Excel for Financial Professionals

Excel for Financial Professionals

Mastering Advanced Excel Skills for Financial Analysis,
Modeling, and Reporting

(36)
NASBA
Course Overview
Course Objectives
Target Audience
Course Methodology
Organisational Impact
Personal Impact
Daily Agenda
FAQ's
Related Subjects:
Data Management & Analytics
Course Schedule
Register
Training course in Excel for Financial Professionals in 22-26 Dec 2025 - London
22-26 Dec 2025
London
$5,950
Register
Register
Training course in Excel for Financial Professionals in 02-06 Feb 2026 - Dubai
02-06 Feb 2026
Dubai
$5,950
Register
Register
Training course in Excel for Financial Professionals in 04-08 May 2026 - Dhahran
04-08 May 2026
Dhahran
$5,950
Register
Register
Training course in Excel for Financial Professionals in 13-17 Jul 2026 - London
13-17 Jul 2026
London
$5,950
Register
Register
Training course in Excel for Financial Professionals in 19-23 Oct 2026 - Dhahran
19-23 Oct 2026
Dhahran
$5,950
Register
Register
Training course in Excel for Financial Professionals in 21-25 Dec 2026 - London
21-25 Dec 2026
London
$5,950
Register

Course Overview

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.

What are the Goals?

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.

Who is this Training Course for?

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.

How will this Training Course be Presented?

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.

Course Outline

Day 1
  • 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
  • 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
  • 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
  • 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
  • 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.

Accreditation

GLOMACS is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA 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.learningmarket.org.

All Training Seminars delivered by GLOMACS by default are eligible for CPE Credit.

Would you like to take this course as a team?
Contact Us

Frequently Asked Questions

AI Academy offers a wide range of specialized training courses focused on Artificial Intelligence and emerging technologies. Our courses cover areas such as Machine Learning, Data Science, AI in Business Strategy, Digital Transformation, and Automation, designed to help professionals enhance their technical and strategic capabilities.

Our courses are open to professionals at all career levels — from beginners seeking to understand AI fundamentals to senior executives aiming to integrate AI into organizational strategy. Each course clearly outlines the ideal participant profile to help you choose the best fit for your goals.

You can easily register through our website by selecting your preferred course and completing the online registration form. Once your registration is confirmed, you’ll receive a confirmation email with course details, venue or online access information, and next steps.

Yes. AI Academy offers both online and classroom-based courses to provide flexibility and convenience. The mode of delivery depends on the specific course and its learning objectives, ensuring participants receive an engaging and effective learning experience.

Yes. Upon successful completion of any AI Academy training course, participants receive an official Certificate of Completion, recognizing their professional development and newly acquired AI competencies.

Each course description on our website includes detailed information about the learning outcomes, target audience, and objectives. You can also contact our support team for personalized guidance on selecting a course that aligns with your experience level and career ambitions.

Can’t find what you are looking for?

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam

Contact Us

Related Training Courses

Microsoft Office Power Automate
Microsoft Office Power Automate
The Microsoft Office Power Automate Course provides professionals with
Learn more
Certified Training – Reporting & Operational Dashboards Using Excel
Certified Training – Reporting & Operational Dashboards Using Excel
This Certified Training Course in "Reporting & Operational Dashboa
Learn more
Machine Learning and Data Management in the Energy Industry
Machine Learning and Data Management in the Energy Industry
The Machine Learning and Data Management in the Power and Energy Indus
Learn more
Financial Modelling Using Excel
Financial Modelling Using Excel
The Financial Modelling Using Excel Course provides participants with
Learn more
Business Analysis for Pre-Sales Professionals
Business Analysis for Pre-Sales Professionals
The Business Analysis for Pre-Sales Professionals Course is designed t
Learn more
Historical Data Analysis for Trend Identification
Historical Data Analysis for Trend Identification
The Historical Data Analysis for Trend Identification Course equips pr
Learn more
Data Mining Techniques for Fraud Analytics
Data Mining Techniques for Fraud Analytics
In an increasingly data-saturated world, organisations are grappling w
Learn more
Machine Learning and Data Management in the Oil and Gas industry
Machine Learning and Data Management in the Oil and Gas industry
This training course on Machine Learning and Data Management in the Oi
Learn more
Data Privacy Certification (CIPM and CIPP)
Data Privacy Certification (CIPM and CIPP)
Data Privacy Certification (e.g., CIPM or CIPP) is designed to provide
Learn more
Data Strategy Development
Data Strategy Development
This Data Strategy Development: Building a Data-Driven Business for Fu
Learn more

Get Started Today.

Contact Us

Submit your email to stay updated on the latest in technology