Overview

Recommended Prep Courses

These preparatory courses are optional, but we recommend you to complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

  1. Building a 3 Statement Financial Model
  2. Business Valuation Modeling

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, 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.


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

Scenario & Sensitivity Analysis in Excel - Financial Modeling

$97.00 Enroll Now Free Preview

Approx 2.5 hrs to complete

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Path to Certification

Prep Courses

5 courses from beginner to intermediate level.

01Optional

Core Courses

9 courses from beginner to intermediate level.

02Required

Elective Courses

Take 3 out of 9 courses at an advanced level.

03Required

Get Certified

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

FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.
Students must complete all core and elective courses (12 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

What Our Students Say

Moses Kargbo
Very Impactful
I learned something new on this course that is vital and will be extremely resourceful for my future modeling projects. Excellent overview of sensitivity and scenario analysis. Good job CFI!
David Eduardo Avalos Barrios
Precise & Concise.
I really enjoyed the course. I progressed in my knowledge and skills and the Trainers teaching really enhanced this. Highly recommended.
Mohamad Jihad Abdel Ghani
Excellent professional course
The course provided me with very clear techniques and best practice methods to conduct scenario planning and sensitivity analysis
Abdellatif A. E. Ibrahim

That is amazing course
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Mark Morse
I'M LEARNING A LOT!
Vinodh Kumar Soundararajan
Excellent!
oscar coto
Definitely a fundamental course to expand financial analysis expertise. It is basically applicable in a day to day financial operation and critical for decision making processes. The key takeaways are the structure and easy interpretation this course gives you.
Jean Luc van Beusekom
In this course I learned how to create a sensitivity analysis without the use of software as I previously learned.
Nayan Goswami
I'm halfway through this course and I would highly recommend to each one of you who is likely to build a career in core finance.
Hossain Zaman Towhidi Khan
It was good
I Wayan Subagia
no Need To review. All are Excellence, Need to try till Understand.
Marco Pelser
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.
Zahid Sameer
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!
Amir Khwaja
Excellent Course, learning a lot from CFI, great detail and simple steps to follow and understand the concept of the formulas.
Andreas Luksch
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.
Delbert Adivnovak
Awesome formulas! Great explanations on the functionality of data tables, sensitivity analysis, and scenarios. I really enjoyed this course!
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.
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...
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.
Todd Lincoln
This course present good information but it was a quick course. Not nearly as in depth as the others.
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.
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.
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!
Jared Blum
The tornado chart is super useful

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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.

Upgrade

From $847.00
CFI Full Immersion Bundle & FMVA® Certification
Buy Now
From $497.00
CFI Self-Study Bundle & FMVA® Certification
Buy Now