Excel for Financial Advisors/Accountants

Course description and benefits

This Excel spreadsheet course is specifically for par­ticipants who are in the financial field and want to boost their knowledge of this application. An over­view of the basics of Excel will be covered before proceeding to learning on advanced skills. Partici­pants will learn how to create Excel worksheets that are specifically formatted for financial use.

Who will benefit

• Chief operating officers
• Financial advisors
• Accountants
• Trainee accountants

Course outline

• Specific financial formulas
• Advanced Excel skills
• Accountant formulas
• Tips and shortcuts
• Specific templates

Course outcomes

On completion of this course, participants will:

• Feel comfortable with basic and advanced Excel. • Know financial spreadsheets.
• Have learned financial formulas.
• Be able to use Excel for customers.

Course format

The workshop is a combination of classroom time and learning workshops. Classroom sessions are intensive and participative and will include a variety of approaches such as lectures, group discussions and practical exercises. A number of guest lectur­ers will also make presentations, aiding the overall learning experience.

Presenters

Course presenters will include top-level experts from various sectors.

Course materials

In addition to comprehensive course notes, par­ticipants will be provided with course bags, core textbooks and a notebook.

Tea break and lunch will also be provided.