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M5: Fundamentals of ScalabilityThis course demonstrates four ways of using a model for one asset to rapidly model a whole portfolio.
Course InformationAudience: This course is aimed at people that create small research models that cover multiple assets with similar characteristics and those building institutional models. Outcomes: On completion, you will know four ways of reusing your model to cover multiple assets with similar characteristics. |
M4: Advanced FundamentalsThis course explores advanced modelling techniques associated with risk and deal optimisation.
Course InformationAudience: This course is aimed at people that build complex models to support acquisition or development opportunities or oversee institutional models that monitor the performance of existing deals. Outcomes: On completion, you will know how to build models that allow you to explore the negotiation space of a deal. |
RE1: Property ModellingThis course introduces the fundamentals of property modelling.
Course InformationAudience: This course is aimed at people that need to model property portfolios. Outcomes: On completion, you will be able to understand the many elements that make up property portfolio models. |
S1: Securitisation ModellingThis course introduces the IndexMatch Securitisation model.
Course InformationAudience: This course is aimed at people that interact with the Securitisation model and would like to better understand how it works. Outcomes: On completion, you will be able to understand many elements of the Securitisation model and be able to use it to run critical analysis. |
G2: Scenario AnalysisThis course demonstrates various powerful scenario analysis techniques, including using VBA and Charts to efficiently create interactive visual analysis tools.
Course InformationAudience: This course is aimed at people who want to further their understanding of charting methods. Outcomes: On completion, you will know how to create more advanced charts. |
M3: Intermediate Modelling ChallengesThis course provides a series of challenging assignments to practice intermediate modelling skills.
Course InformationAudience: This course is aimed at people that find that their models become hard to navigate or hard for their colleagues to use. The techniques in the course will allow you to create large and complex models while preserving clarity and flexibility. Outcomes: On completion, you will know how to build modular models by using INDEX() and MATCH() to add robust flexibility. |
M2: Intermediate Modelling FundamentalsThis course introduces the fundamentals of intermediate modelling which allow flexible, adaptable, robust and auditable models to be built.
Course InformationAudience: This course is aimed at people that find that their models become hard to navigate or hard for their colleagues to use. The techniques in the course will allow you to create large and complex models while preserving clarity and flexibility. Outcomes: On completion, you will know how to build modular models by using INDEX() and MATCH() to add robust flexibility. |
M102: Modelling PracticeThis course provides a set of short model builds, designed to practice the techniques taughts in the M1 course.
Course InformationAudience: This course is aimed at people who wish to develop their modelling skills. Outcomes: On completion, you will have practiced building simple models using common standard practice techniques which will enable you to build flexible, robust and auditable models. |
P3: Productivity Tools 3This course demonstrates how to create reports that automatically aggregate data at a user defined level.
Course InformationAudience: This course is aimed at people that create accounting or portfolio reports who would like to add more flexibility into how the data is aggregated. Outcomes: On completion, you will know how to create a cash, profit and loss or portfolio report in which the data is reported at a user defined level. |
M1: Basic Modelling FundamentalsThis course introduces the fundamental of basic modelling, starting with the Standard Practice Guidelines and covering many common technical elements of financial models.
Course InformationAudience: This course is aimed at people who wish to develop their modelling skills. Outcomes: On completion, you will know how to build a simple model using common standard practice techniques which will enable you to build flexible, robust and auditable models. |
A1: Model Lifecycle ManagementThis course covers the IndexMatch Style Guide formatting and documentation guidelines in detail.
Course InformationAudience: This course is aimed at people that create and use operational files and models that require documentation. Outcomes: On completion, you will have one fully documented operational file or model. |
P2: Productivity Tools 2This course introduces built in Excel functionality and aggregation and text functions for handling large amounts of data effectively.
Course InformationAudience: This course is aimed at people that routinely download large tables of data and need to extract characteristics from it. Outcomes: On completion, you will know how to filter, sort, and create subtotals within a table of data as well as how to extract aggregate characteristics. |
G1: Dynamic ChartsThis course demonstrates how to create user controlled charts.
Course InformationAudience: This course is aimed at people who want to use charts to increase the communicative power of their reports and models. Outcomes: On completion, you will know how to create charts in which the relevant data is selected by the user. You will also know how to use transparent elements in charts to create waterfall charts. |
I2: Best PracticesThis course introduces a range of best practices and the IndexMatch Style Guide.
Course InformationAudience: This course is essential reading for everyone taking the IndexMatch Excel Training.. Outcomes: On completion, you will have the IndexMatch Quick Access Toolbar and Add-In set up, understand what formatting and documentation to look out for in an Excel file and have been introduced to the IndexMatch Style Guide. |
P1: Productivity Tools 1This course introduces techniques that will enable you to build dynamic models that take minimal user configuration to translate inputs to publishable output reports.
Course InformationAudience: This course is aimed at people that use Excel to create operational reports from operational data. Outcomes: By the end of this course you will be able to create dynamic reporting files that take far less user intervention to get from data to output reports. |
I1: Introduction to ExcelThis course introduces Excel and demonstrates some basic techniques.
Course InformationAudience: This course is aimed at people who hardly use Excel and want a gentle introduction to its features. Outcomes: On completion, you will have learnt your way around Excel and understand how it works. |