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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:

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:

https://corporatefinanceinstitute.com/about/cpe-information/

Scenario & Sensitivity Analysis in Excel

Led by Tim Vipond

Get Started

Level 3

Approx 2.5h to complete

100% online and self-paced

Get Recognized With CFI

See All Certification Programs

What you'll learn

Lesson

Multimedia

Exams

Files

Introduction

Course introduction Free Preview

Learning objectives Free Preview

Downloadable files

Scenario analysis vs sensitivity analysis Free Preview

Interactive exercise 1 Free Preview

Scenario Analysis

Why perform scenario analysis?

Model layout and overview

Designing the structure for scenarios

Creating switch for live case

Using CHOOSE function to build scenarios

Testing and analyzing the scenarios

Preparing for sensitivity analysis

Interactive exercise 2

Sensitivity Analysis - Model Integration

Why perform sensitivity analysis?

Overview of integration methods

Direct method

Setting up the data table

Linking the data table

Indirect method

Setting up the data tables

Linking the data tables

Interactive exercise 3

Sensitivity Analysis - Analyzing & Presenting Results

Analyzing results

Gravity sort overview

Gravity sort linkup

Tornado chart overview

Tornado chart linkup

Presenting results

Interactive exercise 4

Completed Model

Sensitivity analysis wrap up

Download completed sensitivity model

Summary

Qualified Assessment

Qualified assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA)® Certification

Scenario & Sensitivity Analysis in Excel is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 42 courses.

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

What our students say

sensitivity analysis skills
i'm proud of what i got now. i understand better how to analysis business using drivers, and different scenario. i understand know how to get an impact of drivers to the model.

Anicet Lazare NOAH ALIMA

materiel and exams
first of all my experience was good, but i suffered from some issues concerning materiel, all the Materiels depend on videos which is great , but in case that i want to review i have to watch the videos again which is not easy and consuming a lot of time concerning exams, there is no answers , so if i had a problem with answering a question there is no illustration why i was wrong

Rasha Saleh

Fantastic and it's very important in career
Fantastic and it's very important in career.

JALAL HASSAN MOHAMEDIN

Great practical experience
Course really put in practice sensitivity analysis, visualization is also great.

Raul De Gracia Saraceni

best courses I've ever taken
Also very applicable in real life

Algirdas Purkenas

Exceptional
the course has upgraded my analysis skills in ways I had no idea existed

TIMAH TERRY MBUNGU

It was great experience of learning
Well organized the contents according to the expectation of student.

Abdul Baseer

Great course
easy to follow and understand how to perform the scenario and sensitivity

Valentina Popovska

I enjoyed and learned
A great course, not easy. I enjoyed.

Debasis Sengupta

Great introduction
Well structured. Small mistake in EV calculation, as it didn't average Terminal Value into formula leading up to PPS

Daniil Ostroumov

Very Interesting
Great course and well instructed also.

Colm Heatley

Attention Required for every details
It was an insightful module.

UMAR-FAROUK IDRIS SANNI

INTRIGUING
LEARN MORE AND KNOW MORE

Oluwaseun Damilola Akinyemi

Very Thorough
I enjoyed the course and it has greatly enhanced my skillset..

Wallace Takura Museka

Informative and indeed really easy to follow
Informative, and indeed really easy to follow

Hansel Addison Pranadi

Very Much Informative Course
A short but very much impactful course it was..

Md Abdus Samad

The video lecture is amazing, and learning at CFI is a great experience. Mr. Tim Vipond is without a doubt an expert in the area of business valuation, planning, and modeling.

Sunday Tunde Ajayi

Thank you CFI
CFI has contributed greatly to my education in finance and investments, clearly unmatched within its industry. The educators are well qualified and deliver content in a organized and entertaining way. High value for the price. Would 101% recommend.

Luken Ko

Insightful
The course helped me understand how assumptions can affect a model analysis.

Aladesanmi Ajibulu

Great content
It was a great experience

Osaghale Junior Godwin

Useful for my current job
Useful training for my current job

Lorena Gonzalez

It was fun and exciting
The course was easy to follow and understand

Oluwaseun Adelugba

Excellent module
Excellent course to incorporate as part of a first-class financial analysis toolkit

MATHIUS SERSEN

Great Short Course
This was a great short course on Sensitivity and Scenario Analysis

DEVRHOID DAVIS

it was a great learning process
after completing this certificate, I am feeling confident and crossing my fingers to get a dream job in near future.

PAROMITA ROY JATUA

Here is the best place you can learn financial Modelling and valuation as beginner. The notes and videos are explicit

Oluwatosin Ogundele Oduntan

Financial modelling
I can now model financial statements.

Lydia Angolo Endjala

A really good course
CFI offers great courses for anyone who wants to have an understanding of how business works.

Marty Stinson

Amazing
A great opportunity for the Financial analyst to learn from seasoned professionals in less than the desired time and with precision.

Agha Kamil Yar

Interesting
Thanking you for the program

Ademola Marufdeeen ADEBAYO

the course is vey perfect and amazing
the course is vey perfect and amazing

ala eddine ghozlane

INFORMATIVE
THIS IS WORTH INVESTING YOU TIME AND ENERGY

Michael S O Okinyo

Wonderful new knowledge
I am grateful to learn this new information

KENNEDY MUMBA

An excellent course on sensitivity and scenario analysis.
CFI can continuously update and improve the sensitivity and scenario analysis techniques.

Purwadi Nitimidjojo

SENSITIVITY AND SCENARIO
The difference is now clear

Peter Gikubu

Great time spent first watching the video lectures

Salami Azeez

CFI Program, the best of this modern time
The program was very interesting and detailed

Rabiu Eniola

Sensitivity
Scenario & Sensitivity Analysis is key

Ughasi Peter

Awesome
Can't wait to start the next course.

Derrick Aryee

The Best So Far
It is clear, concise, and straightforward. This is the best course I have taken, so far.

Henry Jerry Elolo Agyei Leinard

Informative
Informative and engaging

Rakeli Kuria

Educative
I enjoyed the course very detailed

Isaac Bukola Adetunji

Challenged
I am more knowledgeable in excel comparing when i started this course. Grateful for this opportunity.

Tamara Gunde

Great
Learning about how the whole model could just change by changing one value was great. Even though I had issues getting the work on my worksheet to be same as that of the instructor as I followed.

Patience Pam

HARROWING
I read this so many times

Rufus Kamau

It's a journey full of persistence and determination and it's highly recommendable. Thank you ALX for this great opportunity.
It's a journey full of persistence and determination and it's highly recommendable. Thank you ALX for this great opportunity.

Idiyakke Udosen

Insightful
i recommend to all analyst

Emelia Ebson

Challenging
This course was the most challenging out of all courses I've done

Whitney Flora Arthur

Amazing
It was an interesting and amazing course.

Nelly Naimasia

INFORMATIVE
The course was well taught with clear examples from the model

James Ruigu

GREAT
The material was sufficient

Eugine Malama

A sensitive course it was.

Holiness Ihedinma Onyemaechi

wow, It was Amazing, like seriously.
I learnt a lot even apart from the course, i learnt not given up.

Micheal Asaolu

Engaging, stimulating and fast-paced.
Engaging, stimulating and fast-paced. To be fully grounded in the practical application of S&S Analysis, there is need to go through the course over and again.

Adeyemi Thomas

It is a tough and great experience for me. CFI courses are top notch, impactful, and deep in knowledge.
My tiredness is tired but then we keep moving.

Uchenna Christian Nwabunwanne

Educating
Amazing experience so far

Adebola Adebiyi

amazing
the process need you to follow on the side and ensure you understand before moving to the next stage

Caren Chemutai

Excellent tutoring.
I would recommend people in the accounting and finance fields to take this course.

Brettah Musangi

Excellent course
Taking this course will build your confidence of becoming a financial analyst

David Asare

Amazing experience
Wonderful opportunity

Charles Collins Maingi

finally i learn how i can function index, and match thank you
it's a very beautiful course

Hashem Nawash Harb Nasser

Great course
Very clear and concrete course

Paul de Ronde

Learning has never been so easy!
Learning on and on and on

Ibrahim Nasser

A RIDE TO BECOME A DOYEN IN ANALYSIS
IT'S A NICE COURSE FOR SOMEONE TO GROW IN ANALYSIS. DON'T SKIP IT

Ezenekwe James

Engaging
I was exposed to new excel functions

Polycarp Salami

THE COURSE IS VERY MUCH INVOLVING
THE COURSE IS VERY MUCH INVOLVING

Immanuel Peter

its a mind blowing experience
i love it and i know u would

Deborah Joseph

PEAK VALUE
The value of the course made me speechless. I'm so impressed. Worth the while

Onni Joseph Yusuf

Detailed
The course is well explained and understandable

Emmanuel Popoola

Amazing experience
Everything was to a high standard.

Makwena Machaba

It exciting
It's an advantage knowing this course.

Habila David

Very intensive, extensive and comprehensive.
Embrace All with intentionality

Abel Joshua Chinaza

Exciting
requires more practice

Farai Taurai

Simple and well defined
Simple and well defined

Evalin Kariuki

super excited
Thank you for the opportunity

Adewale Ojomo

Great experience with new knowledge acquired
Insightful and great course.

DANJUMA GIDEON AMANA

The course materials were engaging, clear, and informative
The course materials were engaging, clear, and informative

OLUWABUNMI OJULUWAYO

Super
Excellent course content

Thandizo Samuel Shaba

A great course
An interesting course

Israel Ajayi

I feel an Excel Guru already
Must learn course for all finance Analysts

Kenneth Kiarie

Well outlined
The outline of the course content is well arranged allowing for easy understanding

Rudolf Nutor

Great
Good learning outcome

Frank Mutiti

Breathtaking
It was pleasant learning from CFI

Olawale Ahmed Ogunrinola

NIce
Nice learning experience

Chukwunonso Osadebe

SCENARIO & SENSITIVITY ANALYSIS
Easy to understand and comprehend.

Ian Ruto

Intriguing
Need to pay complete attention

EKENE EZEH

Thanks
I am happy to have gone through this course.

Olakunle Dankuwo

CFI is throwing me to greater heights
we are being transformed to greatness

Tinomutenda Madhuro

Analyst
Very Informative course

Joash Kutayi

SCENARIO AND SENSITIVITY ANALYSIS
This course has helped to improve my knowledge of Excel

Oluwatobiloba Racheal FATODU

Great experience
Loving this course everyday

Edet Asuquo

Brilliant course!
Concise and direct to the most important points!

Ali Sajjadi

AWESOME!!!!!!!!!!!!!!!!!!!!!!!!!!!
Am happy with the experience am getting here..lets keep on keeping on

Portia Ndlovu

Excellent
This is brief and to the point

Dadson Ngwiri

Awesome module
I love everything about it.

Kisiaki Juma

Course Review
Very educative and interesting

Cecilia Kusi Appiah

A further insightful course on financial modelling.
Interesting course on integrating sensitivity and scenario analysis into our financial models.

Abel Tedla

Awesome
By this stage of the course I have been exposed to becoming the best financial analyst. I am confident. By the end of this course you will probably feel the same way. Give yourself to this FMVA course, it will definitely sharpen your skills as a financial analyst.

Nozuko Dyonase

Great
The course is life changing.

Meshack Toroitich

Great
The course is life changing.

Meshack Toroitich

Frequently asked questions

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All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

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How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

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