Instructional Delivery Method: Group Live-Seminar

CPE Credit and NASBA Field of Study: 16 Hours, Finance

This intense, two-day, practical, nuts-‘n-bolts workshop combines the latest modeling methodology with Excel 2010 features especially designed for financial modeling.

Excel tools clearly explained to participants include: Financial Functions Wizard, Pivot Tables, Charting Wizard, Statistical Forecasting Tools, Goal Seek, Data Table Sensitivity Analysis, Spinners and Scroll Bars, Macros, Solver, Scenario Manager, Custom Toolbars, Random Number Generators, More!

Financial/accounting concepts used to illustrate Excel 2010 modeling tools include: Theory of Constraints, Inventory EOQ analysis, CVP analysis, Portfolio optimizations, Monte Carlo simulations, modeling non-linear relationships, multivariate regression analysis, cost of capital and valuation analysis, project investment decisions, stock option pricing models, and more!

  • Master Proper Model Design : Critical Modeling Considerations and Five Keys to Success


  • Utilize Excel Financial Functions Necessary To Effectively Analyze the Time Value of Money and Cash Flow


  • Examine Three Different Excel Sensitivity Tools That Aid Modeling


  • Understand How To Use Excel Solver: Model Optimal Solutions For Financial Problems Including Portfolio Analysis, Capital Budgeting, Scheduling and Transportation, EOQ and Break-Even Analysis


  • Learn the Difference Between Solver and Scenario Manager


  • Master Simulation Analysis and Financial Forecasting – Use Spinners and Scroll Bars to Enhance Financial Forecasts


  • Model in Detail: The Cost of Capital, Project Investment Decisions and Valuations


  • Understand Option Analysis/Stock Option Pricing Models


  • Examine 20+ Excel Tools that Make Modeling Chores Fast, Fun and Professional in Appearance
  • Constructing Powerful and Easy-to-Use Financial Models – The Latest Techniques


  • Financial Analysis Including Present/Future Value and ROR Analysis


  • Incorporating Dynamic Modeling Sensitivity Tools for Robust Results Analysis


  • Modeling Cost of Capital and EVA Decisions


  • Modeling Investment Projects – Discounted and Non-Discounted Methodologies


  • Business Valuation Modeling Principles


  • Statistical Analysis Models for Forecasting and Cost Prediction Including Regression


  • Monte Carlo Simulation for Financial Modeling


  • Valuing Stock Options: Black-Scholes and Binomial Option Models


  • Advanced Excel Tools, Tips and Techniques for Effective, Professional Models Including: Goal Seek, One and Two-Way Data Tables, Scenario Manager, Solver, Spinners, Sliders, Macros, Custom Tool Bars, Conditional Formatting, 15+ more tools and functions for modeling

Who should attend: This workshop is ideal for accounting, business and financial professionals who want to master professional modeling techniques and state-of-the-are computer tools specifically designed to make financial modeling quick, easy and professional in appearance. Included in the group are: CPAs, CFOs, treasurers, controllers, accounting staff, financial directors, managers, and analysts, valuation professionals, and budget directors, consultants, strategic planners, managers and analysts.

Prerequisites: None

Program Level: Basic

Advance preparation: None

For a comprehensive course description and to view a brochure click a link below:

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NCCE is only holding in-house seminars right now but NCCE will offer our seminars including Modern Financial Modeling to the public starting in 2013.


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The National Center for Continuing Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
For more information regarding administrative policies such as complaint and refund,
please contact our offices at 850-561-6081.

National Center for Continuing Education

967 Briarcliff Drive - Tallahassee, FL - 32308 - Fax: (850) 222-4862

Phone: (850) 561-6081 -