Aug
Dates
Aug 24 - 28, 2026
Fee
$5,950.00
Reserve Your Place
Finance
Advanced Excel Certificate for Financial Professionals
Duration5 Days
FormatPublic / Inhouse · Virtual-Live
LanguageEN
Available Dates & Locations
Aug
Dates
Aug 24 - 28, 2026
Fee
$3,750.00
Reserve Your Place
All fees are quoted in US Dollars (USD), exclusive of applicable VAT. Tax is calculated at checkout based on your billing location.
Overview
The program boosts Excel efficiency for finance professionals, starting with advanced formula usage and extending to mastering key functions, shortcuts, and data modeling techniques. Participants learn to navigate complex calculations and apply Excel to real-world financial scenarios, enhancing problem-solving and report generation skills. By course end, attendees will adeptly utilize Excel for robust financial analysis, ensuring precision and improved productivity in their financial roles.
Objectives
By completely attending this course, participants will be able to:
- Customize Excel settings, ribbon, and quick access toolbar for optimal workflow efficiency.
- Utilize advanced Excel formulas, functions, and shortcuts to streamline financial analysis and reporting.
- Develop comprehensive financial models using dynamic tables, assumptions, and scenario analysis tools.
- Design and implement interactive, informative charts and dynamic dashboards for insightful data visualization.
- Apply data validation, error-checking, and macro automation to ensure accuracy and quality in reporting.
- Integrate complex Excel techniques such as VBA, macros, and add-ins for advanced data manipulation and analysis.
Key Competencies
- Advanced Formula Fundementals
- Proffessionals Excel Skills
- Advanced Excel Formulas
- Financial Formulas in Excel
- Model Construction Techniques
- Financial Applications Using Excel
- Reporting using Excel
Course Outline
1
ADVANCED FORMULA FUNDAMENTALS
- Excel general settings
- Excel formula settings
- Excel advanced settings, customize ribbon, quick access toolbar
- Excel add-ins
- Combine formulas for efficiency
2
EXCEL FUNCTIONS & KEYBOARD SHORTCUTS
- Navigating shortcuts
- Selecting cells
- Function keys
- Function shortcuts
- Formatting shortcuts
- Editing shortcuts
- ALT navigation key shortcut
3
PROFESSIONAL EXCEL SKILLS
- Excel Tools
- Custom formatting
- Absolute references
- Paste special
- Conditional formatting
- Forms & drop-down boxes
4
ADVANCED FORMULAS
- IF, AND, OR statements
- Nested IF, IFS
- Look-Up Functions
- Choose function
- CONCATENATE/CONCAT
- MATCH/INDEX
- SUMIF, COUNTIF, SUMIFS, COUNTIFS
- MIN, MAX, LARGE, SMALL
- Date Functions and Time periods
5
FINANCIAL CALCULATIONS: APPLICATIONS
- Present Value (PV), Future Value (FV), and Applications
- Net Present Value (NPV)
- Internal rate of return (IRR)
- Flat Payment Schedule (PMT)
- Using XNPV and XIRR
6
MODEL CONSTRUCTION TECHNIQUES
- Data tables design
- Assumptions and input variable rules
- Check box data modeling
- Spinner data
- List box data modeling
- Goal seek and solver
- Sensitivity analysis
7
FINANCIAL APPLICATIONS USING EXCEL FORMULAS
- Calculating Costs/Revenue
- Calculating Working Capital
- Depreciation (Straight line Depreciation and Declining Balance Depreciation)
- Taxes (Current amd Deferred Taxes)
- Equity (Dividends, Retained Earning)
8
EXCEL FOR REPORTING
- Creating informative charts and graphs to represent financial data
- Constructing interactive charts with basic form controls
- Creating dynamic dashboards for financial reporting
- Understanding macros and VBA for automated analysis and reporting
- Data validation and error-checking techniques for quality control
Who Should Attend
Business, finance and accounting professionals, senior and junior accountants, business analysts, research professionals, marketing and sales, administrative staff, supervisors, general business professionals
Methodology
This is a hands-on course with about 20% on design and structure and 80% uses MS Excel as a commanding tool to perform routine and periodic tasks. Participants will engage in daily activities that include practical exercises, analytical case studies, and comprehensive project work.
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