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Excel for Banking and Finance

CPD Accredited Excel Course specially designed for Banking and Finance



£199 inc VAT
Or £66.33/mo. for 3 months...
Study method
3 months · Self-paced
Access to content
1 year
No formal qualification
60 CPD hours / points
Additional info
  • Tutor is available to students

4 students purchased this course

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Souter's experienced training staff have developed a new online Excel Training Course. This is a specialist course for Banking and Finance. The Course is fully CPD Accredited and certification is issued on successful completion. The trainer who has developed this course is a specialist in Finance, Banking and Microsoft Excel.

Our training staff have delivered training to major Financial Institutions such as Tokyo Mitsubishi, BNP Paribas, Barclays Bank, Nationwide, Credit Suisse, numerous accountancies and consultants and many more. This experience and exposure will ensure that the learner gains the correct skills for a job in Banking or Finance because our trainers truly understand the requirements of employers in this industry.

We have used our expertise in these fields to ensure that we can develop an affordable and accessible Excel Training Course that is specifically designed to meet the needs of people working in Banking, Financial Services, Finance and Accountancy. However, it would also be beneficial to any career that involves the analysis and manipulation of large amounts of data.


60 CPD hours / points
Accredited by The CPD Standards Office


The training course is an online course and it is delivered on a state system. Our training system uses a virtual tutor who can instruct the user and can provide feeback on any errors and actions made by the learner, correcting any mistakes like you have your own personal tutor.

The course can be taken over a maximum of 3 months. However, it is possible to complete the course much faster. On average the course takes 20-25 hours to complete.

You will have access to the training modules for a full year, which is can be a useful reference point in the future.

Course Content

Here is an outline of the course:

  • Creating Business Charts; Using Charts to explain your data
  • Sparklines and creating more advanced charts
  • Working with multiple views, worksheets and freeze panes
  • Formulas, absolute references
  • Formats and Tables
  • Conditional formats
  • Pivot Tables and Pivot Charts
  • Advanced Functions; Lookup functions, Array Formulas, Date Calculation, Time Calculations, Nested Functions, IF statements, Financial Functions
  • Data Sort and Filters
  • Solver, Goal Seeks, Scenarios, Detecting errors, audit of your spreadsheet and Templates
  • Macros
  • Double Entry Data Tables

Who is this course for?

The course is ideal for anyone working in Finance or Banking. It is also ideal for anyone looking to work in Finance or Banking. It is excellent means of preparing for interviews and assessment centres, when applying for Banking and Finance jobs.

The course will require intermediate level excel skills. However, beginners can contact us to arrange a Beginner course, if it is required.


Intermediate Excel Skills are needed as a minimum. If you have doubts about your Excel skills, please contact us to arrange Beginner to Intermediate training for you.

Career path

Banking and Finance are the main London industry with great job options and high salaries.

Excel skills are fundamental to working in Finance and Banking. Most employers will look for Pivot Tables, Vlookups, Scenarios and other advanced functions.

Too many good candidates are held back by a lack of Excel skills, so this course enables applicants gain the skills to get Jobs in Finance / Banking.

Questions and answers

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What does study method mean?

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

What are CPD hours/points?

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

What is a ‘regulated qualification’?

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

What is an ‘endorsed’ course?

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.