Financial management models for data analysis and decision making - Workshop 2018

For REP’s, Member staff and Group (3+) registrations, complete & email registration form to

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Ms Shireen Ng

This workshop will teach you to build, communicate, understand or audit robust financial models, quicker. Make the spread sheet more useful by using the full capabilities of Excel to enhance the financial management in your company.

1) Must possessed at least Intermediate Excel and basic financial knowledge
2) Software Version: MS Excel 2010
3) Laptop: Participants are required to bring their own laptop

Key topics covered:

  • Working smart with Excel
  • Building easy monthly, year-to-date update report model
  • Creating, managing and analysing data tables
  • Making decisions with limiting constraints
  • Using charts for decision making
  • The cost of capital and analysing capital investment projects
  • Analysing budgeting models
  • Dealing with tables of data

Learning objectives

At the end of the workshop, participants will be able to:

  • understand the dos and don’ts in building various financial models using Excel
  • deal and analyse with large amounts of data by leveraging on powerful Excel functions
  • make better financial decisions with solver
  • prepare financial charts for better decision making

All our workshops are available via in-house training.


Accountants, finance managers, accounts supervisors, accounting staff and anyone who want to learn more how Excel can be used to create finance models effectively.

2 days