You are expected to have either completed the stated prerequisite course(s) or possess the equivalent knowledge prior to enroling in this course:
Scenario and sensitivity analysis course overview
This advanced financial modeling course will teach you how to perform Excel sensitivity analysis with a focus on practical applications for professionals working in investment banking, equity research, financial planning & analysis (FP&A), and finance functions. The tutorial goes step by step through all the formulas and functions required to perform the analysis in Excel from scratch.
What will I learn about Excel sensitivity analysis?
This course is highly condensed and students will learn a lot in a short time. The agenda for this tutorial is:
- Introduction, scenario vs sensitivity
- Why perform sensitivity analysis? - how to enhance financial modeling and analysis
- Scenario analysis in Excel - structure, setup and CHOOSE function
- Sensitivity model integration - direct and Indirect methods, data tables
- Analyzing results - sorting and organizing the data
- Gravity sort table - using LARGE and SMALL functions in Excel to auto-sort
- Tornado charts - a visual representation of the results
- Presenting results - making the output presentation ready
By the end of this course, you will have a thorough grasp of how to build a robust sensitivity analysis system into your Excel financial model. Form and function are both critical to ensuring you can handle quick changes and information requests when you're working on a live transaction.
Why take this Excel sensitivity analysis course?
This course is designed based on years of practical experience performing financial model sensitivity analysis. We use real-life templates and examples to teach you how to perform it step-by-step the way industry veterans do.
Unlike other courses, ours uses both the direct and direct methods of measuring financial sensitivity - and applies those methods to both operating and financial stresses.
Our sensitivity analysis Excel template can be downloaded at the end of the course and used as an example in your own work.
For further CPE information, please read before purchasing:
What You'll Learn
Path to Certification
6 courses from beginning to intermediate level.01Optional
9 courses from beginning to intermediate level.02Required
Take 3 out of 8 courses at an advanced level.03Required
Submit your FMVA®️ checklist and order your certificate.04Required
Join Our Community
Get access to the Global Corporate Finance Society.05Optional
How the Certification Works
What Our Students Say
Awesome formulas! Great explanations on the functionality of data tables, sensitivity analysis, and scenarios. I really enjoyed this course!
The course is comprehensive and highly educational when it comes to learning material and undoubtedly is a Level 3 Course, given the difficuly in the direct and indirect parts. The time allotted to each activity could have been more. Overall, it's a great course.
Hi Tim, This is what I always wanted to understand and showcase to my management and seniors. I love the way you link the variables in the indirect method and without actually chaining the inputs the probable results are there. Love from India...
The only suggestion I have is when you do the tornado topic the negatives and positives side can differ as it was in my working. Therefore maybe I would suggest instead of using ABS to separate positive and negative side calculation.
Frequently Asked Questions
FMVA® Financial Analyst Certification
Become a Financial Modeling and Valuation Analyst (FMVA)® by completing all required courses in accounting, finance, modeling, Excel, presentations, and strategy. From beginner to advanced courses you will have the complete training you need to become a world-class financial analyst.