Financial Modelling and Valuation (Microsoft)
The Microsoft Financial Modelling and Valuation course equips financial analysts, business analysts, and finance professionals with advanced Excel skills to build accurate financial models, forecast cash flows, and perform investment analysis—solving the critical pain point of unreliable financial projections. With 80% of US finance job postings requiring Excel proficiency, this course delivers industry-aligned training in DCF modeling, scenario analysis, and financial forecasting using Microsoft 365 Apps.
This course prepares learners for the Microsoft Office Specialist: Excel for Business Finance Associate (MO-230) certification, validating in-demand skills employers seek. Koenig Solutions provides official vendor-authorized courseware and 30-day lab access, ensuring hands-on mastery. Certified professionals gain a recognized credential that supports career advancement into roles like financial analyst, where median salaries reach $67K in the US.
Training Formats & Pricing
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Course Overview
The Microsoft Financial Modelling and Valuation course is designed to equip professionals with advanced skills in financial analysis, forecasting, and data-driven decision-making using Microsoft Excel. This training aligns with the Microsoft Office Specialist: Excel for Business Finance Associate certification (Exam MO-230), validating expertise in managing financial data, performing investment analysis, and creating forecasts. It is ideal for financial analysts, accountants, and business consultants seeking to leverage Excel for complex financial modeling tasks. With over 750 million people using Microsoft Office globally and finance roles increasingly demanding certified Excel proficiency, this skill set is adopted by 92% of Fortune 500 companies for financial reporting and analysis.
Participants engage directly with core Excel tools including Power Query, PivotTables, What-If Analysis, Data Validation, Forecast Sheets, and financial functions such as NPV, IRR, and XLOOKUP. The hands-on lab environment uses real-world datasets within the Microsoft Excel desktop application, where students build a complete three-statement financial model linked through income statements, balance sheets, and cash flow projections. A key project involves constructing a dynamic valuation model for a fictional company, incorporating loan amortization schedules, stock valuation metrics, and sensitivity analysis using data tables. These labs are delivered through Koenig’s Guaranteed-to-Run live online platform, ensuring access to expert instructors and practical exercises that mirror actual finance workflows.
This course prepares learners for the Microsoft Office Specialist: Excel for Business Finance Associate certification, an industry-recognized credential that validates intermediate-level financial modeling competence. Certified professionals report salary increases of up to 18%, with financial analysts earning median salaries of $75,000 annually in the U.S., according to Bureau of Labor Statistics data from 2024. Koenig Solutions enhances learning with 1-on-1 training options, official Microsoft courseware, and exam readiness support, setting it apart from generic Excel tutorials. Upon completion, graduates are positioned to advance into senior analyst roles or transition into corporate finance, investment banking, or financial consulting with demonstrable, vendor-validated expertise in Microsoft’s financial modeling ecosystem.
What You'll Learn
Skills You'll Gain
Prerequisites
- Proficiency in Microsoft Excel, including creating and editing formulas, and using key functions like SUM, IF, VLOOKUP, and INDEX/MATCH, is essential for mastering Financial Modelling and Valuation using Microsoft Excel.
- Ability to build a 3-statement model from scratch, ensuring the balance sheet, income statement, and cash flow statement are correctly linked.
- Understanding of basic accounting principles (GAAP/IFRS) to interpret financial statements accurately.
- Experience with Excel data tools such as PivotTables, charts, and data tables to enhance the ability to analyze financial data effectively.
- Familiarity with Excel’s financial functions, including NPV, IRR, PMT, and FV, for accurate valuation modeling.
- Ability to import and manipulate financial data from sources like CSV files or databases to handle real-world data efficiently.
- These skills form the foundation for learning advanced financial modeling techniques and valuation methods in this training program.
Certification Exam
Everything you need to know about the Financial Modelling and Valuation (Microsoft) certification exam
What's Included in Your Training
Every enrollment comes packed with resources to maximise your learning and exam success
Exam Preparation Materials
Practice Test Questions (200+)
Certificate of Completion
Post-Training Support (30 days)
Session Recording Access
Free Rescheduling (7+ days notice)
Career Outcomes
of Financial Modelling and Valuation (Microsoft) certified professionals report career advancement within 6 months
Salary Impact
Average salary increase reported after obtaining the Financial Modelling and Valuation (Microsoft) certification
*Source: Glassdoor / LinkedIn 2025
Job Roles
- Financial Analyst
- Valuation Analyst
- Corporate Finance Manager
- Investment Analyst
- Financial Modeler
- Finance Reporting Specialist
Companies Hiring
and 5,000+ organizations worldwide seeking Financial Modelling and Valuation (Microsoft) certified professionals
Course Student Reviews
Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.
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“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
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“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified -
★★★★★
“Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”
AZ-104 Certified ✓ Verified -
★★★★★
“I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”
Enterprise Client ✓ Verified -
★★★★★
“The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”
PL-300 Certified ✓ Verified -
★★★★★
“From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”
AZ-305 Expert ✓ Verified -
★★★★★
“As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”
100+ Learners Trained ✓ Verified -
★★★★★
“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
SC-300 Certified ✓ Verified -
★★★★★
“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
AI-102 Certified ✓ Verified -
★★★★★
“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified
-
★★★★★
“Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”
AZ-104 Certified ✓ Verified -
★★★★★
“I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”
Enterprise Client ✓ Verified -
★★★★★
“The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”
PL-300 Certified ✓ Verified -
★★★★★
“Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”
AZ-104 Certified ✓ Verified -
★★★★★
“I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”
Enterprise Client ✓ Verified -
★★★★★
“The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”
PL-300 Certified ✓ Verified
-
★★★★★
“From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”
AZ-305 Expert ✓ Verified -
★★★★★
“As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”
100+ Learners Trained ✓ Verified -
★★★★★
“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
SC-300 Certified ✓ Verified -
★★★★★
“From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”
AZ-305 Expert ✓ Verified -
★★★★★
“As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”
100+ Learners Trained ✓ Verified -
★★★★★
“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
SC-300 Certified ✓ Verified
-
★★★★★
“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
AI-102 Certified ✓ Verified -
★★★★★
“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified -
★★★★★
“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
AI-102 Certified ✓ Verified -
★★★★★
“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified
Frequently Asked Questions
Everything you need to know about the Financial Modelling and Valuation (Microsoft) training course
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