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AI, Technology & Innovation

Excel Financial Modeling Best Practices (On-Demand - K2E)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

Overview

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. Take this course 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.

 
Access expires 180 days from purchase date

Applicable for

Anyone wanting to get training on the best practices when generating financial modeling spreadsheets

Content

  • 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
  • incorporate various formatting techniques to improve the usefulness of reports

Course Content Created: 2020

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by K2E. For over three decades, the team of professionals at K2E has created and presented the finest in technology-focused education. Today, their focus remains unchanged – delivering outstanding value to customers with every interaction.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Course Details
Cost
$80
Members
$90
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

AI, Technology & Innovation

Excel Financial Modeling Best Practices (On-Demand - K2E)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$80
Members
$90
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits

Overview

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. Take this course 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.

 
Access expires 180 days from purchase date

Applicable for

Anyone wanting to get training on the best practices when generating financial modeling spreadsheets

Content

  • 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
  • incorporate various formatting techniques to improve the usefulness of reports

Course Content Created: 2020

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by K2E. For over three decades, the team of professionals at K2E has created and presented the finest in technology-focused education. Today, their focus remains unchanged – delivering outstanding value to customers with every interaction.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.