Skip to content

Microsoft Excel : Excel for Accountants Training Course

LEVEL 2 | Accredited by CPD & iAP | FREE PDF Certificate Included | Lifetime Access | Premium Quality Study Materials



£14 inc VAT
Study method
Online, self-paced
18 hours
Access to content
Lifetime access
No formal qualification
18 CPD hours / points
Additional info
  • Exam(s) / assessment(s) is included in price

274 students purchased this course

Add to basket or enquire


Excel For Accountants – Level 2

Being able to use Excel is vital for Accountants, so if you hope to work as an Accountant, or are already working as an Accountant, make sure you’re getting the most out of Excel with this Excel for Accountant’s Level 2 course. This excellent Excel for Accountant – Level 2 course will allow you to build crucial knowledge and skills in Excel, exploring important Excel functions, level 2 pivot tables, validation of data, and perform key accounting tasks. During this Excel For Accountants course you will learn key topics such as the time value of money, graphs for accounting use, and an overview of Excel solutions for accountants. If you want to become an effective accountant, this Excel For Accountants course is a good fit for your career. You will learn to perform key accounting tasks, ratio analysis, pivot tables, using key financial statements, and tracking business performance. Gaining this certification will give you the opportunity to gain employment in numerous job roles in leading accounting firms or organisations.

Learning with Study 365 has many advantages. The course material is delivered straight to you and can be adapted to fit in with your lifestyle. It is created by experts within the industry, meaning you are receiving accurate information, which is up-to-date and easy to understand.

This course is comprised of professionally narrated e-Learning modules, interactive quizzes, tests, and exams. All delivered through a system that you will have unlimited access.

* FREE e-certificate (No additional cost for E-certificates)

Register Now!!


18 CPD hours / points
Accredited by The CPD Certification Service

Course media


Course Description:

This Excel For Accountants online training course is comprehensive and designed to cover the key topics listed under the curriculum.

★COURSE CURRICULUM : Excel For Accountants★

MODULE 01 : An Overview of Excel Solutions for Accountants – Level 2 - Microsoft Excel

  • Significance of the Training Material - Microsoft Excel

MODULE 02 : A Guide to Important Excel Functions - Microsoft Excel

  • Introduction - Microsoft Excel
  • SUMPRODUCT V SUMIFS Function - Microsoft Excel
  • IFERROR () Function - Microsoft Excel
  • Forming a Trial Balance Using A Pivot Table - Microsoft Excel
  • Pivot Table Formation - Microsoft Excel
  • Pivot Tables and Formation of Financial Statements - Microsoft Excel
  • Self-Evaluation Questions - Microsoft Excel
  • Conclusions - Microsoft Excel

MODULE 03 : The Time Value of Money - Discounting and Compounding - Microsoft Excel

  • A Brief Introduction to Compounding and Discounting - Microsoft Excel
  • Definitions - Microsoft Excel
  • Simple Interest Calculations Simple Interest Calculations - Microsoft Excel
  • Compound Interest Calculations - Microsoft Excel
  • Data Tables - Microsoft Excel
  • Let’s Use the Compound Interest Factors - Microsoft Excel
  • Compounding Monthly or Weekly or Daily - Microsoft Excel
  • Excel’s Built in Finance Functions - Microsoft Excel
  • The True Cost of Giving and Receiving Credit: Annual Percentage Rate - Microsoft Excel
  • Conclusions - Microsoft Excel

MODULE 04 : Validation of Data and Form Controls - Microsoft Excel

  • Introduction to Data and Form Controls - Microsoft Excel
  • Validation of Data - Microsoft Excel
  • Connecting Your Lists - Microsoft Excel
  • Examples for Data Validation - Microsoft Excel
  • Form Controls - Microsoft Excel
  • The Combo Box - Microsoft Excel
  • The Scroll Bar - Microsoft Excel
  • The List Box - Microsoft Excel
  • How to Control the List Box? - Microsoft Excel
  • Check Box Controls and its Instructions - Microsoft Excel
  • Conclusions - Microsoft Excel

MODULE 05 : Ratio Analysis 2- Statistical Analysis - Microsoft Excel

  • Introduction to Ratio Analysis - Microsoft Excel
  • Data Recognition - Microsoft Excel
  • Generate What Are Called Descriptive Statistics - Microsoft Excel
  • What Is Known As ‘Trend Line Analysis?’ - Microsoft Excel
  • Review the Function of A Straight Line in the Form Y = A + Bx - Microsoft Excel
  • Consider Correlation Analysis - Microsoft Excel
  • Conclusions - Microsoft Excel
  • Crystal & Gemstone Layouts - Microsoft Excel

MODULE 06 : Graphs for Accounting Use - Microsoft Excel

  • Introduction to Graphs and Excel - Microsoft Excel
  • Sparklines - Microsoft Excel
  • About Panel Graphs - Microsoft Excel
  • About Quadrant Graphs - Microsoft Excel
  • The Quadrant Graph with Scroll Bars - Microsoft Excel
  • Gantt Charts - Microsoft Excel
  • Waterfall Graph: Values - Microsoft Excel
  • The Waterfall Graph % - Microsoft Excel
  • Conclusions - Microsoft Excel

MODULE 07 : Pivot Tables – Level 2 - Microsoft Excel

  • Introduction to Pivot Tables - Microsoft Excel
  • Review about the Report - Microsoft Excel
  • Finalized Sales Report - Microsoft Excel
  • Standard Deviations - Microsoft Excel
  • The Profit Report - Microsoft Excel
  • Ratio Analysis: Calculated Fields - Microsoft Excel
  • Span of Calculations - Microsoft Excel
  • Value As - Microsoft Excel
  • Running Totals - Microsoft Excel
  • Difference From - Microsoft Excel
  • Grouping Data in a Pivot Table - Microsoft Excel
  • Conclusions - Microsoft Excel

What skills will I learn?

  • Gain an overview of Excel solutions for accountants and how best to use them with this Excel For Accountants course
  • Understand graphs and pivot tables for accounting use
  • Understand discounting and compounding with the knowledge gain through Excel For Accountants course

Course Duration:

You will have lifetime access to your online study platform from the date you purchased the course. The Excel For Accountants course is self-paced so you decide how fast or slow the training goes. You can complete the course in stages revisiting the training at any time.

Method of Assessment:

At the end of the course Microsoft Excel, learners will take an online multiple choice question assessment test. The online test is marked straight away, so you will know immediately if you have passed the course.


Successful candidates will be awarded a certificate for Excel For Accountant – Level 2.

Who is this course for?

  • School Lavers
  • Job Seekers
  • Acountants
  • Bookkeepers


  • This Microsoft Excel course requires no formal prerequisites and this certification is open to everyone

Career path

With this Excel for Accountant - Level 2 course you will gain the relevant skills and knowledge to become proficient in Excel for Accounting. You can further study courses related to this subject and improve your understanding of Excel in Accounting.

  • Accountant - £28,865
  • Financial Analyst -£31,668
  • Accounting Assistant - £20,492

Questions and answers

No questions or answers found containing ''.

Reece Gammon asked:

It says that the method of assessment is at the end of the course, does this mean after the 12 months or the 18 hour duration?


Kindly note that you will get 12 months access but if you can allocate more time you can finish this by 2-4 months time.

This was helpful. Thank you for your feedback.
Stev asked:

what do you mean by lifetime access?


Dear Stev, Thank you for your interest in our courses. When you register for this course, you will receive life-time access to the course content on our e-learning portal which you may access at your convenience. If any further clarifications are required, please let us know. Study365, Learner Support Team

This was helpful. Thank you for your feedback.
Laura asked:

Do you need to have a basic understanding of how to use Microsoft Excel in order to complete this course? Thanks


Dear Laura Thank you very much for your query. You can enroll as Tutor is available to students Regards, Student Support Team.

This was helpful. Thank you for your feedback.
Haleh asked:

Hello can you please confirm the price of this course?


Dear Haleh, Thank you for your query. The total price of this course is £12 including VAT. There are no hidden fees or charges. Upon successful completion you will be provided with an e-certificate absolutely free. Hope this helps. Please feel free to contact if you have any further clarifications, we will be happy to assist. Regards, Student Support Team

This was helpful. Thank you for your feedback.
danveer asked:

after completion will the certificate be online only or will i be able to get this as a hard copy?


Dear Danveer Thank you very much for your query. Successful candidates will be awarded a certificate for Excel For Accountant – Level 2. An e certificate will be issued free of charge & a printed certificate will be issued for £29 inside UK and £38 outside UK. Regards, Student Support Team.

This was helpful. Thank you for your feedback.


Currently there are no reviews for this course. Be the first to leave a review.


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.