Project Description


CEF Course Code: 23C02275-1
CEF Institution Code: 548
Welkin Course Code: CSS

Course Features

This course enables you to use advanced Excel features and functions to create effective spreadsheet models for financial analysis and projections. It is a practical hands-on program to complement theories learned at universities or business schools.

  • Effective learning through lectures, demonstrations, examples and hands-on practice
  • Covering advanced Excel techniques and functions for financial modeling
  • No Excel VBA programming involved
By the end of the course, you would have gained an in-depth understanding of financial modeling techniques and be able to build robust models for financial analysis and projections.
  • Qualified and experienced trainer
  • Easy-to-follow, step-by-step instructions
  • Evening and weekend classes available

Learn from the Experts

Excel in Business Analysis

Get Your Skills Certified

Certify your Excel skills with the Microsoft Office Specialist Excel Expert certification. The certification is not a requirement for course completion but we highly recommend you to get your skills professionally recognized.
Remark: The course fee does not include the certification exam.

Further Study

After completing this course you may further develop your knowledge and skills in business and financial analysis with the CEF reimbursable course Business Analysis with Microsoft Excel.

Course Fee


*after maximum 80% fee reimbursement from CEF. Full course fee is $6900.

This course has been included in the list of reimbursable courses under Continuing Education Fund
The Office of the Continuing Education Fund does not have record of registration of this course under the Qualifications Framework

Am I eligible for CEF subsidy?

Course Duration

30 Hours

Course Prerequisites

Course participants should be at least 18 years old, have an education level of Form 5 or above, and possess basic business concepts and knowledge of Microsoft Excel.

Title of Award & Assessment Methods

Students will receive the course certificate after achieving 80% attendance and passing 2 course assignments.

Schedule & Online Enrolment

You will pay the course fee ($6,900) by default option. If you choose to pay by monthly installment, please use “Pay when visit Welkin” while checkout. CEF reimburse application (if any) will proceed once the course completed.
Sign up for your course by clicking the “Enrol” button, then proceed to checkout to finish course registration.

Spreadsheet Modeling in Corporate Finance (Code: 23C02275-1)
Course No. 課程編號Info. 語言/系統/地點Start 開課日End 完課日Day(s) 上課日Time 上課時段Duration 課程長度Course Fee 全期學費Enrol 報名

Excel spreadsheet is the most widely used tool in performing financial analysis. Yet many finance professionals are not trained in using spreadsheets effectively and hence not being able to perform sensitivity analysis, feasibility studies and other common financial analysis tasks.
The course provides students with relevant skills and techniques in performing financial analysis and is a practical hands-on program to complement theories learned at universities and business schools .
Note that this course does NOT teach Excel VBA programming, but how to build spreadsheet models using Microsoft Excel features and functions.

  • Using Formulas and Analytical tools
    • Using Formula and Functions
    • Using Pivot Table for data analysis
  • Time Value of Money
    • Present Value
    • Future Value
    • Annuity
  • Asset Valuation
    • Bond Valuation
    • Stock Valuation
    • Yield Curve
  • Capital Budgeting
    • Project NPV
    • Cost-Reducing Project
    • Break-even Analysis
    • Three Valuation Methods
  • Financial Planning
    • Corporate Financial Planning
    • Du Pont System of Ration Analysis
    • Life-Cycle Financial Planning
  1. Proceed with on-line registration or send the completed enrolment form (download) to us together with a cheque (made payable to Welkin Compuer Training) for the program fee.
  2. CEF applicants have to complete the CEF Application Form (download) and send it to us for certification. They will then send the form to The Office of the Continuing Education Fund, Units 07-11, 25/F., CDW Building, 388 Castle Peak Road, Tsuen Wan, New Territories. Together with a photocopy of their HKID Card before course commencement. Applicants may also place their applications in the drop-in box on 12/F., Cheung Sha Wan Government Offices.

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