Why Take This Course?

In a highly volatile environment, scenario and sensitivity analysis has become an essential tool for evaluating the impact of changes in key variables within a financial model. This advanced course provides a step-by-step guide to integrating a robust sensitivity system into Excel models, using real-world methodologies applied in investment banking, equity research, FP&A, and corporate development.

You will learn how to structure, automate, and visualize the effects of different scenarios on financial outcomes—critical for presenting alternatives, supporting strategic decisions, and responding to uncertainty in real time.

Learning Methodology

  • Development of models from scratch in Excel with detailed instructions
  • Use of key functions: CHOOSE(), LARGE(), SMALL(), and data tables
  • Practical application with operational and financial scenario examples
  • Construction of dashboards and tornado charts for analysis
  • Focus on rapid adjustment for live transactions and decision-making
  • Includes downloadable templates, demo videos, real case studies, and a certificate of completion.

Academic Development

Learning Objectives:

  • Understand the difference between scenario analysis and sensitivity analysis
  • Apply these tools to strengthen complex financial models
  • Structure scenario models using dynamic functions like CHOOSE()
  • Integrate direct and indirect methods to evaluate sensitivity in Excel
  • Organize and classify results automatically (gravity sort tables)
  • Visualize outcomes using tornado charts and executive-level insights
  • Prepare deliverables ready for presentation to management or investors
  • Adapt models to rapid changes and real-time simulations

Who Should Attend?

This course is ideal for:

  • Investment banking and equity research professionals
  • FP&A and strategic planning analysts
  • Financial consultants and risk analysts
  • Finance managers and corporate modeling teams
  • Advanced Excel users managing dynamic models

Prerequisites

Required Technical Skills:

  • Fundamentals of Accounting
  • Intermediate to advanced Excel proficiency
  • Knowledge of financial modeling
  • Strong data analysis and structured logic skills

Post-Certification Profile

Upon completing this course, you will be able to:

  • Integrate scenario and sensitivity analysis into professional-grade models
  • Identify and communicate the impact of changes in key variables
  • Automate analysis to accelerate financial decision-making
  • Build dashboards and visualizations that highlight risks and opportunities
  • Respond with agility and rigor to simulations during evaluation, investment, or restructuring processes