software platform for small businesses has 3.5 million subscribers globally. Through Xero, small business owners and their advisors have access to real-time financial data anytime, anywhere and on any device. Xero offers an ecosystem of over 1,000 third-party apps and 300 plus connections to banks and other financial partners. In 2020 Xero was recognised by IDC MarketScape as a leader in its worldwide SaaS and cloud-enabled small business finance and accounting applications vendor assessment. |
Join over 200,000 accountants and bookkeepers using Xero in their practice