Excel for Finance Course – CPD Accredited


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Excel for Finance Course

Souters is a specialist in Finance, Banking and Microsoft Office Training. Our training staff have delivered training to major Financial Institutions such as Tokyo Mitsubishi, BNP Paribas, Barclays Bank, Nationwide, Credit Suisse, numerous accountancies, consultants and many more.

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. It would also be beneficial to any career that involves the analysis and manipulation of large amounts of data.

Excel for Finance Course Objectives

The aim of this course is to provide targeted MS Excel tuition to meet the requirements of a job in Banking, Finance, or Accountancy. The course focuses on the key requirements of the average job description. The course acts as an excellent preparation for job interviews and assessment centre and is ideal for those working in the industry but need to improve their Excel skills.

Training Course Format

The training course is an online course and delivered on a state of the art system. Our training system uses a virtual tutor who can instruct the user, follow the user’s errors and suggest the correct method to the learner.

This method of online training is similar to having a personal tutor.

The course can be taken over 6 months and you will need to complete the assessment, before the end of the course to gain CPD Accredited Certification. If you do not complete the course is 6 months, you can extend the period of your course. Assessments are taken online, there is no need to travel to an assessment centre.

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

Course Content

The course syllabus focuses on the most commonly required Excel tasks in Finance, Banking and Accountancy jobs.

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

Course Options

Learners who prefer to learn from a tutor can opt to take one-to-one tuition with our tutors. This has been opted for by many learners in the past. Please contact our office for details. You can see details of our Bespoke Training Courses.

Course Benefits

  • CPD Certification in Excel for  Finance
  • Accredited qualification will boost CV and Job options
  • This provides the Excel skills needed to succeed in Finance
  • Excellent practice in preparation for any interview or assessments from recruiters or future employers
  • The comprehensive nature of the course gives the solid basis to build your career
  • Confidence in using Excel in the workplace
  • Greater efficiency in the workplace