2-Day Instructor-Led Programme
Learn to analyse financial data and create structured finance reports using Excel. This mentor-led training uses practical scenarios to apply financial functions, dashboards, and spreadsheet best practices.
Duration
2 Days
Price
$1,799
Excel is one of the most widely used tools in finance and accounting for analysing data, preparing reports, and supporting decision-making. Finance teams rely on Excel to organise datasets, perform calculations, and present financial insights clearly to management and stakeholders. This programme introduces the practical Excel capabilities required for modern finance roles.
Participants will learn how to apply essential Excel formulas and financial functions, organise financial datasets, and create professional dashboards for reporting. The programme focuses on building structured spreadsheets that support budgeting, financial analysis, and reporting tasks commonly used in finance departments.
Through mentor-led sessions and practical scenarios, learners practise real financial analysis tasks such as calculating ratios, analysing financial data, and presenting results through charts and dashboards. By the end of the programme, participants will be able to confidently use Excel to support financial reporting and analysis activities.
Participants build finance spreadsheets, apply financial functions, and create dashboards using realistic financial datasets.
Finance mentors guide learners through practical Excel exercises and real-world finance scenarios.
Develop essential Excel capabilities widely used across finance, accounting, and analytical roles.
Design structured spreadsheets for finance tasks
Analyse financial data using Excel tools
Implement financial functions for calculations
Evaluate financial performance using dashboards
Communicate financial insights visually
Lead spreadsheet organisation and reporting tasks
Basic familiarity with Microsoft Excel.
Basic understanding of financial concepts recommended.
Willingness to practise spreadsheet exercises.
Step-by-step learning journey from basics to professional practice
Master these in-demand skills through hands-on practice
A clear view of the roles this programme supports, what typically comes next, and where learners progress over time
Choose the learning format that works best for you and your team
Instructor-Led Training
Join live instructor-led sessions from anywhere. Interactive, engaging, and flexible.
Price per person
Group enrolments and early planning options available.
All prices are exclusive of VAT where applicable. Group enrolments and custom packages available on request.
Not everyone learns best in a group. If you want focused guidance, faster clarity, and confidence you can use on the job, our 1-to-1 Fast-Track Training gives you private, mentor-led support tailored to your experience and goals.
"Many learners choose 1-to-1 when they want understanding, not memorisation."
Everything you need to know about the certification exams
You will receive an Xcademia certificate of completion based on participation and successful completion of labs and scenario simulations.
Credential
On successful completion of Excel for Finance Training, learners receive an Xcademia Certificate of Completion. This standalone certificate is issued directly by Xcademia and is aligned with globally recognised frameworks and best practices.
Everything you need to know about this course
Finance professionals, accountants, and analysts who use Excel for financial reporting or analysis.
Take the next step in your professional development