Business & Finance
Financial Modeling with Excel Training
Build robust three-statement, valuation and scenario models in Excel from a blank sheet.
- Duration
- Live batches
- Format
- Live online
- Modules
- 9 modules
- Certificate
- On completion
- ✓Live instructor-led online training in scheduled batches
- ✓Build an integrated income statement, balance sheet and cash flow model
- ✓Discounted cash flow, WACC and comparable-company valuation
- ✓Scenario and sensitivity analysis with data tables
- ✓Modelling best practice: layout, checks, formatting and auditing
- ✓Excel exercises and a complete model you can reuse
About the course
What this course covers
A financial model turns assumptions into forecasts that support decisions on investment, budgeting, fundraising and valuation. Finance teams, investment analysts, consultants and startup founders all rely on models, yet many in practice are hard to audit or break when assumptions change.
This hands-on course teaches you to build clean, flexible models in Excel. Starting from historical financials, you will structure assumptions, forecast revenue and costs, build the supporting schedules for working capital, fixed assets, debt and equity, and link everything into an integrated three-statement model that balances. You will then value the business using discounted cash flow, calculate the weighted average cost of capital, cross-check with market multiples, and explore uncertainty with scenarios, sensitivity tables and basic Monte Carlo ideas.
Throughout, the course stresses modelling discipline: consistent layouts, separate inputs and calculations, error checks, named ranges, and Excel functions such as INDEX-MATCH or XLOOKUP, SUMIFS, IRR/XIRR, NPV and data tables. There is no external exam; you finish with a complete model and a repeatable approach.
Who should attend
- ● Finance and FP&A professionals
- ● Investment banking, equity research and private equity analysts
- ● Management consultants and business analysts
- ● Startup founders and CFO office staff preparing fundraising models
- ● MBA, CA, CFA and commerce students
Prerequisites
- No formal prerequisites
Key skills
Skills you will walk away with
Model structure and best practice
Design models with clear inputs, calculations, outputs and error checks.
Forecasting drivers
Build revenue, cost and capex forecasts from operational drivers.
Three-statement integration
Link the income statement, balance sheet and cash flow so they balance.
Working capital, debt and equity schedules
Model supporting schedules including interest and circularity handling.
DCF valuation
Compute free cash flow, WACC, terminal value and equity value.
Relative valuation
Use trading and transaction multiples as cross-checks.
Curriculum
Module-by-module syllabus
9 modules · 36 topics
1Modelling fundamentals and Excel for finance4 topics ▾
Learning objective: Set up for good modelling.
- ▸ Model purpose and structure
- ▸ Formatting standards and colour conventions
- ▸ Key functions: INDEX-MATCH/XLOOKUP, SUMIFS, IF, OFFSET alternatives
- ▸ Named ranges, data validation and shortcuts
2Reading and forecasting financial statements4 topics ▾
Learning objective: Create the forecast base.
- ▸ Analysing historical statements and ratios
Schedules
Upcoming live batches
Enroll now and choose your batch dates
Send an enquiry and we'll reserve your seat in the next batch.
Certification
How you get certified
- 1Enrol in a Financial Modeling with Excel batch
- 2Attend the live sessions and build the model alongside the trainer
- 3Submit your capstone model for feedback
- 4Receive a course completion confirmation from Assure Success
- 5Add the model to your portfolio and consider an external credential such as CFA or FMVA if relevant
Career outcomes
Roles this opens up
Financial Analyst / FP&A Analyst
₹5–12 LPA (approx.)Builds forecasts, budgets and variance analysis models.
Investment Banking / Equity Research Analyst
₹8–25 LPA (approx.)Builds valuation and transaction models.
Corporate Finance / Strategy Associate
₹8–20 LPA (approx.)Models investments, acquisitions and funding options.
Salary ranges are approximate figures for India and vary by city, company and experience.
Why this certification is worth it
Core finance skill
Modelling is expected in analyst and associate roles across finance.
Learn by building
A complete model you built is stronger evidence than theory alone.
Better decisions
Scenarios and sensitivities show the range of outcomes.
Why Assure Success
Learn it once, pass it once
Trainers from the field
Every session is led by a practitioner who uses this material at work.
Batches that fit your week
Weekday and weekend batches in IST, scheduled for working professionals.
Exam-style practice
Practice questions and, where available, a full simulator free with the course.
Exam voucher help
Discounted vouchers and step-by-step help booking your exam.
Human support
WhatsApp support Mon–Sat, 9 AM–8 PM IST — a person answers.
Pay your way
UPI, cards, netbanking and EMI in India; international cards accepted.
FAQs
Questions learners ask us
Q.How good do my Excel skills need to be?
You should be comfortable with formulas and basic functions. Advanced functions are taught as we go.
Q.Which Excel version do I need?
A recent desktop version of Microsoft Excel is recommended. Where functions differ between versions, alternatives are shown.
Q.Is there an exam or certificate?
There is no external exam. You receive a course completion confirmation from Assure Success.
Q.Will I build a model from scratch?
Yes. You build an integrated model step by step and finish with a capstone.
Q.Is the course suitable for non-finance backgrounds?
Yes, if you are willing to learn basic statements and valuation concepts. We recap them early on.
Q.Do you teach VBA?
The focus is on formula-based modelling. Macros are mentioned only briefly.
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₹31,999
Financial Modeling with Excel Training