An Intensive 5-day Training Course
Excel for Financial Professionals
Mastering Advanced Excel Skills for Financial Analysis, Modeling, and Reporting
Course Introduction
This Excel for Financial Professionals training course is designed to equip you with the advanced Excel skills necessary for effective financial analysis, modeling, and reporting. Whether you're working with large datasets, creating financial statements, or developing detailed models, this training course will enhance your ability to use Excel as a powerful tool for making data-driven financial decisions. You'll learn everything from essential functions and formulas to advanced data analysis tools that are critical for professionals in finance.
Throughout the training course, you will explore key Excel features tailored specifically for finance, such as financial formulas, time value of money calculations, Pivot Tables, and financial dashboards. By the end of the training course, you'll have the practical knowledge to build complex financial models, automate repetitive tasks, and create insightful reports that inform key business decisions.
This Oxford Management Centre Excel for Financial Professionals training course will highlight:
- Advanced Excel functions and formulas tailored to financial analysis and decision-making.
- Techniques for creating and managing financial models, including income statements, balance sheets, and cash flow projections.
- Data management tools, such as sorting, filtering, and applying conditional formatting, to streamline analysis.
- How to use Pivot Tables and Pivot Charts for dynamic financial data analysis and reporting.
- Automation with Macros and Power Query to improve efficiency and data management in financial tasks.
Objectives
At the end of this Excel for Financial Professionals training course, you will learn to:
- Apply advanced Excel functions in financial analysis.
- Develop and manage dynamic financial models.
- Analyze and visualize financial data using Pivot Tables.
- Automate financial tasks with Macros and Power Query.
Training Methodology
The training course utilizes a blended learning approach combining interactive lectures, hands-on exercises, and real-world case studies. Participants will engage in practical, step-by-step demonstrations, followed by guided exercises to reinforce key concepts. Group discussions and problem-solving activities will encourage collaboration and peer learning. Additionally, participants will have access to personalized feedback and support to ensure mastery of advanced Excel techniques. The approach ensures learners gain both theoretical knowledge and practical application skills.
Organisational Impact
By sending employees to attend this training course, the organization will gain enhanced financial expertise and increased productivity. Participants will acquire the following knowledge and skills to apply in the workplace:
- Improved financial data analysis using advanced Excel functions.
- Enhanced ability to build and manage financial models.
- Increased efficiency in financial reporting and decision-making.
- Expertise in automating repetitive tasks, saving time.
- Proficiency in designing interactive financial dashboards.
- Stronger collaboration through data-driven financial insights.
Personal Impact
Participants will gain valuable skills that directly enhance their performance and career growth in financial roles. Through this training course, they will:
- Master advanced Excel functions for accurate financial analysis.
- Build and manage financial models for better decision-making.
- Automate financial tasks, increasing work efficiency and accuracy.
- Create insightful financial dashboards to drive strategic decisions.
- Develop expertise in data visualization and reporting techniques.
- Strengthen their financial problem-solving skills, boosting career progression.
Who Should Attend?
This training course is designed for professionals who work with financial data and require advanced Excel skills for analysis, reporting, and decision-making. Participants will benefit from practical, hands-on learning and real-world applications that will enhance their daily work and career progression.
This Oxford Management Centre Excel for Financial Professionals training course is suitable to a wide range of professionals but will greatly benefit:
- Finance Professionals who need to analyze and model financial data efficiently.
- Accountants and Auditors seeking advanced tools for financial reporting and analysis.
- Budgeting and Forecasting Specialists looking to improve financial modeling skills.
- Financial Analysts who need to streamline data management and automate tasks.
- Managers responsible for overseeing financial performance and decision-making.
- Data Analysts who want to enhance their financial analysis and reporting capabilities.
Course Outline
Day One
Introduction to Excel & Basic Functions
- Understand the Excel interface and basic navigation (ribbons, cells, worksheets).
- Learn basic data entry and formatting techniques (number formats, alignment, fonts).
- Master Excel shortcuts and basic functions (cut, copy, paste, undo).
- Create and use basic formulas (SUM, AVERAGE, COUNT, MIN, MAX).
- Practice with cell references and error-checking methods.
Day Two
Data Management and Advanced Formulas
- Learn to sort, filter, and apply conditional formatting to data.
- Use data validation techniques to maintain data integrity.
- Understand and apply logical functions (IF, AND, OR, NOT).
- Master lookup functions (VLOOKUP, HLOOKUP, INDEX, MATCH).
- Explore text functions (CONCATENATE, LEFT, RIGHT, MID) for data manipulation.
Day Three
Financial Analysis Tools in Excel
- Understand and apply financial functions (PV, FV, NPV, IRR) for time value of money calculations.
- Use loan and investment functions (PMT, IPMT, PPMT) for financial decision-making.
- Calculate depreciation using various methods (SLN, DB, DDB).
- Build financial reports and dashboards using Excel.
- Use sparklines and conditional formatting to highlight financial insights.
Day Four
Advanced Data Analysis
- Create and customize Pivot Tables to analyze financial data.
- Visualize financial data trends with Pivot Charts.
- Group data in Pivot Tables for more effective analysis.
- Utilize Excel’s Goal Seek and Solver for financial modeling and optimization.
- Perform scenario and sensitivity analysis using Data Tables and “What-If” analysis.
Day Five
Financial Modeling & Automation
- Build a basic financial model (income statement, balance sheet, cash flow).
- Link financial statements and create dynamic financial models.
- Forecast and make assumptions for financial modeling.
- Learn basic Excel automation with Macros to improve efficiency.
- Use Power Query to import, clean, and manage financial data.
Certificate
Oxford Management Centre Certificate will be provided to delegates who successfully completed the training course.
Accreditation
In association with
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FREQUENTLY ASKED QUESTIONS
To check on availability please call Registrar’s Office at +971 50 985 0174. If you have any questions or enquiries please feel free to contact us
- Telephone: +971 50 985 0174
- E-mail: [email protected]
Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:
- Telephone: +971 50 985 0174
- E-mail: [email protected]
Yes, Oxford Management Centre is accredited by the following professional bodies;
National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.
Yes, discounts are available. For further information please call +971 50 985 0174 or email, [email protected]
Note: Discounts are not applicable with any other special offer that may be available.
There are 2 easy ways to register:
- Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
- E-mail: Send your details to [email protected]
We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.
For more information request, email [email protected] or call +971 50 985 0174.
The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.
While, online training fees cover the course presentation and digital documentation and relevant materials.
The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.
Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.
Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.
Upon receipt of your registration form, we will send you the following by e-mail:
- Registration Confirmation
- Invoice/Receipt (where appropriate)
If you register online you will receive an e-mail within 24 hours confirming your registration.
