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Spreadsheet (Excel) Skills for Finance Professionals

Become more efficient at using excel, utilise its potential & save time

Financial Fluency

Summary

Price
Enquire to get more info on pricing
Study method
Onsite
Duration
1 day · Full-time
Qualification
No formal qualification
Certificates
  • Certificate of completion - Free
Additional info
  • Tutor is available to students

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Overview

  • Enhance your skills in excel
  • Improve your spreadsheet efficiency and save time
  • Unleash the potential of excel
  • Learn new excel tips and tricks

This course is ideal for:

  • finance professionals
  • those who require excel skills for their day to day work
  • those who want to improve their excel efficiency
  • those who need to enhance their spreadsheet skills
  • Picked up excel in passing without training?

Certificates

Certificate of completion

Digital certificate - Included

Course media

Description

Spreadsheets are fantastic business tools and we hardly utilise their potential. This course aims to get you up to speed' and give you an insight into Excel's true potential.

Our course demonstrates best practice spreadsheet techniques, to avoid the expensive mistakes which are made by many organisations.

We focus specifically on the tools required by finance professionals in practice. Our course is delivered by experienced qualified accountants who understand the tools most relevant to finance professionals.

Example course content

  • How to speed up your use of Excel
  • Useful Excel shortcuts
  • Essential Formatting
  • Labelling and naming ranges
  • Key functions
  • Nested functions (when to use & not to use)
  • Lookup functions
  • Data filters
  • Introduction to pivot tables
  • Introduction to macros
  • Best practice techniques

Course delivery

We take an open friendly and enthusiastic approach to learning with spreadsheets. We believe that people learn more effectively when they are enjoying themselves. We make excel interesting for you.

We love questions and welcome as many as possible. We encourage an open atmosphere which in our experience accelerates the learning process.

We always use lots of exercises and real life examples in our training as we believe this really helps our clients to understand concepts. We find that people only really learn when they test their understanding through practice.

Who is this course for?

Our typical delegates are professionals working in finance who use excel on a daily basis. Most people pick up excel in passing, have learnt on the on the job & now require training. Many have picked up poor habits because they have never been taught how to use excel efficiently and maximise its potential.

Requirements

A basic level of excel and IT literacy is assumed.

Most delegates will already have some exposure to excel or use spreadsheets on a regular basis.

Delegates should bring their own laptop with excel. Laptops can be provided, if required, for an additional fee if required.

We suggest a maximum of 10 delegates per course to ensure enough individual attention is given to each person.

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Legal information

This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

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.

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.

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.

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.
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