Course Overview

Professional Excel Training for Financial Professionals

This course is a hands-on practical specially designed for both workers and students studying to earn a career in the field of Accountancy, Auditing, Banking, and Insurance.

The objective of this course is to equip participants with the requisite skills in using advance features of Microsoft Excel for their day-to-day work schedules.

Course Details:

Duration: One Month (3 days a week)
Venue: Virtual, In-person, or Hybrid
Time: To be agreed upon
Delivery Mode: In-person, Virtual (Google Meet)
Special Arrangements: Available for groups of 5+ participants at their preferred venue

Course Highlights

Financial Analysis

Master advanced Excel features for financial data analysis and reporting

Accounting Functions

Learn specialized functions for accounting, auditing, and financial calculations

Data Visualization

Create compelling charts and graphs for financial reporting

Data Protection

Implement security measures and data validation techniques

Who Should Attend?

Accounting Professionals
Auditors & Compliance Officers
Banking Professionals
Insurance Specialists
Students in Finance/Accounting

Course Modules

Module 1: Excel Fundamentals

Day 1 - 4 hours
  • Excel interface and navigation
  • Basic formulas and functions
  • Data entry and formatting
  • Cell referencing and named ranges

Module 2: Financial Analysis

Day 1 - 4 hours
  • Financial functions (PMT, FV, PV, etc.)
  • Loan and investment calculations
  • Depreciation and asset management
  • Ratio analysis and financial metrics

Module 3: Data Management

Day 2 - 4 hours
  • Sorting and filtering data
  • Data validation and protection
  • Conditional formatting
  • Working with large datasets

Module 4: Advanced Features

Day 2 - 4 hours
  • PivotTables and PivotCharts
  • Advanced charting techniques
  • Macros and automation
  • Scenario analysis and what-if modeling

Module 5: Professional Applications

Day 3 - 4 hours
  • Financial reporting templates
  • Audit working papers
  • Risk assessment models
  • Industry-specific case studies

Module 6: Hands-on Practice

Day 3 - 4 hours
  • Real-world exercises
  • Custom template creation
  • Troubleshooting common issues
  • Best practices and tips

Download Training Files

Get access to exclusive Excel training materials, templates, and practice files prepared by Vizzual Consult experts.

Practice Templates

Ready-to-use Excel templates for financial analysis and reporting

Sample Datasets

Real-world financial data for hands-on practice and learning

Exercise Files

Step-by-step exercises to reinforce your learning

Vizzual Excel Training Files

Complete collection of training materials, templates, and practice files

ZIP Archive Multiple Files

Note: These training files are provided exclusively for participants of the Microsoft Excel for Accountants course. All files are for educational purposes only.

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