UIBFS

Advanced Excel Skills for Finance Managers and Planning Experts

INVESTMENT

DURATION

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.