Excel For Finance Course – CPD Accredited


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his Excel for Finance course is ideally designed to ensure you have the Excel skills needed to work in finance and banking. Microsoft Office Courses is a specialist in Finance, Banking and Microsoft Office Training. Our training staff have provided training to major financial institutions such as:

  • Tokyo Mitsubishi
  • BNP Paribas
  • Barclays Bank
  • Nationwide
  • Credit Suisse
  • Rabobank
  • and many more

Not only this, but we are able to provide training to accounting firms and financial consultants. We have used our expertise to develop an accessible and affordable Excel Training Course designed to meet the specific needs of those working in finance, banking or accountancy. It can also be useful for those who work with large amounts of data and are responsible for manipulating and analyzing this information.


Course Objectives

This particular course is designed to provide targeted levels of MS Excel education aimed at those working in a financial industry. The course focuses on the key requirements you can see in the average job description within this industry and is an excellent way to prepare for interviews as well as for those looking to develop their Excel skills.

Excel Course Format

In order to pass the course, an assessment must be taken at the end of the course. The training is given online with the help of a virtual teacher. The virtual teacher instructs, corrects and gives examples, to simulate that you have a personal IT trainer. This is a very effective and modern method of delivering interactive online training. This will provide you with a CPD accredited certification.

Course content

The course focuses on the most common Excel tasks in finance, banking and accounting jobs.

Here is an overview of the course:

Create business charts; use charts to explain your data
Sparklines and advanced charts
Working with multiple views, multiple worksheets, and freeze panes
Formulas, absolute references
Formatting and Tables
Conditional formatting
PivotTables and Charts
Advanced Features; Lookup functions, array formulas, date calculations, time calculations, nested functions, – IF statements, financial functions
Sorting and filtering data
Solver, Goal Seeks, Scenarios, Debug, Audit your Spreadsheet and Template
Overview of Macros
Duplicate data entry tables

Course Benefits

  • CPD Certification in Excel for Banking and Finance
  • An accredited qualification that will boost your resume and increase your job prospects
  • Learn all the Excel skills needed to succeed in banking and finance
  • The comprehensive nature of the training gives you a solid foundation to build your career
  • Gain confidence in using Excel in the workplace
  • Greater efficiency in the workplace
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