Scenario & Sensitivity Analysis in Excel - Financial Modeling

[Level 3] How to perform scenario & sensitivity analysis in Excel for FP&A, investment banking and equity research
$347.00
Full Access Bundle: 22 courses & certificates at $2,000+ value

Course description

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.


Scenario and sensitivity analysis course overview


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
  • 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/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.


Excel sensitivity analysis course example


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:

https://corporatefinanceinstitute.com/about/cpe-information/

sensitivity analysis excel and scenario analysis example

Reviews (14)

Fantabulously Good

by Kaushik Agarwal
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.

Super

by SUNIL KUMAR SOM
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...

Simple explanation of a more difficult topic

by George Link
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.

Sensitivity Analysis

by Todd Lincoln
This course present good information but it was a quick course. Not nearly as in depth as the others.

Sensitivity analysis

by Teka Derick Tikum
Awesome course and vital for dynamic models and clearly understanding how our constructed financial models and valuation analysis with respond to future changing variables. Was awesome! Recommend this CFI course to professionals.
Read more

Fantabulously Good

by Kaushik Agarwal
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.

Super

by SUNIL KUMAR SOM
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...

Simple explanation of a more difficult topic

by George Link
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.

Sensitivity Analysis

by Todd Lincoln
This course present good information but it was a quick course. Not nearly as in depth as the others.

Sensitivity analysis

by Teka Derick Tikum
Awesome course and vital for dynamic models and clearly understanding how our constructed financial models and valuation analysis with respond to future changing variables. Was awesome! Recommend this CFI course to professionals.

by brian millen

by Robert Jackson

by Aarav Singh

Excellent course

by Barbara Alvarez
This is an excellent course! Advance financial modeling easy to follow and everything you need to know about sensitivity analysis. Very practical applications. Highly recommended for all finance professionals.

by Fraser Pogue

by barbara arnold

Great chats and outputs

by Cara Nowen

Good template

by Rustom Rupand
This was totally worth the time I like how the outputs are displayed in charts/graphs and definitely use the template in the future. Some parts are complicated but overall a very good course!

Very detailed explanation

by Jared Blum
The tornado chart is super useful