Advanced Excel for Financial Modeling, Budgeting, Forecasting & Strategic Business Planning
Venue: Acacia Premier Hotel, Kisumu-Kenya
Date: 1st - 6th June 2026
Cost: Kshs. 86,000 / USD 850
CPD points: 10
Overview
Take your Excel skills to an advanced level for financial modeling, budgeting, forecasting, and strategic business planning. This program teaches participants to build robust financial models that support decision‑making, create dynamic budgets and forecasts, and develop planning tools that integrate with business strategy. The curriculum covers advanced formulas, scenario analysis, sensitivity tables, and best practices in model design. Through hands‑on projects with real‑world data, attendees will learn to create models that are accurate, flexible, and easy to audit. This program is essential for finance professionals, analysts, and planners.
Objectives
- Build three‑statement financial models (income statement, balance sheet, cash flow)
- Create dynamic budgets and rolling forecasts
- Perform scenario and sensitivity analysis using data tables
- Use advanced Excel functions (INDEX‑MATCH, OFFSET, INDIRECT) for flexibility
- Design models with clear assumptions, inputs, and outputs
- Incorporate Monte Carlo simulation for risk analysis
- Build dashboards to present model outputs
- Apply best practices for model auditing and error‑checking
- Integrate financial models with strategic planning processes
Target Audience
- Financial analysts and modelers
- FP&A professionals
- Budget managers and planners
- Corporate finance teams
- Investment analysts
- Consultants building financial models
- Anyone seeking advanced Excel financial modeling skills
Methodology
- Step‑by‑step financial modeling workshops
- Real‑world case studies and datasets
- Scenario and sensitivity analysis exercises
- Model review and auditing sessions
- Peer feedback on models
- Best practice discussions
- Action planning for applying skills
