Free online financial modelling course material

We make free training samples available online for you.

Is it crazy to give this stuff away for free? We don’t think so. Sometimes it’s helpful to give potential course delegates a clearer idea of the kind of material they might be covering. We’ve found that it’s also handy to have chunks of training material available online because sometimes we want to refer delegates to it during a training course. Having the training material online means it’s always up to date when people come back and want to look at it after a course.

You’re welcome to work your way through the free training course material. You won’t already be intimately familiar with it though. Sorry but we expect you’ll probably find the whole experience a bit like trying to get your training from Wikipedia. You’ll find it a bit disjointed, it’s not 100% complete, it lacks structure and it’s a bit hard to work through without a friendly someone guiding you along.

That’s where the live taught courses come in.

 

Password protecting an Excel spreadsheet

In this lesson we check that you’re clear on how you could be password protecting areas of a spreadsheet. The lesson is based on a question we regularly get on our financial modelling course training: “How do I password protect a spreadsheet?” An...

Data validation

Data validation looks very similar to the combo boxes from a previous lesson. In that earlier course lesson we have an example where we use combo boxes to run scenarios in an imaginary model. Sometimes you’ll see people running their scenarios with data...

Excel’s TRUE/ FALSE checks

This course lesson is all about the usefulness of TRUE/ FALSE checks in Excel. Did you know that you can extract the simple logic test from an If formula (= the first box in the “Shift” “F3” insert formula dialog) and that it stands alone? You...

Index formula

Earlier on in the course we cover a couple of ‘data picking’ solutions with you: the Vlookup formula and the Choose formula where you’ve got a simple data set. Next we add Index to the mix but as it starts to become hard to remember all the various...

Custom formatting

Excel gives us a bunch of standard formats for numbers. Try “Ctrl” “Shift” “5” to apply Excel’s % format to a number, or “Ctrl” “Shift” “1” to reapply Excel’s general number...

Model switching

In this course lesson we introduce a few ideas and thoughts about how to switch sections of a model on and off, building in flexibility. The big mistake we’ve seen people make is building individual If formulas into cells or lines in a model. That means every...
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