An Interactive 5-Day Training Course
Excel for Financial Professionals
Mastering Advanced Excel Skills for Financial Analysis,
Modeling, and Reporting
Classroom Sessions:
INTRODUCTION
This 5-day "Excel for Financial Professionals" training course is designed to equip you with the advanced Excel skills necessary for effective financial analysis, modeling, and reporting. Whether you're working with large datasets, creating financial statements, or developing detailed models, this course will enhance your ability to use Excel as a powerful tool for making data-driven financial decisions. You'll learn everything from essential functions and formulas to advanced data analysis tools that are critical for professionals in finance.
Throughout the training course, you will explore key Excel features tailored specifically for finance, such as financial formulas, time value of money calculations, Pivot Tables, and financial dashboards. By the end of the training course, you'll have the practical knowledge to build complex financial models, automate repetitive tasks, and create insightful reports that inform key business decisions.
This GLOMACS Excel for Financial Professionals training course will highlight:
- Advanced Excel functions and formulas tailored to financial analysis and decision-making.
- Techniques for creating and managing financial models, including income statements, balance sheets, and cash flow projections.
- Data management tools, such as sorting, filtering, and applying conditional formatting, to streamline analysis.
- How to use Pivot Tables and Pivot Charts for dynamic financial data analysis and reporting.
- Automation with Macros and Power Query to improve efficiency and data management in financial tasks.
Objectives
At the end of this Excel for Financial Professionals training course, you will learn to:
- Apply advanced Excel functions in financial analysis.
- Develop and manage dynamic financial models.
- Analyze and visualize financial data using Pivot Tables.
- Automate financial tasks with Macros and Power Query.
Training Methodology
The training course utilizes a blended learning approach combining interactive lectures, hands-on exercises, and real-world case studies. Participants will engage in practical, step-by-step demonstrations, followed by guided exercises to reinforce key concepts. Group discussions and problem-solving activities will encourage collaboration and peer learning. Additionally, participants will have access to personalized feedback and support to ensure mastery of advanced Excel techniques. The approach ensures learners gain both theoretical knowledge and practical application skills.
Organisational Impact
By sending employees to attend this training course, the organization will gain enhanced financial expertise and increased productivity. Participants will acquire the following knowledge and skills to apply in the workplace:
- Improved financial data analysis using advanced Excel functions.
- Enhanced ability to build and manage financial models.
- Increased efficiency in financial reporting and decision-making.
- Expertise in automating repetitive tasks, saving time.
- Proficiency in designing interactive financial dashboards.
- Stronger collaboration through data-driven financial insights.
Personal Impact
Participants will gain valuable skills that directly enhance their performance and career growth in financial roles. Through this training course, they will:
- Master advanced Excel functions for accurate financial analysis.
- Build and manage financial models for better decision-making.
- Automate financial tasks, increasing work efficiency and accuracy.
- Create insightful financial dashboards to drive strategic decisions.
- Develop expertise in data visualization and reporting techniques.
- Strengthen their financial problem-solving skills, boosting career progression.
WHO SHOULD ATTEND?
This training course is designed for professionals who work with financial data and require advanced Excel skills for analysis, reporting, and decision-making. Participants will benefit from practical, hands-on learning and real-world applications that will enhance their daily work and career progression.
This GLOMACS Excel for Financial Professionals training course is suitable to a wide range of professionals but will greatly benefit:
- Finance professionals who need to analyze and model financial data efficiently.
- Accountants and auditors seeking advanced tools for financial reporting and analysis.
- Budgeting and forecasting specialists looking to improve financial modeling skills.
- Financial analysts who need to streamline data management and automate tasks.
- Managers responsible for overseeing financial performance and decision-making.
- Data analysts who want to enhance their financial analysis and reporting capabilities.
DAY 1
Introduction to Excel & Basic Functions
- Understand the Excel interface and basic navigation (ribbons, cells, worksheets).
- Learn basic data entry and formatting techniques (number formats, alignment, fonts).
- Master Excel shortcuts and basic functions (cut, copy, paste, undo).
- Create and use basic formulas (SUM, AVERAGE, COUNT, MIN, MAX).
- Practice with cell references and error-checking methods.
DAY 2
Data Management and Advanced Formulas
- Learn to sort, filter, and apply conditional formatting to data.
- Use data validation techniques to maintain data integrity.
- Understand and apply logical functions (IF, AND, OR, NOT).
- Master lookup functions (VLOOKUP, HLOOKUP, INDEX, MATCH).
- Explore text functions (CONCATENATE, LEFT, RIGHT, MID) for data manipulation.
DAY 3
Financial Analysis Tools in Excel
- Understand and apply financial functions (PV, FV, NPV, IRR) for time value of money calculations.
- Use loan and investment functions (PMT, IPMT, PPMT) for financial decision-making.
- Calculate depreciation using various methods (SLN, DB, DDB).
- Build financial reports and dashboards using Excel.
- Use sparklines and conditional formatting to highlight financial insights.
DAY 4
Advanced Data Analysis
- Create and customize Pivot Tables to analyze financial data.
- Visualize financial data trends with Pivot Charts.
- Group data in Pivot Tables for more effective analysis.
- Utilize Excel’s Goal Seek and Solver for financial modeling and optimization.
- Perform scenario and sensitivity analysis using Data Tables and “What-If” analysis.
DAY 5
Financial Modeling & Automation
- Build a basic financial model (income statement, balance sheet, cash flow).
- Link financial statements and create dynamic financial models.
- Forecast and make assumptions for financial modeling.
- Learn basic Excel automation with Macros to improve efficiency.
- Use Power Query to import, clean, and manage financial data.
- On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
- Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Endorsed Education Provider
GLOMACS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org
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Tel: +971 (04) 425 0700
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GLOMACS Training & Consultancy
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