Financial Forecasting – Building a spreadsheet model

Financial Forecasting - Building a spreadsheet model

Online Course on building a spreadsheet based financial forecast model

Excel make it easy to build a spreadsheet forecasting model. The challenge is that the formulas can quickly become very complex, and the structure of the model can get very unwieldy. If your structure is not sound others who may have to use it later may find it impenetrable.

This online training course explains how to build and operate spreadsheets for forecasting planning and business models.

The course is a practical guide, which takes a step-by-step approach to building models using Microsoft Excel.

Our Online Financial Forecasting Modelling Course will enable the learner to:

• Establish the ground rules for building a spreadsheet model, including guiding principles and the core elements
• Build a model including input data, intermediate calculation and output data
• Put together an executive summary of your model along with any appendices necessary
• Use a range of different techniques to assess the impact of potential changes in inputs or variables

Content of our course on building a forecasting model in Excel

Foundations of spreadsheet models
• What are the guiding principles of spreadsheet model building?
• What are the key elements in a spreadsheet model?
• How do we structure the spreadsheet?
• What is the purpose and scope of the model?
• What are the definitions, assumptions and sources of data?
• How do we achieve version control?

Building the model
• How do we input data?
• What are the intermediate calculations?
• What is the core model?
• What is the output data sheet?
• What about the executive summary?
• What goes into the appendices and user guide?

Scenario planning and sensitivity analysis
• How do we look at what-ifs and sensitivity analysis?
• What does the sensitivity analysis for our example cashflow forecast look like?
• What about scenario planning?
• How can we use the model for decision making?
• How do we present the outputs of the model?

Building a spreadsheet model of your business
• What are the key principles of building the business?
• What is the structure of the business model?
• What about revenue streams?
• How do we plan and make decisions using the business model?
• How do we maintain the business model?

Target audience for our Online Course on Building a Forecasting Model

This course is designed to appeal to accounting and finance professionals working at all levels.

You might also be interested in

Corporate Financial Modelling – The Process
Introduction to Financial Modelling
Building a Financial Model

About the Author of our Financial Forecasting – Building a spreadsheet model course

Ross Maynard Lean & throughput accounting specialist

Ross is a highly experienced professional trainer, specialising in throughput accounting, lean service, value-based pricing and process improvement.
Ross incorporates many practical examples into his training from his personal experience. Ross Maynard is a Fellow of the Chartered Institute of Management Accountants

Flexible learning

Learners take their own route through the topics covered in the course. They will learn at their own pace through a variety of activities designed to accommodate a range of learning styles.

Register now for free module

To purchase a course or to try a free module please register. Registration is free and there is no obligation to purchase. Just click the button below:

Please review our Frequently Answers Questions (FAQs) for answers to the most common questions we receive (opens in a new window).


Buy building a spreadsheet based financial forecast model online course

Pay online now

Add to cart / basket

Required access period:

Instant Purchase

Required access period:

Click on the Buy Now or Add to Cart button above to make your purchase via credit or debit card. Your payment will be collected securely via PayPal. Please note that a PayPal account is NOT required to process your payment (simply click on the option to pay via credit or debit card). No surcharge will be levied on card payments for purchases. You will automatically be emailed a receipt after your purchase. Your service with Financial Fluency commences once your payment is processed. You have the right to cancel your order, less an admin charge, from the time of purchase for a period of 7 days provided you have not accessed the course. If you have worked through any of the course content you will not be able to cancel your order. Please read our full terms and conditions before purchase.

Pay by invoice and bank transfer

If preferred you can pay via bank transfer (BACS / EFT / Online banking).
Please complete the form below and we will send you an invoice with our bank details.

Your Name (required)

Your Email (required)

Invoice addressee, if required
(e.g. company name, address)

Additional courses, if required

Required access period (for online courses)
3 months12 months

Other relevant information

View cart or checkout

If using our shopping cart, you can view the cart and checkout here.


You will receive 3 or 12 months (depending upon your chosen option) unlimited free access after payment of a one off registration fee.

Length of courses

Each course takes approximately 4 hours to complete.

CPD points

Once you've completed the course you will be able to claim 4 verifiable CPD hours, if required. CPD points are claimed by the registered user, who can be someone different to the person who pays if required.


VAT will be calculated and added automatically during the checkout process (and before any payment is taken) based on your location.

VAT is applicable at the prevailing rate for customers within the EU. VAT will be added during checkout at the rate applicable to your Country. For customers outside the EU, where UK VAT is non-applicable, the checkout will automatically detect your location and VAT will not be added.

For customers in the Channel Islands please contact us in advance of purchase.


You will be emailed instructions of how to access your course and an activation code within one working day, usually a few hours.

Do you wish to pay in a different currency?

Simply email with a list of the courses you wish to purchase and your chosen currency and we will send you an invoice in your desired currency.

Any more questions?

For any questions, please see our frequently asked questions as well as our full terms and conditions or send an email to