Microsoft Excel for Finance

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Microsoft Excel for Finance

Our brand new course takes a practical hands-on approach to developing your excel skills and enhance 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 portfolio
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: SUMIF, COUNTIF, MAX, MIN, AVERAGE, CONCATENATE, LEFT, VLOOKUP, HLOOKUP, INDEX, MATCH, CHOOSE, OFFSET, LEFT, TODAY, ADDRESS
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 finance 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: 13th May

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.

Full Name
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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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