Microsoft Excel for Finance

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Microsoft Excel for Finance

Course overview:

Our brand new course takes a practical hands-on approach to developing your excel skills and enhances efficiency while learning how to manage finances. The course covers spreadsheet functions, techniques and formatting to support you to build upon managing your finances.

Please note not all of the content below will be covered. If you have any topics you would like in the course, please ensure you express this when booking.

Course Content:

  • How to calculate a ratio
  • How to score / rank stocks / funds
  • How to analyse a portfolioData cleansing
  • Data cleansing
  • Import data
  • Link spreadsheets
  • How to chart an indicator (technical analysis)
  • How to manage and store large amount of data
  • What is analysis
  • Drop down menu
  • Basic vba
  • How to build a model
  • Some useful shortcuts
  • Primary key / unique identifier / field / record
  • Create an add-in
  • Create a template
  • How to map data
  • Conditional formatting
  • Formula auditing
  • Functions
  • Range, names
  • Sheet protection
  • F5-Special
  • Summarising checks (tab)
  • Text functions – Len, Right, Find, etc
  • Use of the camera

Course Outcome:

You will leave with course with an advanced knowledge of excel and financial modelling. We intend for this to increase your employability as well as your personal finances.

Delivery Method:

This course is an instructor-led group course.

Course Dates: 

  • TBC

Course Time: 1pm – 5pm

Please note the time may extend depending on the demand of Course Content.

Fee: £10 per person. Payment must be made to confirm book. Please use the donate section below to make payment.

Open to the General Public.

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Location: 225 Marsh Wall, Angel House, London E14 9FW
T: 0207 001 7730
E: info@lifetimelearning.org.uk
For directions click here
Fee: Free. London Borough of Tower Hamlets residence only.


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