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
5 courses from beginner to intermediate level.01Optional
9 courses from beginner to intermediate level.02Required
Take 3 out of 9 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
I must say, this has been nothing but an absolute pleasure! I cannot express my gratitude enough. I have been through so many courses already, from many places, none of them stacking up quite like these courses. Of course, anyone who wants to know more must learn take the initiative, as the CFI's FMVA program will prepare you to be a world-class analyst but cannot guarantee that anyone will capitalize on their potential! Something I've learnt from years of programming—recently working a lot more with XBRL—and various kinds of software engineering (vastly different from Excel, but also not too different) is bypassing the spectrum. What I mean by that is while you may think that forcing yourself not to accustom the actual programming behind any model—unless it is impossible to further improve the deployment structures—is the right way to go, it can also be the wrong way to go, or even be a huge mistake. You can end up with hundreds of separate models! That is why I agree with what Tim Vipond has so eloquently demonstrated here in this amazing course design for you to create easier-to-use models where the complexities are all neatly built around the core drivers. That's bypassing the spectrum, between simple and complex. I love it!!! I've used this technique many times in other areas of model building outside of Excel, and can attest to the fact that it is a universal concept that is applied in all areas of data handling. Whether you are a software engineer, a pharmaceutical data analyst, regularly making manufacturing projections, or if you are obsessed with trying to integrate environmental economic accounting systems into financial and managerial accounting systems—to make triple bottom lines rigorously and scientifically valid—you need Excel skills like these to do calculations on. Even better, if you are a financial analyst who sees the future of blockchain technologies, and the up-and-coming 5G which are all going to revolutionize the entire industry in terms of compliance and transparency, then I believe starting with this course is the way to go. You need to be world-class, and you need to get ready and be ready... That is why the CFI's FMVA program is exactly where you get to focus your mind on the world of possibilities that spreadsheet-based scenario and sensitivity analysis can unlock for you, as MS Excel will only continue to adapt with the times and remain a frontier-significant software... From forensic auditing, scientists in pretty much every field I can think of, to business people, use these skills — data validation, scenario analysis, and sensitivity analysis. The point is, these skills are extremely important in any field you are going to enter. Taking myself as an example, having financial experience and working in manufacturing sectors, you end up tuning into the financial sense that goes into so many systems that currently exist all around you. Completing this course means sharpening your skills in a way that will forever impact on how much you can succeed in finance.
This course really gave me a good insight on the Sensitivity and Scenario Analysis. The Step by Step excel instructions really aided in understanding how to perform the analysis efficiently. Loved it!
Excellent Course, learning a lot from CFI, great detail and simple steps to follow and understand the concept of the formulas.
This course is awesome and teaches you the basic knowledge everybody building a financial model should know about. It´s perfect exept for differences in the excel sheet the questions of the test rely on and the solution. The Excel Sheet for the questions says at the EV/EBITDA multiple sensitivity 5x, but the solution is based a 5% change.
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.