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Excel for Finance Professionals
Face to face / Virtual closed & onsite training. Restaurant lunch included at STL venues.
- 1 day Instructor-led workshop
Syllabus
Who is this course for?
Excel users from finance-related roles looking to extend their knowledge of Excel in a financially driven context.
This course is a part of a wider portfolio of our Excel courses London.
Prerequisites
Attendance or equivalent knowledge of our Excel Intermediate course.
Benefits
Gain best practice techniques in pulling financial information into Excel, common pitfalls to avoid when using key financial functions and some useful presentation tips. The opportunity to use example financial statements such as cashflows and look at common size statements.You may also be interested in our VBA courses.
Course Syllabus
Setting up a Financial Worksheet
Layouts of input cells and formulas
Tracing formula precedents, dependents, and errors
Common mistakes to avoid
Conditional formatting to analyse data
Highlighting alternative row/columns of data
Highlight mistakes / errors / omissions / repetitions
Using conditional formatting to create simple & effective dashboards
Working with data
Importing data; formats, field labels,
web query options (stock info)
Use TYPE to identify data type of existing cell contents
Text functions; FIND, MID,
TRIM excess space in cells
Use lookup functions to retrieve and compare data
Cashflow spreadsheets
Income & Expenditure tracking table
Create a Pivot Table
Using the Pivot Table with filters to analyse cashflow
Using a Pivot Chart to track cashflow
Financial functions
Considerations such as:
- PMT, FV, IRR, NPV
- When to use XIRR and XNPV
- Function with cashflows
- Assumptions to avoid
- APR vs APY
Reviewing financial statements
Example balance sheets, income statements, cashflow
statements & shareholders equity
Benefits of using common size statements for comparisons
Setting up common size statements; balance sheets & income
Defining key ratios to compare and updating changes
Prices & Dates
What you get
"What do I get on the day?"
Arguably, the most experienced and highest motivated trainers.
Face-to-face training

Training is held in our modern, comfortable, air-conditioned suites.
Lunch, breaks and timing
A hot lunch is provided at local restaurants near our venues:
- Bloomsbury
- Limehouse
Courses start at 9:30am.
Please aim to be with us for 9:15am.
Browse the sample menus and view joining information (how to get to our venues).
Refreshments
Available throughout the day:
- Hot beverages
- Clean, filtered water
- Biscuits
Virtual training

Regular breaks throughout the day.
Learning tools

In-course handbook
Contains unit objectives, exercises and space to write notes
24 months access to trainers
Your questions answered on our support forum.
Training formats & Services
Training Formats & Services
Training formats available
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Testimonials
Panaci Services Ltd
Gabriela Mackie,
Finance Professional
This is my third course with Excel. I went to a different course with a well known branded accounting practice , but I found STL superior in terms and manner of teaching . I recommend it as a high quality course . Thank you
Excel for Finance Professionals
Zachary Kugel,
Student
Slow down the pace a little bit to better process info as it is a lot!
Excel for Finance Professionals
Imperial War Museum
Jamie Carlin,
Project Officer
The course itself was fantastic, however I feel like there could be a potential for more modular courses for smaller groups if attendees were given the chance to input into what parts of the course they would like to focus on beforehand. Jens was excellent at taking the conversation in the appropriate directions, but I feel like if this was a part of the course introduction/structure I would have had more confidence in asking these kinds of questions.
Excel for Finance Professionals
Related courses: Finance for nonfinancial London.
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