Spreadsheet (Excel) Skills for Finance

in-house CPD training course

In-house Spreadsheet (Excel) Skills
Training Course

The following course is an in-house course designed to be held within an organisation.

If you are looking for an introduction to spreadsheets, a practical guide, a refresher or to enhance your existing understanding then we have the right course for you.

No mater what your experience or level, we can pitch our courses at the right level for you.

Spreadsheet Skills Courses Include

Our spreadsheet skills courses are usually tailored to meet our clients specific needs.

Example course contents are illustrated below:
• How to speed up your use of excel
• Useful excel shortcuts
• Essential navigation skills
• Essential formatting skills Spreadsheet (Excel) Skills for Finance Courses
• The importance of referencing
• Paste special’s hidden features
• Labelling and naming ranges
• Introduction to pivot tables
• Introduction to macros
• Financial modelling structure
• Financial modelling conventions
• Key conditional and logical functions
• Nested functions (when to use & not to use)
• Lookup functions (including VLookup, Hlookup, Index & Match)
• Importing and managing data, including using data filters
• Best practice techniques

Expensive mistakes are made by many organisations through poor spreadsheet techniques.

Our courses demonstrate best practice techniques.

Delegates are advised to use laptops on our spreadsheet skills training courses.

Spreadsheet (Excel) Skills for Finance Table

“Thank you for a very informative and interesting course. I learnt a lot and now realise that what I thought I knew only just scratchs the surface of excel’s potential!”
Caroline Brennan, Financial Accountant, Prime Medica

“It was by far the best course I have ever attended. I learnt a large number of useful tips which have helped to save me time back at the office. Stuart delivered the course in an effective manner and it was clear that he is very knowledgeable of the subject. Stuart has also helped me with a query since the course which goes beyond what I would have expected.
Nicola Stott, Financial Controller, PrintSoft

See also our investment appraisal courses, which complement this course.

Spreadsheet Skills Course Delivery

Spreadsheet (Excel) Skills for Finance Quote

We take an open friendly and enthusiastic approach to learning finance. We believe that people learn more effectively when they are enjoying themselves. We make finance interesting for you. We love questions and welcome as many as possible.

We encourage an open atmosphere which in our experience accelerates the learning process. We always use lots of exercises, case studies and real life examples in our training as we believe this really helps our clients to understand concepts.

We find that people only really learn when they test their understanding through practice. We offer traditional training, facilitation, interactive simulations, coaching and online training.

Tailored Spreadsheet Skills Courses

All our courses are tailored to meet our client’s specific needs. We like to spend time getting to know our clients as we strongly believe that training is most effective and valuable when tailored and focused.
In-house Spreadsheet Skills for Finance Training

In-house Spreadsheet Skills Training

Our training can be held within your office or an external venue of your choice.

We can also secure venues on your behalf through our venue sourcing agency.


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    Individual Learners
    Please note that this is an in-house course offered to organisations.
    For individual learners, we offer:
    • a selection of open / public courses
    • a range of over 150 online courses
    • a range of finance and tax publications.