Advanced Excel Skills for Finance Managers and Planning Experts

INVESTMENT

UGX 0.00

DURATION

START DATES

DELIVERY MODE

Face-to-face hands-on training using real-world financial datasets and scenarios.

ASSESSMENT

Practical exercises, case studies, and a final project to evaluate participants’ mastery of advanced Excel skills in financial contexts.Upon completion of the course, participants will be able to: 1) Utilize advanced Excel functions and formulas for financial analysis and modeling. 2) Develop sophisticated financial models for forecasting, budgeting, and investment analysis. 3) Apply data visualization techniques to effectively communicate financial insights. 4) Automate repetitive tasks and improve efficiency through Excel macros and VBA (Visual Basic for Applications). 5) Enhance data analysis and reporting capabilities for financial decision-making. 6) Understand and apply advanced Excel techniques specific to financial services, such as pivot tables, goal seeking, and scenario analysis. 7) Improve data accuracy and integrity through data validation and auditing features in Excel.

COURSE OVERVIEW

Proficiency in Excel is essential for professionals in the financial services sector. This course offers
advanced training in Excel, focusing on industry-specific applications and techniques. Participants
will learn how to effectively analyze financial data, create complex financial models, and generate
insightful reports. The course equips learners with the necessary skills to enhance their productivity
and decision-making capabilities in the finance industry.

COURSE OBJECTIVE

TARGET AUDIENCE

Target Audience:
This course is designed for professionals working in the financial services sector, including
investment bankers, financial analysts, portfolio managers, risk managers, tax consultants, HRM,
accountants, and finance executives. It is suitable for individuals who have a foundational
understanding of Excel and are seeking to expand their skills for financial analysis and reporting.

WHAT YOU WILL STUDY

LEARNING OUTCOMES

Upon completion of the training, participants will gain the following skills:
1) Advanced proficiency in using Excel for financial analysis, modeling, and reporting.
2) Ability to create complex financial models for forecasting, budgeting, and investment analysis.
3) Expertise in utilizing Excel functions and formulas specific to financial services.
4) Proficient in data visualization techniques to effectively communicate financial insights.
5) Competence in automating tasks and improving productivity using Excel macros and VBA.
6) Mastery of advanced Excel features for financial services, such as pivot tables, goal seeking, and
scenario analysis.
7) Skill in ensuring data accuracy and integrity through data validation and auditing in Excel.
Training Software:
Microsoft Excel (latest version)
Fee:
• 700,000/= for the entire course.