Скачать или смотреть FP&A Professional Excel Forecast Model Design | FPAP Certification Course

What's the secret to building a best-in-class forecasting model in Excel? It all starts with a professional design philosophy. In this preview of our comprehensive FP&A series, learn the core principles for designing a powerful and dynamic Excel model for financial forecasting.

Instructor Duncan McKean introduces a counter-intuitive but powerful "outputs-first" design methodology, where you start by defining the key business questions and dashboard requirements. You'll explore the unique complexities of FP&A forecasting in Excel—like managing actuals vs. forecasts and multiple periodicities—and discover why mastering Excel keyboard shortcuts is a non-negotiable skill for elite modelers.

In this lesson, you’ll learn how to:
✅ Apply the "outputs-first" design philosophy to your Excel forecast models
✅ Understand the unique forecasting challenges in FP&A (e.g., actuals vs. forecast)
✅ Boost your efficiency with essential Excel keyboard shortcuts
✅ Use modern Excel features like checkboxes for dynamic forecast switches
✅ Design dashboards that answer key business and forecasting questions
✅ Get to know your instructor and the CFI approach to financial modeling

This foundational course sets the stage for the entire FP&A modeling series, equipping you with a professional mindset and the core design principles needed to build Excel forecasts with purpose and clarity.

Explore the full Excel Forecast Model Design course ➡️ https://cfi.to/uiBDX

Topics Covered:
🔷 Excel Model Design Methodology ("Outputs-First")
🔷 Core Challenges of FP&A Forecasting Models
🔷 Keyboard Shortcuts for Speed & Accuracy
🔷 Designing Dashboards for Forecasting
🔷 Handling Actuals, Forecasts, and Budgets in Excel
🔷 The Role of Power Query in Data Input

#FPandA #FinancialModeling #ExcelForecasting #ExcelTips #ModelDesign #BestPractices #Finance #CorporateFinance #FinancialPlanning #CFI