Knowing how to build models quickly and error-free is critical for the decisions and recommendations that they underpin. The Modeler rapidly develops essential modeling skills. Learn multiple techniques for a comprehensive and practical understanding. Take your Microsoft Excel skills to the next level with the advanced days.

Key Learning Objectives

Learn how to integrate and model the three major financial statements using real accounts

Build a detailed debt schedule & cash sweep mechanism

Discover how to resolve complex modeling issues and debug common errors

Build a financial statement forecast using information from an annual report, including templates and input cleaning

Dramatically improve modeling efficiency and accuracy by exploring a range of advanced Excel functions including the programming capabilities via VBA and Macros

Course Structure

Day 1

Introduction to Modeling and Three Statement Modeling

Day 2

Financial Forecasting, Cash Sweep Repayments and Error Checking

Day 3

Financial Forecasting and Scenario Building

Day 4

Advanced Excel Modeling

Day 5

Excel, VBA and Macros

Courses take place from 9-5 with an hour break for lunch.

Is it right for me?

Our classroom courses offer distinct learning opportunities. Have your questions answered immediately by our expert instructors. Utilizing years of industry and teaching experience, they will make the learning applicable and vibrant. Propose specific challenges and reference the unique solutions* online for 365 days after the course, along with the standard learning materials.

*Depending on class size

What do I need to bring?

A laptop is essential, preferably running Microsoft Windows. A PDF reader and Excel 2003+ are required to open the supporting resources. We are happy for you to use alternatives but please be aware we cannot support these configurations. The venue will have WiFi and refreshments will be provided.

How can I prepare?

We always want participants to get the most from their training. Participants of this course should be familiar with Microsoft Excel and understand the fundamentals of financial statement accounting as taught on The Analyst open course.

London | The News Building

Located next to The Shard in central London. The News Building offers ultra-modern spaces and superb amenities.

• 3 London Bridge Street, London, SE1 9SG
• London Bridge Tube Station Jubilee Northern

Attaining the IBP credential is an impressive achievement signaling proficiency to employers over a comprehensive investment banking body of knowledge.

“The IBP levels the playing field for aspiring bankers by providing hiring managers with a highly reliable, widely-accepted standard against which to measure the desirability of new applicants. To this end, the IBP is a massive step forward in the goal of having a true meritocracy in the investment banking hiring process for students around the world.”

Dr. Ben Sopranzetti, Professor of Finance at Rutgers Business School