Financial Modelling in Excel: DCF, LBO & M&A (Open Source)
Financial Modelling Using Excel equips finance professionals, analysts, and corporate development specialists with advanced Excel-based modeling skills to solve complex financial forecasting and valuation challenges. With 75% of financial analysts reporting increased productivity after mastering these skills, this course bridges the gap between theoretical finance and practical application, focusing on real-world modeling for DCF, LBO, and M&A scenarios. It is designed for those who need to build accurate, auditable models efficiently in fast-paced environments.
Preparation for the FMVA® certification ensures global recognition, while Koenig’s Guaranteed-to-Run dates and 30-day lab access enable flexible, hands-on mastery. Graduates gain the confidence to deliver data-driven financial insights and advance into senior analyst or valuation roles.
Training Formats & Pricing
100% Happiness Guarantee · Free Rescheduling · Secure Payment
Course Overview
The Financial Modelling Using Excel course by Open Source is designed for finance professionals, analysts, and aspiring financial modelers seeking to master the creation of dynamic financial models for forecasting, budgeting, and valuation. While not tied to a specific certification exam, this course equips learners with practical skills directly applicable to roles such as Financial Analyst, FP&A Manager, and Investment Banking Associate. With over 85% of financial modeling jobs requiring advanced Excel proficiency, mastering these tools is critical for career advancement in finance. The curriculum is structured to serve both beginners and intermediate learners aiming to build industry-recognized modeling capabilities.
Students engage with core Excel functionalities and advanced tools including Power Query, Power Pivot, Solver, VLOOKUP, PivotTables, and dynamic dashboards within the Microsoft Excel environment. The hands-on lab component emphasizes real-world application, where learners build a comprehensive three-statement financial model from scratch, integrate data using Power Query, and perform scenario and sensitivity analysis. A key project involves constructing a two-asset portfolio optimization model using Solver to identify the efficient frontier and minimum variance portfolio, simulating actual financial planning tasks performed in corporate and investment finance roles.
This course prepares candidates for practical excellence in financial modeling, a skill set highly valued across investment banks, private equity firms, and corporate finance departments. Graduates gain confidence in building scalable, transparent models that support strategic decision-making, directly enhancing employability. According to industry data, professionals with financial modeling expertise earn between $70,000 and $150,000 annually, depending on role and sector. Koenig Solutions enhances learning with its Guaranteed-to-Run delivery model and access to official courseware, ensuring consistent, high-quality training. Upon completion, learners are positioned to advance into senior financial planning, valuation, or investment analysis roles with proven, hands-on modeling competence.
What You'll Learn
Prerequisites
- [
- "Proficiency in Microsoft Excel 2019 or 365, including advanced formula creation and cell referencing, is required for 'Financial Modelling Using Excel' by Open Source.",
- "A solid understanding of financial statements and accounting principles, specifically aligned with IFRS or GAAP standards, is essential for building reliable models.",
- "Prior experience in constructing and interpreting core financial statements, such as income statements, balance sheets, and cash flow statements, is necessary.",
- "Familiarity with advanced Excel functions including NPV, IRR, XNPV, and XIRR is required for performing detailed financial analysis within the course.",
- "The ability to create and manage data tables, pivot tables, and charts in Excel is required to support dynamic financial modeling and reporting.",
- "Working knowledge of forecasting techniques and variance analysis in financial contexts is required to effectively apply the methodologies taught in 'Financial Modelling Using Excel' by Open Source."
- ]
- Course Benefits: Mastering 'Financial Modelling Using Excel' by Open Source equips you with the skills to build precise financial models, saving hours in analysis and boosting your decision-making confidence. With over 10,000 students trained since 2010, our course offers expert instruction that transforms your Excel skills into financial expertise. Gain the ability to forecast accurately, analyze variances, and present data professionally. This course is ideal for finance professionals, analysts, and managers seeking to elevate their financial modeling skills quickly. Enroll now to unlock your potential and make smarter financial decisions that impact your career.
Certification Exam
Everything you need to know about the Financial Modelling in Excel: DCF, LBO & M&A (Open Source) 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 in Excel: DCF, LBO & M&A (Open Source) certified professionals report career advancement within 6 months
Salary Impact
Average salary increase reported after obtaining the Financial Modelling in Excel: DCF, LBO & M&A (Open Source) certification
*Source: Glassdoor / LinkedIn 2025
Job Roles
- Financial Analyst
- Financial Modeler
- Investment Analyst
- Corporate Finance Analyst
- Equity Research Analyst
- Budget Analyst
Companies Hiring
and 5,000+ organizations worldwide seeking Financial Modelling in Excel: DCF, LBO & M&A (Open Source) 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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“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 -
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“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 in Excel: DCF, LBO & M&A (Open Source) training course
Is the Financial Modelling Using Excel certification exam included in the course fee, and what is the cost?
What training formats does Koenig offer for Financial Modelling Using Excel, and is there a Guaranteed-to-Run schedule?
How long is lab access provided, and what type of environment is used for Financial Modelling Using Excel training?
What is Koenig's rescheduling and cancellation policy for the Financial Modelling Using Excel course?
What is the format and difficulty level of the Financial Modelling Using Excel certification exam?
How long is the Financial Modelling Using Excel certification valid, and what is the renewal process?
What post-training support does Koenig provide after completing Financial Modelling Using Excel?
What are the prerequisites or prior experience needed for the Financial Modelling Using Excel course?
What career opportunities and salary improvements can result from completing Financial Modelling Using Excel?
How does Koenig's Financial Modelling Using Excel training compare to self-study options?
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