★★★★★
"The structure, the practice exams, the instructor — all top tier. Passed first try."
AS
Aarti SharmaSenior Project Manager · TCS
— The journey
Course Outline
What the programme covers, module by module.
Module 1: Advanced Excel for Finance Fundamentals
- Excel interface review
- Workbook management
- Financial spreadsheet organization
- Named ranges
- Productivity shortcuts
- Best practices
Module 2: Advanced Financial Functions
- IF and nested IF
- XLOOKUP
- INDEX & MATCH
- SUMIFS and COUNTIFS
- Financial functions
- Error handling
Module 3: Data Cleaning & Financial Data Preparation
- Data validation
- Flash Fill
- Remove duplicates
- Text functions
- Date formatting
- Data organization
Module 4: Financial Data Analysis
- Sales analysis
- Expense analysis
- Revenue tracking
- Cost analysis
- Profitability metrics
- Financial summaries
Module 5: PivotTables for Finance
- Financial PivotTables
- Grouping data
- Calculated fields
- Filtering
- Financial summaries
- Interactive analysis
Module 6: Pivot Charts & Financial Visualization
- Financial charts
- Trend analysis
- KPI visualization
- Interactive reporting
- Dashboard charts
- Executive summaries
Module 7: Budget Planning
- Budget preparation
- Budget templates
- Department budgets
- Cost allocation
- Budget monitoring
- Budget variance
Module 8: Forecasting Techniques
- Revenue forecasting
- Expense forecasting
- Trend analysis
- Forecast sheets
- Growth projections
- Business planning
Module 9: Scenario & What-If Analysis
- Goal Seek
- Scenario Manager
- Data Tables
- Sensitivity analysis
- Business simulations
- Financial planning
Module 10: Financial Dashboards
- KPI dashboards
- Cash flow dashboards
- Revenue dashboards
- Expense dashboards
- Executive dashboards
- Interactive reporting
Module 11: Power Query for Finance
- Importing financial data
- Data transformation
- Data merging
- Query automation
- Data refresh
- Workflow optimization
Module 12: Power Pivot Basics
- Financial data models
- Relationships
- Measures
- Calculated columns
- Performance analysis
- Reporting
Module 13: Cash Flow Analysis
- Cash inflows
- Cash outflows
- Working capital
- Liquidity analysis
- Cash forecasting
- Financial planning
Module 14: Financial Reporting
- Income reports
- Expense reports
- Profit analysis
- Financial summaries
- Executive reports
- Report formatting
Module 15: Financial Modeling Fundamentals
- Model structure
- Assumptions
- Formula consistency
- Financial projections
- Model auditing
- Best practices
Module 16: Automation with Macros
- Macro recording
- Workflow automation
- Repetitive task automation
- Report automation
- Productivity improvement
- Macro security
Module 17: Variance Analysis
- Budget variance
- Revenue variance
- Cost variance
- Trend identification
- Performance measurement
- Decision support
Module 18: Data Validation & Controls
- Input controls
- Financial validation
- Error prevention
- Protected worksheets
- Audit checks
- Spreadsheet integrity
Module 19: Workbook Security & Collaboration
- Workbook protection
- Worksheet security
- Sharing workbooks
- Version control
- Collaboration
- Access management
Module 20: Financial Spreadsheet Best Practices
- Spreadsheet standards
- Documentation
- Formula auditing
- Error checking
- Performance optimization
- Efficient workbook design
Module 21: Finance Reporting Case Studies
- Budget reporting
- Financial performance analysis
- Cash flow reporting
- Expense tracking
- Executive reporting
- Business decision scenarios
Module 22: Professional Financial Reporting Workflow
- Financial data consolidation
- Dashboard creation
- Report automation
- Business insight generation
- Management presentation
- Industry best practices
— 01.2 · Is it right for you?
Who it's for & what's included
Pick a delivery method to see exactly who it suits and everything you receive.
Who it's for
Classroom
Best for learners who want face-to-face tuition and to network with peers in person.
What's included
Everything you get
- ✓ Live instructor on-site
- ✓ Printed workbook & materials
- ✓ Group exercises & case studies
Who it's for
Online Instructor-Led
Best for learners who want a live instructor and a fixed schedule, without the travel.
What's included
Everything you get
- ✓ Live instructor via video call
- ✓ Digital workbook & resources
- ✓ Session recordings
Who it's for
Self-Paced
Best for self-motivated learners who need maximum flexibility around work and life.
What's included
Everything you get
- ✓ On-demand video lessons
- ✓ Interactive quizzes
- ✓ 24/7 access on any device