Curriculum
12 Sections
35 Lessons
6 Weeks
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Advanced Excel for Financial Modelling
Learn best practices for building structured financial models using advanced Excel functions.
3
1.1
Named ranges, dynamic arrays, and data validation
1.2
LET, LAMBDA, XLOOKUP, and dynamic tables
1.3
Hands-on: Build a structured financial model
Sensitivity and Scenario Analysis
Explore tools for risk assessment and scenario planning in Excel.
3
2.1
Data Tables, Goal Seek, Scenario Manager
2.2
Monte Carlo simulations
2.3
Case Study: Risk assessment in forecasting
Financial Statement Modelling
Build dynamic and linked financial statements in Excel.
3
3.1
Income Statement, Balance Sheet, Cash Flow
3.2
Circular references and iterative calculations
3.3
Hands-on: Construct a three-statement model
Excel Automation for Financial Modelling
Automate repetitive tasks using VBA and macros.
2
4.1
VBA basics, macros, error handling
4.2
Hands-on: Write scripts to automate models
Introduction to Power BI for Finance
Learn how Power BI complements Excel for financial analysis.
4
5.1
Connecting to financial data sources
5.2
Power Query for data cleaning
5.3
Hands-on: Import and shape financial data
5.4
Data source mapping and transformation steps
0 Questions
Data Modelling and DAX for Finance
Use DAX to build financial KPIs and perform time-based analysis.
4
6.1
Relationships and data model design
6.2
CALCULATE, FILTER, TIME INTELLIGENCE
6.3
Hands-on: Create financial KPIs
6.4
DAX formula building and KPI logic
0 Questions
Interactive Financial Dashboards in Power BI
Design dashboards for executives and decision-makers.
3
7.1
Visual storytelling, slicers, drill-through
7.2
Hands-on: Build an interactive dashboard
7.3
Dashboard layout and visual selection
0 Questions
Forecasting and AI in Power BI
Use built-in AI tools for financial forecasting.
4
8.1
Time series forecasting
8.2
AI features in Power BI
8.3
Hands-on: Build a forecast model
8.4
Forecasting accuracy and AI tool usage
0 Questions
Introduction to AI in Financial Modelling
Understand how AI is transforming financial analysis.
4
9.1
AI tools in Excel and Power BI (Copilot, AI Insights)
9.2
Ethical considerations
9.3
Hands-on: Explore AI-generated insights
9.4
AI tool identification and ethical scenarios
0 Questions
AI-Powered Forecasting and Predictive Modelling
Use Python and machine learning for financial forecasting.
4
10.1
Revenue prediction models
10.2
Anomaly detection
10.3
Hands-on: Implement AI-driven forecasting
10.4
Model selection and prediction logic
0 Questions
Automation and AI-Driven Decision Making
Automate workflows and integrate AI for smarter decisions.
4
11.1
Power Automate for financial alerts
11.2
Sentiment analysis and Azure AI integration
11.3
Hands-on: Automate financial triggers
11.4
Workflow mapping and AI integration
0 Questions
Capstone Project and Course Wrap-Up
Apply all skills in a group project and present insights.
4
12.1
Group challenge: Build an AI-enhanced financial model
12.2
Presentation and feedback
12.3
Final Q&A and next steps
12.4
Activity: Capstone project showcase
Financial Modeling
Curriculum
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