Overview

5-Year Financial Model in Excel (Online Course) is designed for startups, entrepreneurs, professional accountants, graduate accountants and stakeholders.

A 5-Year Excel Financial Model is to serve as an essential spreadsheet tool. It is used to forecast or manage startup or existing businesses in any sector.

This Excel financial model enables the efficient storage and management of physical goods, resulting in lower overhead and greater flexibility.

In addition, it enables start-ups or entrepreneurs to make well-informed decisions. The model typically includes various aspects such as

• Chart of Accounts
• Inventory Management (if manufacturing)
• Transaction Schedule
• membership (If cooperative Society)
• Income statements,
• Cash flow projections,
• Balance sheets.
• Loan Schedule (If cooperative Society)
• Charts and Summaries
• Savings Schedule (If cooperative Society)

• In addition, various Excel functions will be used, including conditional formatting, data validation, SUMIF, SUMIFS, If Statement, and Cell referencing.

Highlight

• The highlight of an Excel financial model is its ability to provide a dynamic, visual, and cost-effective platform for strategic planning, offering data-driven insights through scenario analysis and forecasting.
• This Model is in compliance with IFRS.
  

Structure of the Model

• Work with several sheets to get the training done.

General Information

• Install Excel file (.xlsx) 2016
• 3 days Training