Course description
Excel for Finance - Essentials
The Essentials of Excel for Finance course is a practical one-day class that will empower participants to become adept in using Excel for a wide range of applications in business and finance.
What really sets our program apart is the combination of small classes, personal supervision from an experienced instructor, and plenty of hands-on exercises where participants can immediately put their newly-acquired skills into practice.
By the end of the course, participants will become proficient at creating professional spreadsheets from scratch, and in using Excel effectively in real-world business applications.
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Upcoming start dates
Suitability - Who should attend?
Who Should Attend
Anyone who wants to understand the essentials of Excel for practical application in business and finance.
Prerequisites
None
Outcome / Qualification etc.
CPD: 7 hours
Learning Outcomes
By attending this course, you will:
- Understand how to use Excel to perform a wide range of tasks for business, finance, accounting, modeling, scheduling, planning, and more
- Explore the Excel interface, and how to create a professional-looking spreadsheet
- Pick up useful tips and techniques for using Excel efficiently
- Learn “best practice” in laying out spreadsheets and designing workbooks
- See how to customize Excel by creating a personalized toolbar and ribbons
- Examine the most important Excel functions for finance
- See how to accelerate common tasks by using powerful keyboard shortcuts and mouse actions
- Gain insight into some of the more advanced features like data validation, goal seek, macros, and pivot tables
Training Course Content
Introducing Excel
- The Excel interface
- The main tabs
- The ribbon
- Worksheets and workbooks
- Rows and columns
- Cells
- Ranges
- Numbers and text
- Simple Excel formulas
- Simple formatting options
- Some Excel shortcuts
- 💻 Creating an invoice spreadsheet
Excel Tips and Techniques
- Organizing the ribbon and QAT for optimal efficiency
- Absolute and relative references
- Copy and pasting
- Pasting values,formulas,and formats
- Using"drag and drop"for moving and copying cells
- Filling cells
- Merging and unmerging cells
- Organizing the workbook
- 💻 Exploring a financial model
- Freezing rows and columns
- Formatting numbers and dates
- The format painter
- Using borders,fonts,colors,and shading
- Using Names for cells and areas
- Auto-formatting for tables
- Creating and formatting charts
- Printing
- 💻 Excel workshop
Excel Functions for Finance
- Math and Statistical: SUM, AVERAGE, MEDIAN, MAX, MIN, COUNT, SUMIF, RANK, ROUND, MROUND
- Lookup: HLOOKUP, VOOKUP, LOOKUP, INDEX, MATCH, CHOOSE
- Financial: FV, PV, PMT, RATE, NPER, NPV&XNPV, IRR MIRR & XIRR
- Logical: IF, AND, OR, NOT
- Date and Time: DATE, DATEVALUE, TODAY, WEEKDAY, EDATE, EOMONTH, YEARFRAC
- 💻 Excel functions workshop
Essential Excel Techniques
- Data validation
- Protecting worksheets and workbooks
- Hiding and un-hiding sheets and formulas
- Grouping of rows and columns
- Arrays and array formulas
- Goal seeking and the solver
- 💻 Investment optimization challenge
- Data tables for sensitivity analysis
- Macros
- Recording and running macros
- 💻 Macro recording and editing workshop
- Pivot tables
- 💻 Working with a pivot table
Why choose ACF Academy
Over 100,000 professionals trained globally
Award-winning practical financial simulations
Consistently high ratings
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Expenses
- London: £550 (plus VAT)
- New York: $685
- Virtual: £500 (plus VAT)