Financial Analysis Certificate
Australia's premier Excel modelling and analysis course
for financial professionals for 30 years
Public offerings in class and online
In-house in class and online available
Financial Analysis VBA Certificate
Australia's premier Excel VBA course
for finance professionals for 25 years
Public offerings in class and online
In-house in class and online available
Power BI Certificate
A deep dive into Power BI in Excel and Power BI Desktop
for finance professionals
Public offerings in class and online
In-house in class and online available
Key Topic Lecture Series
A lecture series focused on new and critical subjects
in financial modelling & analysis
Public offerings of ½-day online lectures throughout the year
In-house in class and online available
Review and Book Upcoming Courses
View the calendar of upcoming courses and book online...
View CalendarOutstanding training in modelling and analysis for thirty years!
Key Upcoming Dates
- Oct02
- Oct04
- Oct09
- Oct12
- Nov05
- Nov07
Recently Added / Updated Articles & Lessons
Module One - Key Issues in Modelling and Setting Objectives (Login reuired)
Before we commence on the hows and whys and introduce a bunch of technical information and theory, let’s get some terminology sorted out, and examine the need for formalising our approach to modelling, forecasting and analysis.
Module Three - Effective Techniques for Building Formulas (Login reuired)
This module which introduces our first model, concerns itself with the basics of building formulas and ensuring consistency in those formulas. It builds on the techniques introduced in the previous module for pointing and selecting. Those techniques will be used for selecting ranges and sheets for input, and in selecting ranges referenced by the formulas.
Module Two - Effective Technicques for Range Selection and Navigation (Login reuired)
In this module I will demonstrate important and effective techniques for navigating in a worksheet and workbook. These techniques are fundamental to being able to build formulas and work successfully and productively within Excel without unintended errors arising.
Module Four - Consolidating Multiple Worksheets (Login reuired)
In this module, we will complete the model commenced in the previous task. It demonstrates a technique for working with consolidation of workbooks with multiple sheets all sharing a common layout. It reinforces the learnings from the previous module about pointing techniques when building formulas.
Module Five - Range Addresses and Reference Absoluteness (Login reuired)
In this module we will discuss and explore the issues around address modes and the use of absolute, row-absolute, column-absolute, and relative addresses.
Module Six - Understanding and Working with Value Types (Login reuired)
In this module we examine the different value types supported by Excel, and how values implicitly coerced or explicitly converted between value types. We discuss when coercion of type will occur due to the way an expression is built.
Full List of Recent Changes
30thAnniversary Discount Offers
Our thirtieth anniversary approaching in October, so we are starting the celebrations now. To say thanks to all those who have supported us over the years and who have been kind enough to pass on recommendations, over the next four months, we will be offering big discounts on selected courses and subscriptions to our new The Learning Habit subscription program which is launching in September. Keep an eye out for these offers. They will be mentioned on the socials, so make sure you are following to get the early advice!
The first super discount offering is on the Financial Analysis VBA Certificate commencing October 5. Super discount ends Sunday, September 12.
The Learning Habit Subscriptions Launching September 20
Our new subscription product will be launching this month. It is designed to extend the subscriber's knowledge and to provide access to a load of practical guidance gleaned in over thirty years of training and consulting. It provides a range of learning experiences and access to online video tutorials, short lessons, technical references and is designed to provide structures as well as peripatetic learning experiences. It includes instructor-led sessions access to upgraded materials for alumnni, and the opportunity to attend technical hangouts on subjects of interest. Keep an eye out for the announcements next week.
Website Update Rolling Out
Anyone visiting our site recently will have noticed a bunch of changes. There has been a top-to-bottom rework, which will be completed this month, offering improved and streamlined access to materials, support, technical information and the platform for The Learning Habit subscriptions, about which we are very excited!
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