Excel For Financial analysis Course Overview

Excel For Financial analysis Course Overview

The Excel for Financial Analysis course is a comprehensive program designed to arm learners with the essential tools and techniques used by finance professionals to analyze and interpret financial data using Excel. The course is structured into modules that cover a wide range of topics, ensuring systematic learning.

Module 1: Excel Basics Refresh ensures that all participants have a solid foundation in Excel functions and formulas, critical for any financial analysis.

Module 2: Analysis of Budget, Actuals, and Variations dives into comparing projected figures with actual performance, highlighting discrepancies and their implications for financial decision-making.

Module 3: Pivot Tables & Power Pivots teaches learners how to summarize large datasets and uncover trends that inform strategic decisions.

Module 4: Charts & Dashboards focuses on visualizing data, allowing for intuitive interpretations and presentations of complex financial information.

This course is designed to enhance the analytical capabilities of finance professionals, making them proficient in utilizing Excel for effective financial analysis, reporting, and decision-making.

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  • Live Online Training (Duration : 16 Hours)
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  • Live Online Training (Duration : 16 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

Certainly! To ensure that our students are well-prepared for the Excel for Financial Analysis course and can make the most out of the training, the following prerequisites are recommended:


  • Basic knowledge of Microsoft Excel, including familiarity with the Excel interface, ability to navigate through worksheets, and understanding of basic functions.
  • Fundamental understanding of spreadsheet concepts such as cells, ranges, rows, columns, and basic formulas.
  • Basic mathematical skills, as financial analysis involves working with numbers and calculations.
  • Some understanding of financial concepts is helpful, but not strictly necessary as the course will cover financial analysis techniques.
  • A willingness to learn and apply new Excel features to financial data.

Remember, while having these prerequisites will certainly help, our instructors are dedicated to guiding all students through the learning process. Even if you're new to some of these concepts, our course is designed to help you catch up and gain the skills you need for financial analysis in Excel.


Target Audience for Excel For Financial analysis

  1. The "Excel for Financial Analysis" course is tailored for professionals seeking to enhance their data analysis and reporting skills.


  2. Target audience for the "Excel for Financial Analysis" course:


  • Financial Analysts
  • Accountants
  • Finance Managers
  • Business Analysts
  • Data Analysts
  • Investment Bankers
  • Corporate Finance Associates
  • Portfolio Managers
  • Risk Managers
  • Financial Controllers
  • CFOs and Finance Directors
  • Auditors
  • MBA Students with a finance specialization
  • Economics Researchers
  • Financial Planners
  • Treasury Analysts
  • Cost Estimators
  • Financial Report Writers
  • Any professional involved in budgeting, financial planning, or reporting


Learning Objectives - What you will Learn in this Excel For Financial analysis?

Introduction to Course Learning Outcomes and Concepts:

The Excel for Financial Analysis course equips students with essential Excel skills to effectively perform budgeting, variance analysis, and financial data visualization.

Learning Objectives and Outcomes:

  • Module 1: Excel Basics Refresh

    • Refresh knowledge of Excel fundamentals, including data entry, formulas, and functions.
    • Develop an understanding of efficient data manipulation and spreadsheet organization techniques.
  • Module 2: Analysis of Budget, Actuals, and Variations

    • Learn how to compare budgeted figures with actual performance.
    • Acquire skills to identify and analyze variances, and understand their implications on financial performance.
    • Gain proficiency in creating variance reports that inform business decisions.
  • Module 3: Pivot Tables & Power Pivots

    • Master the creation and customization of Pivot Tables for summarizing large datasets.
    • Understand how to use Power Pivot for advanced data modeling and analysis.
    • Learn to integrate data from multiple sources for comprehensive financial analysis.
  • Module 4: Charts & Dashboards

    • Develop the ability to construct informative and visually appealing charts that clearly convey financial data.
    • Learn to design interactive dashboards that provide insights at a glance.
    • Gain the skills to use dashboard elements for storytelling and presenting financial data effectively.

Please note that the specific lessons within each module have not been detailed, but the objectives and outcomes provided cover the key topics that would typically be included in such a course.