Excel Financial Modeling Best Practices

Excel Financial Modeling Best Practices
K2E Canada Inc. presents a broad curriculum of technology-focused on-demand webinars. Participants who take these webinars will have the opportunity to learn from an award-winning team of instructors with literally hundreds of years of experience in helping professionals identify, address, and solve issues through the practical application of technology. Webinars address a variety of topics, including Excel, QuickBooks, PDFs, accounting solutions, and Microsoft Office.

NOTE: Course login details are normally sent to registrants within one week from date of registration.


Excel remains the tool of choice for many professionals when building financial models, including forecasted financial statements and budgets. yet many of these professionals have never received any training on the best practices associated with generating financial modeling spreadsheets. participate in this session to learn many amazing techniques that will not only help you to save valuable time when building your excel-based models but will also improve the accuracy and quality of your results. 


  • Best practices for financial modeling workbooks
  • Conducting trend, sensitivity, and discounted cash flow analyses
  • How to use Excel’s Solver tool
  • Reducing errors in financial modeling workbooks
  • Improving the formatting of your financial modeling reports

Upon completing this course, you should be able to:

  • Identify ten best practices for creating financial models in Excel;
  • Utilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses;
  • Create optimization models using Excel’s Solver tool;
  • Implement procedures for eliminating errors in Excel-based financial models; and
  • Incorporate various formatting techniques to improve the usefulness of reports.

Fundamental knowledge of computer operations and Microsoft Office Excel
Program Level: Intermediate 
Advance Preparation:

Accountants and business professionals seeking to utilize Excel as a financial modeling tool. This program focuses on techniques found in Microsoft Office Excel 2013 and newer designed for the Windows operating system.

CPD: 2 Hours

4/1/2022 - 3/31/2023 11:59 PM