INTERMEDIATE EXCEL FOR FINANCIAL & BUSINESS ANALYSIS

Live-Online Training: N166,250.00
Classroom Training: N 247,250.00
3 - 4 participants: 5% discount
5 or more participants: 10% discount

(Available also for Customised Training by Duration, Venue & Fee)

CANDIDATES MUST BE WITH THEIR COMPUTERS

Program Description

This training programme on Intermediate Excel for Financial & Business Analysis is designed to equip participants with some basic skill and knowledge to upgrade beyond basic levels and proficiently use Microsoft Excel at higher levels. MS Excel is a powerful tool for financial and business analysis.

Excel is a critical tool for professionals working in finance, accounting, and business, and this program will focus on building a strong Intermediate Excel that can be applied to real-world financial and business scenarios.

Prerequisites

·         Basic familiarity with Microsoft Excel (knowing how to create, save, and format a spreadsheet).

·         A laptop with Microsoft Excel installed (version 2010 or newer).

Delivery Method

Instructor-led training with hands-on exercises and real-world examples.

Program Objectives

By the end of this program, participants will be able to:

·         Navigate and utilize Excel efficiently, including keyboard shortcuts and basic functions.

·         Create and manage complex spreadsheets for financial modeling and analysis.

·         Perform data analysis, financial calculations, and business modeling using advanced Excel functions and tools.

·         Develop interactive dashboards and reports for data visualization and decision-making.

·         Understand and apply best practices in Excel for accuracy, efficiency, and error reduction.

·         Apply Excel skills to solve common financial and business problems.

Course Content

DAY ONE

Excel Fundamentals for Financial Analysis

·         Introduction to Excel interface and navigation

·         Basic spreadsheet setup and formatting

·         Essential Excel functions (SUM, AVERAGE, COUNT, etc.)

·         Data validation and data cleaning techniques

·         Building simple financial models

Manipulating Data & Named Ranges

·         Paste Special

·         Transposing data

·         Importing text and delimiting by space, comma or tab

Formatting & Display Techniques

·         Formatting tables

·         Formatting tables using table styles

·         Formatting cell ranges using conditional formatting

Sorting & Querying Data

Linking & Consolidating Data

Charts Formatting Techniques

DAY TWO

Advanced Excel Functions for Financial Analysis

·         Financial functions (PV, FV, NPV, IRR)

·         Statistical functions (STDEV, CORREL, etc.)

·         Lookup and reference functions (VLOOKUP, HLOOKUP, INDEX, MATCH)

·         Date and time functions

·         Scenario analysis and sensitivity analysis

·         Sorting & Querying Data

·         Linking & Consolidating Data

DAY THREE

Data Analysis and Visualization

·         PivotTables and PivotCharts for data summarization

·         Advanced charting techniques for financial data

·         Data tables and Goal Seek for scenario analysis

·         Introduction to Power Query for data import and transformation

·         Building interactive dashboards

·         Charts Formatting Techniques

DAY FOUR

Business Modeling and Advanced Excel Tips

·         Forecasting and trend analysis in Excel

·         Monte Carlo simulation using Excel

·         Macros and automation for repetitive tasks

·         Advanced data analysis tools (Solver, Data Tables)

·         Protection & Security